Integrated Wellness Acquisition Ownership | Who Owns Integrated Wellness Acquisition?

Integrated Wellness Acquisition Ownership Summary

Integrated Wellness Acquisition is owned by 92.10% institutional investors, 47.00% insiders. Wolverine asset management is the largest institutional shareholder, holding 6.09% 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

Type	Name	% Inst	% Insiders	% Retail
Stock	Integrated Wellness Acquisition	92.10%	47.00%	-39.10%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Shell Companies Stocks	35.35%	42.68%	21.97%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Wolverine asset management	433.90K	6.09%	$5.02M
First trust capital management	430.00K	6.03%	$4.98M
Westchester capital management	423.09K	5.93%	$4.90M
Periscope capital	356.55K	5.00%	$4.13M
Fir tree capital management lp	337.75K	4.74%	$3.91M
Berkley w r	297.66K	4.17%	$3.45M
Mizuho securities usa	295.00K	4.14%	$3.39M
Polar asset management partners	250.00K	3.51%	$2.90M
Cowen and company	201.55K	2.83%	$2.33M
Rivernorth capital management	195.64K	2.74%	$2.27M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Spartan fund management	121.13K	3.94%	$1.40M
Fir tree capital management lp	337.75K	2.06%	$3.91M
Periscope capital	356.55K	1.40%	$4.13M
First trust capital management	430.00K	0.45%	$4.98M
Westchester capital management	423.09K	0.18%	$4.90M
Quarry lp	56.21K	0.18%	$650.90K
Berkley w r	297.66K	0.15%	$3.45M
Rivernorth capital management	195.64K	0.11%	$2.27M
Ubs oconnor	125.05K	0.09%	$1.45M
Logan stone capital	29.42K	0.09%	$340.67K

Top Buyers

Holder	Shares	% Assets	Change
Mizuho securities usa	295.00K	0.07%	74.18K
Logan stone capital	29.42K	0.09%	29.42K
Spartan fund management	121.13K	3.94%	10.73K
Fir tree capital management lp	337.75K	2.06%	6.62K
Cowen and company	201.55K	0.06%	1.50K

Top Sellers

Holder	Shares	% Assets	Change
Cantor fitzgerald, l. p.	-	-	-102.42K
Walleye capital	-	-	-69.28K
Wolverine asset management	433.90K	0.06%	-14.68K
Berkley w r	297.66K	0.15%	-
Karpus management	65.22K	0.02%	-

New Positions

Holder	Shares	% Assets	Change	Value
Logan stone capital	29.42K	0.09%	29.42K	$340.67K
Ubs group	21.00	-	21.00	$243.00

Sold Out

Holder	Change
Walleye capital	-69.28K
Cantor fitzgerald, l. p.	-102.42K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	20	-4.76%	3,918,909	1.97%	92	3.17%	7	-	5	400.00%
Jun 30, 2024	21	5.00%	3,843,281	0.14%	53	1.86%	7	-	1	-
Mar 31, 2024	20	-16.67%	3,837,739	-1.86%	53	1.79%	7	-12.50%	1	-88.89%
Dec 31, 2023	24	4.35%	3,910,588	-23.07%	54	1.45%	8	166.67%	9	80.00%
Sep 30, 2023	23	-11.54%	5,083,435	5.55%	61	1.81%	3	-70.00%	5	-37.50%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
The Merger Fund A	423.09K	5.93%	-
First Trust Merger Arbitrage Cl I	419.48K	5.88%	-
CrossingBridge Pre-Merger SPAC ETF	140.86K	1.98%	-
RiverNorth Opportunities	87.54K	1.23%	-
First Trust Multi-Strategy Cl I	7.47K	0.10%	-
First Trust Alternative Opportunities I	2.35K	0.03%	-
Karpus Taxable Fixed Income	850.00	0.01%	-
Karpus Growth Balanced	850.00	0.01%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 11, 2024	MIZUHO SECURITIES USA LLC	-	Sell	$776.75K
Sep 19, 2024	WOLVERINE ASSET MANAGEMENT LLC	Former 10% owner	Sell	$35.31K
Aug 26, 2008	Baetz Cary D	Chief Financial Officer	Buy	$24.94K
Aug 26, 2008	Baetz Cary D	Chief Financial Officer	Buy	$49.23K
Aug 26, 2008	Baetz Cary D	Chief Financial Officer	Buy	$51.17K

Insider Transactions Trends

Date	Buy	Sell
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 92.10%, followed by 47.00% insiders and -39.10% retail investors. The average institutional ownership in Integrated Wellness Acquisition's industry, Shell Companies Stocks , is 35.35%, which Integrated Wellness Acquisition exceeds.

Who owns the most shares of Integrated Wellness Acquisition?

Integrated Wellness Acquisition’s largest shareholders are Wolverine asset management (433.9K shares, 6.09%), First trust capital management (430K shares, 6.03%), and Westchester capital management (423.09K shares, 5.93%). Together, they hold 18.05% 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?

Spartan fund management is Integrated Wellness Acquisition’s biggest shareholder by percentage of total assets invested, with 3.94% of its assets in 121.13K Integrated Wellness Acquisition shares, valued at 1.4M$.

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.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools