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Midwest Hldg Inc

Q2 2023 vs Q3 2023

Comparing institutional holders between quarters

Quarters

Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Knott David M Jr
UNCHANGED
Shares390,241 from 390,241
Change0 (0%)
Value$10.2K (-$66)
Filed 2023-11-13
Raymond James & Associates
DECREASED
Shares107,709 from 110,988
Change-3,279 (-3%)
Value$2.8M (-$104.6K)
Filed 2023-10-24
Vanguard Group Inc
INCREASED
Shares107,222 from 88,789
Change+18,433 (+21%)
Value$2.8M (+$466.9K)
Filed 2023-12-18
Petiole USA ltd
UNCHANGED
Shares99,594 from 99,594
Change0 (0%)
Value$2.6M (-$16.9K)
Filed 2023-11-14
Gradient Investments LLC
UNCHANGED
Shares82,232 from 82,232
Change0 (0%)
Value$2.2M (-$14.0K)
Filed 2023-10-27
Crystalline Management Inc.
INCREASED
Shares64,035 from 40,963
Change+23,072 (+56%)
Value$1.7M (+$596.4K)
Filed 2023-11-13
Ergoteles LLC
DECREASED
Shares37,426 from 48,511
Change-11,085 (-23%)
Value$978.7K (-$319.9K)
Filed 2023-11-14
LPL Financial LLC
DECREASED
Shares37,298 from 38,778
Change-1,480 (-4%)
Value$975.3K (-$45.3K)
Filed 2023-11-13
PenderFund Capital Management Ltd.
INCREASED
Shares35,618 from 24,558
Change+11,060 (+45%)
Value$1.3K (+$394)
Filed 2023-11-14
Geode Capital Management, LLC
DECREASED
Shares23,085 from 23,406
Change-321 (-1%)
Value$603.9K (-$22.7K)
Filed 2023-11-13
BlackRock Inc.
DECREASED
Shares22,011 from 22,162
Change-151 (-1%)
Value$575.6K (-$7.7K)
Filed 2023-11-13
RBF Capital, LLC
UNCHANGED
Shares14,250 from 14,250
Change0 (0%)
Value$372.6K (-$2.5K)
Filed 2023-11-14
Captrust Financial Advisors
INCREASED
Shares12,055 from 12,005
Change+50 (+0%)
Value$315.2K (-$734)
Filed 2023-11-15
GTS Securities LLC
NEW
Shares11,787
Change+11,787
Value$308.2K
Filed 2023-11-15
Morgan Stanley
DECREASED
Shares2,577 from 3,471
Change-894 (-26%)
Value$67.4K (-$24.0K)
Filed 2023-11-15
Tower Research Capital LLC (TRC)
INCREASED
Shares174 from 69
Change+105 (+152%)
Value$4.6K (+$2.7K)
Filed 2023-11-14
UBS Group AG
DECREASED
Shares128 from 1,318
Change-1,190 (-90%)
Value$3.3K (-$31.3K)
Filed 2023-11-09
NewEdge Advisors, LLC
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$1.9K (-$12)
Filed 2023-11-14
Royal Bank of Canada
DECREASED
Shares63 from 392
Change-329 (-84%)
Value$2.0K (-$8.0K)
Filed 2023-11-14
Wells Fargo & Company
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$497 (-$3)
Filed 2023-11-13
Bank of America Corp
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$157 (-$1)
Filed 2023-11-14
First Premier Bank
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$0 ($0)
Filed 2023-10-16
Osaic Holdings, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$105 ($0)
Filed 2023-11-13
JPMorgan Chase & Co
NEW
Shares3
Change+3
Value$78
Filed 2023-11-14
Pittenger & Anderson Inc
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$53 ($0)
Filed 2023-11-02
Trium Capital LLP
CLOSED
Shares0 from 69,366
Change-69,366 (-100%)
Value$0 (-$1.8K)
Filed 2023-11-07
State Street Corp
CLOSED
Shares0 from 7,572
Change-7,572 (-100%)
Value$0 (-$202.7K)
Filed 2023-11-14
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2023-10-30
Status
Knott David M Jr
UNCHANGED390,241390,24100%$10.3K$10.2K-$662023-11-13
Raymond James & Associates
DECREASED107,709110,988-3,279-3%$2.9M$2.8M-$104.6K2023-10-24
Vanguard Group Inc
INCREASED107,22288,789+18,433+21%$2.3M$2.8M+$466.9K2023-12-18
Petiole USA ltd
UNCHANGED99,59499,59400%$2.6M$2.6M-$16.9K2023-11-14
Gradient Investments LLC
UNCHANGED82,23282,23200%$2.2M$2.2M-$14.0K2023-10-27
Crystalline Management Inc.
INCREASED64,03540,963+23,072+56%$1.1M$1.7M+$596.4K2023-11-13
Ergoteles LLC
DECREASED37,42648,511-11,085-23%$1.3M$978.7K-$319.9K2023-11-14
LPL Financial LLC
DECREASED37,29838,778-1,480-4%$1.0M$975.3K-$45.3K2023-11-13
PenderFund Capital Management Ltd.
INCREASED35,61824,558+11,060+45%$871$1.3K+$3942023-11-14
Geode Capital Management, LLC
DECREASED23,08523,406-321-1%$626.6K$603.9K-$22.7K2023-11-13
BlackRock Inc.
DECREASED22,01122,162-151-1%$583.3K$575.6K-$7.7K2023-11-13
RBF Capital, LLC
UNCHANGED14,25014,25000%$375.1K$372.6K-$2.5K2023-11-14
Captrust Financial Advisors
INCREASED12,05512,005+50+0%$316.0K$315.2K-$7342023-11-15
GTS Securities LLC
NEW11,787—+11,787——$308.2K—2023-11-15
Morgan Stanley
DECREASED2,5773,471-894-26%$91.4K$67.4K-$24.0K2023-11-15
Tower Research Capital LLC (TRC)
INCREASED17469+105+152%$1.8K$4.6K+$2.7K2023-11-14
UBS Group AG
DECREASED1281,318-1,190-90%$34.7K$3.3K-$31.3K2023-11-09
NewEdge Advisors, LLC
UNCHANGED717100%$1.9K$1.9K-$122023-11-14
Royal Bank of Canada
DECREASED63392-329-84%$10.0K$2.0K-$8.0K2023-11-14
Wells Fargo & Company
UNCHANGED191900%$500$497-$32023-11-13
Bank of America Corp
UNCHANGED6600%$158$157-$12023-11-14
First Premier Bank
UNCHANGED5500%$0$0$02023-10-16
Osaic Holdings, Inc.
UNCHANGED4400%$105$105$02023-11-13
JPMorgan Chase & Co
NEW3—+3——$78—2023-11-14
Pittenger & Anderson Inc
UNCHANGED2200%$53$53$02023-11-02
Trium Capital LLP
CLOSED069,366-69,366-100%$1.8K$0-$1.8K2023-11-07
State Street Corp
CLOSED07,572-7,572-100%$202.7K$0-$202.7K2023-11-14
Proequities, Inc.
UNCHANGED000—$0$0$02023-10-30
Showing 28 of 28 institutions