Midwest Holding Inc.
MDWTDelisted Dec 21, 2023- Industry
- Life Insurance
- SEC CIK
- 0000355379
Midwest Holding Inc. was delisted on Dec 21, 2023; its insiders filed their last Form 4 on Dec 22, 2023; 25 institutions reported holding it in 13F filings for Q3 2023, worth $27.7M in total; no superinvestor held it.
13F holders, Q4 2021
Institutional positions in Midwest Holding Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 21
- −2 vs. Q3 2021
- Shares held
- 904.7K
- +41.6K (+4.8%) vs. Q3 2021
- Total value
- $15.9M
- −$17.7M (−52.6%) vs. Q3 2021
- New holders
- 6
- 4 more added
- Sold out
- 8
- 4 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MDWT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 25 | $27.7M |
| Q2 2023 | 25 | $28.7M |
| Q1 2023 | 16 | $13.1M |
| Q4 2022 | 18 | $10.2M |
| Q3 2022 | 18 | $11.0M |
| Q2 2022 | 17 | $9.87M |
| Q1 2022 | 20 | $15.2M |
| Q4 2021 | 21 | $15.9M |
| Q3 2021 | 24 | $40.2M |
| Q2 2021 | 31 | $39.4M |
| Q1 2021 | 38 | $52.0M |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Midwest Holding Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Knott David M Jr | 243,937 | $4.28M | 1.62% | +243,937 | New |
| Wellington Management Group LLP | 238,095 | $4.14M | 0.00% | −6,205−2.5% | Reduced |
| Vanguard Group Inc | 110,066 | $1.93M | 0.00% | +535+0.5% | Added |
| Petiole USA ltd | 99,594 | $1.75M | 1.26% | +99,594 | New |
| Gradient Investments LLC | 82,232 | $1.44M | 0.04% | 00.0% | Unchanged |
| Raymond James & Associates | 41,219 | $724.0K | 0.00% | +41,219 | New |
| Deutsche Bank AG | 20,090 | $353.0K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 18,204 | $317.0K | 0.00% | −26,350−59.1% | Reduced |
| Frontier Wealth Management LLC | 17,391 | $305.0K | 0.02% | +500+3.0% | Added |
| BlackRock Inc. | 14,315 | $251.0K | 0.00% | +7,541+111.3% | Added |
| RBF Capital, LLC | 14,250 | $250.0K | 0.02% | −300−2.1% | Reduced |
| Optiver Holding B.V. | 2,500 | $97.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,206 | $21.0K | 0.00% | +1,206 | New |
| Tower Research Capital LLC (TRC) | 1,134 | $20.0K | 0.00% | +1,044+1,160.0% | Added |
| Morgan Stanley | 201 | $4.00K | 0.00% | −27−11.8% | Reduced |
| Cove Street Capital, LLC | 195 | $3.00K | 0.00% | +195 | New |
| Bank of America Corp | 31 | $1.00K | 0.00% | +31 | New |
| Wells Fargo & Company | 16 | $0 | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 6 | – | – | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −103,060−100.0% | Sold out |
| Conning Inc. | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −55,141−100.0% | Sold out |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −31,661−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −30,984−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −23,824−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| GenTrust, LLC | 0 | $0 | 0.00% | −6,667−100.0% | Sold out |
| Knott David M | – | – | – | – | Not filed |