Chesapeake Utilities Ownership 2024 | Who Owns Chesapeake Utilities Now?
Institutional Ownership
23.60%
Insider Ownership
2.02%
Retail Ownership
74.38%
Institutional Holders
144.00
Chesapeake Utilities Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BLACKROCK INC. | 16.13% | 0.01% | 3,589,233 | -26,424 | -0.73% | 381,176,547 | Jun 30, 2024 |
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 10.16% | 0.15% | 2,260,993 | -6,256 | -0.28% | 240,118,000 | Jun 30, 2024 |
VANGUARD GROUP INC | 8.25% | 0.00% | 1,835,620 | -23,381 | -1.26% | 194,942,844 | Jun 30, 2024 |
STATE STREET CORP | 5.44% | 0.01% | 1,211,081 | -1,076 | -0.09% | 129,374,951,000 | Jun 30, 2024 |
COPELAND CAPITAL MANAGEMENT, LLC | 2.43% | 1.08% | 541,307 | 4,451 | 0.83% | 57,486,770 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.28% | 0.00% | 508,228 | 26,065 | 5.41% | 53,985,069 | Jun 30, 2024 |
JENNISON ASSOCIATES LLC | 2.25% | 0.03% | 501,361 | 72,527 | 16.91% | 53,244,538 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 2.20% | 0.01% | 489,433 | 19,100 | 4.06% | 51,978,564 | Jun 30, 2024 |
FIRST TRUST ADVISORS LP | 1.99% | 0.05% | 443,658 | -107,182 | -19.46% | 47,116,481 | Jun 30, 2024 |
ZIMMER PARTNERS, LP | 1.97% | 0.86% | 438,871 | -156,783 | -26.32% | 46,608,100 | Jun 30, 2024 |
INVESCO LTD. | 1.96% | 0.01% | 435,823 | 30,234 | 7.45% | 46,284,403 | Jun 30, 2024 |
BANK OF NEW YORK MELLON CORP | 1.80% | 0.01% | 400,764 | -5,540 | -1.36% | 42,561,179 | Jun 30, 2024 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 1.35% | 0.06% | 300,000 | -21,136 | -6.58% | 31,860,000 | Jun 30, 2024 |
MORGAN STANLEY | 1.25% | 0.00% | 277,789 | -5,382 | -1.90% | 29,501,248 | Jun 30, 2024 |
JANUS HENDERSON GROUP PLC | 1.24% | 0.02% | 275,816 | 612 | 0.22% | 29,292,976 | Jun 30, 2024 |
BOSTON TRUST WALDEN CORP | 1.23% | 0.22% | 274,405 | 118,561 | 76.08% | 29,141,811 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 1.23% | 0.00% | 273,563 | -40,377 | -12.86% | 29,052,390 | Jun 30, 2024 |
NORTHERN TRUST CORP | 1.22% | 0.00% | 270,793 | 6,901 | 2.62% | 28,758,216,000 | Jun 30, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.13% | 0.01% | 251,398 | -860 | -0.34% | 26,698,468 | Jun 30, 2024 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 0.76% | 0.02% | 169,421 | -1,771 | -1.03% | 17,992,510 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
TUFTON CAPITAL MANAGEMENT | 0.32% | 1.47% | 71,250 | - | - | 7,566,750 | Jun 30, 2024 |
TRIBUTARY CAPITAL MANAGEMENT, LLC | 0.60% | 1.18% | 133,586 | 327 | 0.25% | 14,186,837 | Jun 30, 2024 |
COPELAND CAPITAL MANAGEMENT, LLC | 2.43% | 1.08% | 541,307 | 4,451 | 0.83% | 57,486,770 | Jun 30, 2024 |
ALBERT D MASON INC | 0.06% | 0.89% | 12,409 | -62 | -0.50% | 1,317,871 | Jun 30, 2024 |
ZIMMER PARTNERS, LP | 1.97% | 0.86% | 438,871 | -156,783 | -26.32% | 46,608,100 | Jun 30, 2024 |
CLADIS INVESTMENT ADVISORY, LLC | 0.04% | 0.71% | 8,000 | - | - | 849,600 | Jun 30, 2024 |
COX CAPITAL MGT LLC | 0.04% | 0.64% | 10,009 | -977 | -8.89% | 1,062,951 | Jun 30, 2024 |
FRUTH INVESTMENT MANAGEMENT | 0.08% | 0.54% | 18,649 | -245 | -1.30% | 1,980,000 | Jun 30, 2024 |
CRAMER ROSENTHAL MCGLYNN LLC | 0.37% | 0.51% | 81,725 | 34,549 | 73.23% | 8,679,195 | Jun 30, 2024 |
CLEAR HARBOR ASSET MANAGEMENT, LLC | 0.23% | 0.47% | 51,409 | -635 | -1.22% | 5,459,689 | Jun 30, 2024 |
KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP | 0.02% | 0.35% | 3,544 | - | - | 376,373 | Jun 30, 2024 |
ICW INVESTMENT ADVISORS LLC | 0.03% | 0.33% | 6,746 | -37 | -0.55% | 716,474 | Jun 30, 2024 |
LASALLE ST. INVESTMENT ADVISORS, LLC | 0.03% | 0.28% | 6,693 | 6,693 | 100.00% | 560,000 | Jun 30, 2024 |
RMB CAPITAL MANAGEMENT, LLC | 0.48% | 0.27% | 105,825 | -512 | -0.48% | 11,238,656 | Jun 30, 2024 |
ADVISORY RESEARCH INC | 0.06% | 0.25% | 12,720 | -196 | -1.52% | 1,350,864 | Jun 30, 2024 |
BOSTON TRUST WALDEN CORP | 1.23% | 0.22% | 274,405 | 118,561 | 76.08% | 29,141,811 | Jun 30, 2024 |
PEREGRINE CAPITAL MANAGEMENT LLC | 0.30% | 0.21% | 67,303 | -235 | -0.35% | 7,147,579 | Jun 30, 2024 |
GHISALLO CAPITAL MANAGEMENT LLC | 0.11% | 0.19% | 25,000 | -25,000 | -50.00% | 2,655,000 | Jun 30, 2024 |
LEGACY WEALTH ASSET MANAGEMENT, LLC | 0.03% | 0.18% | 5,873 | 964 | 19.64% | 623,713 | Jun 30, 2024 |
ENERGY INCOME PARTNERS, LLC | 0.33% | 0.17% | 72,354 | -20,438 | -22.03% | 7,683,994 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BOSTON TRUST WALDEN CORP | 1.23% | 0.22% | 274,405 | 118,561 | 76.08% | 29,141,811 | Jun 30, 2024 |
VICTORY CAPITAL MANAGEMENT INC | 0.56% | 0.01% | 124,716 | 78,613 | 170.52% | 13,244,839 | Jun 30, 2024 |
JENNISON ASSOCIATES LLC | 2.25% | 0.03% | 501,361 | 72,527 | 16.91% | 53,244,538 | Jun 30, 2024 |
SAVANT CAPITAL, LLC | 0.16% | 0.04% | 36,105 | 36,105 | 100.00% | 3,834,351 | Jun 30, 2024 |
CRAMER ROSENTHAL MCGLYNN LLC | 0.37% | 0.51% | 81,725 | 34,549 | 73.23% | 8,679,195 | Jun 30, 2024 |
INVESCO LTD. | 1.96% | 0.01% | 435,823 | 30,234 | 7.45% | 46,284,403 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.28% | 0.00% | 508,228 | 26,065 | 5.41% | 53,985,069 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.21% | 0.00% | 46,954 | 24,309 | 107.35% | 4,986,514 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 2.20% | 0.01% | 489,433 | 19,100 | 4.06% | 51,978,564 | Jun 30, 2024 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 0.26% | 0.11% | 57,163 | 14,417 | 33.73% | 6,070,711 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.06% | 0.01% | 12,832 | 12,832 | 100.00% | 1,362,758 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 11,389 | 11,389 | 100.00% | 1,209,512 | Jun 30, 2024 |
SQUAREPOINT OPS LLC | 0.06% | 0.00% | 13,580 | 10,914 | 409.38% | 1,442,196 | Jun 30, 2024 |
