MidWestOne Financial Group Ownership 2024 | Who Owns MidWestOne Financial Group Now?
Institutional Ownership
69.15%
Insider Ownership
8.72%
Retail Ownership
22.13%
Institutional Holders
84.00
MidWestOne Financial Group Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MIDWESTONE FINANCIAL GROUP, INC. | 26.70% | 17.02% | 4,197,286 | 43,172 | 1.04% | 94,396,962 | Jun 30, 2024 |
| BLACKROCK INC. | 8.31% | 0.00% | 1,306,919 | 41,767 | 3.30% | 29,392,608 | Jun 30, 2024 |
| CRESSET ASSET MANAGEMENT, LLC | 4.77% | 0.07% | 749,641 | -139,991 | -15.74% | 16,859,426 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 4.50% | 0.00% | 707,071 | 25,767 | 3.78% | 15,901,295 | Jun 30, 2024 |
| VANGUARD GROUP INC | 3.76% | 0.00% | 591,707 | -39,523 | -6.26% | 13,307,490 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.25% | 0.01% | 353,779 | -1,067 | -0.30% | 7,956,490 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.07% | 0.00% | 325,890 | 15,146 | 4.87% | 7,330,118 | Jun 30, 2024 |
| STATE STREET CORP | 1.81% | 0.00% | 284,262 | -39,633 | -12.24% | 6,393,052,000 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.22% | 0.00% | 191,451 | 43,341 | 29.26% | 4,305,733 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 0.96% | 0.01% | 151,082 | -3,840 | -2.48% | 3,398,000 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.88% | 0.00% | 137,963 | 10,798 | 8.49% | 3,102,788 | Jun 30, 2024 |
| FJ CAPITAL MANAGEMENT LLC | 0.87% | 0.32% | 136,086 | - | - | 3,060,574 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.78% | 0.00% | 123,383 | -9,870 | -7.41% | 2,774,884,000 | Jun 30, 2024 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.76% | 0.01% | 119,250 | 1,300 | 1.10% | 2,681,933 | Jun 30, 2024 |
| THRIVENT FINANCIAL FOR LUTHERANS | 0.71% | 0.01% | 111,499 | -942 | -0.84% | 2,508,000 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.68% | 0.06% | 106,426 | -6,040 | -5.37% | 2,393,521 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.57% | 0.00% | 89,619 | 8,490 | 10.46% | 2,015,539 | Jun 30, 2024 |
| STIFEL FINANCIAL CORP | 0.52% | 0.00% | 82,363 | 9,062 | 12.36% | 1,852,280 | Jun 30, 2024 |
| PINNACLE HOLDINGS, LLC | 0.52% | 0.75% | 81,821 | 2,806 | 3.55% | 1,840,154 | Jun 30, 2024 |
| SIPPICAN CAPITAL ADVISORS | 0.41% | 1.16% | 65,133 | 23,703 | 57.21% | 1,464,841 | Jun 30, 2024 |
MidWestOne Financial Group's largest institutional shareholder is MIDWESTONE FINANCIAL GROUP, INC., holding 26.70% of the company's total share outstanding, currently valued at $94.40M. The top 10 institutional shareholders own together 56.35% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MIDWESTONE FINANCIAL GROUP, INC. | 26.70% | 17.02% | 4,197,286 | 43,172 | 1.04% | 94,396,962 | Jun 30, 2024 |
| SIPPICAN CAPITAL ADVISORS | 0.41% | 1.16% | 65,133 | 23,703 | 57.21% | 1,464,841 | Jun 30, 2024 |
| PINNACLE HOLDINGS, LLC | 0.52% | 0.75% | 81,821 | 2,806 | 3.55% | 1,840,154 | Jun 30, 2024 |
| FJ CAPITAL MANAGEMENT LLC | 0.87% | 0.32% | 136,086 | - | - | 3,060,574 | Jun 30, 2024 |
| FOURTHSTONE LLC | 0.16% | 0.18% | 25,100 | 25,100 | 100.00% | 564,499 | Jun 30, 2024 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | 0.06% | 0.07% | 9,000 | - | - | 202,410 | Jun 30, 2024 |
| CRESSET ASSET MANAGEMENT, LLC | 4.77% | 0.07% | 749,641 | -139,991 | -15.74% | 16,859,426 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.68% | 0.06% | 106,426 | -6,040 | -5.37% | 2,393,521 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.36% | 0.02% | 57,166 | 3,960 | 7.44% | 1,285,663 | Jun 30, 2024 |
| MARTINGALE ASSET MANAGEMENT L P | 0.19% | 0.01% | 29,334 | - | - | 659,722 | Jun 30, 2024 |
| HILLS BANK & TRUST CO | 0.04% | 0.01% | 5,825 | - | - | 131,004 | Jun 30, 2024 |
| CHOREO, LLC | 0.17% | 0.01% | 26,301 | 26,301 | 100.00% | 583,619 | Jun 30, 2024 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.76% | 0.01% | 119,250 | 1,300 | 1.10% | 2,681,933 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 0.96% | 0.01% | 151,082 | -3,840 | -2.48% | 3,398,000 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.25% | 0.01% | 353,779 | -1,067 | -0.30% | 7,956,490 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.01% | 0.01% | 841 | 841 | 100.00% | 18,914 | Jun 30, 2024 |
