Latest Institutional Purchases of Chesapeake Utilities Corp (CPK)
This list provides information on the latest institutional transactions involving Chesapeake Utilities Corp (CPK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1New |
$115 - $138
|
1
$122
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.6KNew |
$190K - $225K
|
1.6K
$195K
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.2KNew |
$143K - $169K
|
1.2K
$146K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
1.1KNew |
$131K - $154K
|
1.1K
$134K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
145New |
$17.3K - $20.4K
|
145
$17.7K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
80New |
$9.52K - $11.2K
|
80
$9.74K
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
50New |
$5.95K - $7.03K
|
50
$6.09K
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
17+ 1.02% |
$2.02K - $2.39K
|
1.68K
$205K
|
|
| Q1 2022 | |||||||
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
15New |
$1.91K - $2.14K
|
15
$1.83K
|
|
| Q4 2021 | |||||||
|
May 10, 2022
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
8KNew |
$995K - $1.17M
|
8K
$974K
|
|
|
Feb 15, 2022
Q4 2021
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
663New |
$82.5K - $96.7K
|
663
$80.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
206New |
$25.6K - $30K
|
206
$25.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
80New |
$9.95K - $11.7K
|
80
$9.74K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
52New |
$6.47K - $7.58K
|
52
$6.33K
|
|
| Q3 2021 | |||||||
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
450New |
$53.3K - $59.5K
|
450
$54.8K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
302New |
$35.8K - $39.9K
|
302
$36.8K
|
|
| Q2 2021 | |||||||
|
Aug 04, 2021
Q2 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
575New |
$65.9K - $70.8K
|
575
$70K
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
18+ 150.0% |
$2.06K - $2.22K
|
30
$3.65K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
4.1KNew |
$414K - $493K
|
4.1K
$499K
|
|
|
May 12, 2021
Q1 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
90New |
$9.08K - $10.8K
|
90
$11K
|
|
|
Jul 13, 2021
Q1 2021
|
Pflug Koory, LLC
|
BUY
|
- |
50New |
$5.05K - $6.02K
|
50
$6.09K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
36.4KNew |
$3.05M - $4.02M
|
36.4K
$4.44M
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
262New |
$22K - $28.9K
|
262
$31.9K
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
29.8K+ 1065.12% |
$2.15M - $2.99M
|
32.6K
$3.97M
|
|
| Q2 2019 | |||||||
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.2KNew |
$1.09M - $1.16M
|
12.2K
$1.48M
|
|
|
Aug 27, 2019
Q2 2019
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
910New |
$81.2K - $86.9K
|
910
$111K
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
14.4KNew |
$1.15M - $1.35M
|
14.4K
$1.75M
|
|
|
May 14, 2019
Q1 2019
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
3.2KNew |
$255K - $300K
|
3.2K
$390K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
269New |
$21.8K - $24.4K
|
269
$32.8K
|
|
| Q1 2018 | |||||||
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
8.18K+ 7575.0% |
$545K - $633K
|
8.29K
$1.01M
|
|