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Integrated Wellness Acquisition (WEL) Institutional Ownership

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$11.52
+0.01 (+0.09%)
(As of 05/31/2024 ET)
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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)
$13.48M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$6.65M
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WEL Institutional Buying and Selling by Quarter

Integrated Wellness Acquisition Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 Berkley W R Corp297,659$3.39M0.2%+50.2%4.175%
4/23/2024 Spartan Fund Management Inc.110,406$1.26M2.6%N/A1.548%
2/20/2024 Quarry LP56,209$631K0.1%N/A0.680%
2/15/2024 Berkley W R Corp198,179$2.22M0.2%-56.7%2.396%
2/15/2024 Cantor Fitzgerald L. P.158,021$1.77M0.4%N/A1.911%
2/13/2024 Karpus Management Inc.65,225$732K0.0%-24.8%0.789%
2/8/2024 Mizuho Securities USA LLC220,609$2.47M0.1%-38.6%2.668%
2/1/2024 Wolverine Asset Management LLC448,580$5.03M0.0%+78.7%5.424%
11/15/2023 Radcliffe Capital Management L.P.139,290$1.53M0.2%-0.9%1.684%
11/13/2023 K2 Principal Fund L.P.100,000$1.10M0.2%N/A1.209%
11/13/2023 Wolverine Asset Management LLC251,001$2.75M0.0%-6.4%3.035%
11/9/2023 Karpus Management Inc.86,725$951K0.0%-15.2%1.049%
10/24/2023 Dakota Wealth Management25,225$276K0.0%-18.7%0.305%
8/14/2023 Berkley W R Corp199,666$2.14M0.1%-33.4%1.389%
8/14/2023 Radcliffe Capital Management L.P.140,606$1.51M0.1%+1.4%0.978%
8/14/2023 Prelude Capital Management LLC80,000$857K0.1%N/A0.557%
8/11/2023 Karpus Management Inc.102,325$1.10M0.0%-17.2%0.712%
8/9/2023 Mizuho Securities USA LLC359,325$3.81M0.1%+144.0%2.500%
8/7/2023 Wolverine Asset Management LLC268,021$2.87M0.0%+345.4%1.864%
7/31/2023 Dakota Wealth Management31,025$332K0.0%-38.1%0.216%
5/12/2023 First Trust Capital Management L.P.979,510$10.29M0.4%+23.2%6.814%
5/8/2023 Wolverine Asset Management LLC60,178$635K0.0%+58.5%0.418%
2/15/2023 Berkley W R Corp99,500$1.03M0.1%-49.1%0.692%
2/14/2023 First Trust Capital Management L.P.795,232$8.18M0.4%+1,490.5%5.530%
2/13/2023 Picton Mahoney Asset Management77,000$795K0.0%N/A0.535%
2/8/2023 Dakota Wealth Management50,125$517K0.0%-2.2%0.349%
2/1/2023 Wolverine Asset Management LLC37,976$390K0.0%+88.0%0.264%
12/6/2022 Weiss Asset Management LP668,100$6.75M0.2%+0.3%4.646%
12/5/2022 Weiss Asset Management LP668,100$6.75M0.1%+0.3%4.648%
11/15/2022 Karpus Management Inc.421,934$4.27M0.1%-5.9%2.934%
11/14/2022 Cubist Systematic Strategies LLC260,691$2.64M0.0%-0.5%1.814%
11/14/2022 Glazer Capital LLC789,707$7.98M0.1%+19.0%5.494%
11/10/2022 Capstone Investment Advisors LLC100,000$1.01M0.0%-33.3%0.695%
11/10/2022 Wolverine Asset Management LLC20,198$204K0.0%-35.7%0.140%
10/24/2022 Mizuho Securities USA LLC147,292$1.47M0.2%N/A1.025%
5/16/2022 Berkley W R Corp195,490$1.95M0.1%+119.4%1.360%
5/10/2022 Karpus 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), Berkley W R Corp ($3.39M), Cubist Systematic Strategies LLC ($2.64M), and Mizuho Securities USA LLC ($2.47M).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 13 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), Mizuho Securities USA LLC ($359.33K), Cantor Fitzgerald L. P. ($158.02K), Glazer Capital LLC ($125.82K), Spartan Fund Management Inc. ($110.41K), and K2 Principal Fund L.P. ($100K).

How much institutional buying is happening at Integrated Wellness Acquisition?

Institutional investors have bought a total of 2,546,669 shares in the last 24 months. This purchase volume represents approximately $27.08M 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.


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This page (NYSE:WEL) was last updated on 6/2/2024 by MarketBeat.com Staff

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