| THRIVENT FINANCIAL FOR LUTHERANS | 0.71% | 0.01% | 111,499 | -942 | -0.84% | 2,508,000 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 4.50% | 0.00% | 707,071 | 25,767 | 3.78% | 15,901,295 | Jun 30, 2024 |
| WFA OF SAN DIEGO, LLC | 0.00% | 0.00% | 175 | 175 | 100.00% | 3,936 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.06% | 0.00% | 9,187 | -1,745 | -15.96% | 206,616 | Jun 30, 2024 |
The largest MidWestOne Financial Group shareholder by % of total assets is MIDWESTONE FINANCIAL GROUP, INC.. The company owns 4.20M shares of MidWestOne Financial Group (MOFG), representing 17.02% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 1.22% | 0.00% | 191,451 | 43,341 | 29.26% | 4,305,733 | Jun 30, 2024 |
| MIDWESTONE FINANCIAL GROUP, INC. | 26.70% | 17.02% | 4,197,286 | 43,172 | 1.04% | 94,396,962 | Jun 30, 2024 |
| BLACKROCK INC. | 8.31% | 0.00% | 1,306,919 | 41,767 | 3.30% | 29,392,608 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.19% | 0.00% | 30,406 | 30,406 | 100.00% | 683,831 | Jun 30, 2024 |
| CHOREO, LLC | 0.17% | 0.01% | 26,301 | 26,301 | 100.00% | 583,619 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 4.50% | 0.00% | 707,071 | 25,767 | 3.78% | 15,901,295 | Jun 30, 2024 |
| FOURTHSTONE LLC | 0.16% | 0.18% | 25,100 | 25,100 | 100.00% | 564,499 | Jun 30, 2024 |
| SIPPICAN CAPITAL ADVISORS | 0.41% | 1.16% | 65,133 | 23,703 | 57.21% | 1,464,841 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 0.11% | 0.00% | 17,238 | 17,238 | 100.00% | 388,027 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.07% | 0.00% | 325,890 | 15,146 | 4.87% | 7,330,118 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.09% | 0.00% | 14,836 | 14,836 | 100.00% | 329,359 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.17% | 0.00% | 26,188 | 13,755 | 110.63% | 588,968 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.15% | - | 23,068 | 13,563 | 142.69% | 518,799 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.07% | 0.00% | 11,000 | 11,000 | 100.00% | 247,390 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.88% | 0.00% | 137,963 | 10,798 | 8.49% | 3,102,788 | Jun 30, 2024 |
| STIFEL FINANCIAL CORP | 0.52% | 0.00% | 82,363 | 9,062 | 12.36% | 1,852,280 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.57% | 0.00% | 89,619 | 8,490 | 10.46% | 2,015,539 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 7,831 | 7,831 | 100.00% | 176,119 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.16% | 0.00% | 25,661 | 7,759 | 43.34% | 577,000 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | 0.00% | 6,508 | 6,508 | 100.00% | 146,365 | Jun 30, 2024 |
As of Jun 30 2024, MidWestOne Financial Group's largest institutional buyer is WELLINGTON MANAGEMENT GROUP LLP. The company purchased 43.34K stocks of MOFG, valued at $4.31M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CRESSET ASSET MANAGEMENT, LLC | 4.77% | 0.07% | 749,641 | -139,991 | -15.74% | 16,859,426 | Jun 30, 2024 |
| STATE STREET CORP | 1.81% | 0.00% | 284,262 | -39,633 | -12.24% | 6,393,052,000 | Jun 30, 2024 |
| VANGUARD GROUP INC | 3.76% | 0.00% | 591,707 | -39,523 | -6.26% | 13,307,490 | Jun 30, 2024 |
| SWISS NATIONAL BANK | - | - | - | -29,400 | -100.00% | - | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.18% | 0.00% | 28,079 | -22,950 | -44.97% | 631,498 | Jun 30, 2024 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0.01% | - | 1,055 | -13,732 | -92.87% | 23,727 | Jun 30, 2024 |
| UBS GROUP AG | 0.04% | - | 6,256 | -9,890 | -61.25% | 140,697 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.78% | 0.00% | 123,383 | -9,870 | -7.41% | 2,774,884,000 | Jun 30, 2024 |
| BAILARD, INC. | - | - | - | -9,757 | -100.00% | - | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | - | - | - | -9,164 | -100.00% | - | Jun 30, 2024 |
| INVESCO LTD. | 0.27% | 0.00% | 43,151 | -8,065 | -15.75% | 970,466 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.01% | - | 1,158 | -7,845 | -87.14% | 26,043 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -7,015 | -100.00% | - | Jun 30, 2024 |
| MORGAN STANLEY | 0.39% | 0.00% | 62,071 | -6,404 | -9.35% | 1,395,997 | Jun 30, 2024 |
| BARCLAYS PLC | 0.19% | 0.00% | 29,434 | -6,239 | -17.49% | 661,000 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.68% | 0.06% | 106,426 | -6,040 | -5.37% | 2,393,521 | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -5,326 | -100.00% | - | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.02% | 0.00% | 2,754 | -4,102 | -59.83% | 61,937 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 0.96% | 0.01% | 151,082 | -3,840 | -2.48% | 3,398,000 | Jun 30, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.36% | 0.00% | 57,245 | -3,500 | -5.76% | 1,287,441 | Jun 30, 2024 |
As of Jun 30 2024, MidWestOne Financial Group's biggest institutional seller is CRESSET ASSET MANAGEMENT, LLC. The company sold -0.14M shares of MOFG, valued at $16.86M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | 0.19% | 0.00% | 30,406 | 30,406 | 100.00% | 683,831 | Jun 30, 2024 |
| CHOREO, LLC | 0.17% | 0.01% | 26,301 | 26,301 | 100.00% | 583,619 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 0.11% | 0.00% | 17,238 | 17,238 | 100.00% | 388,027 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.09% | 0.00% | 14,836 | 14,836 | 100.00% | 329,359 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.07% | 0.00% | 11,000 | 11,000 | 100.00% | 247,390 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 7,831 | 7,831 | 100.00% | 176,119 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | 0.00% | 6,508 | 6,508 | 100.00% | 146,365 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.01% | 0.00% | 2,211 | 2,211 | 100.00% | 49,725 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.01% | 0.01% | 841 | 841 | 100.00% | 18,914 | Jun 30, 2024 |
| PICTON MAHONEY ASSET MANAGEMENT | 0.00% | 0.00% | 437 | 437 | 100.00% | 10,000 | Jun 30, 2024 |
| CWM, LLC | 0.00% | - | 273 | 273 | 100.00% | 6,000 | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | 0.00% | - | 200 | 200 | 100.00% | 4,498,000 | Jun 30, 2024 |
| WFA OF SAN DIEGO, LLC | 0.00% | 0.00% | 175 | 175 | 100.00% | 3,936 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | - | 14 | 14 | 100.00% | 315 | Jun 30, 2024 |
MidWestOne Financial Group's largest new institutional shareholder by number of shares is MILLENNIUM MANAGEMENT LLC, purchased 30.41K shares, valued at $683.83K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SWISS NATIONAL BANK | - | - | - | -29,400 | -100.00% | - | Jun 30, 2024 |
| BAILARD, INC. | - | - | - | -9,757 | -100.00% | - | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | - | - | - | -9,164 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -7,015 | -100.00% | - | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -5,326 | -100.00% | - | Jun 30, 2024 |
| ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | - | - | - | -1,544 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -890 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
MidWestOne Financial Group's largest sold out institutional shareholder by shares sold is SWISS NATIONAL BANK, sold -29.40K shares, valued at -, as of undefined.
MidWestOne Financial Group Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| JOHN HANCOCK INVESTMENT TRUST II | 0.42% | 178,853 | -16,116 | -8.27% | Jan 31, 2024 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.24% | 17,263 | -5,745 | -24.97% | Sep 30, 2022 |
| JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | 0.10% | 133,914 | - | - | Mar 31, 2024 |
| ROYCE CAPITAL FUND | 0.06% | 21,353 | - | - | Mar 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.02% | 59,260 | - | - | Mar 28, 2024 |
| AMG Funds I | 0.02% | 34,131 | - | - | Jan 31, 2024 |
| Vericimetry Funds | 0.02% | 1,400 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.01% | 7,100 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.01% | 46,625 | - | - | Mar 31, 2024 |
| IndexIQ ETF Trust | 0.01% | 13,329 | -926 | -6.50% | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 48,165 | 804 | 1.70% | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 26,041 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 2,025 | - | - | Mar 31, 2024 |
| SSGA FUNDS | 0.00% | 1,185 | - | - | Feb 29, 2024 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.00% | 30,794 | - | - | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 406 | - | - | Mar 31, 2024 |
| ROYCE FUND | 0.00% | 11,190 | - | - | Mar 31, 2024 |
| Legg Mason ETF Investment Trust | 0.00% | 2,818 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 530,516 | -210,938 | -28.45% | Mar 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 125,724 | 20,836 | 19.86% | Feb 29, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 38,514 | -1,111 | -2.80% | Jan 31, 2024 |
| JNL VARIABLE FUND LLC | 0.00% | 4,312 | - | - | Mar 31, 2020 |
| Managed Portfolio Series | 0.00% | 14,514 | - | - | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 133,534 | 5,015 | 3.90% | Feb 29, 2024 |
| THRIVENT SERIES FUND INC | 0.00% | 68,850 | - | - | Mar 28, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 2,505 | - | - | Mar 31, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 6,382 | - | - | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 1,404 | - | - | Mar 31, 2024 |
| Meeder Funds | 0.00% | 1,992 | - | - | Mar 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 400,808 | -5,879 | -1.45% | Jan 31, 2024 |
| Dimensional ETF Trust | 0.00% | 142,062 | 13,598 | 10.59% | Jan 31, 2024 |
| NEW COVENANT FUNDS | 0.00% | 1,357 | - | - | Dec 31, 2023 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 12 | 0.00% | 800 | - | - | Jan 31, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 6,400 | - | - | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 7,129 | -493 | -6.47% | Mar 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.00% | 2,233 | -1,000 | -30.93% | Mar 28, 2024 |
| SunAmerica Specialty Series | 0.00% | 121 | - | - | Apr 30, 2021 |
| TARGET PORTFOLIO TRUST | 0.00% | 4,762 | - | - | Jan 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 4,112 | -56 | -1.34% | Jan 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 15,733 | 12 | 0.08% | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 5,891 | -805 | -12.02% | Mar 31, 2024 |
| Global X Funds | 0.00% | 6,321 | - | - | Jan 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 637 | -164 | -20.47% | Mar 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 28,818 | 1,401 | 5.11% | Feb 29, 2024 |
| Virtus Investment Trust | 0.00% | 4,322 | - | - | Mar 28, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 100 | - | - | Dec 31, 2023 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 14,868 | 12,844 | 634.58% | Jan 31, 2024 |
| OLD WESTBURY FUNDS INC | 0.00% | 12,336 | - | - | Jan 31, 2024 |
| JPMORGAN INSURANCE TRUST | 0.00% | 1,200 | - | - | Mar 31, 2023 |
| GPS Funds I | 0.00% | 488 | - | - | Mar 31, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 9,900 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 4,651 | - | - | Mar 31, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.00% | 804 | -100 | -11.06% | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 169 | - | - | Mar 31, 2024 |
| HC CAPITAL TRUST | 0.00% | 1,880 | - | - | Mar 31, 2024 |
| RBC FUNDS TRUST | 0.00% | 6,700 | - | - | Mar 28, 2024 |
| NORTHERN FUNDS | 0.00% | 7,587 | 200 | 2.71% | Mar 28, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 2,809 | - | - | Dec 31, 2023 |
| Goldman Sachs ETF Trust | 0.00% | 4,499 | -174 | -3.72% | Feb 29, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 912 | 77 | 9.22% | Mar 31, 2024 |
| iSHARES TRUST | 0.00% | 633,540 | -36,691 | -5.47% | Mar 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 613 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 431 | - | - | Mar 31, 2024 |
| MAINSTAY FUNDS TRUST | 0.00% | 7,303 | - | - | Jan 31, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 130 | - | - | Dec 31, 2023 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 62,044 | 6,440 | 11.58% | Feb 29, 2024 |
| Voya INVESTORS TRUST | 0.00% | 1,660 | -123 | -6.90% | Mar 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 34,259 | -1,747 | -4.85% | Mar 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 904 | - | - | Mar 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 1,589 | - | - | Feb 29, 2024 |
| DIMENSIONAL INVESTMENT GROUP INC | 0.00% | 346 | - | - | Jan 31, 2024 |
| SEASONS SERIES TRUST | 0.00% | 553 | -32 | -5.47% | Mar 31, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 2,570 | - | - | Mar 31, 2024 |
| Forethought Variable Insurance Trust | 0.00% | 80 | - | - | Mar 28, 2024 |
| VALIC Co I | 0.00% | 5,462 | -22 | -0.40% | Feb 29, 2024 |
| Segall Bryant & Hamill Trust | 0.00% | 292 | - | - | Mar 31, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 64 | - | - | Dec 31, 2023 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 1,312 | - | - | Mar 31, 2024 |
| Guggenheim Active Allocation Fund | 0.00% | 85 | - | - | Feb 29, 2024 |
| WisdomTree Trust | 0.00% | 29,507 | 111 | 0.38% | Mar 31, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 400 | - | - | Mar 28, 2024 |
| THRIVENT MUTUAL FUNDS | 0.00% | 1,247 | - | - | Mar 28, 2024 |
| STONE RIDGE TRUST | 0.00% | 301 | - | - | Jan 31, 2024 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 34,566 | - | - | Dec 31, 2023 |
| FLEXSHARES TRUST | 0.00% | 895 | - | - | Jan 31, 2024 |
| ProFunds | 0.00% | 111 | -9 | -7.50% | Mar 31, 2024 |
| ADVANCED SERIES TRUST | 0.00% | 30,200 | -5,400 | -15.17% | Mar 28, 2024 |
| PGIM ETF TRUST | 0.00% | 570 | - | - | Feb 29, 2024 |
| TIAA-CREF FUNDS | 0.00% | 25,450 | - | - | Jan 31, 2024 |
| PROSHARES TRUST | 0.00% | 2,085 | 248 | 13.50% | Feb 29, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 1,906 | 337 | 21.48% | Jan 31, 2024 |
| RUSSELL INVESTMENT CO | 0.00% | 2,441 | - | - | Jan 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 7,821 | - | - | Mar 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 706 | - | - | Feb 29, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 8 | - | - | Dec 31, 2023 |
| JPMorgan Trust I | 0.00% | 7,566 | - | - | Jan 31, 2024 |
| Columbia Funds Series Trust II | 0.00% | 2,440 | - | - | Jan 31, 2024 |
| Advisors' Inner Circle Fund II | 0.00% | 5,515 | - | - | Jan 31, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 15,417 | -6,918 | -30.97% | Mar 31, 2024 |
| EMPOWER FUNDS, INC. | 0.00% | 6,500 | - | - | Mar 31, 2024 |
MidWestOne Financial Group's largest mutual fund holder by % of total assets is "JOHN HANCOCK INVESTMENT TRUST II", owning 178.85K shares, compromising 0.42% of its total assets.
MidWestOne Financial Group Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 84 | 7.69% |
| 31 Mar, 24 | 78 | -3.70% |
| 31 Dec, 23 | 81 | - |
| 30 Sep, 23 | 81 | 1.25% |
| 30 Jun, 23 | 80 | -6.98% |
| 31 Mar, 23 | 86 | -8.51% |
| 31 Dec, 22 | 94 | 9.30% |
| 30 Sep, 22 | 86 | -2.27% |
| 30 Jun, 22 | 88 | -1.12% |
| 31 Mar, 22 | 89 | -2.20% |
| 31 Dec, 21 | 91 | 8.33% |
| 30 Sep, 21 | 84 | 7.69% |
| 30 Jun, 21 | 78 | -9.30% |
| 31 Mar, 21 | 86 | 7.50% |
| 31 Dec, 20 | 80 | -1.23% |
| 30 Sep, 20 | 81 | -7.95% |
| 30 Jun, 20 | 88 | 1.15% |
| 31 Mar, 20 | 87 | -2.25% |
| 31 Dec, 19 | 89 | 1.14% |
| 30 Sep, 19 | 88 | 8.64% |
| 30 Jun, 19 | 81 | -2.41% |
| 31 Mar, 19 | 83 | 9.21% |
| 31 Dec, 18 | 76 | -6.17% |
| 30 Sep, 18 | 81 | - |
| 30 Jun, 18 | 81 | 1.25% |
| 31 Mar, 18 | 80 | 2.56% |
| 31 Dec, 17 | 78 | -3.70% |
| 30 Sep, 17 | 81 | 6.58% |
| 30 Jun, 17 | 76 | -5.00% |
| 31 Mar, 17 | 80 | 26.98% |
| 31 Dec, 16 | 63 | 16.67% |
| 30 Sep, 16 | 54 | 3.85% |
| 30 Jun, 16 | 52 | 1.96% |
| 31 Mar, 16 | 51 | 4.08% |
| 31 Dec, 15 | 49 | -3.92% |
| 30 Sep, 15 | 51 | -10.53% |
| 30 Jun, 15 | 57 | 9.62% |
| 31 Mar, 15 | 52 | 8.33% |
| 31 Dec, 14 | 48 | -2.04% |
