Vault-13

CHART INDS INC GTLS 6.75 12.15.25 B

6.75DP CNV PFD B · PUBLIC · CUSIP 16115Q407

50 institutional holders -2 vs Q1 2025
6,699,7536.7m shares reported held*
$414.3mreported value*
5 new 11 added 23 reduced 7 sold out net sold ≈ $16.4m (-302.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $61.84.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0255075Q4 22: 50Q1 23: 44Q2 23: 39Q3 23: 42Q4 23: 40Q1 24: 40Q2 24: 44Q3 24: 53Q4 24: 64Q1 25: 52Q2 25: 5050Q4 22Q2 23Q4 23Q2 24Q4 24Q2 25
Numbers
QuarterHolders
Q4 202250
Q1 202344
Q2 202339
Q3 202342
Q4 202340
Q1 202440
Q2 202444
Q3 202453
Q4 202464
Q1 202552
Q2 202550

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 23: 15 bought or addedQ3 23: 19 cut or sold outQ4 23: 18 bought or addedQ4 23: 19 cut or sold outQ4 23Q1 24: 23 bought or addedQ1 24: 18 cut or sold outQ2 24: 21 bought or addedQ2 24: 19 cut or sold outQ2 24Q3 24: 20 bought or addedQ3 24: 26 cut or sold outQ4 24: 29 bought or addedQ4 24: 26 cut or sold outQ4 24Q1 25: 15 bought or addedQ1 25: 34 cut or sold outQ2 25: 16 bought or addedQ2 25: 30 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20231519
Q4 20231819
Q1 20242318
Q2 20242119
Q3 20242026
Q4 20242926
Q1 20251534
Q2 20251630

Biggest buyers

D. E. Shaw & Co., Inc. Added +200,000+200.0k
MORGAN STANLEY Added +161,340+161.3k
INFRASTRUCTURE CAPITAL ADVISORS, LLC New +148,862+148.9k
WELLS FARGO & COMPANY/MN Added +113,833+113.8k
TWO SIGMA INVESTMENTS, LP Added +111,565+111.6k
ADVENT CAPITAL MANAGEMENT /DE/ Added +58,934+58.9k
SUSQUEHANNA ADVISORS GROUP, INC. Added +52,897+52.9k
Nicholas Investment Partners, LP New +32,000+32.0k
WOLVERINE ASSET MANAGEMENT LLC Added +14,969+15.0k
OSAIC HOLDINGS, INC. New +10,559+10.6k

