CHW(CHW)
CHW
Institutional Ownership
Top 135 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MORGAN STANLEY | 5.93M | Mar 31, 26 | +211.40K | 9.29% |
| Karpus Management, Inc. | 2.19M | Mar 31, 26 | +249.53K | 3.43% |
| Advisors Asset Management, Inc. | 1.58M | Mar 31, 26 | +59.11K | 2.47% |
| Pathstone Holdings, LLC | 1.48M | Mar 31, 26 | +89.41K | 2.32% |
| GUGGENHEIM CAPITAL LLC | 1.07M | Mar 31, 26 | -53.50K | 1.68% |
| LPL Financial LLC | 1.00M | Mar 31, 26 | -26.61K | 1.57% |
| Baird Financial Group, Inc. | 939.09K | Mar 31, 26 | -8.55K | 1.47% |
| Shaker Financial Services, LLC | 463.61K | Mar 31, 26 | -221.09K | 0.73% |
| Private Advisor Group, LLC | 422.89K | Mar 31, 26 | +15.52K | 0.66% |
| ADAPT WEALTH ADVISORS, LLC | 402.64K | Mar 31, 26 | +3.63K | 0.63% |
| WELLS FARGO & COMPANY/MN | 366.94K | Mar 31, 26 | +248.73K | 0.57% |
| Altium Capital Management LP | 328.90K | Mar 31, 26 | +197.10K | 0.51% |
| ROYAL BANK OF CANADA | 303.31K | Mar 31, 26 | +81.67K | 0.47% |
| RAYMOND JAMES FINANCIAL INC | 288.27K | Mar 31, 26 | +6.08K | 0.45% |
| AMERIPRISE FINANCIAL INC | 267.10K | Mar 31, 26 | -2.92K | 0.42% |
| 1607 Capital Partners, LLC | 238.69K | Mar 31, 26 | +25.30K | 0.37% |
| UBS Group AG | 201.90K | Mar 31, 26 | +293 | 0.32% |
| D.A. DAVIDSON & CO. | 178.87K | Mar 31, 26 | -8.08K | 0.28% |
| Cambridge Investment Research Advisors, Inc. | 159.10K | Mar 31, 26 | +5.48K | 0.25% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 122.70K | Mar 31, 26 | +23.01K | 0.19% |
| Invesco Ltd. | 122.69K | Mar 31, 26 | -37.28K | 0.19% |
| Saba Capital Management, L.P. | 122.24K | Mar 31, 26 | -177.11K | 0.19% |
| COMMONWEALTH EQUITY SERVICES, LLC | 113.39K | Mar 31, 26 | +754 | 0.18% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 100.69K | Mar 31, 26 | -12.13K | 0.16% |
| Saxony Capital Management, LLC | 88.25K | Mar 31, 26 | -- | 0.14% |
| ADVISOR GROUP HOLDINGS, INC. | 86.63K | Mar 31, 26 | -21.38K | 0.14% |
| Colony Group, LLC | 83.72K | Mar 31, 26 | -2.76K | 0.13% |
| ENVESTNET ASSET MANAGEMENT INC | 79.96K | Mar 31, 26 | +79.96K | 0.13% |
| FIFTH THIRD BANCORP | 77.62K | Mar 31, 26 | +75.71K | 0.12% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 69.24K | Mar 31, 26 | -9.03K | 0.11% |
| Cetera Investment Advisers | 68.13K | Mar 31, 26 | +54.16K | 0.11% |
| Dakota Wealth Management | 67.98K | Mar 31, 26 | +4.34K | 0.11% |
| NewEdge Advisors, LLC | 64.82K | Mar 31, 26 | +902 | 0.10% |
| Kestra Advisory Services, LLC | 62.66K | Mar 31, 26 | +1.86K | 0.10% |
| Brookstone Capital Management | 60.32K | Mar 31, 26 | +1.16K | 0.09% |
| HARBOUR INVESTMENTS, INC. | 57.37K | Mar 31, 26 | +14.60K | 0.09% |
| WOLVERINE ASSET MANAGEMENT LLC | 54.91K | Mar 31, 26 | +54.91K | 0.09% |
| Chicago Partners Investment Group LLC | 51.84K | Mar 31, 26 | -5.95K | 0.08% |
| RPO LLC | 47.57K | Mar 31, 26 | -14.23K | 0.07% |
| CAPTRUST FINANCIAL ADVISORS | 43.36K | Mar 31, 26 | +16.10K | 0.07% |
| READYSTATE ASSET MANAGEMENT LP | 36.63K | Mar 31, 26 | +36.63K | 0.06% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 36.49K | Mar 31, 26 | +7.95K | 0.06% |
