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Integrated Wellness Acquisition Ownership | Who Owns Integrated Wellness Acquisition?

OverviewFinancialsChart

Integrated Wellness Acquisition Ownership Summary

Integrated Wellness Acquisition is owned by 10.38% institutional investors, 47.00% insiders, and 42.62% retail investors. Mizuho securities usa is the largest institutional shareholder, holding 8.85% of WEL shares. The Merger Fund A is the top mutual fund, with 5.93% of its assets in Integrated Wellness Acquisition shares.

WEL Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockIntegrated Wellness Acquisition10.38%47.00%42.62%
SectorFinancial Services Stocks 40.29%14.61%45.11%
IndustryShell Companies Stocks 29.19%36.64%34.17%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Mizuho securities usa376.50K8.85%$4.46M
Cowen and company201.55K2.83%$2.33M
Karpus management65.22K1.53%$782.70M
Crossingbridge advisors58.86K1.38%$709.61K
Walleye trading38.97K0.55%$451.27K
Ubs group21.000.00%$243.00
Spartan fund management---
Berkley w r---
Fir tree capital management lp---
Wolverine asset management---

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Crossingbridge advisors58.86K0.23%$709.61K
Mizuho securities usa376.50K0.08%$4.46M
Cowen and company201.55K0.06%$2.33M
Karpus management65.22K0.02%$782.70M
Walleye trading38.97K0.00%$451.27K
Spartan fund management---
Berkley w r---
Fir tree capital management lp---
Wolverine asset management---
Logan stone capital---

Top Buyers

HolderShares% AssetsChange
Mizuho securities usa376.50K0.08%50.68K
Cowen and company201.55K0.06%1.50K
Ubs group21.00-21.00
Walleye trading38.97K0.00%-
Karpus management65.22K0.02%-

Top Sellers

HolderShares% AssetsChange
First trust capital management---430.00K
Westchester capital management---423.09K
Wolverine asset management---399.69K
Fir tree capital management lp---337.75K
Polar asset management partners---250.00K

New Positions

HolderShares% AssetsChangeValue
Ubs group21.00-21.00$243.00

Sold Out

HolderChange
Clear street-300.00
Logan stone capital-25.32K
Quarry lp-56.21K
Walleye capital-69.28K
K2 principal fund-72.00K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 20242-90.00%441,724-88.73%100.12%1-85.71%--100.00%
Sep 30, 202420-4.76%3,918,9091.97%923.17%7-5400.00%
Jun 30, 2024215.00%3,843,2810.14%531.86%7-1-
Mar 31, 202420-16.67%3,837,739-1.86%531.79%7-12.50%1-88.89%
Dec 31, 2023244.35%3,910,588-23.07%541.45%8166.67%980.00%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
The Merger Fund A423.09K5.93%-
First Trust Merger Arbitrage Cl I419.48K5.88%-
CrossingBridge Pre-Merger SPAC ETF58.86K1.45%-
RiverNorth Opportunities87.54K1.23%-
First Trust Multi-Strategy Cl I7.47K0.10%-
First Trust Alternative Opportunities I2.35K0.03%-
Karpus Growth Balanced850.000.02%-
Karpus Taxable Fixed Income850.000.02%-

Recent Insider Transactions

DateNameRoleActivityValue
Dec 11, 2024MIZUHO SECURITIES USA LLC-Sell$776.75K
Sep 19, 2024WOLVERINE ASSET MANAGEMENT LLC Former 10% ownerSell$35.31K
Aug 26, 2008Baetz Cary D Chief Financial OfficerBuy$24.94K
Aug 26, 2008Baetz Cary D Chief Financial OfficerBuy$49.23K
Aug 26, 2008Baetz Cary D Chief Financial OfficerBuy$51.17K

Insider Transactions Trends

DateBuySell
2024 Q4-1
2024 Q3-1
2024 Q1--
2023 Q4--
2010 Q3--

WEL Ownership FAQ

Who Owns Integrated Wellness Acquisition?

Integrated Wellness Acquisition shareholders are primarily institutional investors at 10.38%, followed by 47.00% insiders and 42.62% retail investors. The average institutional ownership in Integrated Wellness Acquisition's industry, Shell Companies Stocks , is 29.19%, which Integrated Wellness Acquisition falls below.

Who owns the most shares of Integrated Wellness Acquisition?

Integrated Wellness Acquisition’s largest shareholders are Mizuho securities usa (376.5K shares, 8.85%), Cowen and company (201.55K shares, 2.83%), and Karpus management (65.22K shares, 1.53%). Together, they hold 13.21% of Integrated Wellness Acquisition’s total shares outstanding.

Does Blackrock own Integrated Wellness Acquisition?

BlackRock is not among the top 10 institutional shareholders of Integrated Wellness Acquisition.

Who is Integrated Wellness Acquisition’s biggest shareholder by percentage of total assets invested?

Crossingbridge advisors is Integrated Wellness Acquisition’s biggest shareholder by percentage of total assets invested, with 0.23% of its assets in 58.86K Integrated Wellness Acquisition shares, valued at 709.61K$.

Who is the top mutual fund holder of Integrated Wellness Acquisition shares?

The Merger Fund A is the top mutual fund holder of Integrated Wellness Acquisition shares, with 5.93% of its total shares outstanding invested in 423.09K Integrated Wellness Acquisition shares.

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