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Get Institutions for : 
Digital World Acquisition Corp (DWAC)  
$50.92 1.24 (2.37%) as of 4:30 Fri 5/17


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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  : 
34.60 (211.98%)  




 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   ATW SPAC MANAGEMENT LLC 1 - 2024-03-31 202,200 $12,528,000 52,200
   CITADEL ADVISORS LLC 1235 - 2024-03-31 162,333 $10,058,000 160,415
   GEODE CAPITAL MANAGEMENT LLC 2562 - 2024-03-31 102,923 $6,377,000 85,782
   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
   JANE STREET GROUP LLC 1306 - 2024-03-31 77,594 $4,808,000 77,594
   MORGAN STANLEY 4255 - 2024-03-31 44,346 $2,748,000 34,259
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1235 - 2024-03-31 33,264 $2,061,000 16,337
   COMMONWEALTH EQUITY SERVICES LLC. 1812 - 2024-03-31 30,385 $1,883,000 2,651
   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
   ROYAL BANK OF CANADA 2837 - 2024-03-31 19,668 $1,218,000 13,587
   J P MORGAN CHASE & CO 3405 - 2024-03-31 15,036 $932,000 14,165
   MCCORMACK ADVISORS INTERNATIONAL 575 - 2024-03-31 13,069 $810,000 2,000
   WHITE BAY PT LLC 27 - 2024-03-31 10,900 $675,000 10,700
   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
   CREATIVE PLANNING 1730 - 2024-03-31 9,415 $583,000 9,415
   BANK OF AMERICA CORP /DE/ 4521 - 2024-03-31 6,317 $391,000 3,276
   Ronald Blue Trust Inc. 450 - 2024-03-31 3,936 $244,000 2,651
   CWM LLC 1440 - 2024-03-31 3,648 $226,000 1,846
   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
   Steward Partners Investment Advisory LLC 1666 - 2024-03-31 1,932 $120,000 1,254
   Sound Income Strategies LLC 280 - 2024-03-31 1,867 $116,000 430
   Global Retirement Partners LLC 1036 - 2024-03-31 1,751 $108,000 1,485
   BARCLAYS PLC 3493 - 2024-03-31 1,630 $101,000 130
   Newbridge Financial Services Group Inc. 296 - 2024-03-31 1,550 $96,000 1,350
   Nemes Rush Group LLC 244 - 2024-03-31 1,100 $68,000 1,000
   Goss Wealth Management LLC 2230 - 2024-03-31 978 $61,000 701
   HANSON MCCLAIN, INC. 1254 - 2024-03-31 903 $56,000 376
   Richard W. Paul & Associates LLC 223 - 2024-03-31 675 $42,000 675
   SRS Capital Advisors Inc. 540 - 2024-03-31 659 $41,000 569
   Tradewinds Capital Management LLC 176 - 2024-03-31 651 $40,000 2
   Main Street Group LTD 285 - 2024-03-31 584 $28,000 234
   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
   Laurel Wealth Advisors LLC 361 - 2024-03-31 400 $25,000 400
   Larson Financial Group LLC 892 - 2024-03-31 303 $19,000 3
   AllSquare Wealth Management LLC 308 - 2024-03-31 303 $19,000 25
   ICA Group Wealth Management LLC 763 - 2024-03-31 312 $19,000 50
   PSI Advisors LLC 401 - 2024-03-31 284 $18,000 184
   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
   NATIONAL BANK OF CANADA /FI/ 1922 - 2024-03-31 245 $13,000 100
   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
   PROEQUITIES INC. 1659 - 2024-03-31 185 $11,000 185
   Efficient Wealth Management LLC 295 - 2024-03-31 176 $11,000 76
   Householder Group Estate & Retirement Specialist L 791 - 2024-03-31 173 $11,000 123
   WOLFF WIESE MAGANA LLC 291 - 2024-03-31 175 $11,000 65
   AdvisorNet Financial Inc 1270 - 2024-03-31 167 $10,000 157
   Concord Wealth Partners 576 - 2024-03-31 152 $9,000 152
   VitalStone Financial LLC 282 - 2024-03-31 149 $9,000 129
   Hartland & Co. LLC 1087 - 2024-03-31 161 $8,000 86
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 682 - 2024-03-31 75 $5,000 33
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 511 - 2024-03-31 83 $5,000 65
   HARBOUR INVESTMENTS INC. 2411 - 2023-12-31 277 $5,000 35
   Bogart Wealth LLC 806 - 2024-03-31 62 $4,000 18
   Scarborough Advisors LLC 289 - 2024-03-31 51 $3,000 26
   WEST OAK CAPITAL LLC 279 - 2024-03-31 26 $2,000 26
   TOWER RESEARCH CAPITAL LLC 5380 - 2024-03-31 12 $1,000 8
   Coppell Advisory Solutions LLC 1450 - 2023-12-31 50 $1,000 50

  64 Records found
  1    
  Page 1 of 1
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