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
MDWT is no longer listed, so this page shows Q3 2023. 13F filings for later quarters list far fewer holders.
- 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 |
|---|---|---|---|---|---|
| First PREMIER Bank | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 2 | $53 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3 | $78 | 0.00% | +3 | New |
| Advisor Group Holdings, Inc. | 4 | $105 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 6 | $157 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 19 | $497 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 71 | $1.86K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 63 | $2.00K | 0.00% | −329−83.9% | Reduced |
| UBS Group AG | 128 | $3.35K | 0.00% | −1,190−90.3% | Reduced |
| Tower Research Capital LLC (TRC) | 174 | $4.55K | 0.00% | +105+152.2% | Added |
| Morgan Stanley | 2,577 | $67.4K | 0.00% | −894−25.8% | Reduced |
| GTS Securities LLC | 11,787 | $308.2K | 0.01% | +11,787 | New |
| Captrust Financial Advisors | 12,055 | $315.2K | 0.00% | +50+0.4% | Added |
| RBF Capital, LLC | 14,250 | $372.6K | 0.02% | 00.0% | Unchanged |
| BlackRock Inc. | 22,011 | $575.6K | 0.00% | −151−0.7% | Reduced |
| Geode Capital Management, LLC | 23,085 | $603.9K | 0.00% | −321−1.4% | Reduced |
| LPL Financial LLC | 37,298 | $975.3K | 0.00% | −1,480−3.8% | Reduced |
| Ergoteles LLC | 37,426 | $978.7K | 1.43% | −11,085−22.9% | Reduced |
| PenderFund Capital Management Ltd. | 35,618 | $1.26M | 0.38% | +11,060+45.0% | Added |
| Crystalline Management Inc. | 64,035 | $1.67M | 1.28% | +23,072+56.3% | Added |
| Gradient Investments LLC | 82,232 | $2.15M | 0.06% | 00.0% | Unchanged |
| Petiole USA ltd | 99,594 | $2.60M | 2.38% | 00.0% | Unchanged |
| Vanguard Group Inc | 107,222 | $2.80M | 0.00% | +18,433+20.8% | Added |
| Raymond James & Associates | 107,709 | $2.82M | 0.00% | −3,279−3.0% | Reduced |
| Knott David M Jr | 390,241 | $10.2M | 4.02% | 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 |