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Integrated Wellness Acquisition (WEL) Institutional Ownership

Integrated Wellness Acquisition logo

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)
$10.64M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$6.32M
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WEL Institutional Buying and Selling by Quarter

Integrated Wellness Acquisition Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024K2 Principal Fund L.P.72,000$849K0.1%N/A1.010%
11/15/2024Berkley W R Corp209,693$2.47M0.1%-29.6%2.941%
11/13/2024Crossingbridge Advisors LLC140,864$1.66M1.3%+35,204.3%1.976%
11/12/2024Mizuho Securities USA LLC325,821$3.83M0.1%+10.4%4.570%
11/4/2024Wolverine Asset Management LLC399,685$4.71M0.1%-7.9%5.606%
10/22/2024Spartan Fund Management Inc.146,234$1.72M5.2%+20.7%2.051%
8/15/2024Logan Stone Capital LLC29,419$341K0.1%N/A0.413%
8/2/2024Wolverine Asset Management LLC433,898$5.03M0.1%-3.3%6.086%
7/31/2024Spartan Fund Management Inc.121,134$1.40M4.0%+9.7%1.699%
5/16/2024Berkley W R Corp297,659$3.39M0.2%+50.2%4.175%
4/23/2024Spartan 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%
10/24/2023Dakota 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%
7/31/2023Dakota 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%
2/8/2023Dakota 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%
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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, 15 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), Wolverine Asset Management LLC ($4.71M), Mizuho Securities USA LLC ($3.83M), Berkley W R Corp ($2.47M), Cantor Fitzgerald L. P. ($1.77M), Spartan Fund Management Inc. ($1.72M), and Crossingbridge Advisors LLC ($1.66M).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 ($242.85K), K2 Principal Fund L.P. ($172K), Cantor Fitzgerald L. P. ($158.02K), Spartan Fund Management Inc. ($146.23K), and Crossingbridge Advisors LLC ($140.47K).

How much institutional buying is happening at Integrated Wellness Acquisition?

Institutional investors have bought a total of 2,578,494 shares in the last 24 months. This purchase volume represents approximately $27.91M 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 ($543.85K), Mizuho Securities USA LLC ($138.72K), Wolverine Asset Management LLC ($65.92K), Karpus Management Inc. ($58.30K), 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 834,122 shares in the last 24 months. This volume of shares sold represents approximately $9.26M in transactions.



This page (NYSE:WEL) was last updated on 1/18/2025 by MarketBeat.com Staff
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