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MidWestOne Financial Group (MOFG) Institutional Ownership

MidWestOne Financial Group logo
$30.10 +0.27 (+0.91%)
(As of 12/20/2024 05:51 PM ET)

Institutional Ownership Changes (13F Filings) for MidWestOne Financial Group (NASDAQ:MOFG)

Current
Institutional Ownership
Percentage
65.42%
Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$83.00M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$2.60M
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MOFG Institutional Buying and Selling by Quarter

MidWestOne Financial Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/27/2024 Franklin Resources Inc.39,042$1.12M0.0%N/A0.188%
11/20/2024 Virtu Financial LLC9,145$261K0.0%N/A0.044%
11/19/2024 Barclays PLC42,111$1.20M0.0%+43.1%0.203%
11/16/2024 Geode Capital Management LLC335,677$9.58M0.0%+3.0%2.128%
11/15/2024 MidWestOne Financial Group Inc.4,165,124$118.83M16.4%-0.8%26.412%
11/15/2024 Barclays PLC42,111$1.20M0.0%+43.1%0.267%
11/15/2024 Jane Street Group LLC28,169$804K0.0%+30.3%0.179%
11/15/2024 Wellington Management Group LLP800,334$22.83M0.0%+318.0%5.075%
11/15/2024 State Street Corp300,394$8.57M0.0%+5.7%1.905%
11/15/2024 Stifel Financial Corp67,094$1.91M0.0%-18.5%0.425%
11/15/2024 Quadrature Capital Ltd12,411$353K0.0%N/A0.079%
11/15/2024 Jacobs Asset Management LLC201,145$5.74M3.8%N/A1.275%
11/15/2024 Hotchkis & Wiley Capital Management LLC224,970$6.42M0.0%+88.7%1.427%
11/15/2024 Banc Funds Co. LLC50,000$1.43M0.2%N/A0.317%
11/15/2024 Basswood Capital Management L.L.C.248,639$7.09M0.4%N/A1.577%
11/14/2024 Verition Fund Management LLC62,423$1.78M0.0%N/A0.396%
11/14/2024 Martingale Asset Management L P33,186$947K0.0%+13.1%0.210%
11/14/2024 Fourthstone LLC100,100$2.86M0.6%+298.8%0.635%
11/13/2024 BNP Paribas Financial Markets39,936$1.14M0.0%+1,350.1%0.253%
11/13/2024 The Manufacturers Life Insurance Company340,312$9.71M0.0%-3.8%2.158%
11/12/2024 Charles Schwab Investment Management Inc.41,219$1.18M0.0%+2.5%0.261%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.15,266$436K0.0%N/A0.097%
11/8/2024 Jennison Associates LLC777,653$22.19M0.0%N/A4.930%
11/7/2024 Stieven Capital Advisors L.P.200,000$5.71M1.1%N/A1.268%
11/7/2024 Thrivent Financial for Lutherans108,744$3.10M0.0%-2.5%0.690%
11/6/2024 Empowered Funds LLC60,114$1.72M0.0%+5.2%0.381%
11/6/2024 Curi RMB Capital LLC154,284$4.40M0.1%N/A0.978%
11/5/2024 GSA Capital Partners LLP12,645$361K0.0%N/A0.080%
10/29/2024 Emerald Mutual Fund Advisers Trust25,000$713K0.0%N/A0.159%
10/28/2024 Sippican Capital Advisors66,338$1.89M1.3%+1.9%0.421%
10/3/2024 SG Americas Securities LLC5,709$163K0.0%N/A0.036%
8/16/2024 MidWestOne Financial Group Inc.4,197,286$94.40M17.0%+1.0%26.641%
8/15/2024 The Manufacturers Life Insurance Company353,779$7.96M0.0%-0.3%2.246%
8/14/2024 Bank of Montreal Can17,238$388K0.0%N/A0.109%
8/13/2024 Thrivent Financial for Lutherans111,499$2.51M0.0%-0.8%0.708%
8/12/2024 Hsbc Holdings PLC14,836$329K0.0%N/A0.094%
8/9/2024 Renaissance Technologies LLC11,000$247K0.0%N/A0.070%
8/9/2024 Dimensional Fund Advisors LP707,071$15.90M0.0%+3.8%4.488%
8/8/2024 American Century Companies Inc.137,963$3.10M0.0%+8.5%0.876%
8/7/2024 Choreo LLC26,301$584K0.0%N/A0.167%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

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8/6/2024 LSV Asset Management151,082$3.40M0.0%-2.5%0.959%
8/1/2024 Rhumbline Advisers22,750$512K0.0%+3.0%0.144%
7/26/2024 Bank of New York Mellon Corp89,619$2.02M0.0%+10.5%0.569%
5/16/2024 California State Teachers Retirement System14,787$347K0.0%-4.9%0.094%
5/10/2024 Vanguard Group Inc.631,230$14.80M0.0%+2.5%4.008%
5/7/2024 SG Americas Securities LLC5,326$125K0.0%-33.8%0.034%
5/7/2024 Empowered Funds LLC53,206$1.25M0.0%+8.2%0.338%
5/2/2024 Sippican Capital Advisors41,430$971K0.8%+88.9%0.263%
5/1/2024 BNP Paribas Financial Markets6,856$161K0.0%-50.1%0.044%
2/9/2024 Trexquant Investment LP22,876$616K0.0%-26.3%0.146%
2/7/2024 BNP Paribas Financial Markets13,738$370K0.0%+24.8%0.088%
2/6/2024 LSV Asset Management154,922$4.17M0.0%-2.3%0.987%
2/6/2024 Swiss National Bank29,400$791K0.0%-10.4%0.187%
2/2/2024 Bailard Inc.12,857$346K0.0%N/A0.082%
1/30/2024 Sippican Capital Advisors21,935$590K0.5%N/A0.140%
1/12/2024 SG Americas Securities LLC8,051$217K0.0%+27.3%0.051%
1/11/2024 Investment Advisory Services Inc. TX ADV9,000$242K0.1%N/A0.057%
11/14/2023 Trexquant Investment LP31,048$631K0.0%+47.0%0.198%
11/13/2023 Hsbc Holdings PLC10,881$223K0.0%-17.3%0.069%
11/8/2023 Swiss National Bank32,800$667K0.0%+2.5%0.209%
11/8/2023 New York Life Investment Management LLC14,580$296K0.0%-13.6%0.093%
11/7/2023 Barclays PLC45,009$915K0.0%-6.6%0.287%
11/4/2023 LSV Asset Management158,622$3.23M0.0%+10.3%1.011%
10/26/2023 Strs Ohio23,100$469K0.0%+10.0%0.147%
10/24/2023 Bank of New York Mellon Corp94,360$1.92M0.0%+0.6%0.601%
10/13/2023 SG Americas Securities LLC6,324$129K0.0%N/A0.040%
9/21/2023 Barclays PLC48,192$1.03M0.0%-3.2%0.307%
8/11/2023 Hotchkis & Wiley Capital Management LLC123,560$2.64M0.0%+14.4%0.788%
8/11/2023 The Manufacturers Life Insurance Company416,916$8.91M0.0%+0.4%2.657%
8/11/2023 Trexquant Investment LP21,119$451K0.0%N/A0.135%
8/7/2023 New York Life Investment Management LLC16,877$361K0.0%-13.8%0.108%
8/3/2023 Barclays PLC48,192$1.03M0.0%-3.2%0.307%
8/3/2023 Bank of New York Mellon Corp93,769$2.00M0.0%-1.3%0.598%
8/2/2023 Fourthstone LLC51,889$1.11M0.3%N/A0.331%
8/2/2023 Bank of Montreal Can38,549$867K0.0%N/A0.246%
8/2/2023 LSV Asset Management143,822$3.07M0.0%+1.7%0.917%
7/31/2023 Strs Ohio21,000$448K0.0%+8.2%0.134%
7/27/2023EA Series Trust41,141$879K0.0%N/A0.262%
7/25/2023 Assenagon Asset Management S.A.28,769$615K0.0%+175.2%0.183%
7/21/2023 Hills Bank & Trust Co6,125$131K0.0%-42.9%0.039%
5/12/2023 Cresset Asset Management LLC374,633$9.15M0.2%-13.3%2.389%
5/12/2023 Pinnacle Holdings LLC74,509$1.82M0.8%+3.5%0.475%
5/12/2023 Martingale Asset Management L P9,303$227K0.0%-71.5%0.059%
5/8/2023 New York Life Investment Management LLC19,578$478K0.0%N/A0.125%
5/4/2023 Barclays PLC49,807$1.22M0.0%+8.9%0.318%
5/2/2023 LSV Asset Management141,422$3.45M0.0%-0.6%0.902%
5/2/2023 Nisa Investment Advisors LLC2,170$53K0.0%-31.5%0.014%
4/27/2023 Strs Ohio19,400$473K0.0%+9.0%0.124%
4/21/2023 Redmont Wealth Advisors LLC20,865$510K1.0%+10.6%0.133%
4/18/2023 Assenagon Asset Management S.A.10,454$255K0.0%N/A0.067%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

3/23/2023 MetLife Investment Management LLC7,454$237K0.0%-21.5%0.048%
2/13/2023BHZ Capital Management LP78,245$2.48M1.1%-2.6%0.501%
2/13/2023 The Manufacturers Life Insurance Company424,684$13.48M0.0%-3.7%2.719%
2/13/2023 Martingale Asset Management L P32,692$1.04M0.0%-2.1%0.209%
2/13/2023 Cornercap Investment Counsel Inc.28,634$909K0.2%-16.1%0.183%
2/10/2023 O Shaughnessy Asset Management LLC8,795$279K0.0%-10.7%0.056%
2/10/2023 Brandywine Global Investment Management LLC24,798$787K0.0%N/A0.159%
2/9/2023 Dimensional Fund Advisors LP656,650$20.85M0.0%+2.4%4.204%
2/9/2023 Denali Advisors LLC2,600$83K0.0%+73.3%0.017%
2/9/2023 FJ Capital Management LLC134,561$4.27M0.5%+100.8%0.861%
(Data available from 1/1/2016 forward)

MOFG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MOFG shares?

During the previous two years, 62 institutional investors and hedge funds held shares of MidWestOne Financial Group. The most heavily invested institutionals were MidWestOne Financial Group Inc. ($118.83M), Wellington Management Group LLP ($22.83M), Jennison Associates LLC ($22.19M), Dimensional Fund Advisors LP ($15.90M), Vanguard Group Inc. ($14.80M), The Manufacturers Life Insurance Company ($9.71M), and Geode Capital Management LLC ($9.58M).Learn more on MOFG's institutional investors.

What percentage of MidWestOne Financial Group stock is owned by institutional investors?

65.42% of MidWestOne Financial Group stock is owned by institutional investors. Learn more on MOFG's institutional investor holdings.

Which institutional investors have been buying MidWestOne Financial Group stock?

Of the 51 institutional investors that purchased MidWestOne Financial Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jennison Associates LLC ($777.65K), Wellington Management Group LLP ($608.88K), Basswood Capital Management L.L.C. ($248.64K), Jacobs Asset Management LLC ($201.15K), Stieven Capital Advisors L.P. ($200K), Curi RMB Capital LLC ($154.28K), and Fourthstone LLC ($126.89K).

How much institutional buying is happening at MidWestOne Financial Group?

Institutional investors have bought a total of 3,376,261 shares in the last 24 months. This purchase volume represents approximately $93.77M in transactions.

Which MidWestOne Financial Group major shareholders have been selling company stock?

Of the 24 institutional investors that sold MidWestOne Financial Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cresset Asset Management LLC ($57.60K), Thrivent Financial for Lutherans ($37.24K), MidWestOne Financial Group Inc. ($32.16K), The Manufacturers Life Insurance Company ($30.75K), Martingale Asset Management L P ($24.10K), Stifel Financial Corp ($15.27K), and LSV Asset Management ($8.44K).

How much institutional selling is happening at MidWestOne Financial Group?

Institutional investors have sold a total of 264,010 shares in the last 24 months. This volume of shares sold represents approximately $7.15M in transactions.



This page (NASDAQ:MOFG) was last updated on 12/21/2024 by MarketBeat.com Staff
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