MIDWEST HLDG INC (MDWT)
Institutional ownership reported to the SEC as of Q3 2023, across 13 quarters.
22
Reporting holders
$16.3M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES | $2.8M | 107,709 | 0.00% | 8q | -3.0%-$85.7K |
| VANGUARD GROUP INC | $2.8M | 107,222 | 0.00% | 10q | +20.8%+$482.0K |
| Petiole USA ltd | $2.6M | 99,594 | 2.38% | 8q | HELD |
| Gradient Investments LLC | $2.2M | 82,232 | 0.06% | 11q | HELD |
| Crystalline Management Inc. | $1.7M | 64,035 | 1.20% | 2q | +56.3%+$603.3K |
| Ergoteles LLC | $978.7K | 37,426 | 1.43% | 2q | -22.9%-$289.9K |
| LPL Financial LLC | $975.3K | 37,298 | 0.00% | 2q | -3.8%-$38.7K |
| GEODE CAPITAL MANAGEMENT, LLC | $603.9K | 23,085 | 0.00% | 7q | -1.4%-$8.4K |
| BlackRock Inc. | $575.6K | 22,011 | 0.00% | 11q | -0.7%-$3.9K |
| RBF Capital, LLC | $372.6K | 14,250 | 0.02% | 9q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $315.2K | 12,055 | 0.00% | 5q | HELD |
| GTS SECURITIES LLC | $308.2K | 11,787 | 0.00% | new | NEW |
| MORGAN STANLEY | $67.4K | 2,577 | 0.00% | 11q | -25.8%-$23.4K |
| Knott David M Jr | $10.2K | 390,241 | 3.90% | 8q | HELD |
| Tower Research Capital LLC (TRC) | $4.5K | 174 | 0.00% | 2q | +152.2%+$2.7K |
| UBS Group AG | $3.3K | 128 | 0.00% | 3q | -90.3%-$31.1K |
| Royal Bank of Canada | $2.0K | 63 | 0.00% | 2q | -83.9%-$10.4K |
| NewEdge Advisors, LLC | $1.9K | 71 | 0.00% | 4q | HELD |
| PenderFund Capital Management Ltd. | $1.3K | 35,618 | 0.38% | 2q | +45.0% |
| WELLS FARGO & COMPANY/MN | $497 | 19 | 0.00% | 4q | HELD |
| BANK OF AMERICA CORP /DE/ | $157 | 6 | 0.00% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $105 | 4 | 0.00% | 3q | HELD |
| JPMORGAN CHASE & CO | $78 | 3 | 0.00% | new | NEW |
| PITTENGER & ANDERSON INC | $53 | 2 | 0.00% | 4q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2023 | 22 | $16.3M | 621,751 | 2 | 3 | 8 | 0.0% |
| Q2 2023 | 21 | $15.7M | 594,602 | 7 | 6 | 2 | 0.0% |
| Q1 2023 | 14 | $6.9M | 435,856 | 2 | 2 | 1 | 0.0% |
| Q4 2022 | 11 | $5.0M | 395,135 | 3 | 1 | 1 | 0.0% |
| Q3 2022 | 12 | $11.0M | 832,196 | 1 | 3 | 2 | 0.0% |
| Q2 2022 | 12 | $9.9M | 817,852 | 0 | 4 | 4 | 0.0% |
| Q1 2022 | 15 | $15.2M | 907,879 | 1 | 4 | 5 | 0.0% |
| Q4 2021 | 18 | $15.9M | 904,665 | 4 | 3 | 4 | 0.0% |
| Q3 2021 | 22 | $40.2M | 1,033,092 | 2 | 5 | 8 | 0.0% |
| Q2 2021 | 25 | $39.4M | 1,007,252 | 2 | 10 | 10 | 0.0% |
| Q1 2021 | 36 | $52.0M | 1,040,170 | 21 | 7 | 5 | 0.0% |
| Q4 2020 | 19 | $54.5M | 1,014,882 | 18 | 1 | 0 | 0.0% |
| Q3 2020 | 1 | $1.2M | 83,344 | 1 | 0 | 0 | 0.0% |