BAHL & GAYNOR INC | 0.20% | 0.03% | 44,902 | 8,707 | 24.06% | 4,768,592 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.10% | 0.00% | 22,021 | 8,250 | 59.91% | 2,338,629 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.12% | 0.00% | 26,050 | 7,500 | 40.43% | 2,766,510 | Jun 30, 2024 |
NORTHERN TRUST CORP | 1.22% | 0.00% | 270,793 | 6,901 | 2.62% | 28,758,216,000 | Jun 30, 2024 |
LASALLE ST. INVESTMENT ADVISORS, LLC | 0.03% | 0.28% | 6,693 | 6,693 | 100.00% | 560,000 | Jun 30, 2024 |
ALLIANZ ASSET MANAGEMENT GMBH | 0.03% | 0.00% | 6,100 | 6,100 | 100.00% | 647,820 | Jun 30, 2024 |
NORGES BANK | 0.03% | 0.00% | 6,087 | 6,087 | 100.00% | 646,439 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
ZIMMER PARTNERS, LP | 1.97% | 0.86% | 438,871 | -156,783 | -26.32% | 46,608,100 | Jun 30, 2024 |
FIRST TRUST ADVISORS LP | 1.99% | 0.05% | 443,658 | -107,182 | -19.46% | 47,116,481 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.66% | 0.00% | 147,680 | -88,896 | -37.58% | 15,683,636 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 1.23% | 0.00% | 273,563 | -40,377 | -12.86% | 29,052,390 | Jun 30, 2024 |
TD ASSET MANAGEMENT INC | 0.19% | 0.00% | 42,124 | -31,500 | -42.78% | 4,473,569 | Jun 30, 2024 |
HUDSON BAY CAPITAL MANAGEMENT LP | 0.07% | 0.01% | 15,000 | -28,000 | -65.12% | 1,593,000 | Jun 30, 2024 |
BLACKROCK INC. | 16.13% | 0.01% | 3,589,233 | -26,424 | -0.73% | 381,176,547 | Jun 30, 2024 |
GHISALLO CAPITAL MANAGEMENT LLC | 0.11% | 0.19% | 25,000 | -25,000 | -50.00% | 2,655,000 | Jun 30, 2024 |
VANGUARD GROUP INC | 8.25% | 0.00% | 1,835,620 | -23,381 | -1.26% | 194,942,844 | Jun 30, 2024 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 1.35% | 0.06% | 300,000 | -21,136 | -6.58% | 31,860,000 | Jun 30, 2024 |
ENERGY INCOME PARTNERS, LLC | 0.33% | 0.17% | 72,354 | -20,438 | -22.03% | 7,683,994 | Jun 30, 2024 |
HOLOCENE ADVISORS, LP | - | - | - | -19,855 | -100.00% | - | Jun 30, 2024 |
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 0.19% | 0.03% | 41,177 | -13,838 | -25.15% | 4,372,997 | Jun 30, 2024 |
PROSHARE ADVISORS LLC | 0.30% | 0.02% | 66,498 | -12,174 | -15.47% | 7,062,088 | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -11,816 | -100.00% | - | Jun 30, 2024 |
BARCLAYS PLC | 0.04% | 0.00% | 8,375 | -11,478 | -57.81% | 889,000 | Jun 30, 2024 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 0.02% | 0.00% | 3,459 | -11,210 | -76.42% | 367,346 | Jun 30, 2024 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | - | - | - | -11,177 | -100.00% | - | Jun 30, 2024 |
MAN GROUP PLC | - | - | - | -10,561 | -100.00% | - | Jun 30, 2024 |
UBS GROUP AG | 0.09% | 0.00% | 19,601 | -10,225 | -34.28% | 2,081,626 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
SAVANT CAPITAL, LLC | 0.16% | 0.04% | 36,105 | 36,105 | 100.00% | 3,834,351 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.06% | 0.01% | 12,832 | 12,832 | 100.00% | 1,362,758 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 11,389 | 11,389 | 100.00% | 1,209,512 | Jun 30, 2024 |
LASALLE ST. INVESTMENT ADVISORS, LLC | 0.03% | 0.28% | 6,693 | 6,693 | 100.00% | 560,000 | Jun 30, 2024 |
ALLIANZ ASSET MANAGEMENT GMBH | 0.03% | 0.00% | 6,100 | 6,100 | 100.00% | 647,820 | Jun 30, 2024 |
NORGES BANK | 0.03% | 0.00% | 6,087 | 6,087 | 100.00% | 646,439 | Jun 30, 2024 |
VIRTU FINANCIAL LLC | 0.02% | 0.03% | 3,858 | 3,858 | 100.00% | 410,000 | Jun 30, 2024 |
SG AMERICAS SECURITIES, LLC | 0.02% | 0.00% | 3,807 | 3,807 | 100.00% | 404,000 | Jun 30, 2024 |
ATOM INVESTORS LP | 0.02% | 0.04% | 3,650 | 3,650 | 100.00% | 387,630 | Jun 30, 2024 |
OCCUDO QUANTITATIVE STRATEGIES LP | 0.02% | 0.07% | 3,619 | 3,619 | 100.00% | 384,338 | Jun 30, 2024 |
BOKF, NA | 0.01% | 0.01% | 3,092 | 3,092 | 100.00% | 328,370 | Jun 30, 2024 |
VERSOR INVESTMENTS LP | 0.01% | 0.05% | 2,500 | 2,500 | 100.00% | 265,500 | Jun 30, 2024 |
CHOREO, LLC | 0.01% | 0.00% | 2,370 | 2,370 | 100.00% | 251,306 | Jun 30, 2024 |
ALGERT GLOBAL LLC | 0.01% | 0.01% | 2,241 | 2,241 | 100.00% | 238,000 | Jun 30, 2024 |
TWO SIGMA SECURITIES, LLC | 0.01% | 0.00% | 2,238 | 2,238 | 100.00% | 237,676 | Jun 30, 2024 |
DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.01% | 0.02% | 1,997 | 1,997 | 100.00% | 212,000 | Jun 30, 2024 |
AQUATIC CAPITAL MANAGEMENT LLC | 0.00% | 0.00% | 400 | 400 | 100.00% | 42,480 | Jun 30, 2024 |
SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 263 | 263 | 100.00% | 28,214 | Jun 30, 2024 |
QUARRY LP | 0.00% | 0.00% | 73 | 73 | 100.00% | 7,753 | Jun 30, 2024 |
STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.00% | 0.00% | 65 | 65 | 100.00% | 6,903 | Jun 30, 2024 |
INNEALTA CAPITAL, LLC | - | 0.00% | 5 | 5 | 100.00% | 531 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
HOLOCENE ADVISORS, LP | - | - | - | -19,855 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -11,816 | -100.00% | - | Jun 30, 2024 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | - | - | - | -11,177 | -100.00% | - | Jun 30, 2024 |
MAN GROUP PLC | - | - | - | -10,561 | -100.00% | - | Jun 30, 2024 |
AZZAD ASSET MANAGEMENT INC /ADV | - | - | - | -5,375 | -100.00% | - | Jun 30, 2024 |
SYNERGY ASSET MANAGEMENT, LLC | - | - | - | -4,763 | -100.00% | - | Jun 30, 2024 |
MARTINGALE ASSET MANAGEMENT L P | - | - | - | -4,105 | -100.00% | - | Jun 30, 2024 |
WALLEYE CAPITAL LLC | - | - | - | -3,543 | -100.00% | - | Jun 30, 2024 |
INSPIRE ADVISORS, LLC | - | - | - | -2,629 | -100.00% | - | Jun 30, 2024 |
XTX TOPCO LTD | - | - | - | -2,470 | -100.00% | - | Jun 30, 2024 |
Y-INTERCEPT (HONG KONG) LTD | - | - | - | -2,020 | -100.00% | - | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,162 | -100.00% | - | Jun 30, 2024 |
