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CHESAPEAKE UTILS CORP
CHESAPEAKE UTILS CORP. Institutional holdings reported to the SEC.

Institutional Holders (2016Q3)
Portfolio Summary: 159 Institutional holders with a total value of $570,187,065.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 NewSquare Capital LLC 34 2,000 0.00%
2 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 46 3,000 0.00%
3 PIEDMONT INVESTMENT ADVISORS INC 51 3,114 0.00%
4 First Personal Financial Services 67 4,000 0.00%
5 ANCHOR INVESTMENT MANAGEMENT, LLC 67 4,091 0.00%
6 FARMERS & MERCHANTS INVESTMENTS INC 83 5,000 0.00%
7 D.A. DAVIDSON & CO. 104 6,000 0.00%
8 Vantage Investment Advisors, LLC 150 9,000 0.00%
9 GENEOS WEALTH MANAGEMENT INC. 164 10,000 0.00%
10 People's United Financial, Inc. 225 14,000 0.00%
11 ARROW FINANCIAL CORP 270 16,000 0.00%
12 FEDERATED HERMES, INC. 278 17,000 0.00%
13 Crow Point Partners, LLC 300 18,000 0.00%
14 BARCLAYS PLC 309 19,000 0.00%
15 QCI ASSET MANAGEMENT INC/NY 352 21,000 0.00%
16 Zurcher Kantonalbank (Zurich Cantonalbank) 484 30,000 0.01%
17 Tower Research Capital LLC (TRC) 502 31,000 0.01%
18 Winslow, Evans & Crocker, Inc. 600 36,636 0.01%
19 ASSET PLANNING SERVICES, LTD. 646 39,000 0.01%
20 CENTRAL TRUST Co 656 40,000 0.01%
21 ASSETMARK, INC 750 46,000 0.01%
22 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 825 51,000 0.01%
23 ADVISOR GROUP, INC. 875 53,000 0.01%
24 BNP PARIBAS FINANCIAL MARKETS 990 60,449 0.01%
25 LS Investment Advisors, LLC 1,200 73,000 0.01%
26 MSI Financial Services Inc 1,210 74,000 0.01%
27 LADENBURG THALMANN FINANCIAL SERVICES INC. 1,345 82,000 0.01%
28 NISA INVESTMENT ADVISORS, LLC 1,350 82,000 0.01%
29 CANADA LIFE ASSURANCE Co 1,646 100,000 0.02%
30 VICTORY CAPITAL MANAGEMENT INC 1,697 104,000 0.02%
31 SG Americas Securities, LLC 1,870 114,000 0.02%
32 Legal & General Group Plc 1,913 117,000 0.02%
33 Archford Capital Strategies, LLC 1,975 120,000 0.02%
34 BANK OF MONTREAL /CAN/ 2,167 132,000 0.02%
35 HUNTINGTON NATIONAL BANK 2,279 139,000 0.02%
36 ENVESTNET ASSET MANAGEMENT INC 2,375 145,000 0.03%
37 ClariVest Asset Management LLC 2,606 159,000 0.03%
38 Creative Planning 2,805 171,000 0.03%
39 Advisory Services Network, LLC 2,937 179,000 0.03%
40 IFP ADVISORS, INC 3,029 185,000 0.03%
41 TWO SIGMA INVESTMENTS, LP 3,300 201,000 0.04%
42 CITIGROUP INC 3,322 203,000 0.04%
43 TFS CAPITAL LLC 3,335 204,000 0.04%
44 SEI INVESTMENTS CO 3,547 216,000 0.04%
45 BlackRock Finance, Inc. 3,550 217,000 0.04%
46 GRAY FINANCIAL GROUP /GA /ADV /ADV 4,204 256,696 0.05%
47 Trexquant Investment LP 4,382 268,000 0.05%
48 Asset Management One Co., Ltd. 4,400 269,000 0.05%
49 UBS Group AG 4,472 273,000 0.05%
50 GOLDMAN SACHS GROUP INC 4,611 282,000 0.05%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.