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Get Institutions for : 
Digital World Acquisition Corp (DWAC)  
$41.54 3.05 (7.92%) as of 4:30 Fri 4/26


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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  : 
25.22 (154.53%)  




 
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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 658 - 2023-12-31 605,671 $10,599,000 -74,190
   SAPIENT CAPITAL LLC 80 - 2024-03-31 145,569 $9,019,000 0
   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
   CHICKASAW CAPITAL MANAGEMENT LLC 40 - 2024-03-31 29,000 $1,797,000 0
   BUCKINGHAM ASSET MANAGEMENT, LLC 251 - 2023-12-31 100,948 $1,767,000 19,848
   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
   LPL FINANCIAL CORP 3183 - 2023-12-31 46,891 $821,000 -513
   RAYMOND JAMES & ASSOCIATES 2706 *New 2024-03-31 13,198 $818,000 13,198
   Cornerstone Wealth Group LLC 141 *New 2024-03-31 10,689 $662,000 10,689
   Stonegate Investment Group LLC 218 *New 2024-03-31 8,020 $497,000 8,020
   COMMONWEALTH EQUITY SERVICES LLC. 2675 - 2023-12-31 27,734 $485,000 -408
   PFG Investments LLC 549 *New 2024-03-31 7,723 $479,000 7,723
   Cutler Group LP 105 *New 2024-03-31 6,800 $421,000 6,800
   Coastal Investment Advisors Inc. 292 *New 2024-03-31 5,774 $358,000 5,774
   GROUP ONE TRADING, L.P. 624 *New 2023-12-31 18,926 $331,000 18,926
   Advisor Group Holdings Inc. 3522 - 2023-12-31 18,302 $320,000 -9,491
   GEODE CAPITAL MANAGEMENT LLC 3791 - 2023-12-31 17,141 $300,000 0
   Gladstone Institutional Advisory LLC 551 *New 2023-12-31 15,300 $268,000 15,300
   Nelson Van Denburg & Campbell Wealth Management Gr 482 - 2023-12-31 14,316 $251,000 0
   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
   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
   ALPHAMARK ADVISORS LLC 223 - 2024-03-31 3,353 $208,000 0
   MCCORMACK ADVISORS INTERNATIONAL 953 - 2023-12-31 11,069 $194,000 410
   MORGAN STANLEY 5552 - 2023-12-31 10,087 $177,000 -1,006
   PRINCIPAL SECURITIES INC. 1002 - 2023-12-31 8,657 $151,000 0
   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
   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
   Archer Investment Corp 370 - 2023-12-31 3,000 $53,000 0
   VIGILANT CAPITAL MANAGEMENT LLC 268 *New 2023-06-30 3,900 $49,000 3,900
   PFG Private Wealth Management LLC 89 - 2024-03-31 697 $43,000 0
   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
   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
   PNC FINANCIAL SERVICES GROUP INC 3306 - 2023-12-31 1,390 $24,000 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
   Ronald Blue Trust Inc. 1274 - 2023-12-31 1,285 $21,000 0
   PSI Advisors LLC 401 - 2024-03-31 284 $18,000 184
   Westside Investment Management Inc. 517 - 2024-03-31 265 $16,000 0
   ADVISORY SERVICES NETWORK, LLC 2606 *New 2023-12-31 909 $16,000 909
   J P MORGAN CHASE & CO 4994 - 2023-12-31 871 $15,000 744
   Sunbelt Securities Inc. 1130 - 2024-03-31 235 $15,000 165
   JFS WEALTH ADVISORS, LLC 688 - 2023-12-31 805 $14,000 0
   City State Bank 453 - 2024-03-31 210 $13,000 0
   WFA Asset Management Corp 178 - 2024-03-31 217 $13,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1007 - 2023-12-31 720 $13,000 -30
   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
   SANDY SPRING BANK - 2023-12-31 709 $12,000 0
   Glass Jacobson Investment Advisors llc 534 - 2024-03-31 200 $12,000 0
   Steward Partners Investment Advisory LLC 2623 - 2023-12-31 678 $12,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 1049 - 2024-03-31 185 $11,000 0
   PFS Partners LLC 265 - 2024-03-31 170 $11,000 0
   WOLFF WIESE MAGANA LLC 291 - 2024-03-31 175 $11,000 65
   AdvisorNet Financial Inc 1270 - 2024-03-31 167 $10,000 157
   WEBSTER BANK 483 *New 2024-03-31 140 $9,000 140
   ARMSTRONG ADVISORY GROUP INC 590 - 2024-03-31 437 $8,000 0
   CKW FINANCIAL GROUP 183 - 2024-03-31 162 $8,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 780 - 2022-12-31 465 $7,000 0
   ADIRONDACK TRUST CO 394 *New 2024-03-31 100 $6,000 100
   Aspire Private Capital LLC 456 *New 2024-03-31 102 $6,000 102
   Parallel Advisors LLC 2469 - 2023-12-31 370 $6,000 0
   First PREMIER Bank 352 *New 2024-03-31 100 $6,000 100
   GoalVest Advisory LLC 338 *New 2024-03-31 100 $6,000 100
   Main Street Group LTD 540 - 2023-12-31 350 $6,000 0
   Able Wealth Management LLC 335 - 2023-12-31 261 $5,000 0
   Carolina Wealth Advisors LLC 168 - 2024-03-31 88 $5,000 0
   Larson Financial Group LLC 1182 - 2023-12-31 300 $5,000 0
   Center for Financial Planning Inc. 471 - 2024-03-31 84 $5,000 0
   ICA Group Wealth Management LLC 1030 - 2023-12-31 262 $5,000 262
   HARBOUR INVESTMENTS INC. 2411 - 2023-12-31 277 $5,000 35
   Goss Wealth Management LLC 3110 - 2023-12-31 277 $5,000 0
   AllSquare Wealth Management LLC 430 - 2023-12-31 278 $5,000 -100
   Cassady Schiller Wealth Management LLC 363 - 2023-12-31 225 $4,000 0
   WHITE BAY PT LLC 373 - 2023-12-31 200 $4,000 0
   ORG Partners LLC 754 - 2023-12-31 233 $4,000 0
   Coston McIsaac & Partners 474 *New 2024-03-31 69 $4,000 69
   US BANCORP 3511 - 2023-12-31 200 $4,000 0
  100 Records found
  1    
  Page 1 of 1
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