Biggest sellers

AMERIPRISE FINANCIAL INC Sold out -305,928-305.9k
VOYA INVESTMENT MANAGEMENT LLC Sold out -250,000-250.0k
FRANKLIN RESOURCES INC Sold out -114,081-114.1k
CSS LLC/IL Reduced -106,980-107.0k
Nuveen, LLC Reduced -51,015-51.0k
BARCLAYS PLC Reduced -50,000-50.0k
BlackRock, Inc. Reduced -40,732-40.7k
JPMORGAN CHASE & CO Reduced -35,945-35.9k
SSI INVESTMENT MANAGEMENT LLC Reduced -35,940-35.9k
Weiss Asset Management LP Reduced -35,000-35.0k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 735,943735.9k $44.5m $44.5m 0.00% Added +161.3k +161,340
2 D. E. Shaw & Co., Inc. 0.04% of their portfolio New York, NY 727,000727.0k $44.2m $44.2m 0.04% Added +200.0k +200,000
3 BlackRock, Inc. 0.00% of their portfolio New York, NY 635,059635.1k $38.4m $38.4m 0.00% Reduced -40.7k -40,732
4 Weiss Asset Management LP 0.59% of their portfolio BOSTON, MA 615,000615.0k $37.5m $37.5m 0.59% Reduced -35.0k -35,000
5 Aequim Alternative Investments LP 0.92% of their portfolio MILL VALLEY, CA 465,000465.0k $28.1m $28.1m 0.92% Reduced -35.0k -35,000
6 TWO SIGMA INVESTMENTS, LP 0.05% of their portfolio NEW YORK, NY 414,525414.5k $25.0m $25.0m 0.05% Added +111.6k +111,565
7 MacKay Shields LLC 0.78% of their portfolio New York, NY 400,972401.0k $24.4m $24.4m 0.78% Reduced -2.0k -1,993
8 Calamos Advisors LLC 0.10% of their portfolio NAPERVILLE, IL 397,494397.5k $24.0m $24.0m 0.10% Reduced -1.5k -1,480
9 Magnetar Financial LLC 0.09% of their portfolio EVANSTON, IL 310,000310.0k $18.9m $18.9m 0.09% Unchanged
10 VAN ECK ASSOCIATES CORP 0.02% of their portfolio NEW YORK, NY 240,638240.6k $14.5m $14.5m 0.02% Reduced -24.5k -24,504
11 ADVENT CAPITAL MANAGEMENT /DE/ 0.31% of their portfolio NEW YORK, NY 236,552236.6k $14.3m $14.3m 0.31% Added +58.9k +58,934
12 WOLVERINE ASSET MANAGEMENT LLC 0.21% of their portfolio CHICAGO, IL 203,768203.8k $12.4m $12.4m 0.21% Added +15.0k +14,969
13 INFRASTRUCTURE CAPITAL ADVISORS, LLC 1.08% of their portfolio New York, NY 148,862148.9k $9.0m $9.0m 1.08% New
14 SUSQUEHANNA ADVISORS GROUP, INC. 0.34% of their portfolio BALA CYNWYD, PA 140,397140.4k $8.5m $8.5m 0.34% Added +52.9k +52,897
15 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 139,585139.6k $8.4m $8.4m 0.00% Reduced -51.0k -51,015
16 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 133,776133.8k $8.1m $8.1m 0.00% Added +113.8k +113,833
17 SSI INVESTMENT MANAGEMENT LLC 0.46% of their portfolio Los Angeles, CA 108,320108.3k $6.6m $6.6m 0.46% Reduced -35.9k -35,940
18 LORD, ABBETT & CO. LLC 0.02% of their portfolio JERSEY CITY, NJ 107,192107.2k $6.5m $6.5m 0.02% Reduced -940 -940
19 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 90,09090.1k $5.5m $5.5m 0.00% Reduced -21.0k -21,000
20 GABELLI FUNDS LLC 0.03% of their portfolio Rye, NY 76,20676.2k $4.6m $4.6m 0.03% Reduced -3.5k -3,500
21 BlueCrest Capital Management Ltd 0.51% of their portfolio ST HELIER, Y9 75,92575.9k $4.6m $4.6m 0.51% Reduced -5.1k -5,051
22 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 65,61265.6k $4.0m $4.0m 0.00% Reduced -35.9k -35,945
23 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 63,00063.0k $3.8m $3.8m 0.00% Unchanged
24 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 41,83741.8k $2.5m $2.5m 0.00% Unchanged
25 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 36,08036.1k $2.2m $2.2m 0.00% Added +76 +76
26 Nicholas Investment Partners, LP 0.17% of their portfolio RANCHO SANTA FE, CA 32,00032.0k $1.9m $1.9m 0.17% New
27 CSS LLC/IL 0.11% of their portfolio CHICAGO, IL 29,83129.8k $1.8m $1.8m 0.11% Reduced -107.0k -106,980
28 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 29,80529.8k $1.8m $1.8m 0.00% Added +683 +683
29 PALISADE CAPITAL MANAGEMENT, LP 0.04% of their portfolio FORT LEE, NJ 24,60724.6k $1.5m $1.5m 0.04% Unchanged
30 Uniplan Investment Counsel, Inc. 0.10% of their portfolio MILWAUKEE, WI 17,14917.1k $1.0m $1.0m 0.10% Reduced -1.9k -1,936
31 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 15,67915.7k $952.9k $952.9k 0.00% Added +1.5k +1,486
32 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 14,60114.6k $881.9k $881.9k 0.00% Reduced -50.0k -50,000
33 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 14,45214.5k $872.9k $872.9k 0.00% Reduced -13.4k -13,444
34 Cutler Capital Management, LLC 0.25% of their portfolio WORCESTER, MA 11,81011.8k $713.3k $713.3k 0.25% Unchanged
35 Morse Asset Management, Inc 0.15% of their portfolio DARIEN, CT 10,97511.0k $665.1k $665.1k 0.15% Added +325 +325
36 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 10,55910.6k $637.8k $637.8k 0.00% New
37 UBS Group AG 0.00% of their portfolio ZURICH, V8 9,4979.5k $573.6k $573.6k 0.00% Reduced -2.6k -2,559
38 GAMCO INVESTORS, INC. ET AL 0.00% of their portfolio GREENWICH, CT 4,0004.0k $241.6k $241.6k 0.00% Reduced -1.0k -1,000
39 Central Pacific Bank - Trust Division 0.02% of their portfolio HONOLULU, HI 2,4952.5k $150.7k $150.7k 0.02% Reduced -1.7k -1,725
40 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 1,3121.3k $79.0k $79.0k 0.00% Unchanged
41 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 464464 $28.0k $28.0k 0.00% Unchanged
42 COMERICA BANK 0.00% of their portfolio DALLAS, TX 259259 $15.6k $15.6k 0.00% Reduced -10 -10
43 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 234234 $14.1k $14.1k 0.00% New
44 Wilmington Savings Fund Society, FSB 0.00% of their portfolio WILMINGTON, DE 200200 $12.1k $12.1k 0.00% Unchanged
45 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 196196 $12.0k $12.0k 0.00% Reduced -163 -163
46 ELEVATION POINT WEALTH PARTNERS, LLC 0.00% of their portfolio DENVER, CO 127127 $7.7k $7.7k 0.00% New
47 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 2626 $1.6k $1.6k 0.00% Reduced -105 -105
48 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 2020 $1.2k $1.2k 0.00% Unchanged
49 TD PRIVATE CLIENT WEALTH LLC 0.00% of their portfolio NEW YORK, NY 1010 $604 $604 0.00% Unchanged
50 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged