Free Trial

Integrated Wellness Acquisition (WEL) Institutional Ownership

→ The biggest energy story ever? (From Porter & Company) (Ad)
Free WEL Stock Alerts
$11.48
+0.02 (+0.17%)
(As of 04/30/2024 ET)
Compare
Stock AnalysisChartFinancialsOwnershipSEC FilingsShort InterestSocial Media

Institutional Ownership Changes (13F Filings) for Integrated Wellness Acquisition (NYSE:WEL)

Current
Institutional Ownership
Percentage
82.03%
Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$14.51M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$6.65M
Get WEL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Integrated Wellness Acquisition stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

WEL Institutional Buying and Selling by Quarter

Integrated Wellness Acquisition Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024 Spartan Fund Management Inc.110,406$1.26M2.6%N/A1.548%
2/20/2024Quarry LP56,209$631K0.1%N/A0.680%
2/15/2024Berkley W R Corp198,179$2.22M0.2%-56.7%2.396%
2/15/2024Cantor Fitzgerald L. P.158,021$1.77M0.4%N/A1.911%
2/13/2024Karpus Management Inc.65,225$732K0.0%-24.8%0.789%
2/8/2024Mizuho Securities USA LLC220,609$2.47M0.1%-38.6%2.668%
2/1/2024Wolverine Asset Management LLC448,580$5.03M0.0%+78.7%5.424%
11/15/2023Radcliffe Capital Management L.P.139,290$1.53M0.2%-0.9%1.684%
11/13/2023K2 Principal Fund L.P.100,000$1.10M0.2%N/A1.209%
11/13/2023Wolverine Asset Management LLC251,001$2.75M0.0%-6.4%3.035%
11/9/2023Karpus Management Inc.86,725$951K0.0%-15.2%1.049%
10/24/2023 Dakota Wealth Management25,225$276K0.0%-18.7%0.305%
8/14/2023Berkley W R Corp199,666$2.14M0.1%-33.4%1.389%
8/14/2023Radcliffe Capital Management L.P.140,606$1.51M0.1%+1.4%0.978%
8/14/2023Prelude Capital Management LLC80,000$857K0.1%N/A0.557%
8/11/2023Karpus Management Inc.102,325$1.10M0.0%-17.2%0.712%
8/9/2023Mizuho Securities USA LLC359,325$3.81M0.1%+144.0%2.500%
8/7/2023Wolverine Asset Management LLC268,021$2.87M0.0%+345.4%1.864%
7/31/2023 Dakota Wealth Management31,025$332K0.0%-38.1%0.216%
5/12/2023First Trust Capital Management L.P.979,510$10.29M0.4%+23.2%6.814%
5/8/2023Wolverine Asset Management LLC60,178$635K0.0%+58.5%0.418%
2/15/2023Berkley W R Corp99,500$1.03M0.1%-49.1%0.692%
2/14/2023First Trust Capital Management L.P.795,232$8.18M0.4%+1,490.5%5.530%
2/13/2023Picton Mahoney Asset Management77,000$795K0.0%N/A0.535%
2/8/2023 Dakota Wealth Management50,125$517K0.0%-2.2%0.349%
2/1/2023Wolverine Asset Management LLC37,976$390K0.0%+88.0%0.264%
12/6/2022Weiss Asset Management LP668,100$6.75M0.2%+0.3%4.646%
12/5/2022Weiss Asset Management LP668,100$6.75M0.1%+0.3%4.648%
11/15/2022Karpus Management Inc.421,934$4.27M0.1%-5.9%2.934%
11/14/2022Cubist Systematic Strategies LLC260,691$2.64M0.0%-0.5%1.814%
11/14/2022Glazer Capital LLC789,707$7.98M0.1%+19.0%5.494%
11/10/2022Capstone Investment Advisors LLC100,000$1.01M0.0%-33.3%0.695%
11/10/2022Wolverine Asset Management LLC20,198$204K0.0%-35.7%0.140%
10/24/2022Mizuho Securities USA LLC147,292$1.47M0.2%N/A1.025%
5/16/2022Berkley W R Corp195,490$1.95M0.1%+119.4%1.360%
5/10/2022Karpus Management Inc.448,220$4.47M0.1%+2,141.1%3.118%
(Data available from 1/1/2016 forward)

WEL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WEL shares?

During the previous two years, 17 institutional investors and hedge funds held shares of Integrated Wellness Acquisition. The most heavily invested institutionals were First Trust Capital Management L.P. ($10.29M), Glazer Capital LLC ($7.98M), Weiss Asset Management LP ($6.75M), Wolverine Asset Management LLC ($5.03M), Cubist Systematic Strategies LLC ($2.64M), Mizuho Securities USA LLC ($2.47M), and Berkley W R Corp ($2.22M).Learn more on WEL's institutional investors.

What percentage of Integrated Wellness Acquisition stock is owned by institutional investors?

82.03% of Integrated Wellness Acquisition stock is owned by institutional investors. Learn more on WEL's institutional investor holdings.

Which institutional investors have been buying Integrated Wellness Acquisition stock?

Of the 14 institutional investors that purchased Integrated Wellness Acquisition stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: First Trust Capital Management L.P. ($929.51K), Wolverine Asset Management LLC ($445.40K), Karpus Management Inc. ($428.22K), Mizuho Securities USA LLC ($359.33K), Cantor Fitzgerald L. P. ($158.02K), Glazer Capital LLC ($125.82K), and Spartan Fund Management Inc. ($110.41K).

How much institutional buying is happening at Integrated Wellness Acquisition?

Institutional investors have bought a total of 2,981,809 shares in the last 24 months. This purchase volume represents approximately $31.28M in transactions.

Which Integrated Wellness Acquisition major shareholders have been selling company stock?

The following institutional investors have sold Integrated Wellness Acquisition stock in the last 24 months: Berkley W R Corp ($455.88K), Mizuho Securities USA LLC ($138.72K), Karpus Management Inc. ($84.59K), Capstone Investment Advisors LLC ($50K), Wolverine Asset Management LLC ($28.23K), Dakota Wealth Management ($26.03K), and Radcliffe Capital Management L.P. ($1.32K).

How much institutional selling is happening at Integrated Wellness Acquisition?

Institutional investors have sold a total of 785,956 shares in the last 24 months. This volume of shares sold represents approximately $8.55M in transactions.


Related Companies:
This page (NYSE:WEL) was last updated on 5/1/2024 by MarketBeat.com Staff

From Our Partners
AI finds its first serious application
Wall Street Star
Healthcare Takes A Big Step Forward With The Help Of AI
The Bull Report
😱 This phenomenon is smashing regular market gains
MillPub
Forget Nvidia. This is the future of AI
Porter & Company
Did You Get Your Free Bitcoin Yet?
Crypto Swap Profits
Forget Bitcoin. Crypto Millionaire Predicts 8,788% Gains For THIS
Paradigm Press
Forget AI, Imperium Is Expected to Grow 320,00% in 3 Years
Banyan Hill Publishing
4 coins to be the “Next Bitcoin”
True Market Insiders