HoldingsChannel.com
Funds Holding CHW

On this page, we present all of the funds holding CHW from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CHW, with a link to that fund's top holdings. The next columns indicate the amount of CHW stock held by each of the funds holding CHW, followed by the CHW position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 86 funds holding CHW within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding CHW), click the fund name in the "Holder" column of the funds-holding-CHW table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley5,206,438$30,041 12/31/2023
     CHW5,206,438$30,041 12/31/2023
Advisors Asset Management Inc.1,395,227$8,050 12/31/2023
     CHW1,395,227$8,050 12/31/2023
Mangrove Partners1,177,057$6,792 12/31/2023
     CHW1,177,057$6,792 12/31/2023
Baird Financial Group Inc.1,121,905$6,473 12/31/2023
     CHW1,121,905$6,473 12/31/2023
LPL Financial LLC916,350$5,287 12/31/2023
     CHW916,350$5,287 12/31/2023
Guggenheim Capital LLC733,531$4,232 12/31/2023
     CHW733,531$4,232 12/31/2023
CNH Partners LLC487,199$2,811 12/31/2023
     CHW487,199$2,811 12/31/2023
Shaker Financial Services LLC461,495$2,686 12/31/2023
     CHW461,495$2,686 12/31/2023
RPO LLC411,449$2,374 12/31/2023
     CHW411,449$2,374 12/31/2023
Wolverine Asset Management LLC406,143$2,343 12/31/2023
     CHW406,143$2,343 12/31/2023
Private Advisor Group LLC372,883$2,152 12/31/2023
     CHW372,883$2,152 12/31/2023
Commonwealth Equity Services LLC242,453$1,399 12/31/2023
     CHW242,453$1,399 12/31/2023
Ameriprise Financial Inc.242,408$1,399 12/31/2023
     CHW242,408$1,399 12/31/2023
Wealth Enhancement Advisory Services LLC192,296$1,252 03/31/2024
     CHW192,296$1,252 03/31/2024
UBS Group AG169,025$975 12/31/2023
     CHW169,025$975 12/31/2023
Landscape Capital Management L.L.C.160,799$928 12/31/2023
     CHW160,799$928 12/31/2023
Raymond James Financial Services Advisors Inc.145,848$842 12/31/2023
     CHW145,848$842 12/31/2023
Raymond James & Associates129,902$750 12/31/2023
     CHW129,902$750 12/31/2023
Allspring Global Investments Holdings LLC105,488$687 03/31/2024
     CHW105,488$687 03/31/2024
Boothbay Fund Management LLC114,452$660 12/31/2023
     CHW114,452$660 12/31/2023
Royal Bank of Canada99,825$576 12/31/2023
     CHW99,825$576 12/31/2023
Flow State Investments L.P.92,431$533 12/31/2023
     CHW92,431$533 12/31/2023
Advisor Group Holdings Inc.91,877$530 12/31/2023
     CHW91,877$530 12/31/2023
GWM Advisors LLC84,189$489 12/31/2023
     CHW84,189$489 12/31/2023
Comerica Bank83,543$482 12/31/2023
     CHW83,543$482 12/31/2023
Logan Stone Capital LLC82,883$478 12/31/2023
     CHW82,883$478 12/31/2023
Wells Fargo & Company MN74,004$427 12/31/2023
     CHW74,004$427 12/31/2023
Bank of Montreal Can65,000$375 12/31/2023
     CHW65,000$375 12/31/2023
Karpus Management Inc.63,270$365 12/31/2023
     CHW63,270$365 12/31/2023
Cambridge Investment Research Advisors Inc.60,706$350 12/31/2023
     CHW60,706$350 12/31/2023
Chicago Partners Investment Group LLC58,122$341 12/31/2023
     CHW58,122$341 12/31/2023
Saxony Capital Management LLC57,000$329 12/31/2023
     CHW57,000$329 12/31/2023
Colony Group LLC49,782$287 12/31/2023
     CHW49,782$287 12/31/2023
Janney Montgomery Scott LLC47,572$274 12/31/2023
     CHW47,572$274 12/31/2023
Raymond James Trust N.A.46,077$266 12/31/2023
     CHW46,077$266 12/31/2023
Bank of America Corp DE41,993$242 12/31/2023
     CHW41,993$242 12/31/2023
National Asset Management Inc.40,914$238 12/31/2023
     CHW40,914$238 12/31/2023
Rockefeller Capital Management L.P.40,500$234 12/31/2023
     CHW40,500$234 12/31/2023
Brookstone Capital Management33,676$219 03/31/2024
     CHW33,676$219 03/31/2024
Lido Advisors LLC34,403$200 12/31/2023
     CHW34,403$200 12/31/2023