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -207 | -100.00% | - | Jun 30, 2024 |
QUEST PARTNERS LLC | - | - | - | -13 | -100.00% | - | Jun 30, 2024 |
HARBOR INVESTMENT ADVISORY, LLC | - | - | - | -11 | -100.00% | - | Jun 30, 2024 |
SPIRE WEALTH MANAGEMENT | - | - | - | -10 | -100.00% | - | Jun 30, 2024 |
Chesapeake Utilities Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
Copeland Trust | 0.21% | 11,772 | 3,798 | 47.63% | Feb 29, 2024 |
T. Rowe Price Small-Cap Stock Fund, Inc. | 0.18% | 652,483 | -800 | -0.12% | Mar 31, 2024 |
Emerge ETF Trust | 0.11% | 139 | - | - | Apr 28, 2023 |
PRUDENTIAL SECTOR FUNDS, INC. | 0.10% | 216,096 | -3,548 | -1.62% | Feb 29, 2024 |
T. Rowe Price Small-Cap Value Fund, Inc. | 0.06% | 507,181 | 95,500 | 23.20% | Mar 31, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND | 0.05% | 544,462 | -78,166 | -12.55% | Mar 31, 2024 |
FIRST TRUST ENERGY INFRASTRUCTURE FUND | 0.05% | 10,000 | - | - | Feb 29, 2024 |
EIP INVESTMENT TRUST | 0.05% | 2,300 | -17,370 | -88.31% | Jan 31, 2024 |
Walthausen Funds | 0.05% | 1,550 | - | - | Apr 30, 2023 |
GABELLI UTILITIES FUND | 0.04% | 31,500 | - | - | Dec 29, 2023 |
VANGUARD ADMIRAL FUNDS | 0.03% | 131,188 | 8,816 | 7.20% | Feb 29, 2024 |
Nuveen S&P 500 Dynamic Overwrite Fund | 0.03% | 876 | - | - | Mar 31, 2024 |
T. Rowe Price Equity Funds, Inc. | 0.03% | 303,301 | - | - | Mar 31, 2024 |
RMB INVESTORS TRUST | 0.03% | 13,094 | 1,482 | 12.76% | Dec 31, 2023 |
Vanguard Montgomery Funds | 0.02% | 5,712 | - | - | Mar 31, 2024 |
Tactical Investment Series Trust | 0.02% | 5,700 | - | - | Mar 31, 2024 |
BOSTON TRUST WALDEN FUNDS | 0.02% | 63,230 | -4,630 | -6.82% | Mar 28, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.02% | 12,278 | - | - | Mar 31, 2024 |
SIT MUTUAL FUNDS INC | 0.02% | 8,000 | 1,100 | 15.94% | Mar 28, 2024 |
GABELLI UTILITY TRUST | 0.02% | 9,000 | - | - | Dec 29, 2023 |
CRM Mutual Fund Trust | 0.02% | 10,180 | -652 | -6.02% | Mar 31, 2024 |
BNY MELLON INDEX FUNDS, INC. | 0.02% | 21,904 | 1,207 | 5.83% | Jan 31, 2024 |
BNY MELLON INVESTMENT PORTFOLIOS | 0.02% | 11,118 | 277 | 2.56% | Mar 31, 2024 |
Tributary Funds, Inc. | 0.02% | 81,628 | 9,388 | 13.00% | Dec 31, 2023 |
SYNTAX ETF TRUST | 0.02% | 502 | -32 | -5.99% | Mar 31, 2024 |
GABELLI EQUITY SERIES FUNDS INC | 0.01% | 9,800 | - | - | Dec 29, 2023 |
HENNESSY FUNDS TRUST | 0.01% | 22,358 | - | - | Jan 31, 2024 |
TETON WESTWOOD FUNDS | 0.01% | 7,000 | - | - | Dec 29, 2023 |
FIRST TRUST MLP & ENERGY INCOME FUND | 0.01% | 5,000 | - | - | Jan 31, 2024 |
OSI ETF Trust | 0.01% | 1,747 | - | - | Mar 31, 2022 |
GABELLI GLOBAL UTILITY & INCOME TRUST | 0.01% | 1,500 | - | - | Dec 29, 2023 |
FIRST TRUST ENERGY INCOME & GROWTH FUND | 0.01% | 3,699 | - | - | Feb 29, 2024 |
STATE STREET INSTITUTIONAL FUNDS | 0.01% | 7,461 | - | - | Mar 31, 2024 |
FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND | 0.01% | 2,000 | - | - | Jan 31, 2024 |
Manager Directed Portfolios | 0.01% | 1,300 | - | - | Jan 31, 2024 |
SPIRIT OF AMERICA INVESTMENT FUND INC | 0.01% | 400 | - | - | Feb 29, 2024 |
Vericimetry Funds | 0.01% | 625 | - | - | Mar 31, 2024 |
PFM Multi-Manager Series Trust | 0.01% | 5,176 | 335 | 6.92% | Dec 31, 2023 |
QUANTITATIVE MASTER SERIES LLC | 0.01% | 37,593 | -1,179 | -3.04% | Mar 31, 2024 |
ROYCE VALUE TRUST, INC. | 0.01% | 4,708 | 4,151 | 745.24% | Mar 31, 2024 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 3,217 | -2 | -0.06% | Mar 31, 2024 |
AIM GROWTH SERIES (INVESCO GROWTH SERIES) | 0.01% | 156,140 | 156,140 | - | Mar 31, 2024 |
Destra Multi-Alternative Fund | 0.00% | 1,145 | - | - | Mar 31, 2024 |
ETFis Series Trust I | 0.00% | 6,938 | - | - | Jan 31, 2024 |
Bernstein Fund Inc | 0.00% | 38,340 | -8,640 | -18.39% | Mar 31, 2024 |
FRONTIER FUNDS, INC. | 0.00% | 1,671 | - | - | Mar 31, 2024 |
VALUED ADVISERS TRUST | 0.00% | 3,323 | - | - | Jan 31, 2024 |
Federated Hermes MDT Series | 0.00% | 8,309 | 607 | 7.88% | Jan 31, 2024 |
MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC | 0.00% | 1,439 | 66 | 4.81% | Sep 30, 2020 |
VANGUARD INDEX FUNDS | 0.00% | 1,024,416 | -291,128 | -22.13% | Mar 31, 2024 |
VANGUARD SPECIALIZED FUNDS | 0.00% | 123,912 | 22,558 | 22.26% | Jan 31, 2024 |
PUTNAM INVESTMENT FUNDS | 0.00% | 10,700 | - | - | Jan 31, 2024 |
EXCHANGE TRADED CONCEPTS TRUST | 0.00% | 12,141 | 555 | 4.79% | Feb 29, 2024 |
T. Rowe Price Spectrum Funds II, Inc. | 0.00% | 27,899 | -1,661 | -5.62% | Feb 29, 2024 |
SCHWAB CAPITAL TRUST | 0.00% | 78,045 | 12,608 | 19.27% | Jan 31, 2024 |
Managed Portfolio Series | 0.00% | 36,448 | 31,490 | 635.14% | Feb 29, 2024 |
TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 349 | - | - | Mar 31, 2024 |
FIDELITY COVINGTON TRUST | 0.00% | 28,922 | 3,549 | 13.99% | Jan 31, 2024 |
BNY Mellon Strategic Funds, Inc. | 0.00% | 3,445 | - | - | Mar 31, 2024 |
Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 992 | -28 | -2.75% | Sep 30, 2023 |
Principal Exchange-Traded Funds | 0.00% | 16,511 | 16,438 | 22517.81% | Mar 31, 2024 |
MUTUAL OF AMERICA INVESTMENT CORP | 0.00% | 50,311 | -2,419 | -4.59% | Mar 31, 2024 |
AMERICAN PENSION INVESTORS TRUST | 0.00% | 7,200 | - | - | Jan 31, 2024 |
IndexIQ ETF Trust | 0.00% | 2,536 | -185 | -6.80% | Jan 31, 2024 |
Virtus Investment Trust | 0.00% | 34,562 | -101 | -0.29% | Mar 28, 2024 |
MML SERIES INVESTMENT FUND | 0.00% | 9,134 | - | - | Dec 31, 2023 |
FIDELITY CONCORD STREET TRUST | 0.00% | 190,081 | 6,458 | 3.52% | Feb 29, 2024 |
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.00% | 3,390 | 230 | 7.28% | Jan 31, 2024 |
TIMOTHY PLAN | 0.00% | 3,998 | 540 | 15.62% | Mar 31, 2024 |