| PNC FINANCIAL SERVICES GROUP, INC. | 35.90K | Mar 31, 26 | +2.67K | 0.06% |
| Janney Montgomery Scott LLC | 32.24K | Mar 31, 26 | +31 | 0.05% |
| BANK OF AMERICA CORP /DE/ | 31.94K | Mar 31, 26 | +361 | 0.05% |
| TRUIST FINANCIAL CORP | 29.65K | Mar 31, 26 | +6 | 0.05% |
| STIFEL FINANCIAL CORP | 29.51K | Mar 31, 26 | -1.77K | 0.05% |
| STEPHENS INC /AR/ | 29.32K | Mar 31, 26 | +227 | 0.05% |
| Institute for Wealth Management, LLC. | 29.30K | Mar 31, 26 | -- | 0.05% |
| Waverly Advisors, LLC | 29.07K | Mar 31, 26 | +593 | 0.05% |
| NWF Advisory Services Inc. | 28.70K | Mar 31, 26 | -12.90K | 0.04% |
| Continuum Advisory, LLC | 28.30K | Mar 31, 26 | -- | 0.04% |
| Integrated Wealth Concepts LLC | 26.52K | Mar 31, 26 | -- | 0.04% |
| Strategic Financial Concepts, LLC | 24.78K | Mar 31, 26 | +24.78K | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24.27K | Mar 31, 26 | +24.27K | 0.04% |
| B. Riley Wealth Advisors, Inc. | 20.32K | Mar 31, 26 | -- | 0.03% |
| Rockefeller Capital Management L.P. | 20.22K | Mar 31, 26 | -- | 0.03% |
| OPPENHEIMER & CO INC | 20.17K | Mar 31, 26 | -1.94K | 0.03% |
| MRA Advisory Group | 19.25K | Mar 31, 26 | +246 | 0.03% |
| WEDBUSH SECURITIES INC | 19.04K | Mar 31, 26 | +1.38K | 0.03% |
| San Luis Wealth Advisors LLC | 18.94K | Mar 31, 26 | -- | 0.03% |
| CoreCap Advisors, LLC | 17.91K | Mar 31, 26 | -- | 0.03% |
| XML Financial, LLC | 17.20K | Mar 31, 26 | -- | 0.03% |
| Apollon Wealth Management, LLC | 15.48K | Mar 31, 26 | -1.31K | 0.02% |
| RFG Advisory, LLC | 15.41K | Mar 31, 26 | -8.00K | 0.02% |
| Retirement Planning Group | 15.26K | Mar 31, 26 | +15.26K | 0.02% |
| Concurrent Investment Advisors, LLC | 14.96K | Mar 31, 26 | +161 | 0.02% |
| Valeo Financial Advisors, LLC | 14.69K | Mar 31, 26 | +279 | 0.02% |
| JANE STREET GROUP, LLC | 14.68K | Mar 31, 26 | -3.18K | 0.02% |
| Sage Capital Management, LLC | 14.00K | Mar 31, 26 | -- | 0.02% |
| CI Private Wealth, LLC | 13.51K | Mar 31, 26 | -11.49K | 0.02% |
| BOOTHBAY FUND MANAGEMENT, LLC | 13.23K | Mar 31, 26 | -3.96K | 0.02% |
| Logan Stone Capital, LLC | 12.94K | Mar 31, 26 | +12.94K | 0.02% |
| Prospera Financial Services Inc | 12.91K | Mar 31, 26 | +12.91K | 0.02% |
| Palogic Value Management, L.P. | 11.00K | Mar 31, 26 | -- | 0.02% |
| Almitas Capital LLC | 10.27K | Mar 31, 26 | +10.27K | 0.02% |
| LEIGH BALDWIN & CO., LLC | 10.00K | Mar 31, 26 | -- | 0.02% |
| NOMURA HOLDINGS INC | 10.00K | Mar 31, 26 | +10.00K | 0.02% |
| Farther Finance Advisors, LLC | 9.86K | Mar 31, 26 | +702 | 0.02% |
| MAI Capital Management | 5.37K | Mar 31, 26 | +805 | 0.01% |
| NBC SECURITIES, INC. | 4.76K | Mar 31, 26 | -- | 0.01% |
| Spire Wealth Management | 4.66K | Mar 31, 26 | -- | 0.01% |
| Colonial Trust Co / SC | 3.30K | Mar 31, 26 | +3.30K | 0.01% |
| ASSETMARK, INC | 3.25K | Mar 31, 26 | -- | 0.01% |
| Steward Partners Investment Advisory, LLC | 2.85K | Mar 31, 26 | -666 | 0.00% |
| CITIGROUP INC | 2.50K | Mar 31, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 2.50K | Mar 31, 26 | -- | 0.00% |
| Tidemark, LLC | 2.40K | Mar 31, 26 | -- | 0.00% |
| Advisory Services Network, LLC | 2.25K | Mar 31, 26 | +2.25K | 0.00% |
