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, Q3 2023
Institutional positions in Midwest Holding Inc. as of Sep 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
- 0 vs. Q2 2023
- Shares held
- 1.05M
- −31.2K (−2.9%) vs. Q2 2023
- Total value
- $27.7M
- −$924.1K (−3.2%) vs. Q2 2023
- New holders
- 2
- 5 more added
- Sold out
- 2
- 8 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Midwest Holding Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Knott David M Jr | 390,241 | $10.2M | 4.02% | 00.0% | Unchanged |
| Raymond James & Associates | 107,709 | $2.82M | 0.00% | −3,279−3.0% | Reduced |
| Vanguard Group Inc | 107,222 | $2.80M | 0.00% | +18,433+20.8% | Added |
| Petiole USA ltd | 99,594 | $2.60M | 2.38% | 00.0% | Unchanged |
| Gradient Investments LLC | 82,232 | $2.15M | 0.06% | 00.0% | Unchanged |
| Crystalline Management Inc. | 64,035 | $1.67M | 1.28% | +23,072+56.3% | Added |
| PenderFund Capital Management Ltd. | 35,618 | $1.26M | 0.38% | +11,060+45.0% | Added |
| Ergoteles LLC | 37,426 | $978.7K | 1.43% | −11,085−22.9% | Reduced |
| LPL Financial LLC | 37,298 | $975.3K | 0.00% | −1,480−3.8% | Reduced |
| Geode Capital Management, LLC | 23,085 | $603.9K | 0.00% | −321−1.4% | Reduced |
| BlackRock Inc. | 22,011 | $575.6K | 0.00% | −151−0.7% | Reduced |
| RBF Capital, LLC | 14,250 | $372.6K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 12,055 | $315.2K | 0.00% | +50+0.4% | Added |
| GTS Securities LLC | 11,787 | $308.2K | 0.01% | +11,787 | New |
| Morgan Stanley | 2,577 | $67.4K | 0.00% | −894−25.8% | Reduced |
| Tower Research Capital LLC (TRC) | 174 | $4.55K | 0.00% | +105+152.2% | Added |
| UBS Group AG | 128 | $3.35K | 0.00% | −1,190−90.3% | Reduced |
| Royal Bank of Canada | 63 | $2.00K | 0.00% | −329−83.9% | Reduced |
| GWM Advisors LLC | 71 | $1.86K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 19 | $497 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 6 | $157 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4 | $105 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3 | $78 | 0.00% | +3 | New |
| Pittenger & Anderson Inc | 2 | $53 | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Trium Capital LLP | 0 | $0 | 0.00% | −69,366−100.0% | Sold out |
| State Street Corp | 0 | $0 | 0.00% | −7,572−100.0% | Sold out |