VANGUARD TAX-MANAGED FUNDS | 0.00% | 171,648 | 2,461 | 1.45% | Mar 31, 2024 |
Calvert Variable Products, Inc. | 0.00% | 2,204 | - | - | Mar 31, 2024 |
Victory Portfolios II | 0.00% | 36,882 | 35,476 | 2523.19% | Mar 31, 2024 |
VANGUARD HORIZON FUNDS | 0.00% | 15,595 | - | - | Mar 31, 2024 |
SHELTON FUNDS | 0.00% | 1,010 | - | - | Feb 29, 2024 |
Voya VARIABLE PORTFOLIOS INC | 0.00% | 17,917 | 942 | 5.55% | Mar 31, 2024 |
VANGUARD EXPLORER FUND | 0.00% | 6,819 | - | - | Jan 31, 2024 |
VANGUARD WORLD FUND | 0.00% | 131,445 | 2,841 | 2.21% | Feb 29, 2024 |
JANUS INVESTMENT FUND | 0.00% | 155,435 | 155,435 | - | Dec 31, 2023 |
PRAXIS MUTUAL FUNDS | 0.00% | 4,970 | 4,970 | - | Dec 31, 2023 |
CLEARWATER INVESTMENT TRUST | 0.00% | 4,242 | 1,698 | 66.75% | Mar 28, 2024 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 13,502 | -1,048 | -7.20% | Mar 31, 2024 |
DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 450,421 | 123,748 | 37.88% | Jan 31, 2024 |
AMG FUNDS III | 0.00% | 2,155 | - | - | Mar 28, 2024 |
T. Rowe Price Equity Series, Inc. | 0.00% | 672 | -33 | -4.68% | Mar 31, 2024 |
STEWARD FUNDS, INC. | 0.00% | 924 | - | - | Jan 31, 2024 |
NORTHWESTERN MUTUAL SERIES FUND INC | 0.00% | 36,815 | 5,873 | 18.98% | Mar 31, 2024 |
PENN SERIES FUNDS INC | 0.00% | 9,683 | -409 | -4.05% | Mar 28, 2024 |
SEASONS SERIES TRUST | 0.00% | 7,657 | -1,567 | -16.99% | Mar 31, 2024 |
PROSHARES TRUST | 0.00% | 79,765 | 4,766 | 6.35% | Feb 29, 2024 |
Catholic Responsible Investments Funds | 0.00% | 11,251 | 1,754 | 18.47% | Jan 31, 2024 |
PRUDENTIAL SERIES FUND | 0.00% | 22,897 | -10 | -0.04% | Mar 28, 2024 |
ALPS ETF Trust | 0.00% | 3,533 | 658 | 22.89% | Feb 29, 2024 |
Legg Mason ETF Investment Trust | 0.00% | 526 | - | - | Mar 31, 2024 |
SCHWAB STRATEGIC TRUST | 0.00% | 153,537 | 7,956 | 5.46% | Feb 29, 2024 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 14,209 | 2,261 | 18.92% | Dec 31, 2023 |
SunAmerica Specialty Series | 0.00% | 133 | - | - | Apr 30, 2021 |
JPMORGAN INSURANCE TRUST | 0.00% | 3,283 | -117 | -3.44% | Mar 31, 2023 |
T. Rowe Price Index Trust, Inc. | 0.00% | 5,687 | 141 | 2.54% | Mar 31, 2024 |
Global X Funds | 0.00% | 9,787 | 2,166 | 28.42% | Jan 31, 2024 |
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 1,043 | -10 | -0.95% | Mar 31, 2024 |
Chesapeake Utilities Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 144 | -47.25% |
31 Mar, 24 | 273 | -1.80% |
31 Dec, 23 | 278 | 11.20% |
30 Sep, 23 | 250 | -1.96% |
30 Jun, 23 | 255 | -6.59% |
31 Mar, 23 | 273 | 7.48% |
31 Dec, 22 | 254 | 1.20% |
30 Sep, 22 | 251 | -3.46% |
30 Jun, 22 | 260 | 4.42% |
31 Mar, 22 | 249 | 1.22% |
31 Dec, 21 | 246 | 18.27% |
30 Sep, 21 | 208 | 2.97% |
30 Jun, 21 | 202 | -1.46% |
31 Mar, 21 | 205 | 3.02% |
31 Dec, 20 | 199 | 3.11% |
30 Sep, 20 | 193 | -1.03% |
30 Jun, 20 | 195 | 6.56% |
31 Mar, 20 | 183 | 1.10% |
31 Dec, 19 | 181 | 2.26% |
30 Sep, 19 | 177 | - |
30 Jun, 19 | 177 | -4.32% |
31 Mar, 19 | 185 | -2.12% |
31 Dec, 18 | 189 | 9.88% |
30 Sep, 18 | 172 | -3.37% |
30 Jun, 18 | 178 | -0.56% |
31 Mar, 18 | 179 | 11.18% |
31 Dec, 17 | 161 | 11.03% |
30 Sep, 17 | 145 | -6.45% |
30 Jun, 17 | 155 | 4.03% |
31 Mar, 17 | 149 | 0.68% |
31 Dec, 16 | 148 | -6.33% |
30 Sep, 16 | 158 | -3.66% |
30 Jun, 16 | 164 | 3.14% |
31 Mar, 16 | 159 | 8.90% |
31 Dec, 15 | 146 | 5.04% |
30 Sep, 15 | 139 | 13.93% |
30 Jun, 15 | 122 | 2.52% |
31 Mar, 15 | 119 | -1.65% |
31 Dec, 14 | 121 | - |
30 Sep, 14 | 121 | 2.54% |
30 Jun, 14 | 118 | 0.85% |
31 Mar, 14 | 117 | 3.54% |
31 Dec, 13 | 113 | - |
30 Sep, 13 | 113 | -1.74% |
30 Jun, 13 | 115 | 139.58% |
31 Mar, 13 | 48 | 2.13% |
31 Dec, 12 | 47 | -7.84% |
30 Sep, 12 | 51 | - |
30 Jun, 12 | 51 | 24.39% |
31 Mar, 12 | 41 | -2.38% |
31 Dec, 11 | 42 | -4.55% |
30 Sep, 11 | 44 | 15.79% |
30 Jun, 11 | 38 | 11.76% |
31 Mar, 11 | 34 | 13.33% |
31 Dec, 10 | 30 | -3.23% |
30 Sep, 10 | 31 | -3.13% |
30 Jun, 10 | 32 | 28.00% |
31 Mar, 10 | 25 | 25.00% |
31 Dec, 09 | 20 | 5.26% |
30 Sep, 09 | 19 | -29.63% |
30 Jun, 09 | 27 | 42.11% |
31 Mar, 09 | 19 | -20.83% |
31 Dec, 08 | 24 | 26.32% |
30 Sep, 08 | 19 | 26.67% |
30 Jun, 08 | 15 | -6.25% |
31 Mar, 08 | 16 | -5.88% |
31 Dec, 07 | 17 | 30.77% |
30 Sep, 07 | 13 | - |
30 Jun, 07 | 13 | 62.50% |
31 Mar, 07 | 8 | -20.00% |
31 Dec, 06 | 10 | 42.86% |
30 Sep, 06 | 7 | 40.00% |
30 Jun, 06 | 5 | -28.57% |
31 Mar, 06 | 7 | - |
31 Dec, 05 | 7 | 16.67% |
30 Sep, 05 | 6 | -33.33% |
30 Jun, 05 | 9 | - |
31 Mar, 05 | 9 | 50.00% |
31 Dec, 04 | 6 | -14.29% |
30 Sep, 04 | 7 | - |
30 Jun, 04 | 7 | -22.22% |
31 Mar, 04 | 9 | 12.50% |
31 Dec, 03 | 8 | 33.33% |
30 Sep, 03 | 6 | 20.00% |
30 Jun, 03 | 5 | 25.00% |
31 Mar, 03 | 4 | - |
31 Dec, 02 | 4 | 33.33% |
30 Sep, 02 | 3 | 50.00% |
30 Jun, 02 | 2 | - |
31 Mar, 02 | 2 | - |
31 Dec, 01 | 2 | - |
30 Jun, 01 | 1 | -50.00% |
31 Mar, 01 | 2 | 100.00% |
31 Dec, 00 | 1 | - |
30 Sep, 00 | 1 | -50.00% |
30 Jun, 00 | 2 | 100.00% |
31 Mar, 00 | 1 | - |
31 Dec, 99 | 1 | -50.00% |
30 Sep, 99 | 2 | - |
30 Jun, 99 | 2 | - |
31 Mar, 99 | 2 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 5,251,724 | -72.04% |
31 Mar, 24 | 18,784,964 | 2.28% |
31 Dec, 23 | 18,365,389 | 36.27% |
30 Sep, 23 | 13,477,090 | 1.28% |
30 Jun, 23 | 13,306,560 | -1.16% |
31 Mar, 23 | 13,463,287 | 2.07% |
31 Dec, 22 | 13,190,252 | -0.38% |
30 Sep, 22 | 13,240,919 | -0.40% |
30 Jun, 22 | 13,294,203 | 0.77% |
31 Mar, 22 | 13,192,320 | 0.45% |
31 Dec, 21 | 13,132,737 | 0.67% |
30 Sep, 21 | 13,044,820 | -0.51% |
30 Jun, 21 | 13,111,328 | -0.32% |
31 Mar, 21 | 13,153,995 | -0.98% |
31 Dec, 20 | 13,284,375 | -0.63% |
30 Sep, 20 | 13,368,028 | 15.81% |
30 Jun, 20 | 11,542,951 | 3.65% |
31 Mar, 20 | 11,136,195 | 3.61% |
31 Dec, 19 | 10,747,874 | -1.01% |
