Institutional Ownership Chemed Corp (CHE)
This table provides information about the institutional ownership of Chemed Corp (CHE). We have compiled data on the 548 institutions that hold shares in the stock, with a total of 13.8 Million shares, which have been reported (via 13F filing form) to have a value of $7.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
39
shares
|
$21,652
0.0% of portfolio
|
Q2 2024
Added 8.33%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
38
shares
|
$21,097
0.01% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
36
shares
|
$19,987
0.0% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
35
shares
|
$19,432
0.01% of portfolio
|
Q4 2024
Added 20.69%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
34
shares
|
$18,876
0.0% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
33
shares
|
$18,321
0.0% of portfolio
|
Q1 2022
Added 6.06%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
32
shares
|
$17,766
0.0% of portfolio
|
Q3 2024
Added 166.67%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
30
shares
|
$16,656
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
28
shares
|
$15,545
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
25
shares
|
$13,880
0.0% of portfolio
|
Q2 2024
Added 25.0%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
24
shares
|
$13,324
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
24
shares
|
$13,324
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
23
shares
|
$12,769
0.0% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
22
shares
|
$12,214
0.0% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
21
shares
|
$11,659
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
17
shares
|
$9,438
0.0% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
17
shares
|
$9,438
0.0% of portfolio
|
Q1 2024
Reduced 10.53%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
16
shares
|
$8,883
0.0% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
16
shares
|
$8,883
0.0% of portfolio
|
Q3 2024
Reduced 91.84%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
16
shares
|
$8,883
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
15
shares
|
$8,328
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
14
shares
|
$7,772
0.0% of portfolio
|
Q4 2024
Added 180.0%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
14
shares
|
$7,772
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
13
shares
|
$7,217
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
12
shares
|
$6,662
0.0% of portfolio
|
Q2 2024
Added 500.0%
|