Midwest Holding Inc (MDWT) Ownership

26.99 ↑0.00 (0.00%)
As of December 20, 2023, 9:57am EST.

Institutional Ownership

Raymond James & Associates is the biggest individual institutional holder of Midwest Holding Inc (MDWT), owning a total of 108 thousand shares. Combined, the top 29 institutional holders of MDWT own 19.73% of the company with a total of 739 thousand shares.

In the latest ownership report on September 30th 2023, the top 29 institutional holders increased their combined ownership of MDWT by 34 thousand shares. 5 institutions bought 52,720 total additional shares and increased their ownership by an average of 54.94%. However 8 institutions sold 18,729 total shares and decreased their ownership by an average of 28.96%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Midwest Holding increased by a net total of 33,991 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Raymond James & Associates2.876%-2.954%107,709-3,2792023-09-30
Vanguard Group Inc2.863%20.761%107,22218,4332023-09-30
Petiole USA ltd2.660%0.000%99,59402023-09-30
Gradient Investments, LLC2.196%0.000%82,23202023-09-30
Crystalline Management Inc1.710%56.324%64,03523,0722023-09-30
Ergoteles LLC1.000%-22.851%37,426-11,0852023-09-30
LPL Financial Corp0.996%-3.817%37,298-1,4802023-09-30
Penderfund Capital Management Ltd0.951%45.036%35,61811,0602023-09-30
Geode Capital Management, LLC0.617%-1.371%23,085-3212023-09-30
BlackRock Inc0.588%-0.681%22,011-1512023-09-30
RBF LLC0.381%0.000%14,25002023-09-30
CapTrust Financial Advisors0.322%0.417%12,055502023-09-30
Morgan Stanley - Brokerage Accounts0.069%-25.756%2,577-8942023-09-30
Tower Research Capital LLC0.005%152.174%1741052023-09-30
UBS Group AG0.003%-90.288%128-1,1902023-09-30
Goss Wealth Management LLC0.002%0.000%7102023-09-30
Royal Bank of Canada0.002%-83.929%63-3292023-09-30
Wells Fargo & Co0.001%0.000%1902023-09-30
Bank of America Corp0.000%0.000%602023-09-30
First Premier Bank0.000%0.000%502023-09-30
Advisor Group Holdings, Inc.0.000%0.000%402023-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Raymond James & Associates2.876%-2.954%107,709-3,2792023-09-30
Vanguard Group Inc2.863%20.761%107,22218,4332023-09-30
Petiole USA ltd2.660%0.000%99,59402023-09-30
Gradient Investments, LLC2.196%0.000%82,23202023-09-30
Trium Capital LLP1.852%0.000%69,36669,3662023-06-30
Crystalline Management Inc1.710%56.324%64,03523,0722023-09-30
Ergoteles LLC1.000%-22.851%37,426-11,0852023-09-30
LPL Financial Corp0.996%-3.817%37,298-1,4802023-09-30
Penderfund Capital Management Ltd0.951%45.036%35,61811,0602023-09-30
Geode Capital Management, LLC0.617%-1.371%23,085-3212023-09-30
BlackRock Inc0.588%-0.681%22,011-1512023-09-30
Frontier Wealth Management, LLC0.431%-4.884%16,066-8252022-06-30
RBF LLC0.381%0.000%14,25002023-09-30
CapTrust Financial Advisors0.322%0.417%12,055502023-09-30
State Street Corporation0.202%0.000%7,5727,5722023-06-30
Morgan Stanley - Brokerage Accounts0.069%-25.756%2,577-8942023-09-30
Tower Research Capital LLC0.005%152.174%1741052023-09-30
UBS Group AG0.003%-90.288%128-1,1902023-09-30
Goss Wealth Management LLC0.002%0.000%7102023-09-30
Royal Bank of Canada0.002%-83.929%63-3292023-09-30
Wells Fargo & Co0.001%0.000%1902023-09-30
Bank of America Corp0.000%0.000%602023-09-30
First Premier Bank0.000%0.000%502023-09-30
Advisor Group Holdings, Inc.0.000%0.000%402023-09-30
Pittenger & Anderson Inc0.000%0.000%202023-06-30
Pinnacle Bank0.000%-100.000%0-62023-03-31
Millennium Management LLC0.000%-100.000%0-12,1412022-12-31
Deutsche Bank AG0.000%-100.000%0-20,0902022-06-30
Wellington Management Company LLP0.000%-100.000%0-150,5352022-06-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Midwest Holding Inc (MDWT), owning a total of 64 thousand shares. Combined, the top 38 mutual fund holders of MDWT own 8.20% of the company with a total of 307 thousand shares.

