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Get Institutions for : 
Digital World Acquisition Corp (DWAC)  
$52.15 0.36 (0.69%) as of 4:30 Thu 5/16


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 118    5
Total shares held : 
 1,593,968  
% of shares held : 
 5.31%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -12  
Amount of shares held : 
 219,855  
% of shares held change : 
   0.73%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $15.43  
Last Quarter's Ending Price : 
 $17.50  
Last Quarter's Average Price : 
 $16.32  
Change from last quarter's     
avg. price to the last closing  : 
35.83 (219.55%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 200,669
 12.59%
 
Increased Positions :
12
 169,251
 10.62%
 
Unchanged Positions :
78
 264,750
 16.61%
 
Decreased Positions :
19
-106,806
-6.7%
 
Closed Positions :
14
-43,259
-2.71%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   SAPIENT CAPITAL LLC 80 - 2024-03-31 145,569 $9,019,000 0
   BUCKINGHAM ASSET MANAGEMENT, LLC 131 - 2024-03-31 102,202 $6,332,000 1,254
   LPL FINANCIAL CORP 1758 - 2024-03-31 81,999 $5,081,000 35,108
   Atika Capital Management LLC 56 - 2023-12-31 249,499 $4,366,000 139,937
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1235 - 2024-03-31 33,264 $2,061,000 16,337
   ATW SPAC MANAGEMENT LLC 12 *New 2023-12-31 150,000 $1,973,000 150,000
   COMMONWEALTH EQUITY SERVICES LLC. 1812 - 2024-03-31 30,385 $1,883,000 2,651
   CHICKASAW CAPITAL MANAGEMENT LLC 40 - 2024-03-31 29,000 $1,797,000 0
   Advisor Group Holdings Inc. 1854 - 2024-03-31 26,043 $1,610,000 7,741
   Red Door Wealth Management LLC 66 - 2024-03-31 25,179 $1,560,000 10,322
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2030 *New 2024-03-31 16,524 $1,024,000 16,524
   J P MORGAN CHASE & CO 3405 - 2024-03-31 15,036 $932,000 14,165
   HIGHTOWER ADVISORS, LLC 1866 *New 2024-03-31 13,827 $853,000 13,827
   RAYMOND JAMES & ASSOCIATES 2706 *New 2024-03-31 13,198 $818,000 13,198
   MCCORMACK ADVISORS INTERNATIONAL 575 - 2024-03-31 13,069 $810,000 2,000
   Private Advisor Group LLC 1326 *New 2024-03-31 11,504 $713,000 11,504
   Cornerstone Wealth Group LLC 141 *New 2024-03-31 10,689 $662,000 10,689
   WELLS FARGO & CO/MN 3247 - 2024-03-31 10,322 $640,000 10,321
   PRINCIPAL SECURITIES INC. 596 - 2024-03-31 9,607 $595,000 950
   Summit Global Investments *New 2024-03-31 9,300 $576,000 9,300
   Stonegate Investment Group LLC 218 *New 2024-03-31 8,020 $497,000 8,020
   PFG Investments LLC 549 *New 2024-03-31 7,723 $479,000 7,723
   PRIVATE CAPITAL ADVISORS INC 57 *New 2024-03-31 7,313 $453,000 7,313
   Cutler Group LP 105 *New 2024-03-31 6,800 $421,000 6,800
   RIA Advisory Group LLC 77 *New 2024-03-31 6,662 $413,000 6,662
   GSA CAPITAL PARTNERS LLP 1022 *New 2024-03-31 6,617 $410,000 6,617
   Sigma Planning Corp 871 *New 2024-03-31 5,968 $370,000 5,968
   Coastal Investment Advisors Inc. 292 *New 2024-03-31 5,774 $358,000 5,774
   FNY Investment Advisers LLC 96 *New 2024-03-31 5,000 $309,000 5,000
   Nelson Van Denburg & Campbell Wealth Management Gr 576 - 2024-03-31 4,976 $308,000 -9,340
   Financial Advocates Investment Management 590 *New 2024-03-31 4,853 $301,000 4,853
   GEODE CAPITAL MANAGEMENT LLC 3791 - 2023-12-31 17,141 $300,000 0
   Pinnacle Wealth Planning Services Inc. 297 *New 2024-03-31 4,811 $298,000 4,811
   JANNEY MONTGOMERY SCOTT LLC 2344 *New 2024-03-31 4,705 $292,000 4,705
   PATTEN & PATTEN INC/TN 262 *New 2024-03-31 4,691 $291,000 4,691
   H D Vest Advisory Services 1347 *New 2024-03-31 4,406 $273,000 4,406
   Gladstone Institutional Advisory LLC 551 *New 2023-12-31 15,300 $268,000 15,300
   Kingsview Wealth Management LLC 885 *New 2024-03-31 4,022 $249,000 4,022
   Ronald Blue Trust Inc. 450 - 2024-03-31 3,936 $244,000 2,651
   Brookstone Capital Management 811 *New 2024-03-31 3,929 $243,000 3,929
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2063 *New 2024-03-31 3,823 $237,000 3,823
   Covestor Ltd 115 *New 2024-03-31 3,755 $233,000 3,755
   CWM LLC 1440 - 2024-03-31 3,648 $226,000 1,846
   LEAVELL T & ASSOCIATES INC 455 *New 2024-03-31 3,625 $225,000 3,625
   SG AMERICAS SECURITIES LLC 1628 *New 2024-03-31 3,510 $217,000 3,510
   Independent Advisor Alliance 647 *New 2024-03-31 3,455 $214,000 3,455
   ALPHAMARK ADVISORS LLC 223 - 2024-03-31 3,353 $208,000 0
   Archer Investment Corp 230 - 2024-03-31 3,000 $186,000 0
   MORGAN STANLEY 5552 - 2023-12-31 10,087 $177,000 -1,006
   US BANCORP 2084 - 2024-03-31 2,698 $167,000 2,498
   PNC FINANCIAL SERVICES GROUP INC 2483 - 2024-03-31 1,965 $122,000 575
   Moisand Fitzgerald Tamayo LLC 123 - 2024-03-31 1,888 $117,000 0
   Sound Income Strategies LLC 280 - 2024-03-31 1,867 $116,000 430
   FIFTH THIRD BANCORP 1092 *New 2024-03-31 1,857 $115,000 1,857
   UBS Group AG 4890 - 2023-12-31 6,213 $109,000 6,066
   Global Retirement Partners LLC 1036 - 2024-03-31 1,751 $108,000 1,485
   ROYAL BANK OF CANADA 4919 - 2023-12-31 6,081 $106,000 -439
   Newbridge Financial Services Group Inc. 296 - 2024-03-31 1,550 $96,000 1,350
   ROGCO LP 121 *New 2024-03-31 1,516 $94,000 1,516
   HOLLENCREST SECURITIES LLC 409 *New 2024-03-31 1,225 $76,000 1,225
   HANSON MCCLAIN, INC. 1254 - 2024-03-31 903 $56,000 376
   EverSource Wealth Advisors LLC 869 - 2023-12-31 3,068 $54,000 0
   SALEM INVESTMENT COUNSELORS INC 537 - 2024-03-31 870 $54,000 0
   BANK OF AMERICA CORP /DE/ 5470 - 2023-12-31 3,041 $53,000 -1,215
   JFS WEALTH ADVISORS, LLC 428 - 2024-03-31 805 $50,000 0
   VIGILANT CAPITAL MANAGEMENT LLC 268 *New 2023-06-30 3,900 $49,000 3,900
   Compagnie Lombard Odier SCA 363 *New 2024-03-31 700 $43,000 700
   PFG Private Wealth Management LLC 89 - 2024-03-31 697 $43,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 763 - 2024-03-31 677 $42,000 -43
   Tradewinds Capital Management LLC 176 - 2024-03-31 651 $40,000 2
   Tradition Wealth Management LLC 688 - 2023-12-31 2,140 $37,000 0
   GRADIENT INVESTMENTS LLC 451 - 2024-03-31 585 $36,000 0
   CITADEL ADVISORS LLC 5054 - 2023-12-31 1,918 $34,000 1,918
   NBT BANK N A /NY 416 - 2024-03-31 516 $32,000 0
   Future Financial Wealth Managment LLC 308 *New 2024-03-31 500 $31,000 500
   Atlantic Trust Group LLC 1914 *New 2024-03-31 566 $28,000 566
   BENJAMIN F. EDWARDS & COMPANY INC. 1437 - 2024-03-31 432 $27,000 332
   TOTH FINANCIAL ADVISORY CORP 359 - 2024-03-31 440 $27,000 315
   JNBA FINANCIAL ADVISORS 358 - 2024-03-31 442 $27,000 0
   BARCLAYS PLC 3779 - 2023-12-31 1,500 $26,000 0
   BerganKDV Wealth Management LLC 462 - 2023-06-30 2,000 $25,000 0
   NBC SECURITIES INC. 1382 - 2024-03-31 400 $24,000 -393
   Investment Research & Advisory Group Inc. 122 *New 2024-03-31 382 $24,000 382
   CVA Family Office LLC 627 *New 2024-03-31 334 $21,000 334
   Larson Financial Group LLC 892 - 2024-03-31 303 $19,000 3
   AllSquare Wealth Management LLC 308 - 2024-03-31 303 $19,000 25
   HUNTINGTON NATIONAL BANK 1100 *New 2024-03-31 300 $19,000 300
   Sanctuary Wealth Management L.L.C. 131 *New 2024-03-31 300 $19,000 300
   PSI Advisors LLC 401 - 2024-03-31 284 $18,000 184
   Westside Investment Management Inc. 517 - 2024-03-31 265 $16,000 0
   Retirement Group LLC 401 - 2024-03-31 250 $15,000 150
   Sunbelt Securities Inc. 1130 - 2024-03-31 235 $15,000 165
   GPS Wealth Strategies Group LLC 797 - 2024-03-31 231 $14,000 156
   City State Bank 453 - 2024-03-31 210 $13,000 0
   WFA Asset Management Corp 178 - 2024-03-31 217 $13,000 0
   ST GERMAIN D J CO INC 532 - 2024-03-31 202 $13,000 100
   Davis Capital Management 206 - 2024-03-31 274 $13,000 135
   MILLER WEALTH ADVISORS LLC 52 *New 2024-03-31 205 $13,000 205
   Princeton Global Asset Management LLC 417 *New 2024-03-31 200 $12,000 200
   Glass Jacobson Investment Advisors llc 534 - 2024-03-31 200 $12,000 0
  100 Records found
  1    
  Page 1 of 1
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