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, Q1 2023
Institutional positions in Midwest Holding Inc. as of Mar 31, 2023. 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
- 16
- −2 vs. Q4 2022
- Shares held
- 826.1K
- +24.0K (+3.0%) vs. Q4 2022
- Total value
- $13.1M
- +$2.85M (+27.9%) vs. Q4 2022
- New holders
- 1
- 3 more added
- Sold out
- 3
- 1 more reduced
Compare with Q4 2022: 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, Q1 2023
Shares, value and share of portfolio for each institution holding Midwest Holding Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Knott David M Jr | 390,241 | $6.17M | 2.59% | 00.0% | Unchanged |
| Raymond James & Associates | 112,282 | $1.77M | 0.00% | +24,161+27.4% | Added |
| Petiole USA ltd | 99,594 | $1.57M | 1.52% | 00.0% | Unchanged |
| Vanguard Group Inc | 84,618 | $1.34M | 0.00% | +200+0.2% | Added |
| Gradient Investments LLC | 82,232 | $1.30M | 0.04% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 15,812 | $260.9K | 0.00% | 00.0% | Unchanged |
| RBF Capital, LLC | 14,250 | $227.1K | 0.02% | 00.0% | Unchanged |
| BlackRock Inc. | 14,063 | $222.2K | 0.00% | +216+1.6% | Added |
| Captrust Financial Advisors | 11,955 | $188.9K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 694 | $11.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 178 | $2.81K | 0.00% | −120−40.3% | Reduced |
| UBS Group AG | 154 | $2.43K | 0.00% | +154 | New |
| Wells Fargo & Company | 18 | $284 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4 | $63 | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 2 | $32 | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −639−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Pinnacle Bancorp, Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |