Purchases and Sales Made in Q1 2024 in Chesapeake Utilities Corp (CPK)
This table provides information about the institutional ownership of Chesapeake Utilities Corp (CPK) during Q1 2024. The information is specifically focused on institutions that hold shares of CHESAPEAKE UTILITIES CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
196+ 3.99% |
$19.6K - $21K
|
5.11K
$636K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
190New |
$19K - $20.4K
|
190
$23.6K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
151+ 3.63% |
$15.1K - $16.2K
|
4.31K
$536K
|
|
|
Apr 17, 2024
Q1 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
150+ 37.5% |
$15K - $16.1K
|
550
$68.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Albert D Mason Inc
|
BUY
|
- |
147+ 1.19% |
$14.7K - $15.8K
|
12.5K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
141+ 0.43% |
$14.1K - $15.1K
|
32.8K
$4.07M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
137+ 6.86% |
$13.7K - $14.7K
|
2.13K
$265K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
130New |
$13K - $13.9K
|
130
$16.2K
|
|
|
Apr 10, 2024
Q1 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
129+ 1.19% |
$12.9K - $13.8K
|
11K
$1.37M
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
129+ 2.76% |
$12.9K - $13.8K
|
4.8K
$597K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
100+ 10.16% |
$9.98K - $10.7K
|
1.08K
$135K
|
|
|
Apr 25, 2024
Q1 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
100+ 1.8% |
$9.98K - $10.7K
|
5.66K
$703K
|
|
|
May 07, 2024
Q1 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
99+ 0.82% |
$9.88K - $10.6K
|
12.2K
$1.52M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
95+ 0.33% |
$9.48K - $10.2K
|
29.3K
$3.64M
|
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
76+ 1.13% |
$7.59K - $8.15K
|
6.78K
$843K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
57+ 14.32% |
$5.69K - $6.12K
|
455
$56.6K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
54+ 8.12% |
$5.39K - $5.79K
|
719
$89.4K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
46+ 2.05% |
$4.59K - $4.94K
|
2.29K
$285K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
43+ 1.47% |
$4.29K - $4.61K
|
2.97K
$370K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
31+ 110.71% |
$3.09K - $3.33K
|
59
$7.34K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
26New |
$2.6K - $2.79K
|
26
$3.23K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
26New |
$2.6K - $2.79K
|
26
$3.23K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
22+ 38.6% |
$2.2K - $2.36K
|
79
$9.82K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
22+ 0.45% |
$2.2K - $2.36K
|
4.91K
$610K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20+ 0.45% |
$2K - $2.15K
|
4.48K
$557K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
19New |
$1.9K - $2.04K
|
19
$2.36K
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
19+ 0.22% |
$1.9K - $2.04K
|
8.52K
$1.06M
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
13New |
$1.3K - $1.39K
|
13
$1.62K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
12+ 600.0% |
$1.2K - $1.29K
|
14
$1.74K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
12+ 12.63% |
$1.2K - $1.29K
|
107
$13.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
11New |
$1.1K - $1.18K
|
11
$1.37K
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
11+ 5.58% |
$1.1K - $1.18K
|
208
$25.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
10+ 3.22% |
$998 - $1.07K
|
321
$39.9K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10+ 0.13% |
$998 - $1.07K
|
7.8K
$969K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
7+ 0.31% |
$699 - $751
|
2.25K
$280K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7+ 2.85% |
$699 - $751
|
253
$31.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
4+ 9.76% |
$399 - $429
|
45
$5.6K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 7.14% |
$200 - $215
|
30
$3.73K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2+ 0.31% |
$200 - $215
|
650
$80.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.53% |
$99.8 - $107
|
191
$23.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1+ 0.44% |
$99.8 - $107
|
228
$28.3K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2- 0.7% |
$200 - $215
|
284
$35.3K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 66.67% |
$200 - $215
|
1
$124
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-6- 0.1% |
$599 - $644
|
6.15K
$765K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7- 46.67% |
$699 - $751
|
8
$995
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-7- 8.05% |
$699 - $751
|
80
$9.95K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-7- 1.28% |
$699 - $751
|
541
$67.3K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9- 0.05% |
$898 - $966
|
19.3K
$2.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-19- 51.35% |
$1.9K - $2.04K
|
18
$2.24K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20- 0.65% |
$2K - $2.15K
|
3.05K
$379K
|