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CHWY Holdings Changes image
This page summarizes the CHWY 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 CHWY 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 CHWY Share Count
Blume Capital Management Inc. 160 21,260 +21,100 +13187.50%
Glass Jacobson Investment Advisors llc 50 300 +250 +500.00%
Cambridge Investment Research Advisors Inc. 16,838 65,688 +48,850 +290.12%
Country Club Bank GFN 64,560 231,797 +167,237 +259.04%
GSA Capital Partners LLP 36,272 129,352 +93,080 +256.62%
Total Clarity Wealth Management Inc. 17,254 55,717 +38,463 +222.92%
Cornerstone Wealth Management LLC 8,880 27,086 +18,206 +205.02%
CenterStar Asset Management LLC 16,292 38,571 +22,279 +136.75%
Liberty One Investment Management LLC 6,483 12,985 +6,502 +100.29%
Creative Financial Designs Inc. ADV 100 200 +100 +100.00%
CWM LLC 1,373 2,661 +1,288 +93.81%
First Bank & Trust 9,548 13,648 +4,100 +42.94%
Westside Investment Management Inc. 550 775 +225 +40.91%
CENTRAL TRUST Co 178 240 +62 +34.83%
NBT Bank N A NY 150 200 +50 +33.33%
Thompson Investment Management Inc. 225,292 294,480 +69,188 +30.71%
Legacy Trust 61,362 80,017 +18,655 +30.40%
Proequities Inc. 330 430 +100 +30.30%
Commonwealth Equity Services LLC 31,536 40,476 +8,940 +28.35%
Capricorn Fund Managers Ltd 168,837 214,830 +45,993 +27.24%
State of New Jersey Common Pension Fund D 133,681 167,959 +34,278 +25.64%
Benjamin F. Edwards & Company Inc. 1,023 1,273 +250 +24.44%
Private Advisor Group LLC 15,934 18,876 +2,942 +18.46%
Wealth Enhancement Advisory Services LLC 16,535 19,309 +2,774 +16.78%
DAVENPORT & Co LLC 62,401 72,023 +9,622 +15.42%
Radnor Capital Management LLC 26,720 30,220 +3,500 +13.10%
Diversified Investment Strategies LLC 29,625 32,625 +3,000 +10.13%
Raymond James Financial Services Advisors Inc. 69,573 75,476 +5,903 +8.48%
GPS Wealth Strategies Group LLC 931 999 +68 +7.30%
Baillie Gifford & Co. 18,482,764 19,819,195 +1,336,431 +7.23%
Royal Fund Management LLC 47,730 48,060 +330 +0.69%
13F Filers Reporting New Positions In CHWY
Financial Perspectives Inc 0 0 UNCH 100%
Trust Co. of Vermont 0 200 +200 +100%
BOK Financial Private Wealth Inc. 0 165 +165 +100%
GHP Investment Advisors Inc. 0 45 +45 +100%
Migdal Insurance & Financial Holdings Ltd. 0 2 +2 +100%
Capstone Investment Advisors LLC 0 282,250 +282,250 +100%
Northwest Investment Counselors LLC 0 14 +14 +100%
IMC Chicago LLC 0 117,170 +117,170 +100%
YHB Investment Advisors Inc. 0 530 +530 +100%
Mather Group LLC. 0 72 +72 +100%
Counterpoint Mutual Funds LLC 0 18,346 +18,346 +100%
Diamant Asset Management Inc. 0 11,100 +11,100 +100%
West Branch Capital LLC 0 200 +200 +100%
Semanteon Capital Management LP 0 19,418 +19,418 +100%
Avion Wealth 0 30 +30 +100%
Future Financial Wealth Managment LLC 0 4,100 +4,100 +100%
Financial Connections Group Inc. 0 170 +170 +100%
Global Assets Advisory LLC 0 141,592 +141,592 +100%
PFG Investments LLC 0 10,773 +10,773 +100%
VCI Wealth Management LLC 0 16,108 +16,108 +100%
Accordant Advisory Group Inc 0 90 +90 +100%
13F Filers With Unchanged Share Count
Huntington National Bank 530 530 UNCH 0.00%
Salem Investment Counselors Inc. 400 400 UNCH 0.00%
Kornitzer Capital Management Inc. KS 58,000 58,000 UNCH 0.00%
Tompkins Financial Corp 10,439 10,439 UNCH 0.00%
Adirondack Trust Co. 25 25 UNCH 0.00%
WASHINGTON TRUST Co 2,500 2,500 UNCH 0.00%
AlphaMark Advisors LLC 10 10 UNCH 0.00%
Zurcher Kantonalbank Zurich Cantonalbank 23,278 23,278 UNCH 0.00%
Asset Dedication LLC 614 614 UNCH 0.00%
Daiwa Securities Group Inc. 17,555 17,555 UNCH 0.00%
JFS Wealth Advisors LLC 24 24 UNCH 0.00%
Nelson Van Denburg & Campbell Wealth Management Group LLC 300 300 UNCH 0.00%
Bfsg LLC 100 100 UNCH 0.00%
Bogart Wealth LLC 12 12 UNCH 0.00%
Larson Financial Group LLC 75 75 UNCH 0.00%
Yarbrough Capital LLC 17,350 17,350 UNCH 0.00%
Carolina Wealth Advisors LLC 238 238 UNCH 0.00%
PFG Private Wealth Management LLC 11 11 UNCH 0.00%
Tsfg LLC 42 42 UNCH 0.00%
Lion Street Advisors LLC 17,588 17,588 UNCH 0.00%
HighMark Wealth Management LLC 45 45 UNCH 0.00%
AM Investment Strategies LLC 12,727 12,727 UNCH 0.00%
TFC Financial Management 14 14 UNCH 0.00%
Rise Advisors LLC 155 155 UNCH 0.00%
Hexagon Capital Partners LLC 75 75 UNCH 0.00%
Wolff Wiese Magana LLC 12 12 UNCH 0.00%
SOA Wealth Advisors LLC. 100 100 UNCH 0.00%
Piscataqua Savings Bank 300 300 UNCH 0.00%
Householder Group Estate & Retirement Specialist LLC 336 336 UNCH 0.00%
SJS Investment Consulting Inc. 6 6 UNCH 0.00%
Stonegate Investment Group LLC 30,180 30,180 UNCH 0.00%
City State Bank 100 100 UNCH 0.00%
Fortitude Family Office LLC 13 13 UNCH 0.00%
CGC Financial Services LLC 10 10 UNCH 0.00%
Jamison Private Wealth Management Inc. 75 75 UNCH 0.00%
Naples Money Management LLC 645 645 UNCH 0.00%
Sachetta LLC 80 80 UNCH 0.00%
Palo DS Manager LLC 325,987 325,987 UNCH 0.00%
Private Wealth Management Group LLC 25 25 UNCH 0.00%
13F Filers Decreasing CHWY Share Count
Brown Advisory Inc. 5,446,897 15,010 -5,431,887 -99.72%
Allspring Global Investments Holdings LLC 4,022 255 -3,767 -93.66%
Newbridge Financial Services Group Inc. 10,230 650 -9,580 -93.65%
Parkside Financial Bank & Trust 994 172 -822 -82.70%
McClarren Financial Advisors Inc. 90 16 -74 -82.22%
Smartleaf Asset Management LLC 69 18 -51 -73.91%
Centerpoint Advisors LLC 800 300 -500 -62.50%
Rakuten Securities Inc. 285 112 -173 -60.70%
Victory Capital Management Inc. 81,666 45,513 -36,153 -44.27%
Global Retirement Partners LLC 648 380 -268 -41.36%
Versant Capital Management Inc 206 126 -80 -38.83%
Gradient Investments LLC 301 200 -101 -33.55%
Oxler Private Wealth LLC 25,143 17,743 -7,400 -29.43%
Cutler Group LP 1,401 996 -405 -28.91%
Lindbrook Capital LLC 509 382 -127 -24.95%
Tokio Marine Asset Management Co. Ltd. 26,700 23,100 -3,600 -13.48%
Curbstone Financial Management Corp 29,790 26,040 -3,750 -12.59%
Fifth Third Bancorp 601 535 -66 -10.98%
Pinnacle Associates Ltd. 49,163 43,863 -5,300 -10.78%
Allworth Financial LP 1,109 994 -115 -10.37%
Harbor Investment Advisory LLC 1,318 1,187 -131 -9.94%
American Capital Advisory LLC 388 350 -38 -9.79%
Natixis Advisors L.P. 56,095 51,526 -4,569 -8.15%
Spire Wealth Management 978 903 -75 -7.67%
Bank of New York Mellon Corp 3,522,319 3,294,602 -227,717 -6.46%
Raymond James & Associates 83,585 78,301 -5,284 -6.32%
Geneos Wealth Management Inc. 6,379 6,076 -303 -4.75%
Signaturefd LLC 3,358 3,240 -118 -3.51%
BNP Paribas Arbitrage SA 196,106 192,712 -3,394 -1.73%
Wealthfront Advisers LLC 49,347 48,551 -796 -1.61%
Somerset Trust Co 14,087 13,905 -182 -1.29%
Azzad Asset Management Inc. ADV 10,502 10,370 -132 -1.26%
13F Filers Exiting CHWY
Voisard Asset Management Group Inc. 35 0 -35 -100.00%
SYSTM Wealth Solutions LLC 567 0 -567 -100.00%
Argonautica Private Wealth Management Inc. 17,602 0 -17,602 -100.00%
Activest Wealth Management 1 0 -1 -100.00%
Ronald Blue Trust Inc. 60 0 -60 -100.00%
International Assets Investment Management LLC 57,586 0 -57,586 -100.00%
Fortis Group Advisors LLC 10,486 0 -10,486 -100.00%
PSI Advisors LLC 60 0 -60 -100.00%
BI Asset Management Fondsmaeglerselskab A S 472 0 -472 -100.00%
Lake Hills Wealth Management LLC 8,477 0 -8,477 -100.00%
Pinnacle Bank 532 0 -532 -100.00%
Harbour Capital Advisors LLC 17,080 0 -17,080 -100.00%
Venturi Wealth Management LLC 557 0 -557 -100.00%
Deane Retirement Strategies Inc. 112,909 0 -112,909 -100.00%
Kestra Private Wealth Services LLC 11,085 0 -11,085 -100.00%
Fjarde AP Fonden Fourth Swedish National Pension Fund 9,549 0 -9,549 -100.00%
Simplex Trading LLC 151,125 0 -151,125 -100.00%
DekaBank Deutsche Girozentrale 79,265 0 -79,265 -100.00%
AdvisorNet Financial Inc 9 0 -9 -100.00%
Janney Montgomery Scott LLC 9,481 0 -9,481 -100.00%
Regions Financial Corp 54,412 0 -54,412 -100.00%
Whittier Trust Co. 1,000 0 -1,000 -100.00%
UMB Bank N A MO 1,808 0 -1,808 -100.00%
Van ECK Associates Corp 17,572 0 -17,572 -100.00%
NBC Securities Inc. 52 0 -52 -100.00%
Ogorek Anthony Joseph NY ADV 33 0 -33 -100.00%
Caldwell Sutter Capital Inc. 29 0 -29 -100.00%

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

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