Integrated Wellness Acquisition Ownership 2024 | Who Owns Integrated Wellness Acquisition Now?
Institutional Ownership
53.90%
Insider Ownership
47.00%
Retail Ownership
-0.90%
Institutional Holders
21.00
Integrated Wellness Acquisition Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
WOLVERINE ASSET MANAGEMENT LLC | 6.09% | 0.06% | 433,898 | -14,682 | -3.27% | 5,024,538 | Jun 30, 2024 |
FIRST TRUST CAPITAL MANAGEMENT L.P. | 6.03% | 0.45% | 430,000 | - | - | 4,979,400 | Jun 30, 2024 |
WESTCHESTER CAPITAL MANAGEMENT, LLC | 5.93% | 0.18% | 423,090 | - | - | 4,899,382 | Jun 30, 2024 |
PERISCOPE CAPITAL INC. | 5.00% | 1.40% | 356,552 | - | - | 4,128,872 | Jun 30, 2024 |
FIR TREE CAPITAL MANAGEMENT LP | 4.74% | 2.06% | 337,750 | 6,624 | 2.00% | 3,911,145 | Jun 30, 2024 |
BERKLEY W R CORP | 4.17% | 0.15% | 297,659 | - | - | 3,446,891 | Jun 30, 2024 |
MIZUHO SECURITIES USA LLC | 4.14% | 0.07% | 295,000 | 74,184 | 33.60% | 3,392,500 | Jun 30, 2024 |
POLAR ASSET MANAGEMENT PARTNERS INC. | 3.51% | 0.06% | 250,000 | - | - | 2,895,000 | Jun 30, 2024 |
COWEN AND COMPANY, LLC | 2.83% | 0.06% | 201,554 | 1,500 | 0.75% | 2,333,995 | Jun 30, 2024 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 2.74% | 0.11% | 195,636 | - | - | 2,265,465 | Jun 30, 2024 |
UBS OCONNOR LLC | 1.75% | 0.09% | 125,054 | - | - | 1,448,125 | Jun 30, 2024 |
SPARTAN FUND MANAGEMENT INC. | 1.70% | 3.94% | 121,134 | 10,728 | 9.72% | 1,402,732 | Jun 30, 2024 |
LMR PARTNERS LLP | 1.40% | 0.01% | 100,000 | - | - | 1,158,000 | Jun 30, 2024 |
WALLEYE CAPITAL LLC | 0.97% | 0.00% | 69,280 | - | - | 802,262 | Jun 30, 2024 |
KARPUS MANAGEMENT, INC. | 0.91% | 0.02% | 65,225 | - | - | 755,306 | Jun 30, 2024 |
QUARRY LP | 0.79% | 0.18% | 56,209 | - | - | 650,900 | Jun 30, 2024 |
WALLEYE TRADING LLC | 0.55% | 0.00% | 38,970 | - | - | 451,273 | Jun 30, 2024 |
LOGAN STONE CAPITAL, LLC | 0.41% | 0.09% | 29,419 | 29,419 | 100.00% | 340,672 | Jun 30, 2024 |
METEORA CAPITAL, LLC | 0.23% | 0.03% | 16,431 | 166 | 1.02% | 190,271 | Jun 30, 2024 |
CROSSINGBRIDGE ADVISORS, LLC | 0.01% | 0.00% | 399 | - | - | 4,620 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
SPARTAN FUND MANAGEMENT INC. | 1.70% | 3.94% | 121,134 | 10,728 | 9.72% | 1,402,732 | Jun 30, 2024 |
FIR TREE CAPITAL MANAGEMENT LP | 4.74% | 2.06% | 337,750 | 6,624 | 2.00% | 3,911,145 | Jun 30, 2024 |
PERISCOPE CAPITAL INC. | 5.00% | 1.40% | 356,552 | - | - | 4,128,872 | Jun 30, 2024 |
FIRST TRUST CAPITAL MANAGEMENT L.P. | 6.03% | 0.45% | 430,000 | - | - | 4,979,400 | Jun 30, 2024 |
WESTCHESTER CAPITAL MANAGEMENT, LLC | 5.93% | 0.18% | 423,090 | - | - | 4,899,382 | Jun 30, 2024 |
QUARRY LP | 0.79% | 0.18% | 56,209 | - | - | 650,900 | Jun 30, 2024 |
