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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
   SAPIENT CAPITAL LLC 80 - 2024-03-31 145,569 $9,019,000 0
   CHICKASAW CAPITAL MANAGEMENT LLC 40 - 2024-03-31 29,000 $1,797,000 0
   ALPHAMARK ADVISORS LLC 223 - 2024-03-31 3,353 $208,000 0
   Archer Investment Corp 230 - 2024-03-31 3,000 $186,000 0
   Moisand Fitzgerald Tamayo LLC 123 - 2024-03-31 1,888 $117,000 0
   SALEM INVESTMENT COUNSELORS INC 537 - 2024-03-31 870 $54,000 0
   EverSource Wealth Advisors LLC 872 - 2024-03-31 3,068 $54,000 0
   JFS WEALTH ADVISORS, LLC 428 - 2024-03-31 805 $50,000 0
   PFG Private Wealth Management LLC 89 - 2024-03-31 697 $43,000 0
   GRADIENT INVESTMENTS LLC 451 - 2024-03-31 585 $36,000 0
   NBT BANK N A /NY 416 - 2024-03-31 516 $32,000 0
   JNBA FINANCIAL ADVISORS 358 - 2024-03-31 442 $27,000 0
   BerganKDV Wealth Management LLC 462 - 2023-06-30 2,000 $25,000 0
   Spotlight Asset Group Inc. 180 - 2024-03-31 270 $17,000 0
   Westside Investment Management Inc. 517 - 2024-03-31 265 $16,000 0
   Cassady Schiller Wealth Management LLC 314 - 2024-03-31 225 $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
   Glass Jacobson Investment Advisors llc 534 - 2024-03-31 200 $12,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2512 - 2024-03-31 186 $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
   HighMark Wealth Management LLC 265 - 2024-03-31 185 $11,000 0
   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
   Mine & Arao Wealth Creation & Management LLC. 243 - 2024-03-31 75 $5,000 0
   Carolina Wealth Advisors LLC 168 - 2024-03-31 88 $5,000 0
   Center for Financial Planning Inc. 471 - 2024-03-31 84 $5,000 0
   Tanglewood Legacy Advisors LLC 271 - 2024-03-31 50 $3,000 0
   Cornerstone Planning Group LLC 582 - 2024-03-31 60 $3,000 0
   CALDWELL SUTTER CAPITAL INC. 682 - 2024-03-31 50 $3,000 0
   Crewe Advisors LLC 830 - 2024-03-31 54 $3,000 0
   VOISARD ASSET MANAGEMENT GROUP INC. 297 - 2024-03-31 39 $2,000 0
   AMERICAN NATIONAL BANK 453 - 2024-03-31 35 $2,000 0
   Winch Advisory Services LLC 380 - 2024-03-31 34 $2,000 0
   COMERICA BANK 3516 - 2024-03-31 10 $1,000 0
   KISTLERTIFFANY COMPANIES, LLC 849 - 2023-06-30 75 $1,000 0
   AYRSHIRE ASSOCIATES INC 565 - 2024-03-31 23 $1,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 632 - 2023-06-30 50 $1,000 0
   JAMISON PRIVATE WEALTH MANAGEMENT INC. 428 - 2024-03-31 10 $1,000 0
   Coastal Capital Group Inc. 563 - 2023-06-30 50 $1,000 0
   Truvestments Capital LLC 659 - 2024-03-31 20 $1,000 0
   Beaird Harris Wealth Management LLC 581 - 2024-03-31 22 $1,000 0
   Beacon Capital Management LLC 994 - 2024-03-31 20 $1,000 0
   Johnson Midwest Financial LLC 365 - 2023-09-30 13 $0 0
   FMR LLC 5107 - 2024-03-31 2 $0 0

  47 Records found
  1    
  Page 1 of 1
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