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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 2023

Institutional positions in Midwest Holding Inc. as of Dec 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

MDWT is no longer listed, and 13F filings after Q3 2023 list far fewer holders. See Q3 2023

Institutional holders
0
−24 vs. Q3 2023
Shares held
0
−1.01M (−100.0%) vs. Q3 2023
Total value
$0
−$26.8M (−100.0%) vs. Q3 2023
New holders
0
0 more added
Sold out
24
0 more reduced

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 0 institutions
Q1 2021: 38 institutionsQ2 2021: 31 institutionsQ3 2021: 24 institutionsQ4 2021: 21 institutionsQ1 2022: 20 institutionsQ2 2022: 17 institutionsQ3 2022: 18 institutionsQ4 2022: 18 institutionsQ1 2023: 16 institutionsQ2 2023: 25 institutionsQ3 2023: 25 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ4 2023: $0
Q1 2021: $52.0MQ2 2021: $39.4MQ3 2021: $40.2MQ4 2021: $15.9MQ1 2022: $15.2MQ2 2022: $9.87MQ3 2022: $11.0MQ4 2022: $10.2MQ1 2023: $13.1MQ2 2023: $28.7MQ3 2023: $27.7MQ4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding MDWT and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 202325$27.7M
Q2 202325$28.7M
Q1 202316$13.1M
Q4 202218$10.2M
Q3 202218$11.0M
Q2 202217$9.87M
Q1 202220$15.2M
Q4 202121$15.9M
Q3 202124$40.2M
Q2 202131$39.4M
Q1 202138$52.0M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Midwest Holding Inc.; share changes are against Q3 2023.

Institutions holding MDWT in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Knott David M Jr0$00.00%−390,241−100.0%Sold out
Raymond James & Associates0$00.00%−107,709−100.0%Sold out
Vanguard Group Inc0$00.00%−107,222−100.0%Sold out
Petiole USA ltd0$00.00%−99,594−100.0%Sold out
Gradient Investments LLC0$00.00%−82,232−100.0%Sold out
Crystalline Management Inc.0$00.00%−64,035−100.0%Sold out
PenderFund Capital Management Ltd.0$00.00%−35,618−100.0%Sold out
LPL Financial LLC0$00.00%−37,298−100.0%Sold out
Geode Capital Management, LLC0$00.00%−23,085−100.0%Sold out
BlackRock Inc.0$00.00%−22,011−100.0%Sold out
RBF Capital, LLC0$00.00%−14,250−100.0%Sold out
Captrust Financial Advisors0$00.00%−12,055−100.0%Sold out
GTS Securities LLC0$00.00%−11,787−100.0%Sold out
Morgan Stanley0$00.00%−2,577−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−174−100.0%Sold out
UBS Group AG0$00.00%−128−100.0%Sold out
Royal Bank of Canada0$00.00%−63−100.0%Sold out
GWM Advisors LLC0$00.00%−71−100.0%Sold out
Wells Fargo & Company0$00.00%−19−100.0%Sold out
Bank of America Corp0$00.00%−6−100.0%Sold out
Advisor Group Holdings, Inc.0$00.00%−4−100.0%Sold out
JPMorgan Chase & Co0$00.00%−3−100.0%Sold out
Pittenger & Anderson Inc0$00.00%−2−100.0%Sold out
First PREMIER Bank0$00.00%−5−100.0%Sold out
Ergoteles LLC––––Not filed