MidWestOne Financial Group (MOFG) Institutional Ownership

$21.87
+0.37 (+1.72%)
(As of 05/17/2024 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)
18
Total
Institutional Inflows
(last 12 months)
$7.03M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$1.06M
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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
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%
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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%
3/23/2023 MetLife Investment Management LLC7,454$237K0.0%-21.5%0.048%
2/13/2023 BHZ 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%
2/8/2023 LSV Asset Management142,322$4.52M0.0%+49.6%0.911%
2/8/2023 Thrivent Financial for Lutherans207,519$6.59M0.0%-13.9%1.329%
2/8/2023 Swiss National Bank35,800$1.14M0.0%+1.4%0.229%
2/7/2023 Shell Asset Management Co.10,433$331K0.0%-16.9%0.067%
1/26/2023 Strs Ohio17,800$565K0.0%-15.2%0.114%
11/16/2022 MidWestOne Financial Group Inc.4,366,452$119.12M30.3%-0.1%27.954%
11/14/2022 MetLife Investment Management LLC9,499$259K0.0%+29.2%0.061%
11/14/2022 Shell Asset Management Co.12,551$343K0.0%-20.7%0.080%
11/14/2022 Hsbc Holdings PLC9,686$270K0.0%N/A0.062%
11/14/2022 Elizabeth Park Capital Advisors Ltd.139,053$3.80M1.7%+20.8%0.890%
11/10/2022 Dimensional Fund Advisors LP641,192$17.50M0.0%+3.4%4.105%
11/7/2022 LSV Asset Management95,106$2.60M0.0%-16.5%0.609%
11/4/2022 Prudential Financial Inc.86,600$2.36M0.0%+20.8%0.554%
11/3/2022 The Manufacturers Life Insurance Company440,895$12.03M0.0%-4.5%2.823%
11/3/2022 Royce & Associates LP35,160$960K0.0%-43.5%0.225%
11/3/2022 Barclays PLC34,831$950K0.0%+3.4%0.223%
11/1/2022 Great West Life Assurance Co. Can1,534$42K0.0%+36.6%0.010%
10/31/2022 SG Americas Securities LLC4,917$134K0.0%-19.9%0.031%
10/26/2022 Allspring Global Investments Holdings LLC1,404$38K0.0%+93.7%0.009%
8/17/2022 Elizabeth Park Capital Advisors Ltd.115,155$3.42M1.5%+25.7%0.737%
8/16/2022 MidWestOne Financial Group Inc.4,372,787$129.96M32.2%+0.1%27.993%
8/15/2022 Investment Advisory Services Inc. TX ADV9,000$267K0.2%N/A0.058%
8/11/2022 Pinnacle Holdings LLC73,951$2.20M1.0%+13.7%0.473%
8/4/2022 Royce & Associates LP62,199$1.85M0.0%+5.2%0.398%
7/29/2022 SG Americas Securities LLC6,135$182K0.0%N/A0.039%
7/29/2022 Russell Investments Group Ltd.3,300$98K0.0%-41.1%0.021%
7/25/2022 Strs Ohio21,000$624K0.0%-6.7%0.134%
6/30/2022 Amalgamated Bank1,713$57K0.0%N/A0.011%
5/13/2022 Elizabeth Park Capital Advisors Ltd.91,644$3.03M1.1%N/A0.584%
5/12/2022 FJ Capital Management LLC70,012$2.32M0.2%+94.5%0.447%
5/12/2022 Martingale Asset Management L P33,394$1.11M0.0%+17.0%0.213%
5/11/2022 BHZ Capital Management LP85,952$2.85M1.0%+14.3%0.548%
5/10/2022 Cornercap Investment Counsel Inc.40,040$1.33M0.1%-4.8%0.255%
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5/5/2022 Royce & Associates LP59,100$1.96M0.0%-25.9%0.377%
5/5/2022 Russell Investments Group Ltd.5,600$185K0.0%+69.7%0.036%
5/4/2022 Shell Asset Management Co.15,810$523K0.0%-12.9%0.101%
5/2/2022 Parkside Investments LLC3,063$101K0.0%N/A0.020%
4/29/2022 Hills Bank & Trust Co11,100$368K0.1%-7.3%0.071%
4/21/2022 Strs Ohio22,500$744K0.0%-8.9%0.143%
4/19/2022 Denali Advisors LLC1,500$50K0.0%+87.5%0.010%
2/15/2022 MidWestOne Financial Group Inc.4,364,853$141.29M29.6%-1.8%27.816%
2/10/2022 Acadian Asset Management LLC18,651$603K0.0%+300.2%0.119%
2/9/2022 BNP Paribas Arbitrage SA6,551$212K0.0%+55.5%0.042%
(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, 46 institutional investors and hedge funds held shares of MidWestOne Financial Group. The most heavily invested institutionals were MidWestOne Financial Group Inc. ($119.12M), Dimensional Fund Advisors LP ($20.85M), Vanguard Group Inc. ($14.80M), Cresset Asset Management LLC ($9.15M), The Manufacturers Life Insurance Company ($8.91M), Thrivent Financial for Lutherans ($6.59M), and FJ Capital Management LLC ($4.27M).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 35 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: FJ Capital Management LLC ($67.56K), LSV Asset Management ($64.42K), Fourthstone LLC ($51.89K), Elizabeth Park Capital Advisors Ltd. ($47.41K), Sippican Capital Advisors ($41.43K), EA Series Trust ($41.14K), and Bank of Montreal Can ($38.55K).

How much institutional buying is happening at MidWestOne Financial Group?

Institutional investors have bought a total of 640,587 shares in the last 24 months. This purchase volume represents approximately $16.66M in transactions.

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

Of the 25 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), The Manufacturers Life Insurance Company ($37.04K), Thrivent Financial for Lutherans ($33.54K), Royce & Associates LP ($27.04K), Martingale Asset Management L P ($24.10K), LSV Asset Management ($23.40K), and Trexquant Investment LP ($8.17K).

How much institutional selling is happening at MidWestOne Financial Group?

Institutional investors have sold a total of 275,810 shares in the last 24 months. This volume of shares sold represents approximately $7.43M in transactions.


This page (NASDAQ:MOFG) was last updated on 5/18/2024 by MarketBeat.com Staff

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