BERKLEY W R CORP | 4.17% | 0.15% | 297,659 | - | - | 3,446,891 | Jun 30, 2024 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 2.74% | 0.11% | 195,636 | - | - | 2,265,465 | Jun 30, 2024 |
UBS OCONNOR LLC | 1.75% | 0.09% | 125,054 | - | - | 1,448,125 | Jun 30, 2024 |
LOGAN STONE CAPITAL, LLC | 0.41% | 0.09% | 29,419 | 29,419 | 100.00% | 340,672 | Jun 30, 2024 |
MIZUHO SECURITIES USA LLC | 4.14% | 0.07% | 295,000 | 74,184 | 33.60% | 3,392,500 | Jun 30, 2024 |
COWEN AND COMPANY, LLC | 2.83% | 0.06% | 201,554 | 1,500 | 0.75% | 2,333,995 | Jun 30, 2024 |
POLAR ASSET MANAGEMENT PARTNERS INC. | 3.51% | 0.06% | 250,000 | - | - | 2,895,000 | Jun 30, 2024 |
WOLVERINE ASSET MANAGEMENT LLC | 6.09% | 0.06% | 433,898 | -14,682 | -3.27% | 5,024,538 | Jun 30, 2024 |
METEORA CAPITAL, LLC | 0.23% | 0.03% | 16,431 | 166 | 1.02% | 190,271 | Jun 30, 2024 |
KARPUS MANAGEMENT, INC. | 0.91% | 0.02% | 65,225 | - | - | 755,306 | Jun 30, 2024 |
LMR PARTNERS LLP | 1.40% | 0.01% | 100,000 | - | - | 1,158,000 | Jun 30, 2024 |
CROSSINGBRIDGE ADVISORS, LLC | 0.01% | 0.00% | 399 | - | - | 4,620 | Jun 30, 2024 |
WALLEYE CAPITAL LLC | 0.97% | 0.00% | 69,280 | - | - | 802,262 | Jun 30, 2024 |
WALLEYE TRADING LLC | 0.55% | 0.00% | 38,970 | - | - | 451,273 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
MIZUHO SECURITIES USA LLC | 4.14% | 0.07% | 295,000 | 74,184 | 33.60% | 3,392,500 | Jun 30, 2024 |
LOGAN STONE CAPITAL, LLC | 0.41% | 0.09% | 29,419 | 29,419 | 100.00% | 340,672 | Jun 30, 2024 |
SPARTAN FUND MANAGEMENT INC. | 1.70% | 3.94% | 121,134 | 10,728 | 9.72% | 1,402,732 | Jun 30, 2024 |
FIR TREE CAPITAL MANAGEMENT LP | 4.74% | 2.06% | 337,750 | 6,624 | 2.00% | 3,911,145 | Jun 30, 2024 |
COWEN AND COMPANY, LLC | 2.83% | 0.06% | 201,554 | 1,500 | 0.75% | 2,333,995 | Jun 30, 2024 |
METEORA CAPITAL, LLC | 0.23% | 0.03% | 16,431 | 166 | 1.02% | 190,271 | Jun 30, 2024 |
UBS GROUP AG | 0.00% | - | 21 | 21 | 100.00% | 243 | Jun 30, 2024 |
WALLEYE TRADING LLC | 0.55% | 0.00% | 38,970 | - | - | 451,273 | Jun 30, 2024 |
WALLEYE CAPITAL LLC | 0.97% | 0.00% | 69,280 | - | - | 802,262 | Jun 30, 2024 |
CROSSINGBRIDGE ADVISORS, LLC | 0.01% | 0.00% | 399 | - | - | 4,620 | Jun 30, 2024 |
LMR PARTNERS LLP | 1.40% | 0.01% | 100,000 | - | - | 1,158,000 | Jun 30, 2024 |
KARPUS MANAGEMENT, INC. | 0.91% | 0.02% | 65,225 | - | - | 755,306 | Jun 30, 2024 |
POLAR ASSET MANAGEMENT PARTNERS INC. | 3.51% | 0.06% | 250,000 | - | - | 2,895,000 | Jun 30, 2024 |
UBS OCONNOR LLC | 1.75% | 0.09% | 125,054 | - | - | 1,448,125 | Jun 30, 2024 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 2.74% | 0.11% | 195,636 | - | - | 2,265,465 | Jun 30, 2024 |
