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, Q2 2023
Institutional positions in Midwest Holding Inc. as of Jun 30, 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
- 25
- +9 vs. Q1 2023
- Shares held
- 1.08M
- +252.7K (+30.6%) vs. Q1 2023
- Total value
- $28.7M
- +$15.6M (+119.3%) vs. Q1 2023
- New holders
- 9
- 7 more added
- Sold out
- 0
- 2 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Midwest Holding Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Knott David M Jr | 390,241 | $10.3M | 4.35% | 00.0% | Unchanged |
| Raymond James & Associates | 110,988 | $2.92M | 0.00% | −1,294−1.2% | Reduced |
| Petiole USA ltd | 99,594 | $2.62M | 2.57% | 00.0% | Unchanged |
| Vanguard Group Inc | 88,789 | $2.34M | 0.00% | +4,171+4.9% | Added |
| Gradient Investments LLC | 82,232 | $2.16M | 0.06% | 00.0% | Unchanged |
| Trium Capital LLP | 69,366 | $1.83M | 0.51% | +69,366 | New |
| Ergoteles LLC | 48,511 | $1.30M | 0.06% | +48,511 | New |
| Crystalline Management Inc. | 40,963 | $1.08M | 0.76% | +40,963 | New |
| LPL Financial LLC | 38,778 | $1.02M | 0.00% | +38,778 | New |
| PenderFund Capital Management Ltd. | 24,558 | $871.0K | 0.27% | +24,558 | New |
| Geode Capital Management, LLC | 23,406 | $626.6K | 0.00% | +7,594+48.0% | Added |
| BlackRock Inc. | 22,162 | $583.3K | 0.00% | +8,099+57.6% | Added |
| RBF Capital, LLC | 14,250 | $375.1K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 12,005 | $316.0K | 0.00% | +50+0.4% | Added |
| State Street Corp | 7,572 | $202.7K | 0.00% | +7,572 | New |
| Morgan Stanley | 3,471 | $91.4K | 0.00% | +2,777+400.1% | Added |
| UBS Group AG | 1,318 | $34.7K | 0.00% | +1,164+755.8% | Added |
| Royal Bank of Canada | 392 | $10.0K | 0.00% | +392 | New |
| GWM Advisors LLC | 71 | $1.87K | 0.00% | −107−60.1% | Reduced |
| Tower Research Capital LLC (TRC) | 69 | $1.82K | 0.00% | +69 | New |
| Wells Fargo & Company | 19 | $500 | 0.00% | +1+5.6% | Added |
| Bank of America Corp | 6 | $158 | 0.00% | +6 | New |
| Advisor Group Holdings, Inc. | 4 | $105 | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 2 | $53 | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 5 | $0 | 0.00% | 00.0% | Unchanged |