30 Sep, 19 | 10,857,395 | -9.85% |
30 Jun, 19 | 12,043,333 | 12.98% |
31 Mar, 19 | 10,659,936 | 0.70% |
31 Dec, 18 | 10,585,333 | 0.04% |
30 Sep, 18 | 10,580,933 | 1.80% |
30 Jun, 18 | 10,393,918 | -0.55% |
31 Mar, 18 | 10,451,716 | 2.81% |
31 Dec, 17 | 10,165,667 | 0.13% |
30 Sep, 17 | 10,152,176 | 1.15% |
30 Jun, 17 | 10,036,401 | 2.36% |
31 Mar, 17 | 9,805,078 | 3.02% |
31 Dec, 16 | 9,517,357 | 2.13% |
30 Sep, 16 | 9,318,440 | 7.27% |
30 Jun, 16 | 8,687,027 | 0.48% |
31 Mar, 16 | 8,645,486 | 4.49% |
31 Dec, 15 | 8,273,729 | -52.00% |
30 Sep, 15 | 17,236,955 | 109.46% |
30 Jun, 15 | 8,229,145 | 2.23% |
31 Mar, 15 | 8,049,427 | -0.09% |
31 Dec, 14 | 8,057,067 | 1.37% |
30 Sep, 14 | 7,947,946 | 50.91% |
30 Jun, 14 | 5,266,564 | 1.43% |
31 Mar, 14 | 5,192,254 | 4.60% |
31 Dec, 13 | 4,963,970 | 3.23% |
30 Sep, 13 | 4,808,740 | 1.06% |
30 Jun, 13 | 4,758,431 | 137.47% |
31 Mar, 13 | 2,003,765 | 2.79% |
31 Dec, 12 | 1,949,430 | -11.27% |
30 Sep, 12 | 2,197,060 | -6.40% |
30 Jun, 12 | 2,347,353 | 21.08% |
31 Mar, 12 | 1,938,698 | -10.87% |
31 Dec, 11 | 2,175,045 | -6.07% |
30 Sep, 11 | 2,315,512 | -2.01% |
30 Jun, 11 | 2,363,036 | 12.73% |
31 Mar, 11 | 2,096,175 | 60.35% |
31 Dec, 10 | 1,307,235 | -0.16% |
30 Sep, 10 | 1,309,308 | -1.60% |
30 Jun, 10 | 1,330,664 | 12.92% |
31 Mar, 10 | 1,178,410 | 26.40% |
31 Dec, 09 | 932,317 | 17.44% |
30 Sep, 09 | 793,870 | 16.92% |
30 Jun, 09 | 679,006 | 48.60% |
31 Mar, 09 | 456,950 | -48.48% |
31 Dec, 08 | 886,990 | 39.08% |
30 Sep, 08 | 637,753 | 51.87% |
30 Jun, 08 | 419,930 | -28.02% |
31 Mar, 08 | 583,422 | -30.38% |
31 Dec, 07 | 838,067 | -2.93% |
30 Sep, 07 | 863,405 | -12.60% |
30 Jun, 07 | 987,833 | 243.72% |
31 Mar, 07 | 287,394 | -22.85% |
31 Dec, 06 | 372,508 | 182.53% |
30 Sep, 06 | 131,848 | 72.75% |
30 Jun, 06 | 76,323 | -52.01% |
31 Mar, 06 | 159,025 | -7.55% |
31 Dec, 05 | 172,005 | 3.60% |
30 Sep, 05 | 166,025 | -39.70% |
30 Jun, 05 | 275,328 | 44.85% |
31 Mar, 05 | 190,077 | 33.89% |
31 Dec, 04 | 141,966 | 89.12% |
30 Sep, 04 | 75,066 | -50.65% |
30 Jun, 04 | 152,111 | -24.04% |
31 Mar, 04 | 200,260 | 40.02% |
31 Dec, 03 | 143,018 | 10.79% |
30 Sep, 03 | 129,093 | 179.45% |
30 Jun, 03 | 46,196 | 47.47% |
31 Mar, 03 | 31,325 | -10.63% |
31 Dec, 02 | 35,050 | 63.40% |
30 Sep, 02 | 21,450 | 3.37% |
30 Jun, 02 | 20,750 | 87.78% |
31 Mar, 02 | 11,050 | -18.59% |
31 Dec, 01 | 13,574 | - |
30 Jun, 01 | 1,250 | -89.06% |
31 Mar, 01 | 11,424 | 813.92% |
31 Dec, 00 | 1,250 | 66.67% |
30 Sep, 00 | 750 | -96.82% |
30 Jun, 00 | 23,584 | 131.81% |
31 Mar, 00 | 10,174 | - |
31 Dec, 99 | 10,174 | -85.88% |
30 Sep, 99 | 72,034 | - |
30 Jun, 99 | 72,034 | -1.82% |
31 Mar, 99 | 73,373 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 23.60% | 0.33% |
31 Mar, 24 | 84.43% | 0.84% |
31 Dec, 23 | 99.97% | 1.74% |
30 Sep, 23 | 75.73% | 1.35% |
30 Jun, 23 | 74.78% | 1.30% |
31 Mar, 23 | 75.81% | 1.37% |
31 Dec, 22 | 74.43% | 1.34% |
30 Sep, 22 | 74.65% | 1.33% |
30 Jun, 22 | 74.98% | 1.35% |
31 Mar, 22 | 74.63% | 1.33% |
31 Dec, 21 | 74.80% | 1.36% |
30 Sep, 21 | 74.19% | 1.33% |
30 Jun, 21 | 74.72% | 1.32% |
31 Mar, 21 | 75.23% | 1.30% |
31 Dec, 20 | 76.17% | 1.17% |
30 Sep, 20 | 80.85% | 1.64% |
30 Jun, 20 | 70.18% | 1.52% |
31 Mar, 20 | 67.84% | 1.58% |
31 Dec, 19 | 65.52% | 1.50% |
30 Sep, 19 | 66.19% | 1.23% |
30 Jun, 19 | 73.43% | 1.73% |
31 Mar, 19 | 65.06% | 1.56% |
31 Dec, 18 | 64.63% | 1.55% |
30 Sep, 18 | 64.60% | 1.60% |
30 Jun, 18 | 63.50% | 1.55% |
31 Mar, 18 | 63.92% | 1.65% |
31 Dec, 17 | 62.20% | 1.61% |
30 Sep, 17 | 62.11% | 1.65% |
30 Jun, 17 | 61.42% | 1.70% |
31 Mar, 17 | 60.09% | 1.61% |
31 Dec, 16 | 61.12% | 1.66% |
30 Sep, 16 | 60.62% | 1.88% |
30 Jun, 16 | 56.72% | 1.77% |
31 Mar, 16 | 56.56% | 1.88% |
31 Dec, 15 | 54.81% | 0.43% |
30 Sep, 15 | 112.96% | 3.87% |
30 Jun, 15 | 54.01% | 1.78% |
31 Mar, 15 | 55.11% | 1.80% |
31 Dec, 14 | 55.37% | 1.86% |
30 Sep, 14 | 54.53% | 4.17% |
30 Jun, 14 | 36.18% | 2.82% |
31 Mar, 14 | 35.84% | 3.03% |
31 Dec, 13 | 34.40% | 3.10% |
30 Sep, 13 | 33.31% | 3.06% |
30 Jun, 13 | 32.97% | 17.03% |
31 Mar, 13 | 13.91% | 7.57% |
31 Dec, 12 | 13.56% | 5.81% |
30 Sep, 12 | 15.27% | 5.73% |
30 Jun, 12 | 16.32% | 8.95% |
31 Mar, 12 | 13.50% | 5.88% |
31 Dec, 11 | 15.16% | 5.82% |
30 Sep, 11 | 16.14% | 5.94% |
30 Jun, 11 | 16.48% | 7.67% |
31 Mar, 11 | 14.66% | 17.32% |
31 Dec, 10 | 9.20% | 10.88% |
30 Sep, 10 | 9.19% | 10.47% |
30 Jun, 10 | 9.37% | 13.47% |
31 Mar, 10 | 8.34% | 11.55% |
31 Dec, 09 | 8.50% | 14.37% |
30 Sep, 09 | 7.69% | 17.67% |
30 Jun, 09 | 6.60% | 33.18% |
31 Mar, 09 | 4.46% | 5.92% |
31 Dec, 08 | 8.68% | 22.31% |
30 Sep, 08 | 6.24% | 36.94% |
30 Jun, 08 | 4.11% | 12.54% |
31 Mar, 08 | 5.72% | 8.34% |
31 Dec, 07 | 8.29% | 11.41% |
30 Sep, 07 | 8.52% | 8.92% |
30 Jun, 07 | 9.77% | 119.74% |
31 Mar, 07 | 2.86% | 16.86% |
31 Dec, 06 | 4.12% | 190.10% |
30 Sep, 06 | 1.47% | 201.36% |
30 Jun, 06 | 0.85% | 26.52% |
31 Mar, 06 | 1.80% | 46.70% |
31 Dec, 05 | 1.96% | 54.81% |
30 Sep, 05 | 1.89% | 18.14% |
30 Jun, 05 | 3.23% | 66.97% |
31 Mar, 05 | 2.20% | 79.08% |
31 Dec, 04 | 1.67% | 236.77% |
30 Sep, 04 | 0.84% | 26.82% |
30 Jun, 04 | 1.77% | 32.04% |
31 Mar, 04 | 2.35% | 80.98% |
31 Dec, 03 | 1.70% | 75.58% |
30 Sep, 03 | 1.50% | 477.88% |
30 Jun, 03 | 0.56% | 400.43% |
31 Mar, 03 | 0.37% | 195.66% |
31 Dec, 02 | 0.44% | 647.77% |
30 Sep, 02 | 0.26% | 380.93% |
30 Jun, 02 | 0.26% | 1426.46% |
31 Mar, 02 | 0.14% | 454.84% |
31 Dec, 01 | 0.17% | - |
30 Jun, 01 | 0.01% | 72.94% |
31 Mar, 01 | 0.14% | 56666.04% |
31 Dec, 00 | 0.02% | 17315.63% |
30 Sep, 00 | 0.01% | 10.98% |
30 Jun, 00 | 0.30% | 1739.06% |
31 Mar, 00 | 0.13% | 753.31% |
31 Dec, 99 | 0.13% | 16.23% |
30 Sep, 99 | 0.90% | 97.61% |
30 Jun, 99 | 0.96% | 102.44% |
31 Mar, 99 | 0.97% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 63 | -52.27% |
31 Mar, 24 | 132 | -31.61% |
31 Dec, 23 | 193 | 53.17% |
30 Sep, 23 | 126 | 15.60% |
30 Jun, 23 | 109 | -19.85% |
31 Mar, 23 | 136 | 6.25% |
31 Dec, 22 | 128 | 12.28% |
30 Sep, 22 | 114 | -6.56% |
30 Jun, 22 | 122 | 6.09% |
31 Mar, 22 | 115 | -10.85% |
31 Dec, 21 | 129 | 51.76% |
30 Sep, 21 | 85 | -5.56% |
30 Jun, 21 | 90 | -7.22% |
31 Mar, 21 | 97 | -8.49% |
31 Dec, 20 | 106 | 9.28% |
30 Sep, 20 | 97 | 10.23% |
30 Jun, 20 | 88 | 4.76% |
31 Mar, 20 | 84 | -6.67% |
31 Dec, 19 | 90 | 7.14% |
30 Sep, 19 | 84 | 2.44% |
30 Jun, 19 | 82 | 1.23% |
31 Mar, 19 | 81 | -6.90% |
31 Dec, 18 | 87 | 29.85% |
30 Sep, 18 | 67 | -5.63% |
30 Jun, 18 | 71 | -15.48% |
31 Mar, 18 | 84 | 15.07% |
31 Dec, 17 | 73 | 23.73% |
30 Sep, 17 | 59 | -10.61% |
30 Jun, 17 | 66 | -8.33% |
31 Mar, 17 | 72 | 2.86% |
31 Dec, 16 | 70 | -1.41% |
30 Sep, 16 | 71 | -15.48% |
30 Jun, 16 | 84 | -4.55% |
31 Mar, 16 | 88 | 44.26% |
31 Dec, 15 | 61 | -8.96% |
30 Sep, 15 | 67 | 34.00% |
30 Jun, 15 | 50 | 8.70% |
31 Mar, 15 | 46 | -8.00% |
31 Dec, 14 | 50 | -56.90% |
30 Sep, 14 | 116 | 205.26% |
30 Jun, 14 | 38 | -20.83% |
31 Mar, 14 | 48 | -2.04% |
31 Dec, 13 | 49 | -2.00% |
30 Sep, 13 | 50 | -47.92% |
30 Jun, 13 | 96 | 284.00% |
31 Mar, 13 | 25 | -10.71% |
31 Dec, 12 | 28 | - |
30 Sep, 12 | 28 | -15.15% |
30 Jun, 12 | 33 | 26.92% |
31 Mar, 12 | 26 | 4.00% |
31 Dec, 11 | 25 | 31.58% |
30 Sep, 11 | 19 | -9.52% |
30 Jun, 11 | 21 | 23.53% |
31 Mar, 11 | 17 | 70.00% |
31 Dec, 10 | 10 | -37.50% |
30 Sep, 10 | 16 | -11.11% |
30 Jun, 10 | 18 | 5.88% |
31 Mar, 10 | 17 | -5.56% |
31 Dec, 09 | 18 | 63.64% |
30 Sep, 09 | 11 | -42.11% |
30 Jun, 09 | 19 | 111.11% |
31 Mar, 09 | 9 | -40.00% |
31 Dec, 08 | 15 | 66.67% |
30 Sep, 08 | 9 | 12.50% |
30 Jun, 08 | 8 | - |
31 Mar, 08 | 8 | 14.29% |
31 Dec, 07 | 7 | 75.00% |
30 Sep, 07 | 4 | -55.56% |
30 Jun, 07 | 9 | 200.00% |
31 Mar, 07 | 3 | -40.00% |
31 Dec, 06 | 5 | 66.67% |
30 Sep, 06 | 3 | 200.00% |
30 Jun, 06 | 1 | -50.00% |
31 Mar, 06 | 2 | -33.33% |
31 Dec, 05 | 3 | 200.00% |
30 Sep, 05 | 1 | -75.00% |
30 Jun, 05 | 4 | -33.33% |
31 Mar, 05 | 6 | 200.00% |
31 Dec, 04 | 2 | 100.00% |
30 Sep, 04 | 1 | -50.00% |
30 Jun, 04 | 2 | -66.67% |
31 Mar, 04 | 6 | 20.00% |
31 Dec, 03 | 5 | 25.00% |
30 Sep, 03 | 4 | - |
30 Jun, 03 | 4 | 300.00% |
31 Mar, 03 | 1 | -50.00% |
31 Dec, 02 | 2 | 100.00% |
30 Sep, 02 | 1 | - |
30 Jun, 02 | 1 | -50.00% |
31 Mar, 02 | 2 | - |
31 Dec, 01 | 2 | - |
30 Jun, 01 | - | -100.00% |
31 Mar, 01 | 1 | - |
31 Dec, 00 | 1 | - |
30 Sep, 00 | - | -100.00% |
30 Jun, 00 | 2 | - |
31 Mar, 00 | - | - |
31 Dec, 99 | - | - |
30 Sep, 99 | - | - |
30 Jun, 99 | - | -100.00% |
31 Mar, 99 | 2 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 44 | -50.56% |
31 Mar, 24 | 89 | 85.42% |
31 Dec, 23 | 48 | -38.46% |
30 Sep, 23 | 78 | -10.34% |
30 Jun, 23 | 87 | 2.35% |
31 Mar, 23 | 85 | - |
31 Dec, 22 | 85 | -6.59% |
30 Sep, 22 | 91 | 5.81% |
30 Jun, 22 | 86 | 3.61% |
31 Mar, 22 | 83 | 12.16% |
31 Dec, 21 | 74 | -6.33% |
30 Sep, 21 | 79 | 6.76% |
30 Jun, 21 | 74 | -5.13% |
31 Mar, 21 | 78 | 30.00% |
31 Dec, 20 | 60 | -7.69% |
30 Sep, 20 | 65 | -7.14% |
30 Jun, 20 | 70 | 6.06% |
31 Mar, 20 | 66 | 10.00% |
31 Dec, 19 | 60 | 5.26% |
30 Sep, 19 | 57 | -3.39% |
30 Jun, 19 | 59 | -10.61% |
31 Mar, 19 | 66 | - |
31 Dec, 18 | 66 | 1.54% |
30 Sep, 18 | 65 | -7.14% |
30 Jun, 18 | 70 | 29.63% |
31 Mar, 18 | 54 | 3.85% |
31 Dec, 17 | 52 | 1.96% |
30 Sep, 17 | 51 | -5.56% |
30 Jun, 17 | 54 | 17.39% |
31 Mar, 17 | 46 | -17.86% |
31 Dec, 16 | 56 | - |
30 Sep, 16 | 56 | 12.00% |
30 Jun, 16 | 50 | 6.38% |
31 Mar, 16 | 47 | -21.67% |
31 Dec, 15 | 60 | 33.33% |
30 Sep, 15 | 45 | 4.65% |
30 Jun, 15 | 43 | -2.27% |
31 Mar, 15 | 44 | -6.38% |
31 Dec, 14 | 47 | 1075.00% |
30 Sep, 14 | 4 | -91.84% |
30 Jun, 14 | 49 | 2.08% |
31 Mar, 14 | 48 | 9.09% |
31 Dec, 13 | 44 | 7.32% |
30 Sep, 13 | 41 | 241.67% |
30 Jun, 13 | 12 | -20.00% |
31 Mar, 13 | 15 | 50.00% |
31 Dec, 12 | 10 | -16.67% |
30 Sep, 12 | 12 | 9.09% |
30 Jun, 12 | 11 | 10.00% |
31 Mar, 12 | 10 | -16.67% |
31 Dec, 11 | 12 | -40.00% |
30 Sep, 11 | 20 | 66.67% |
30 Jun, 11 | 12 | 33.33% |
31 Mar, 11 | 9 | -18.18% |
31 Dec, 10 | 11 | - |
30 Sep, 10 | 11 | - |
30 Jun, 10 | 11 | 120.00% |
31 Mar, 10 | 5 | - |
31 Dec, 09 | - | -100.00% |
30 Sep, 09 | 5 | - |
30 Jun, 09 | 5 | 400.00% |
31 Mar, 09 | 1 | -83.33% |
31 Dec, 08 | 6 | - |
30 Sep, 08 | 6 | 100.00% |
30 Jun, 08 | 3 | -25.00% |
31 Mar, 08 | 4 | -33.33% |
31 Dec, 07 | 6 | 50.00% |
30 Sep, 07 | 4 | - |
30 Jun, 07 | - | -100.00% |
31 Mar, 07 | 2 | - |
31 Dec, 06 | - | -100.00% |
30 Sep, 06 | 1 | - |
30 Jun, 06 | 1 | -66.67% |
31 Mar, 06 | 3 | 200.00% |
31 Dec, 05 | 1 | - |
30 Sep, 05 | 1 | -50.00% |
30 Jun, 05 | 2 | 100.00% |
31 Mar, 05 | 1 | -50.00% |
31 Dec, 04 | 2 | -50.00% |
30 Sep, 04 | 4 | 33.33% |
30 Jun, 04 | 3 | 200.00% |
31 Mar, 04 | 1 | - |
31 Dec, 03 | 1 | - |
30 Sep, 03 | 1 | - |
30 Jun, 03 | - | -100.00% |
31 Mar, 03 | 1 | - |
31 Dec, 02 | - | - |
30 Sep, 02 | - | - |
30 Jun, 02 | - | - |
31 Mar, 02 | - | - |
31 Dec, 01 | - | - |
30 Jun, 01 | - | - |
31 Mar, 01 | - | - |
31 Dec, 00 | - | - |
30 Sep, 00 | - | - |
30 Jun, 00 | - | - |
31 Mar, 00 | - | - |
31 Dec, 99 | - | - |
30 Sep, 99 | - | -100.00% |
30 Jun, 99 | 1 | - |
31 Mar, 99 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 144 | -47.25% | 5,251,724 | -72.04% | 23.60% | 0.33% | 63 | -52.27% | 44 | -50.56% |
31 Mar, 24 | 273 | -1.80% | 18,784,964 | 2.28% | 84.43% | 0.84% | 132 | -31.61% | 89 | 85.42% |
31 Dec, 23 | 278 | 11.20% | 18,365,389 | 36.27% | 99.97% | 1.74% | 193 | 53.17% | 48 | -38.46% |
30 Sep, 23 | 250 | -1.96% | 13,477,090 | 1.28% | 75.73% | 1.35% | 126 | 15.60% | 78 | -10.34% |
30 Jun, 23 | 255 | -6.59% | 13,306,560 | -1.16% | 74.78% | 1.30% | 109 | -19.85% | 87 | 2.35% |
31 Mar, 23 | 273 | 7.48% | 13,463,287 | 2.07% | 75.81% | 1.37% | 136 | 6.25% | 85 | - |
31 Dec, 22 | 254 | 1.20% | 13,190,252 | -0.38% | 74.43% | 1.34% | 128 | 12.28% | 85 | -6.59% |
30 Sep, 22 | 251 | -3.46% | 13,240,919 | -0.40% | 74.65% | 1.33% | 114 | -6.56% | 91 | 5.81% |
30 Jun, 22 | 260 | 4.42% | 13,294,203 | 0.77% | 74.98% | 1.35% | 122 | 6.09% | 86 | 3.61% |
31 Mar, 22 | 249 | 1.22% | 13,192,320 | 0.45% | 74.63% | 1.33% | 115 | -10.85% | 83 | 12.16% |
31 Dec, 21 | 246 | 18.27% | 13,132,737 | 0.67% | 74.80% | 1.36% | 129 | 51.76% | 74 | -6.33% |
30 Sep, 21 | 208 | 2.97% | 13,044,820 | -0.51% | 74.19% | 1.33% | 85 | -5.56% | 79 | 6.76% |
30 Jun, 21 | 202 | -1.46% | 13,111,328 | -0.32% | 74.72% | 1.32% | 90 | -7.22% | 74 | -5.13% |
31 Mar, 21 | 205 | 3.02% | 13,153,995 | -0.98% | 75.23% | 1.30% | 97 | -8.49% | 78 | 30.00% |
31 Dec, 20 | 199 | 3.11% | 13,284,375 | -0.63% | 76.17% | 1.17% | 106 | 9.28% | 60 | -7.69% |
30 Sep, 20 | 193 | -1.03% | 13,368,028 | 15.81% | 80.85% | 1.64% | 97 | 10.23% | 65 | -7.14% |
30 Jun, 20 | 195 | 6.56% | 11,542,951 | 3.65% | 70.18% | 1.52% | 88 | 4.76% | 70 | 6.06% |
31 Mar, 20 | 183 | 1.10% | 11,136,195 | 3.61% | 67.84% | 1.58% | 84 | -6.67% | 66 | 10.00% |
31 Dec, 19 | 181 | 2.26% | 10,747,874 | -1.01% | 65.52% | 1.50% | 90 | 7.14% | 60 | 5.26% |
30 Sep, 19 | 177 | - | 10,857,395 | -9.85% | 66.19% | 1.23% | 84 | 2.44% | 57 | -3.39% |
30 Jun, 19 | 177 | -4.32% | 12,043,333 | 12.98% | 73.43% | 1.73% | 82 | 1.23% | 59 | -10.61% |
31 Mar, 19 | 185 | -2.12% | 10,659,936 | 0.70% | 65.06% | 1.56% | 81 | -6.90% | 66 | - |
31 Dec, 18 | 189 | 9.88% | 10,585,333 | 0.04% | 64.63% | 1.55% | 87 | 29.85% | 66 | 1.54% |
30 Sep, 18 | 172 | -3.37% | 10,580,933 | 1.80% | 64.60% | 1.60% | 67 | -5.63% | 65 | -7.14% |
30 Jun, 18 | 178 | -0.56% | 10,393,918 | -0.55% | 63.50% | 1.55% | 71 | -15.48% | 70 | 29.63% |
31 Mar, 18 | 179 | 11.18% | 10,451,716 | 2.81% | 63.92% | 1.65% | 84 | 15.07% | 54 | 3.85% |
31 Dec, 17 | 161 | 11.03% | 10,165,667 | 0.13% | 62.20% | 1.61% | 73 | 23.73% | 52 | 1.96% |
30 Sep, 17 | 145 | -6.45% | 10,152,176 | 1.15% | 62.11% | 1.65% | 59 | -10.61% | 51 | -5.56% |
30 Jun, 17 | 155 | 4.03% | 10,036,401 | 2.36% | 61.42% | 1.70% | 66 | -8.33% | 54 | 17.39% |
31 Mar, 17 | 149 | 0.68% | 9,805,078 | 3.02% | 60.09% | 1.61% | 72 | 2.86% | 46 | -17.86% |
31 Dec, 16 | 148 | -6.33% | 9,517,357 | 2.13% | 61.12% | 1.66% | 70 | -1.41% | 56 | - |
30 Sep, 16 | 158 | -3.66% | 9,318,440 | 7.27% | 60.62% | 1.88% | 71 | -15.48% | 56 | 12.00% |
30 Jun, 16 | 164 | 3.14% | 8,687,027 | 0.48% | 56.72% | 1.77% | 84 | -4.55% | 50 | 6.38% |
31 Mar, 16 | 159 | 8.90% | 8,645,486 | 4.49% | 56.56% | 1.88% | 88 | 44.26% | 47 | -21.67% |
31 Dec, 15 | 146 | 5.04% | 8,273,729 | -52.00% | 54.81% | 0.43% | 61 | -8.96% | 60 | 33.33% |
30 Sep, 15 | 139 | 13.93% | 17,236,955 | 109.46% | 112.96% | 3.87% | 67 | 34.00% | 45 | 4.65% |
30 Jun, 15 | 122 | 2.52% | 8,229,145 | 2.23% | 54.01% | 1.78% | 50 | 8.70% | 43 | -2.27% |
31 Mar, 15 | 119 | -1.65% | 8,049,427 | -0.09% | 55.11% | 1.80% | 46 | -8.00% | 44 | -6.38% |
31 Dec, 14 | 121 | - | 8,057,067 | 1.37% | 55.37% | 1.86% | 50 | -56.90% | 47 | 1075.00% |
30 Sep, 14 | 121 | 2.54% | 7,947,946 | 50.91% | 54.53% | 4.17% | 116 | 205.26% | 4 | -91.84% |
30 Jun, 14 | 118 | 0.85% | 5,266,564 | 1.43% | 36.18% | 2.82% | 38 | -20.83% | 49 | 2.08% |
31 Mar, 14 | 117 | 3.54% | 5,192,254 | 4.60% | 35.84% | 3.03% | 48 | -2.04% | 48 | 9.09% |
31 Dec, 13 | 113 | - | 4,963,970 | 3.23% | 34.40% | 3.10% | 49 | -2.00% | 44 | 7.32% |
30 Sep, 13 | 113 | -1.74% | 4,808,740 | 1.06% | 33.31% | 3.06% | 50 | -47.92% | 41 | 241.67% |
30 Jun, 13 | 115 | 139.58% | 4,758,431 | 137.47% | 32.97% | 17.03% | 96 | 284.00% | 12 | -20.00% |
31 Mar, 13 | 48 | 2.13% | 2,003,765 | 2.79% | 13.91% | 7.57% | 25 | -10.71% | 15 | 50.00% |
31 Dec, 12 | 47 | -7.84% | 1,949,430 | -11.27% | 13.56% | 5.81% | 28 | - | 10 | -16.67% |
30 Sep, 12 | 51 | - | 2,197,060 | -6.40% | 15.27% | 5.73% | 28 | -15.15% | 12 | 9.09% |
30 Jun, 12 | 51 | 24.39% | 2,347,353 | 21.08% | 16.32% | 8.95% | 33 | 26.92% | 11 | 10.00% |
31 Mar, 12 | 41 | -2.38% | 1,938,698 | -10.87% | 13.50% | 5.88% | 26 | 4.00% | 10 | -16.67% |
31 Dec, 11 | 42 | -4.55% | 2,175,045 | -6.07% | 15.16% | 5.82% | 25 | 31.58% | 12 | -40.00% |
30 Sep, 11 | 44 | 15.79% | 2,315,512 | -2.01% | 16.14% | 5.94% | 19 | -9.52% | 20 | 66.67% |
30 Jun, 11 | 38 | 11.76% | 2,363,036 | 12.73% | 16.48% | 7.67% | 21 | 23.53% | 12 | 33.33% |
31 Mar, 11 | 34 | 13.33% | 2,096,175 | 60.35% | 14.66% | 17.32% | 17 | 70.00% | 9 | -18.18% |
31 Dec, 10 | 30 | -3.23% | 1,307,235 | -0.16% | 9.20% | 10.88% | 10 | -37.50% | 11 | - |
30 Sep, 10 | 31 | -3.13% | 1,309,308 | -1.60% | 9.19% | 10.47% | 16 | -11.11% | 11 | - |
30 Jun, 10 | 32 | 28.00% | 1,330,664 | 12.92% | 9.37% | 13.47% | 18 | 5.88% | 11 | 120.00% |
31 Mar, 10 | 25 | 25.00% | 1,178,410 | 26.40% | 8.34% | 11.55% | 17 | -5.56% | 5 | - |
31 Dec, 09 | 20 | 5.26% | 932,317 | 17.44% | 8.50% | 14.37% | 18 | 63.64% | - | -100.00% |
30 Sep, 09 | 19 | -29.63% | 793,870 | 16.92% | 7.69% | 17.67% | 11 | -42.11% | 5 | - |
30 Jun, 09 | 27 | 42.11% | 679,006 | 48.60% | 6.60% | 33.18% | 19 | 111.11% | 5 | 400.00% |
31 Mar, 09 | 19 | -20.83% | 456,950 | -48.48% | 4.46% | 5.92% | 9 | -40.00% | 1 | -83.33% |
31 Dec, 08 | 24 | 26.32% | 886,990 | 39.08% | 8.68% | 22.31% | 15 | 66.67% | 6 | - |
30 Sep, 08 | 19 | 26.67% | 637,753 | 51.87% | 6.24% | 36.94% | 9 | 12.50% | 6 | 100.00% |