Kestra Advisory Services LLC32,166$186 12/31/2023
     CHW32,166$186 12/31/2023
Institute for Wealth Management LLC.30,923$178 12/31/2023
     CHW30,923$178 12/31/2023
Captrust Financial Advisors30,535$176 12/31/2023
     CHW30,535$176 12/31/2023
Calamos Wealth Management LLC29,748$172 12/31/2023
     CHW29,748$172 12/31/2023
Elequin Capital LP29,373$169 12/31/2023
     CHW29,373$169 12/31/2023
Susquehanna International Group LLP28,490$164 12/31/2023
     CHW28,490$164 12/31/2023
Weiss Asset Management LP25,588$148 12/31/2023
     CHW25,588$148 12/31/2023
Stifel Financial Corp23,718$137 12/31/2023
     CHW23,718$137 12/31/2023
San Luis Wealth Advisors LLC18,547$121 03/31/2024
     CHW18,547$121 03/31/2024
CoreCap Advisors LLC20,810$120 12/31/2023
     CHW20,810$120 12/31/2023
Alliancebernstein L.P.20,000$115 12/31/2023
     CHW20,000$115 12/31/2023
SeaCrest Wealth Management LLC15,910$104 03/31/2024
     CHW15,910$104 03/31/2024
Harbour Investments Inc.18,051$104 12/31/2023
     CHW18,051$104 12/31/2023
Stephens Inc. AR17,900$103 12/31/2023
     CHW17,900$103 12/31/2023
L.M. Kohn & Company17,594$102 12/31/2023
     CHW17,594$102 12/31/2023
XML Financial LLC17,200$99 12/31/2023
     CHW17,200$99 12/31/2023
Oppenheimer & Co. Inc.16,394$95 12/31/2023
     CHW16,394$95 12/31/2023
D.A. Davidson & CO.16,000$92 12/31/2023
     CHW16,000$92 12/31/2023
Walleye Capital LLC14,334$83 12/31/2023
     CHW14,334$83 12/31/2023
Wedbush Securities Inc.14,061$81 12/31/2023
     CHW14,061$81 12/31/2023
Stratos Wealth Partners LTD.11,850$77 03/31/2024
     CHW11,850$77 03/31/2024
Valeo Financial Advisors LLC13,000$75 12/31/2023
     CHW13,000$75 12/31/2023
Cetera Advisor Networks LLC12,768$74 12/31/2023
     CHW12,768$74 12/31/2023
Advisory Services Network LLC11,133$64 12/31/2023
     CHW11,133$64 12/31/2023
NBC Securities Inc.9,792$63 03/31/2024
     CHW9,792$63 03/31/2024
Palogic Value Management L.P.11,000$63 12/31/2023
     CHW11,000$63 12/31/2023
Nomura Holdings Inc.10,330$60 12/31/2023
     CHW10,330$60 12/31/2023
Aptus Capital Advisors LLC10,473$60 12/31/2023
     CHW10,473$60 12/31/2023
Spire Wealth Management10,200$59 12/31/2023
     CHW10,200$59 12/31/2023
Equitable Holdings Inc.10,000$58 12/31/2023
     CHW10,000$58 12/31/2023
Steward Partners Investment Advisory LLC7,900$46 12/31/2023
     CHW7,900$46 12/31/2023
The PNC Financial Services Group Inc.7,132$41 12/31/2023
     CHW7,132$41 12/31/2023
Allworth Financial LP4,746$27 12/31/2023
     CHW4,746$27 12/31/2023
EverSource Wealth Advisors LLC4,389$25 12/31/2023
     CHW4,389$25 12/31/2023
Principal Securities Inc.4,135$24 12/31/2023
     CHW4,135$24 12/31/2023
JPMorgan Chase & Co.3,157$18 12/31/2023
     CHW3,157$18 12/31/2023
IFP Advisors Inc2,557$15 12/31/2023
     CHW2,557$15 12/31/2023
Tidemark LLC2,400$14 12/31/2023
     CHW2,400$14 12/31/2023
Venturi Wealth Management LLC1,921$11 12/31/2023
     CHW1,921$11 12/31/2023
Oliver Lagore Vanvalin Investment Group1,500$9 12/31/2023
     CHW1,500$9 12/31/2023
Sound Income Strategies LLC925$6 03/31/2024
     CHW925$6 03/31/2024
Northwestern Mutual Wealth Management Co.1,110$6 12/31/2023
     CHW1,110$6 12/31/2023
GPS Wealth Strategies Group LLC580$3 12/31/2023
     CHW580$3 12/31/2023
Larson Financial Group LLC300$2 12/31/2023
     CHW300$2 12/31/2023
Stephens Consulting LLC200$1 03/31/2024
     CHW200$1 03/31/2024
Tower Research Capital LLC TRC 185$1 12/31/2023
     CHW185$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     CHW0$0 12/31/2023

See Summary: Institutional Holders of CHW
See Details: Top 10 Hedge Funds Holding CHW
Also See: CHW Insider Buying
Also See: CHW Holdings Changes

Quotes delayed 20 minutes

Email EnvelopeFree CHW Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Funds Holding CHW | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.