In the latest ownership report on November 30th 2023, the top 38 fund holders increased their combined ownership of MDWT by 7 thousand shares. 1 funds bought 6,786 total additional shares and increased their ownership by an average of 16.63%. However 1 funds sold 239 total shares and decreased their ownership by an average of 15.17%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Midwest Holding increased by a net total of 6,547 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv1.700%0.000%63,67402023-11-30
Vanguard Institutional Extnd Mkt Idx Tr1.271%16.634%47,5816,7862023-11-30
Fidelity Extended Market Index0.353%0.000%13,23402023-11-30
Fidelity® Extended Market Index0.353%0.000%13,23402023-11-30
iShares Micro-Cap ETF0.184%0.000%6,87902023-11-30
Fidelity® Total Market Index0.090%0.000%3,36902023-11-30
Fidelity Total Market Index0.090%0.000%3,36902023-11-30
Fidelity® Series Total Market Index0.088%0.000%3,30302023-11-30
Fidelity Series Total Market Index0.088%0.000%3,30302023-11-30
Vanguard Instl Ttl Stk Mkt Idx InstlPls0.071%0.000%2,64002023-11-30
DFA US Vector Equity I0.061%0.000%2,27602023-11-30
DFA US Core Equity 2 I0.054%0.000%2,02202023-11-30
Vanguard U.S. Eq Idx £ Acc0.044%0.000%1,63202023-11-30
Fidelity Nasdaq Composite Index0.036%-15.175%1,336-2392023-11-30
Spartan Total Market Index Pool E0.029%0.000%1,06902023-11-30
DFA US Core Equity 1 I0.027%0.000%1,00302023-11-30
Dimensional Global Core Equity USD Acc0.019%0.000%70002023-11-30
1290 VT Micro Cap K0.014%0.000%51602023-11-30
Spartan Extended Market Index Pool E0.014%0.000%51602023-11-30
Dimensional World Equity GBP Acc0.008%0.000%30202023-11-30

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv1.700%0.000%63,67402023-11-30
Vanguard Institutional Extnd Mkt Idx Tr1.271%16.634%47,5816,7862023-11-30
Vanguard Extended Market Index Investor1.026%9.394%38,4303,3002023-08-31
Wellington CIF Micro Cap Equity0.603%-36.625%22,495-13,0002022-03-31
Pender Alternative Arbitrage Plus Cl I0.477%-8.087%17,856-1,5712023-10-31
Pender Alternative Arbitrage Cl FF0.399%-7.690%14,946-1,2452023-10-31
Fidelity Extended Market Index0.353%0.000%13,23402023-11-30
Fidelity® Extended Market Index0.353%0.000%13,23402023-11-30
Pender Alternative Arbitrage Plus Cl A0.341%0.000%12,70012,7002023-05-31
iShares Micro-Cap ETF0.184%0.000%6,87902023-11-30
BlackRock Extended Mkt Composite0.182%0.000%6,79702023-09-30
BlackRock Extended Equity Market K0.159%-0.218%5,942-132023-09-30
Fidelity® Total Market Index0.090%0.000%3,36902023-11-30
Fidelity Total Market Index0.090%0.000%3,36902023-11-30
Fidelity® Series Total Market Index0.088%0.000%3,30302023-11-30
Fidelity Series Total Market Index0.088%0.000%3,30302023-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr0.071%-95.137%2,640-51,6472023-10-31
Vanguard Instl Ttl Stk Mkt Idx InstlPls0.071%0.000%2,64002023-11-30
DFA US Vector Equity I0.061%0.000%2,27602023-11-30
NT Ext Equity Mkt Idx Fd - L0.057%0.000%2,14102023-09-30
Northern Trust Extended Eq Market Idx0.057%0.000%2,14102023-09-30
NT Ext Equity Mkt Idx Fd - NL0.055%0.000%2,06402023-09-30
DFA US Core Equity 2 I0.054%0.000%2,02202023-11-30
Schwab Total Stock Market Index0.053%0.000%1,96102023-05-31
NT Ext Equity Mkt Idx Fd - DC - NL - T20.044%-4.721%1,655-822023-09-30
Vanguard U.S. Eq Idx £ Acc0.044%0.000%1,63202023-11-30
Fidelity® NASDAQ Composite Index®0.042%0.000%1,57502023-10-31
Fidelity Nasdaq Composite Index0.036%-15.175%1,336-2392023-11-30
Spartan Total Market Index Pool E0.029%0.000%1,06902023-11-30
DFA US Core Equity 1 I0.027%0.000%1,00302023-11-30
Dimensional Global Core Equity USD Acc0.019%0.000%70002023-11-30
Kennedy Micro Cap Opportunities0.018%-57.179%674-9002022-12-31
1290 VT Micro Cap K0.014%0.000%51602023-11-30
Spartan Extended Market Index Pool E0.014%0.000%51602023-11-30
Dimensional US Core Equity 2 ETF0.013%0.000%49902023-03-31
Dimensional World Equity GBP Acc0.008%0.000%30202023-11-30
Northern Trust Wilshire 50000.006%-27.740%211-812023-06-30
SSgA U.S. Extended Market Index Class I0.005%0.000%20002023-09-30

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