30 Jun, 08 | 15 | -6.25% | 419,930 | -28.02% | 4.11% | 12.54% | 8 | - | 3 | -25.00% |
31 Mar, 08 | 16 | -5.88% | 583,422 | -30.38% | 5.72% | 8.34% | 8 | 14.29% | 4 | -33.33% |
31 Dec, 07 | 17 | 30.77% | 838,067 | -2.93% | 8.29% | 11.41% | 7 | 75.00% | 6 | 50.00% |
30 Sep, 07 | 13 | - | 863,405 | -12.60% | 8.52% | 8.92% | 4 | -55.56% | 4 | - |
30 Jun, 07 | 13 | 62.50% | 987,833 | 243.72% | 9.77% | 119.74% | 9 | 200.00% | - | -100.00% |
31 Mar, 07 | 8 | -20.00% | 287,394 | -22.85% | 2.86% | 16.86% | 3 | -40.00% | 2 | - |
31 Dec, 06 | 10 | 42.86% | 372,508 | 182.53% | 4.12% | 190.10% | 5 | 66.67% | - | -100.00% |
30 Sep, 06 | 7 | 40.00% | 131,848 | 72.75% | 1.47% | 201.36% | 3 | 200.00% | 1 | - |
30 Jun, 06 | 5 | -28.57% | 76,323 | -52.01% | 0.85% | 26.52% | 1 | -50.00% | 1 | -66.67% |
31 Mar, 06 | 7 | - | 159,025 | -7.55% | 1.80% | 46.70% | 2 | -33.33% | 3 | 200.00% |
31 Dec, 05 | 7 | 16.67% | 172,005 | 3.60% | 1.96% | 54.81% | 3 | 200.00% | 1 | - |
30 Sep, 05 | 6 | -33.33% | 166,025 | -39.70% | 1.89% | 18.14% | 1 | -75.00% | 1 | -50.00% |
30 Jun, 05 | 9 | - | 275,328 | 44.85% | 3.23% | 66.97% | 4 | -33.33% | 2 | 100.00% |
31 Mar, 05 | 9 | 50.00% | 190,077 | 33.89% | 2.20% | 79.08% | 6 | 200.00% | 1 | -50.00% |
31 Dec, 04 | 6 | -14.29% | 141,966 | 89.12% | 1.67% | 236.77% | 2 | 100.00% | 2 | -50.00% |
30 Sep, 04 | 7 | - | 75,066 | -50.65% | 0.84% | 26.82% | 1 | -50.00% | 4 | 33.33% |
30 Jun, 04 | 7 | -22.22% | 152,111 | -24.04% | 1.77% | 32.04% | 2 | -66.67% | 3 | 200.00% |
31 Mar, 04 | 9 | 12.50% | 200,260 | 40.02% | 2.35% | 80.98% | 6 | 20.00% | 1 | - |
31 Dec, 03 | 8 | 33.33% | 143,018 | 10.79% | 1.70% | 75.58% | 5 | 25.00% | 1 | - |
30 Sep, 03 | 6 | 20.00% | 129,093 | 179.45% | 1.50% | 477.88% | 4 | - | 1 | - |
30 Jun, 03 | 5 | 25.00% | 46,196 | 47.47% | 0.56% | 400.43% | 4 | 300.00% | - | -100.00% |
31 Mar, 03 | 4 | - | 31,325 | -10.63% | 0.37% | 195.66% | 1 | -50.00% | 1 | - |
31 Dec, 02 | 4 | 33.33% | 35,050 | 63.40% | 0.44% | 647.77% | 2 | 100.00% | - | - |
30 Sep, 02 | 3 | 50.00% | 21,450 | 3.37% | 0.26% | 380.93% | 1 | - | - | - |
30 Jun, 02 | 2 | - | 20,750 | 87.78% | 0.26% | 1426.46% | 1 | -50.00% | - | - |
31 Mar, 02 | 2 | - | 11,050 | -18.59% | 0.14% | 454.84% | 2 | - | - | - |
31 Dec, 01 | 2 | - | 13,574 | - | 0.17% | - | 2 | - | - | - |
30 Jun, 01 | 1 | -50.00% | 1,250 | -89.06% | 0.01% | 72.94% | - | -100.00% | - | - |
31 Mar, 01 | 2 | 100.00% | 11,424 | 813.92% | 0.14% | 56666.04% | 1 | - | - | - |
31 Dec, 00 | 1 | - | 1,250 | 66.67% | 0.02% | 17315.63% | 1 | - | - | - |
30 Sep, 00 | 1 | -50.00% | 750 | -96.82% | 0.01% | 10.98% | - | -100.00% | - | - |
30 Jun, 00 | 2 | 100.00% | 23,584 | 131.81% | 0.30% | 1739.06% | 2 | - | - | - |
31 Mar, 00 | 1 | - | 10,174 | - | 0.13% | 753.31% | - | - | - | - |
31 Dec, 99 | 1 | -50.00% | 10,174 | -85.88% | 0.13% | 16.23% | - | - | - | - |
30 Sep, 99 | 2 | - | 72,034 | - | 0.90% | 97.61% | - | - | - | -100.00% |
30 Jun, 99 | 2 | - | 72,034 | -1.82% | 0.96% | 102.44% | - | -100.00% | 1 | - |
31 Mar, 99 | 2 | - | 73,373 | - | 0.97% | - | 2 | - | - | - |
Chesapeake Utilities Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
Chesapeake Utilities Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | 3 | - |
Q2 2024 | 8 | 2 | 400.00% |
Q1 2024 | 9 | 3 | 300.00% |
Q4 2023 | - | 14 | - |
Q2 2023 | 9 | 6 | 150.00% |
Q1 2023 | 9 | 12 | 75.00% |
Q4 2022 | 1 | 9 | 11.11% |
Q3 2022 | - | 6 | - |
Q2 2022 | 10 | 5 | 200.00% |
Q1 2022 | 8 | 8 | 100.00% |
Q4 2021 | - | 24 | - |
Q3 2021 | 2 | 43 | 4.65% |
Q2 2021 | 10 | - | - |
Q1 2021 | 16 | 9 | 177.78% |
Q4 2020 | - | 22 | - |
Q3 2020 | 8 | - | - |
Q2 2020 | 10 | 2 | 500.00% |
Q1 2020 | 19 | 5 | 380.00% |
Q4 2019 | - | 28 | - |
Q3 2019 | - | 35 | - |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | 3 | - |
Q2 2024 | - | - | - |
Q1 2024 | - | 2 | - |
Q4 2023 | - | - | - |
Q2 2023 | - | 4 | - |
Q1 2023 | - | 4 | - |
Q4 2022 | 1 | - | - |
Q3 2022 | - | 3 | - |
Q2 2022 | - | 4 | - |
Q1 2022 | - | 1 | - |
Q4 2021 | - | - | - |
Q3 2021 | - | 43 | - |
Q2 2021 | - | - | - |
Q1 2021 | - | 1 | - |
Q4 2020 | - | 3 | - |
Q3 2020 | - | - | - |
Q2 2020 | - | 1 | - |
Q1 2020 | 1 | 1 | 100.00% |
Q4 2019 | - | 2 | - |
Q3 2019 | - | 35 | - |
CPK Ownership FAQ
Who Owns Chesapeake Utilities?
Chesapeake Utilities is owned by institutional shareholders (23.60%), insiders (2.02%), and public (74.38%). The largest institutional shareholder of Chesapeake Utilities is BLACKROCK INC. (16.13% of total shares) and the top mutual fund owner is Copeland Trust (0.21% of total shares).
Who are the major institutional shareholders of Chesapeake Utilities?
Chesapeake Utilities's major institutional shareholders are BLACKROCK INC., T. ROWE PRICE INVESTMENT MANAGEMENT, INC., VANGUARD GROUP INC, STATE STREET CORP, and COPELAND CAPITAL MANAGEMENT, LLC. The top five shareholders own together 42.42% of the company's share outstanding.
How many Chesapeake Utilities shareholders are there?
As of Jun 2024, there are 144 institutional shareholders of Chesapeake Utilities.
What percentage of Chesapeake Utilities is owned by BLACKROCK INC?
BLACKROCK INC owns 3.59M shares of Chesapeake Utilities, representing 16.13% of the company's total shares outstanding, valued at $381.18M (as of Jun 2024).
What percentage of Chesapeake Utilities is owned by T. ROWE PRICE INVESTMENT MANAGEMENT, INC?
As of Jun 2024, T. ROWE PRICE INVESTMENT MANAGEMENT, INC holds 2.26M shares of Chesapeake Utilities (CPK), compromising 10.16% of the company, valued at $240.12M.
What percentage of Chesapeake Utilities is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of Chesapeake Utilities. The company owns 1.84M of the company's shares outstanding (worth $194.94M).