| IFP Advisors, Inc | 1.59K | Mar 31, 26 | -1.46K | 0.00% |
| Allworth Financial LP | 846 | Mar 31, 26 | -- | 0.00% |
| JPMORGAN CHASE & CO | 846 | Mar 31, 26 | -- | 0.00% |
| AMERIFLEX GROUP, INC. | 500 | Mar 31, 26 | -- | 0.00% |
| US BANCORP \DE\ | 175 | Mar 31, 26 | -- | 0.00% |
| Parallel Advisors, LLC | -- | Mar 31, 26 | -7.20K | -- |
| GAMMA Investing LLC | -- | Mar 31, 26 | -810 | -- |
| FLAGSHIP HARBOR ADVISORS, LLC | -- | Mar 31, 26 | -2.80K | -- |
| J.W. COLE ADVISORS, INC. | -- | Mar 31, 26 | -11.74K | -- |
| Cerity Partners LLC | -- | Mar 31, 26 | -202.77K | -- |
| COMERICA BANK | 78.40K | Dec 31, 25 | -88 | 0.12% |
| ORG Partners LLC | 2.46K | Dec 31, 25 | -- | 0.00% |
| Stephens Consulting, LLC | 200 | Dec 31, 25 | -- | 0.00% |
| L.M. KOHN & COMPANY | 22.84K | Sep 30, 25 | -1.51K | 0.04% |
| Atria Wealth Solutions, Inc. | 17.87K | Jun 30, 25 | +17.87K | 0.03% |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1.50K | Jun 30, 25 | +1.50K | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 133.19K | Sep 30, 24 | +613 | 0.21% |
| RAYMOND JAMES & ASSOCIATES | 100.87K | Sep 30, 24 | -11.71K | 0.16% |
| RAYMOND JAMES TRUST N.A. | 46.08K | Sep 30, 24 | -- | 0.07% |
| 9258 Wealth Management, LLC | 29.60K | Sep 30, 24 | -1.11K | 0.05% |
| Flow State Investments, L.P. | -- | Sep 30, 24 | -78.08K | -- |
| Cetera Advisor Networks LLC | 12.43K | Mar 31, 24 | -343 | 0.02% |
| COLONY GROUP LLC | 52.30K | Sep 30, 23 | -1.05K | 0.08% |
| Claybrook Capital, LLC | 34.40K | Sep 30, 23 | -- | 0.05% |
| Ahrens Investment Partners LLC | 10.27K | Mar 31, 23 | +254 | 0.02% |
| Titus Wealth Management | 293.99K | Jun 30, 22 | -15.00K | 0.46% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 22.60K | Sep 30, 21 | +2.70K | 0.04% |
| Winslow, Evans & Crocker, Inc. | 8.52K | Dec 31, 20 | +4.42K | 0.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 104.34K | Dec 31, 19 | -3.11K | 0.16% |
| Advisor Group, Inc. | 98.83K | Dec 31, 19 | +11.47K | 0.15% |
| BB&T SECURITIES, LLC | 14.99K | Sep 30, 19 | -2.66K | 0.02% |
| CUE ADVISORY SERVICES, INC. | 12.60K | Sep 30, 18 | -- | 0.02% |
| Jacobus Wealth Management, Inc. | 174.36K | Sep 30, 17 | +48.61K | 0.27% |
| Commonwealth Equity Services, Inc | 290.19K | Jun 30, 17 | +95.58K | 0.45% |
| Virtu KCG Holdings LLC | -- | Jun 30, 17 | -10.83K | -- |
| FIRST FINANCIAL EQUITY CORPORATION | 14.66K | Mar 31, 17 | +14.66K | 0.02% |
| MSI Financial Services Inc | 4.15K | Dec 31, 16 | -- | 0.01% |
| VSR Financial Services, Inc. | -- | Jun 30, 16 | -21.36K | -- |
| SMITH HAYES Advisers, Inc | 14.73K | Dec 31, 15 | -- | 0.02% |
| SOUTH GEORGIA CAPITAL, LLC | 1.24K | Sep 30, 15 | +32 | 0.00% |
| BAIRD ROBERT W & CO INC /WI/ | 138.33K | Mar 31, 15 | +12.70K | 0.22% |
| NEW ENGLAND SECURITIES CORP /MA/ | 7.55K | Dec 31, 14 | -27.75K | 0.01% |
| UBS AG | 299.52K | Sep 30, 14 | +25.48K | 0.47% |
| KNIGHT CAPITAL GROUP LLC | 11.50K | Jun 30, 13 | +11.50K | 0.02% |
| First Allied Securities, Inc. | 36.60K | Jun 30, 12 | +3.00K | 0.06% |
| GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC | 437.96K | Jun 30, 10 | +69.70K | 0.69% |