MIDWEST HLDG INC
CUSIP 59833J206
Midwest Hldg Inc has 18 institutional holders in Filings Flow’s 13F database, together reporting 915.7K shares worth $24M as of Q3 2023. The largest reported holders are Knott David M Jr, Raymond James & Associates, and Petiole USA Ltd.
Institutional Holders
18
Q3 2023
Reported Value
$24M
Ticker
unmapped
private placement or foreign
Quarters Tracked
13
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Knott David M Jr$168M AUM | 3.90% | $10M | 390.2K | Q3 2023 |
| Petiole USA ltd$143M AUM | 2.38% | $3M | 99.6K | Q3 2023 |
| Crystalline Management Inc.$112M AUM | 1.20% | $2M | 64.0K | Q3 2023 |
| Trium Capital LLP$142M AUM | 0.39% | $2M | 69.4K | Q2 2023OLDER |
| PenderFund Capital Management Ltd.$639M AUM | 0.38% | $1M | 35.6K | Q3 2023 |
| Gradient Investments LLC$7.2B AUM | 0.06% | $2M | 82.2K | Q3 2023 |
| RBF Capital, LLC$2.0B AUM | 0.02% | $372,638 | 14.3K | Q3 2023 |
| RAYMOND JAMES & ASSOCIATES$164.1B AUM | 0.00% | $3M | 107.7K | Q3 2023 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $315,238 | 12.1K | Q3 2023 |
| LPL Financial LLC$376.6B AUM | 0.00% | $975,343 | 37.3K | Q3 2023 |
| GTS SECURITIES LLC$2.8B AUM | 0.00% | $308,230 | 11.8K | Q3 2023 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $4,550 | 174 | Q3 2023 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $603,850 | 23.1K | Q3 2023 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1,857 | 71 | Q3 2023 |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.00% | $53 | 2 | Q3 2023 |
| UBS Group AG$666.3B AUM | 0.00% | $3,347 | 128 | Q3 2023 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $105 | 4 | Q3 2023 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.