Integrated Wellness Acquisition Ownership | Who Owns Integrated Wellness Acquisition?


OverviewRevenueFinancialsChart

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


TypeName% Inst% Insiders% Retail
StockIntegrated Wellness Acquisition92.10%47.00%-39.10%
SectorFinancial Services Stocks 43.60%12.77%43.63%
IndustryShell Companies Stocks 30.82%17.24%51.94%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Wolverine asset management433.90K6.09%$5.02M
First trust capital management430.00K6.03%$4.98M
Westchester capital management423.09K5.93%$4.90M
Periscope capital356.55K5.00%$4.13M
Fir tree capital management lp337.75K4.74%$3.91M
Berkley w r297.66K4.17%$3.45M
Mizuho securities usa295.00K4.14%$3.39M
Polar asset management partners250.00K3.51%$2.90M
Cowen and company201.55K2.83%$2.33M
Rivernorth capital management195.64K2.74%$2.27M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Spartan fund management121.13K3.94%$1.40M
Fir tree capital management lp337.75K2.06%$3.91M
Periscope capital356.55K1.40%$4.13M
First trust capital management430.00K0.45%$4.98M
Westchester capital management423.09K0.18%$4.90M
Quarry lp56.21K0.18%$650.90K
Berkley w r297.66K0.15%$3.45M
Rivernorth capital management195.64K0.11%$2.27M
Ubs oconnor125.05K0.09%$1.45M
Logan stone capital29.42K0.09%$340.67K

Top Buyers

HolderShares% AssetsChange
Mizuho securities usa295.00K0.07%74.18K
Logan stone capital29.42K0.09%29.42K
Spartan fund management121.13K3.94%10.73K
Fir tree capital management lp337.75K2.06%6.62K
Cowen and company201.55K0.06%1.50K

Top Sellers

HolderShares% AssetsChange
Cantor fitzgerald, l. p.---102.42K
Walleye capital---69.28K
Wolverine asset management433.90K0.06%-14.68K
Berkley w r297.66K0.15%-
Karpus management65.22K0.02%-

New Positions

HolderShares% AssetsChangeValue
Logan stone capital29.42K0.09%29.42K$340.67K
Ubs group21.00-21.00$243.00

Sold Out

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

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Sep 30, 202323-11.54%5,083,4355.55%611.81%3-70.00%5-37.50%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
The Merger Fund A423.09K5.93%-
First Trust Merger Arbitrage Cl I419.48K5.88%-
CrossingBridge Pre-Merger SPAC ETF140.86K1.98%-
RiverNorth Opportunities87.54K1.23%-
First Trust Multi-Strategy Cl I7.47K0.10%-
First Trust Alternative Opportunities I2.35K0.03%-
Karpus Taxable Fixed Income850.000.01%-
Karpus Growth Balanced850.000.01%-

Recent Insider Transactions


DateNameRoleActivityValue
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$51.17K
Aug 26, 2008Baetz Cary D Chief Financial OfficerBuy$49.23K
Aug 26, 2008Baetz Cary D Chief Financial OfficerBuy$18.62K

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 30.82%, 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