BERKLEY W R CORP | 4.17% | 0.15% | 297,659 | - | - | 3,446,891 | Jun 30, 2024 |
QUARRY LP | 0.79% | 0.18% | 56,209 | - | - | 650,900 | Jun 30, 2024 |
WESTCHESTER CAPITAL MANAGEMENT, LLC | 5.93% | 0.18% | 423,090 | - | - | 4,899,382 | Jun 30, 2024 |
FIRST TRUST CAPITAL MANAGEMENT L.P. | 6.03% | 0.45% | 430,000 | - | - | 4,979,400 | Jun 30, 2024 |
PERISCOPE CAPITAL INC. | 5.00% | 1.40% | 356,552 | - | - | 4,128,872 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
CANTOR FITZGERALD, L. P. | - | - | - | -102,418 | -100.00% | - | Jun 30, 2024 |
WOLVERINE ASSET MANAGEMENT LLC | 6.09% | 0.06% | 433,898 | -14,682 | -3.27% | 5,024,538 | Jun 30, 2024 |
PERISCOPE CAPITAL INC. | 5.00% | 1.40% | 356,552 | - | - | 4,128,872 | Jun 30, 2024 |
FIRST TRUST CAPITAL MANAGEMENT L.P. | 6.03% | 0.45% | 430,000 | - | - | 4,979,400 | Jun 30, 2024 |
WESTCHESTER CAPITAL MANAGEMENT, LLC | 5.93% | 0.18% | 423,090 | - | - | 4,899,382 | Jun 30, 2024 |
QUARRY LP | 0.79% | 0.18% | 56,209 | - | - | 650,900 | Jun 30, 2024 |
BERKLEY W R CORP | 4.17% | 0.15% | 297,659 | - | - | 3,446,891 | Jun 30, 2024 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 2.74% | 0.11% | 195,636 | - | - | 2,265,465 | Jun 30, 2024 |
UBS OCONNOR LLC | 1.75% | 0.09% | 125,054 | - | - | 1,448,125 | Jun 30, 2024 |
POLAR ASSET MANAGEMENT PARTNERS INC. | 3.51% | 0.06% | 250,000 | - | - | 2,895,000 | Jun 30, 2024 |
KARPUS MANAGEMENT, INC. | 0.91% | 0.02% | 65,225 | - | - | 755,306 | Jun 30, 2024 |
LMR PARTNERS LLP | 1.40% | 0.01% | 100,000 | - | - | 1,158,000 | Jun 30, 2024 |
CROSSINGBRIDGE ADVISORS, LLC | 0.01% | 0.00% | 399 | - | - | 4,620 | Jun 30, 2024 |
WALLEYE CAPITAL LLC | 0.97% | 0.00% | 69,280 | - | - | 802,262 | Jun 30, 2024 |
WALLEYE TRADING LLC | 0.55% | 0.00% | 38,970 | - | - | 451,273 | Jun 30, 2024 |
UBS GROUP AG | 0.00% | - | 21 | 21 | 100.00% | 243 | Jun 30, 2024 |
METEORA CAPITAL, LLC | 0.23% | 0.03% | 16,431 | 166 | 1.02% | 190,271 | Jun 30, 2024 |
COWEN AND COMPANY, LLC | 2.83% | 0.06% | 201,554 | 1,500 | 0.75% | 2,333,995 | Jun 30, 2024 |
FIR TREE CAPITAL MANAGEMENT LP | 4.74% | 2.06% | 337,750 | 6,624 | 2.00% | 3,911,145 | Jun 30, 2024 |
SPARTAN FUND MANAGEMENT INC. | 1.70% | 3.94% | 121,134 | 10,728 | 9.72% | 1,402,732 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
LOGAN STONE CAPITAL, LLC | 0.41% | 0.09% | 29,419 | 29,419 | 100.00% | 340,672 | Jun 30, 2024 |
UBS GROUP AG | 0.00% | - | 21 | 21 | 100.00% | 243 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
CANTOR FITZGERALD, L. P. | - | - | - | -102,418 | -100.00% | - | Jun 30, 2024 |
Integrated Wellness Acquisition Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
RIVERNORTH OPPORTUNITIES FUND, INC. | 0.07% | 87,536 | - | - | Jan 31, 2024 |
Investment Managers Series Trust II | 0.03% | 426,957 | - | - | Mar 31, 2024 |
Saba Capital Income & Opportunities Fund | 0.02% | 56,343 | -1,850 | -3.18% | Jan 31, 2024 |
BNY MELLON FUNDS TRUST | 0.02% | 1,660,000 | - | - | Aug 31, 2023 |
NORTHERN FUNDS | 0.01% | 1,215,000 | - | - | Mar 28, 2024 |
FIRST TRUST ALTERNATIVE OPPORTUNITIES FUND | 0.00% | 2,354 | - | - | Dec 31, 2023 |
Integrated Wellness Acquisition Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 21 | 5.00% |
31 Mar, 24 | 20 | -16.67% |
31 Dec, 23 | 24 | 4.35% |
30 Sep, 23 | 23 | -11.54% |
30 Jun, 23 | 26 | -46.94% |
31 Mar, 23 | 49 | 2.08% |
31 Dec, 22 | 48 | 4.35% |
30 Sep, 22 | 46 | 2.22% |
30 Jun, 22 | 45 | 18.42% |
31 Mar, 22 | 38 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 3,843,281 | 0.14% |
31 Mar, 24 | 3,837,739 | -1.86% |
31 Dec, 23 | 3,910,588 | -23.07% |
30 Sep, 23 | 5,083,435 | 5.55% |
30 Jun, 23 | 4,816,101 | -55.16% |
31 Mar, 23 | 10,741,304 | 8.76% |
31 Dec, 22 | 9,875,904 | 4.35% |
30 Sep, 22 | 9,464,220 | 6.59% |
30 Jun, 22 | 8,878,801 | 12.02% |
31 Mar, 22 | 7,925,879 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 53.90% | 4.26% |
31 Mar, 24 | 35.57% | 1.59% |
31 Dec, 23 | 47.31% | 0.15% |
30 Sep, 23 | 176.82% | 0.63% |
30 Jun, 23 | 167.52% | 0.12% |
31 Mar, 23 | 373.61% | 0.32% |
31 Dec, 22 | 343.51% | 0.32% |
30 Sep, 22 | 329.19% | 0.35% |
30 Jun, 22 | 308.83% | 0.41% |
31 Mar, 22 | 275.68% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 7 | - |
31 Mar, 24 | 7 | -12.50% |
31 Dec, 23 | 8 | 166.67% |
30 Sep, 23 | 3 | -70.00% |
30 Jun, 23 | 10 | -33.33% |
31 Mar, 23 | 15 | 50.00% |
31 Dec, 22 | 10 | -16.67% |
30 Sep, 22 | 12 | -29.41% |
30 Jun, 22 | 17 | -54.05% |
31 Mar, 22 | 37 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 1 | - |
31 Mar, 24 | 1 | -88.89% |
31 Dec, 23 | 9 | 80.00% |
30 Sep, 23 | 5 | -37.50% |
30 Jun, 23 | 8 | 60.00% |
31 Mar, 23 | 5 | -16.67% |
31 Dec, 22 | 6 | 50.00% |
30 Sep, 22 | 4 | 33.33% |
30 Jun, 22 | 3 | - |
31 Mar, 22 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 21 | 5.00% | 3,843,281 | 0.14% | 53.90% | 4.26% | 7 | - | 1 | - |
31 Mar, 24 | 20 | -16.67% | 3,837,739 | -1.86% | 35.57% | 1.59% | 7 | -12.50% | 1 | -88.89% |
31 Dec, 23 | 24 | 4.35% | 3,910,588 | -23.07% | 47.31% | 0.15% | 8 | 166.67% | 9 | 80.00% |
30 Sep, 23 | 23 | -11.54% | 5,083,435 | 5.55% | 176.82% | 0.63% | 3 | -70.00% | 5 | -37.50% |
30 Jun, 23 | 26 | -46.94% | 4,816,101 | -55.16% | 167.52% | 0.12% | 10 | -33.33% | 8 | 60.00% |
31 Mar, 23 | 49 | 2.08% | 10,741,304 | 8.76% | 373.61% | 0.32% | 15 | 50.00% | 5 | -16.67% |
31 Dec, 22 | 48 | 4.35% | 9,875,904 | 4.35% | 343.51% | 0.32% | 10 | -16.67% | 6 | 50.00% |
30 Sep, 22 | 46 | 2.22% | 9,464,220 | 6.59% | 329.19% | 0.35% | 12 | -29.41% | 4 | 33.33% |
30 Jun, 22 | 45 | 18.42% | 8,878,801 | 12.02% | 308.83% | 0.41% | 17 | -54.05% | 3 | - |
31 Mar, 22 | 38 | - | 7,925,879 | - | 275.68% | - | 37 | - | - | - |
Integrated Wellness Acquisition Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
Integrated Wellness Acquisition Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|
Integrated Wellness Acquisition Peer Ownership
Ticker | Company |
---|---|
QFTA | Quantum FinTech Acquisition Corporation |
ALOR | ALSP Orchid Acquisition Corporation I |
EMLD | FTAC Emerald Acquisition Corp. |
GAQ | Generation Asia I Acquisition Limited |
MBSC | M3-Brigade Acquisition III Corp. |
ASCB | A SPAC II Acquisition Corporation |
RJAC | Jackson Acquisition Company |
ACAC | Acri Capital Acquisition Corporation |
ATEK | Athena Technology Acquisition Corp. II |
ALSA | Alpha Star Acquisition Corporation |
WEL Ownership FAQ
Who Owns Integrated Wellness Acquisition?
Integrated Wellness Acquisition is owned by institutional shareholders (53.90%), insiders (47.00%), and public (-0.90%). The largest institutional shareholder of Integrated Wellness Acquisition is WOLVERINE ASSET MANAGEMENT LLC (6.09% of total shares) and the top mutual fund owner is RIVERNORTH OPPORTUNITIES FUND, INC. (0.07% of total shares).
Who are the major institutional shareholders of Integrated Wellness Acquisition?
Integrated Wellness Acquisition's major institutional shareholders are WOLVERINE ASSET MANAGEMENT LLC, FIRST TRUST CAPITAL MANAGEMENT L.P., WESTCHESTER CAPITAL MANAGEMENT, LLC, PERISCOPE CAPITAL INC., and FIR TREE CAPITAL MANAGEMENT LP. The top five shareholders own together 27.79% of the company's share outstanding.
How many Integrated Wellness Acquisition shareholders are there?
As of Jun 2024, there are 21 institutional shareholders of Integrated Wellness Acquisition.
What percentage of Integrated Wellness Acquisition is owned by WOLVERINE ASSET MANAGEMENT LLC?
WOLVERINE ASSET MANAGEMENT LLC owns 433.9K shares of Integrated Wellness Acquisition, representing 6.09% of the company's total shares outstanding, valued at $5.02M (as of Jun 2024).
What percentage of Integrated Wellness Acquisition is owned by FIRST TRUST CAPITAL MANAGEMENT L.P?
As of Jun 2024, FIRST TRUST CAPITAL MANAGEMENT L.P holds 430K shares of Integrated Wellness Acquisition (WEL), compromising 6.03% of the company, valued at $4.98M.
What percentage of Integrated Wellness Acquisition is owned by WESTCHESTER CAPITAL MANAGEMENT, LLC?
WESTCHESTER CAPITAL MANAGEMENT, LLC is the third largest holder of Integrated Wellness Acquisition. The company owns 423.09K of the company's shares outstanding (worth $4.9M).