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CHDN Holdings Changes image
This page summarizes the CHDN holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether CHDN is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing CHDN Share Count
Independence Bank of Kentucky 6,790 12,254 +5,464 +80.47%
Capital Advisors Ltd. LLC 6 10 +4 +66.67%
CWM LLC 234 321 +87 +37.18%
SeaCrest Wealth Management LLC 2,575 2,800 +225 +8.74%
Barlow Wealth Partners Inc. 153,182 159,432 +6,250 +4.08%
Park Avenue Securities LLC 8,093 8,394 +301 +3.72%
Guidance Capital Inc. 11,484 11,768 +284 +2.47%
State of Michigan Retirement System 16,280 16,680 +400 +2.46%
Gleason Group Inc. 445 446 +1 +0.22%
13F Filers Reporting New Positions In CHDN
OLD National Bancorp IN 0 1,874 +1,874 +100%
Mather Group LLC. 0 52 +52 +100%
Sunbelt Securities Inc. 0 166 +166 +100%
Mirador Capital Partners LP 0 2,200 +2,200 +100%
Allspring Global Investments Holdings LLC 0 193 +193 +100%
13F Filers With Unchanged Share Count
Salem Investment Counselors Inc. 1,200 1,200 UNCH 0.00%
Tompkins Financial Corp 10 10 UNCH 0.00%
Baldwin Brothers Inc. MA 360 360 UNCH 0.00%
WBH Advisory Inc. 6,550 6,550 UNCH 0.00%
Town & Country Bank & Trust CO dba First Bankers Trust CO 3,946 3,946 UNCH 0.00%
AlphaMark Advisors LLC 210 210 UNCH 0.00%
Atlas Brown Inc. 5,278 5,278 UNCH 0.00%
Aviance Capital Partners LLC 2,000 2,000 UNCH 0.00%
Financial Management Professionals Inc. 4 4 UNCH 0.00%
Lowe Wealth Advisors LLC 100 100 UNCH 0.00%
JJJ Advisors Inc. 12 12 UNCH 0.00%
Tarbox Family Office Inc. 4,560 4,560 UNCH 0.00%
Moisand Fitzgerald Tamayo LLC 14 14 UNCH 0.00%
Hexagon Capital Partners LLC 258 258 UNCH 0.00%
Wolff Wiese Magana LLC 270 270 UNCH 0.00%
Fortitude Family Office LLC 5 5 UNCH 0.00%
PFS Partners LLC 84 84 UNCH 0.00%
13F Filers Decreasing CHDN Share Count
Congress Wealth Management LLC DE 21,418 6,439 -14,979 -69.94%
Congress Asset Management Co. MA 24,624 9,321 -15,303 -62.15%
New Mexico Educational Retirement Board 13,500 7,200 -6,300 -46.67%
GAMMA Investing LLC 488 355 -133 -27.25%
Artemis Investment Management LLP 249,852 216,743 -33,109 -13.25%
SJS Investment Consulting Inc. 10 9 -1 -10.00%
Exchange Traded Concepts LLC 44,921 40,445 -4,476 -9.96%
Wealth Enhancement Advisory Services LLC 4,578 4,162 -416 -9.09%
Massmutual Trust Co. FSB ADV 138 127 -11 -7.97%
Sage Investment Advisers LLC 32,160 30,810 -1,350 -4.20%
Chapin Davis Inc. 2,084 2,083 -1 -0.05%
13F Filers Exiting CHDN
Walker Financial Services Inc. 1,603 0 -1,603 -100.00%
MCF Advisors LLC 190 0 -190 -100.00%
AdvisorNet Financial Inc 5 0 -5 -100.00%
Weiss Multi Strategy Advisers LLC 38,050 0 -38,050 -100.00%

See Summary: Institutional Holders of CHDN
See Details: Top 10 Hedge Funds Holding CHDN
Also See: CHDN Insider Buying

CHDN Holdings Changes | www.HoldingsChannel.com

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