# MIDWEST HLDG INC (MDWT)

> Institutional ownership reported to the SEC as of Q3 2023, from Form 13F filings. Source: https://holderbook.com/stocks/MDWT/

- Reporting holders: 24
- Reported value: $27.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Knott David M Jr](https://holderbook.com/funds/1892770-knott-david-m-jr/) | $10.2M | 390,241 | 3.9% | 8 |
| [RAYMOND JAMES & ASSOCIATES](https://holderbook.com/funds/1084208-raymond-james-associates/) | $2.8M | 107,709 | 0.0% | 8 |
| [VANGUARD GROUP INC](https://holderbook.com/funds/102909-vanguard-group-inc/) | $2.8M | 107,222 | 0.0% | 10 |
| [Petiole USA ltd](https://holderbook.com/funds/1600202-petiole-usa-ltd/) | $2.6M | 99,594 | 2.4% | 8 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $2.2M | 82,232 | 0.1% | 11 |
| [Crystalline Management Inc.](https://holderbook.com/funds/1891834-crystalline-management-inc/) | $1.7M | 64,035 | 1.2% | 2 |
| [PenderFund Capital Management Ltd.](https://holderbook.com/funds/1706164-penderfund-capital-management-ltd/) | $1.3M | 35,618 | 0.4% | 2 |
| [Ergoteles LLC](https://holderbook.com/funds/1569136-ergoteles-llc/) | $978.7K | 37,426 | 1.4% | 2 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $975.3K | 37,298 | 0.0% | 2 |
| [GEODE CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1214717-geode-capital-management-llc/) | $603.9K | 23,085 | 0.0% | 7 |
| [BlackRock Inc.](https://holderbook.com/funds/1364742-blackrock-inc/) | $575.6K | 22,011 | 0.0% | 11 |
| [RBF Capital, LLC](https://holderbook.com/funds/1134621-rbf-capital-llc/) | $372.6K | 14,250 | 0.0% | 9 |
| [CAPTRUST FINANCIAL ADVISORS](https://holderbook.com/funds/1512024-captrust-financial-advisors/) | $315.2K | 12,055 | 0.0% | 5 |
| [GTS SECURITIES LLC](https://holderbook.com/funds/1452765-gts-securities-llc/) | $308.2K | 11,787 | 0.0% | 1 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $67.4K | 2,577 | 0.0% | 11 |
| [Tower Research Capital LLC (TRC)](https://holderbook.com/funds/1533421-tower-research-capital-llc-trc/) | $4.5K | 174 | 0.0% | 2 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $3.3K | 128 | 0.0% | 3 |
| [Royal Bank of Canada](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $2.0K | 63 | 0.0% | 2 |
| [NewEdge Advisors, LLC](https://holderbook.com/funds/1633516-newedge-advisors-llc/) | $1.9K | 71 | 0.0% | 4 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $497 | 19 | 0.0% | 4 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $157 | 6 | 0.0% | 2 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $105 | 4 | 0.0% | 3 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $78 | 3 | 0.0% | 1 |
| [PITTENGER & ANDERSON INC](https://holderbook.com/funds/1034886-pittenger-anderson-inc/) | $53 | 2 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2023 | 24 | $27.7M |
| Q2 2023 | 24 | $28.7M |
| Q1 2023 | 15 | $13.1M |
| Q4 2022 | 14 | $10.2M |
| Q3 2022 | 12 | $11.0M |
| Q2 2022 | 12 | $9.9M |
| Q1 2022 | 15 | $15.2M |
| Q4 2021 | 18 | $15.9M |
| Q3 2021 | 22 | $40.2M |
| Q2 2021 | 25 | $39.4M |
| Q1 2021 | 36 | $52.0M |
| Q4 2020 | 19 | $54.5M |