| 30 Sep, 14 | 49 | - |
| 30 Jun, 14 | 49 | - |
| 31 Mar, 14 | 49 | - |
| 31 Dec, 13 | 49 | -2.00% |
| 30 Sep, 13 | 50 | 8.70% |
| 30 Jun, 13 | 46 | 228.57% |
| 31 Mar, 13 | 14 | 7.69% |
| 31 Dec, 12 | 13 | -13.33% |
| 30 Sep, 12 | 15 | -21.05% |
| 30 Jun, 12 | 19 | 137.50% |
| 31 Mar, 12 | 8 | -20.00% |
| 31 Dec, 11 | 10 | 25.00% |
| 30 Sep, 11 | 8 | 60.00% |
| 30 Jun, 11 | 5 | -44.44% |
| 31 Mar, 11 | 9 | -18.18% |
| 31 Dec, 10 | 11 | -26.67% |
| 30 Sep, 10 | 15 | 15.38% |
| 30 Jun, 10 | 13 | 333.33% |
| 31 Mar, 10 | 3 | - |
| 31 Dec, 09 | 3 | -25.00% |
| 30 Sep, 09 | 4 | -33.33% |
| 30 Jun, 09 | 6 | 200.00% |
| 31 Mar, 09 | 2 | -75.00% |
| 31 Dec, 08 | 8 | 33.33% |
| 30 Sep, 08 | 6 | 20.00% |
| 30 Jun, 08 | 5 | 150.00% |
| 31 Mar, 08 | 2 | - |
As of 30 Jun 24, 84 institutions are holding MidWestOne Financial Group's shares, representing an increase of 7.69% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 10,872,282 | 0.42% |
| 31 Mar, 24 | 10,826,858 | 5.09% |
| 31 Dec, 23 | 10,302,881 | 1.53% |
| 30 Sep, 23 | 10,147,582 | -0.90% |
| 30 Jun, 23 | 10,239,346 | 0.10% |
| 31 Mar, 23 | 10,228,742 | -1.33% |
| 31 Dec, 22 | 10,366,866 | 0.27% |
| 30 Sep, 22 | 10,338,808 | -1.12% |
| 30 Jun, 22 | 10,456,282 | 1.61% |
| 31 Mar, 22 | 10,291,014 | 0.84% |
| 31 Dec, 21 | 10,204,859 | -0.48% |
| 30 Sep, 21 | 10,254,457 | 1.87% |
| 30 Jun, 21 | 10,066,545 | -1.04% |
| 31 Mar, 21 | 10,172,647 | -0.45% |
| 31 Dec, 20 | 10,219,022 | 11.98% |
| 30 Sep, 20 | 9,125,742 | -17.12% |
| 30 Jun, 20 | 11,010,941 | 13.38% |
| 31 Mar, 20 | 9,711,316 | -16.09% |
| 31 Dec, 19 | 11,573,072 | 29.99% |
| 30 Sep, 19 | 8,903,226 | 0.33% |
| 30 Jun, 19 | 8,873,636 | 60.94% |
| 31 Mar, 19 | 5,513,573 | -0.75% |
| 31 Dec, 18 | 5,555,260 | -1.13% |
| 30 Sep, 18 | 5,619,010 | 0.64% |
| 30 Jun, 18 | 5,583,183 | -0.30% |
| 31 Mar, 18 | 5,599,923 | -0.15% |
| 31 Dec, 17 | 5,608,401 | -1.11% |
| 30 Sep, 17 | 5,671,595 | 0.01% |
| 30 Jun, 17 | 5,671,222 | 3.64% |
| 31 Mar, 17 | 5,471,975 | 84.10% |
| 31 Dec, 16 | 2,972,347 | 17.15% |
| 30 Sep, 16 | 2,537,153 | 7.62% |
| 30 Jun, 16 | 2,357,490 | 3.47% |
| 31 Mar, 16 | 2,278,393 | 0.01% |
| 31 Dec, 15 | 2,278,167 | -2.80% |
| 30 Sep, 15 | 2,343,709 | 7.75% |
| 30 Jun, 15 | 2,175,090 | 16.39% |
| 31 Mar, 15 | 1,868,796 | 1.16% |
| 31 Dec, 14 | 1,847,435 | 0.62% |
| 30 Sep, 14 | 1,836,134 | -2.03% |
| 30 Jun, 14 | 1,874,221 | -9.29% |
| 31 Mar, 14 | 2,066,110 | 2.18% |
| 31 Dec, 13 | 2,022,013 | -0.07% |
| 30 Sep, 13 | 2,023,453 | 1.93% |
| 30 Jun, 13 | 1,985,152 | 175.05% |
| 31 Mar, 13 | 721,740 | -27.89% |
| 31 Dec, 12 | 1,000,949 | -4.04% |
| 30 Sep, 12 | 1,043,073 | 26.39% |
| 30 Jun, 12 | 825,282 | 81.72% |
| 31 Mar, 12 | 454,160 | -19.31% |
| 31 Dec, 11 | 562,837 | -12.64% |
| 30 Sep, 11 | 644,268 | 288.74% |
| 30 Jun, 11 | 165,732 | -54.52% |
| 31 Mar, 11 | 364,382 | -8.75% |
| 31 Dec, 10 | 399,303 | -46.87% |
| 30 Sep, 10 | 751,612 | 99.52% |
| 30 Jun, 10 | 376,704 | 477.54% |
| 31 Mar, 10 | 65,226 | 45.72% |
| 31 Dec, 09 | 44,760 | -48.47% |
| 30 Sep, 09 | 86,870 | -32.09% |
| 30 Jun, 09 | 127,923 | 109.49% |
| 31 Mar, 09 | 61,065 | -80.67% |
| 31 Dec, 08 | 315,885 | -29.45% |
| 30 Sep, 08 | 447,722 | 11.39% |
| 30 Jun, 08 | 401,940 | 674.00% |
| 31 Mar, 08 | 51,930 | - |
MidWestOne Financial Group (MOFG) has 10.87M shares outstanding as of 30 Jun 24, up 0.42% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 69.15% | 1.45% |
| 31 Mar, 24 | 68.99% | 1.60% |
| 31 Dec, 23 | 65.65% | 1.57% |
| 30 Sep, 23 | 64.72% | 1.51% |
| 30 Jun, 23 | 65.43% | 1.53% |
| 31 Mar, 23 | 65.36% | 1.57% |
| 31 Dec, 22 | 64.49% | 1.47% |
| 30 Sep, 22 | 66.17% | 1.49% |
| 30 Jun, 22 | 66.74% | 1.55% |
| 31 Mar, 22 | 65.62% | 1.55% |
| 31 Dec, 21 | 65.03% | 1.55% |
| 30 Sep, 21 | 64.73% | 1.63% |
| 30 Jun, 21 | 62.97% | 1.56% |
| 31 Mar, 21 | 63.61% | 1.57% |
| 31 Dec, 20 | 63.57% | 1.98% |
| 30 Sep, 20 | 56.69% | 1.21% |
| 30 Jun, 20 | 68.42% | 1.89% |
| 31 Mar, 20 | 60.16% | 1.17% |
| 31 Dec, 19 | 71.61% | 2.37% |
| 30 Sep, 19 | 54.95% | 1.55% |
| 30 Jun, 19 | 59.58% | 2.90% |
| 31 Mar, 19 | 45.33% | 2.19% |
| 31 Dec, 18 | 45.46% | 2.15% |
| 30 Sep, 18 | 45.98% | 2.20% |
| 30 Jun, 18 | 45.70% | 2.18% |
| 31 Mar, 18 | 45.82% | 2.11% |
| 31 Dec, 17 | 46.59% | 2.16% |
| 30 Sep, 17 | 46.42% | 2.15% |
| 30 Jun, 17 | 46.48% | 2.06% |
| 31 Mar, 17 | 47.56% | 7.04% |
| 31 Dec, 16 | 25.99% | 5.28% |
| 30 Sep, 16 | 22.19% | 5.22% |
| 30 Jun, 16 | 20.62% | 5.19% |
| 31 Mar, 16 | 19.94% | 5.00% |
| 31 Dec, 15 | 19.97% | 4.73% |
| 30 Sep, 15 | 20.55% | 4.54% |
| 30 Jun, 15 | 21.26% | 4.26% |
| 31 Mar, 15 | 22.34% | 4.57% |
| 31 Dec, 14 | 22.12% | 4.59% |
| 30 Sep, 14 | 21.95% | 4.44% |
| 30 Jun, 14 | 22.24% | 3.74% |
| 31 Mar, 14 | 24.38% | 4.29% |
| 31 Dec, 13 | 23.85% | 4.18% |
| 30 Sep, 13 | 23.89% | 4.35% |
| 30 Jun, 13 | 23.42% | 32.44% |
| 31 Mar, 13 | 8.50% | 6.11% |
| 31 Dec, 12 | 11.79% | 7.80% |
| 30 Sep, 12 | 12.29% | 12.95% |
| 30 Jun, 12 | 9.74% | 34.11% |
| 31 Mar, 12 | 5.34% | 12.49% |
| 31 Dec, 11 | 6.54% | 11.68% |
| 30 Sep, 11 | 7.48% | 202.77% |
| 30 Jun, 11 | 1.92% | 10.75% |
| 31 Mar, 11 | 4.23% | 19.66% |
| 31 Dec, 10 | 4.64% | 6.09% |
| 30 Sep, 10 | 8.73% | 45.61% |
| 30 Jun, 10 | 4.37% | 761.81% |
| 31 Mar, 10 | 0.76% | 280.23% |
| 31 Dec, 09 | 0.52% | 51.03% |
| 30 Sep, 09 | 1.01% | 45.68% |
| 30 Jun, 09 | 1.49% | 295.05% |
| 31 Mar, 09 | 0.71% | 5.26% |
| 31 Dec, 08 | 3.67% | 13.69% |
| 30 Sep, 08 | 5.18% | 24.15% |
| 30 Jun, 08 | 4.63% | 582.17% |
| 31 Mar, 08 | 0.89% | - |
As of 30 Jun 24, MidWestOne Financial Group is held by 69.15% institutional shareholders, representing a 1.45% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 50 | 100.00% |
| 31 Mar, 24 | 25 | -32.43% |
| 31 Dec, 23 | 37 | -2.63% |
| 30 Sep, 23 | 38 | -7.32% |
| 30 Jun, 23 | 41 | -4.65% |
| 31 Mar, 23 | 43 | -6.52% |
| 31 Dec, 22 | 46 | 48.39% |
| 30 Sep, 22 | 31 | -18.42% |
| 30 Jun, 22 | 38 | - |
| 31 Mar, 22 | 38 | -17.39% |
| 31 Dec, 21 | 46 | 21.05% |
| 30 Sep, 21 | 38 | 31.03% |
| 30 Jun, 21 | 29 | -23.68% |
| 31 Mar, 21 | 38 | -11.63% |
| 31 Dec, 20 | 43 | 43.33% |
| 30 Sep, 20 | 30 | -43.40% |
| 30 Jun, 20 | 53 | 15.22% |
| 31 Mar, 20 | 46 | -2.13% |
| 31 Dec, 19 | 47 | -4.08% |
| 30 Sep, 19 | 49 | 8.89% |
| 30 Jun, 19 | 45 | 18.42% |
| 31 Mar, 19 | 38 | 8.57% |
| 31 Dec, 18 | 35 | -7.89% |
| 30 Sep, 18 | 38 | - |
| 30 Jun, 18 | 38 | -15.56% |
| 31 Mar, 18 | 45 | 32.35% |
| 31 Dec, 17 | 34 | -24.44% |
| 30 Sep, 17 | 45 | 7.14% |
| 30 Jun, 17 | 42 | -22.22% |
| 31 Mar, 17 | 54 | 42.11% |
| 31 Dec, 16 | 38 | 15.15% |
| 30 Sep, 16 | 33 | 22.22% |
| 30 Jun, 16 | 27 | -3.57% |
| 31 Mar, 16 | 28 | 12.00% |
| 31 Dec, 15 | 25 | 25.00% |
| 30 Sep, 15 | 20 | -37.50% |
| 30 Jun, 15 | 32 | 39.13% |
| 31 Mar, 15 | 23 | 9.52% |
| 31 Dec, 14 | 21 | -16.00% |
| 30 Sep, 14 | 25 | -13.79% |
| 30 Jun, 14 | 29 | 11.54% |
| 31 Mar, 14 | 26 | - |
| 31 Dec, 13 | 26 | 8.33% |
| 30 Sep, 13 | 24 | -33.33% |
| 30 Jun, 13 | 36 | 260.00% |
| 31 Mar, 13 | 10 | 42.86% |
| 31 Dec, 12 | 7 | -22.22% |
| 30 Sep, 12 | 9 | -43.75% |
| 30 Jun, 12 | 16 | 433.33% |
| 31 Mar, 12 | 3 | -57.14% |
| 31 Dec, 11 | 7 | 40.00% |
| 30 Sep, 11 | 5 | 150.00% |
| 30 Jun, 11 | 2 | -50.00% |
| 31 Mar, 11 | 4 | 33.33% |
| 31 Dec, 10 | 3 | -57.14% |
| 30 Sep, 10 | 7 | -36.36% |
| 30 Jun, 10 | 11 | 450.00% |
| 31 Mar, 10 | 2 | -33.33% |
| 31 Dec, 09 | 3 | 200.00% |
| 30 Sep, 09 | 1 | -75.00% |
| 30 Jun, 09 | 4 | - |
| 31 Mar, 09 | - | -100.00% |
| 31 Dec, 08 | 5 | 150.00% |
| 30 Sep, 08 | 2 | -50.00% |
| 30 Jun, 08 | 4 | 100.00% |
| 31 Mar, 08 | 2 | - |
50 institutional shareholders have increased their position in MOFG stock as of 30 Jun 24 compared to 25 in the previous quarter (a 100.00% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 23 | -25.81% |
| 31 Mar, 24 | 31 | - |
| 31 Dec, 23 | 31 | 14.81% |
| 30 Sep, 23 | 27 | 3.85% |
| 30 Jun, 23 | 26 | -7.14% |
| 31 Mar, 23 | 28 | -20.00% |
| 31 Dec, 22 | 35 | 2.94% |
| 30 Sep, 22 | 34 | 6.25% |
| 30 Jun, 22 | 32 | -15.79% |
| 31 Mar, 22 | 38 | 40.74% |
| 31 Dec, 21 | 27 | -3.57% |
| 30 Sep, 21 | 28 | -15.15% |
| 30 Jun, 21 | 33 | -5.71% |
| 31 Mar, 21 | 35 | 59.09% |
| 31 Dec, 20 | 22 | -40.54% |
| 30 Sep, 20 | 37 | 60.87% |
| 30 Jun, 20 | 23 | -25.81% |
| 31 Mar, 20 | 31 | 6.90% |
| 31 Dec, 19 | 29 | 38.10% |
| 30 Sep, 19 | 21 | - |
| 30 Jun, 19 | 21 | -4.55% |
| 31 Mar, 19 | 22 | -24.14% |
| 31 Dec, 18 | 29 | 38.10% |
| 30 Sep, 18 | 21 | -4.55% |
| 30 Jun, 18 | 22 | 22.22% |
| 31 Mar, 18 | 18 | -33.33% |
| 31 Dec, 17 | 27 | 125.00% |
| 30 Sep, 17 | 12 | -42.86% |
| 30 Jun, 17 | 21 | 16.67% |
| 31 Mar, 17 | 18 | 80.00% |
| 31 Dec, 16 | 10 | 25.00% |
| 30 Sep, 16 | 8 | -38.46% |
| 30 Jun, 16 | 13 | 30.00% |
| 31 Mar, 16 | 10 | -9.09% |
| 31 Dec, 15 | 11 | -21.43% |
| 30 Sep, 15 | 14 | -12.50% |
| 30 Jun, 15 | 16 | - |
| 31 Mar, 15 | 16 | -5.88% |
| 31 Dec, 14 | 17 | 6.25% |
| 30 Sep, 14 | 16 | 6.67% |
| 30 Jun, 14 | 15 | 36.36% |
| 31 Mar, 14 | 11 | -21.43% |
| 31 Dec, 13 | 14 | -6.67% |
| 30 Sep, 13 | 15 | 114.29% |
| 30 Jun, 13 | 7 | 250.00% |
| 31 Mar, 13 | 2 | -50.00% |
| 31 Dec, 12 | 4 | 100.00% |
| 30 Sep, 12 | 2 | - |
| 30 Jun, 12 | 2 | -33.33% |
| 31 Mar, 12 | 3 | 50.00% |
| 31 Dec, 11 | 2 | - |
| 30 Sep, 11 | 2 | -33.33% |
| 30 Jun, 11 | 3 | - |
| 31 Mar, 11 | 3 | - |
| 31 Dec, 10 | 3 | 50.00% |
| 30 Sep, 10 | 2 | 100.00% |
| 30 Jun, 10 | 1 | - |
| 31 Mar, 10 | - | - |
| 31 Dec, 09 | - | -100.00% |
| 30 Sep, 09 | 1 | - |
| 30 Jun, 09 | - | -100.00% |
| 31 Mar, 09 | 1 | -66.67% |
| 31 Dec, 08 | 3 | 50.00% |
| 30 Sep, 08 | 2 | 100.00% |
| 30 Jun, 08 | 1 | - |
| 31 Mar, 08 | - | - |
23 institutional shareholders have reduced their position in MOFG stock as of 30 Jun 24 compared to 31 in the previous quarter (a -25.81% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 84 | 7.69% | 10,872,282 | 0.42% | 69.15% | 1.45% | 50 | 100.00% | 23 | -25.81% |
| 31 Mar, 24 | 78 | -3.70% | 10,826,858 | 5.09% | 68.99% | 1.60% | 25 | -32.43% | 31 | - |
| 31 Dec, 23 | 81 | - | 10,302,881 | 1.53% | 65.65% | 1.57% | 37 | -2.63% | 31 | 14.81% |
| 30 Sep, 23 | 81 | 1.25% | 10,147,582 | -0.90% | 64.72% | 1.51% | 38 | -7.32% | 27 | 3.85% |
| 30 Jun, 23 | 80 | -6.98% | 10,239,346 | 0.10% | 65.43% | 1.53% | 41 | -4.65% | 26 | -7.14% |
| 31 Mar, 23 | 86 | -8.51% | 10,228,742 | -1.33% | 65.36% | 1.57% | 43 | -6.52% | 28 | -20.00% |
| 31 Dec, 22 | 94 | 9.30% | 10,366,866 | 0.27% | 64.49% | 1.47% | 46 | 48.39% | 35 | 2.94% |
| 30 Sep, 22 | 86 | -2.27% | 10,338,808 | -1.12% | 66.17% | 1.49% | 31 | -18.42% | 34 | 6.25% |
| 30 Jun, 22 | 88 | -1.12% | 10,456,282 | 1.61% | 66.74% | 1.55% | 38 | - | 32 | -15.79% |
| 31 Mar, 22 | 89 | -2.20% | 10,291,014 | 0.84% | 65.62% | 1.55% | 38 | -17.39% | 38 | 40.74% |
| 31 Dec, 21 | 91 | 8.33% | 10,204,859 | -0.48% | 65.03% | 1.55% | 46 | 21.05% | 27 | -3.57% |
| 30 Sep, 21 | 84 | 7.69% | 10,254,457 | 1.87% | 64.73% | 1.63% | 38 | 31.03% | 28 | -15.15% |
| 30 Jun, 21 | 78 | -9.30% | 10,066,545 | -1.04% | 62.97% | 1.56% | 29 | -23.68% | 33 | -5.71% |
| 31 Mar, 21 | 86 | 7.50% | 10,172,647 | -0.45% | 63.61% | 1.57% | 38 | -11.63% | 35 | 59.09% |
| 31 Dec, 20 | 80 | -1.23% | 10,219,022 | 11.98% | 63.57% | 1.98% | 43 | 43.33% | 22 | -40.54% |
| 30 Sep, 20 | 81 | -7.95% | 9,125,742 | -17.12% | 56.69% | 1.21% | 30 | -43.40% | 37 | 60.87% |
| 30 Jun, 20 | 88 | 1.15% | 11,010,941 | 13.38% | 68.42% | 1.89% | 53 | 15.22% | 23 | -25.81% |
| 31 Mar, 20 | 87 | -2.25% | 9,711,316 | -16.09% | 60.16% | 1.17% | 46 | -2.13% | 31 | 6.90% |
| 31 Dec, 19 | 89 | 1.14% | 11,573,072 | 29.99% | 71.61% | 2.37% | 47 | -4.08% | 29 | 38.10% |
| 30 Sep, 19 | 88 | 8.64% | 8,903,226 | 0.33% | 54.95% | 1.55% | 49 | 8.89% | 21 | - |
| 30 Jun, 19 | 81 | -2.41% | 8,873,636 | 60.94% | 59.58% | 2.90% | 45 | 18.42% | 21 | -4.55% |
| 31 Mar, 19 | 83 | 9.21% | 5,513,573 | -0.75% | 45.33% | 2.19% | 38 | 8.57% | 22 | -24.14% |
| 31 Dec, 18 | 76 | -6.17% | 5,555,260 | -1.13% | 45.46% | 2.15% | 35 | -7.89% | 29 | 38.10% |
| 30 Sep, 18 | 81 | - | 5,619,010 | 0.64% | 45.98% | 2.20% | 38 | - | 21 | -4.55% |
| 30 Jun, 18 | 81 | 1.25% | 5,583,183 | -0.30% | 45.70% | 2.18% | 38 | -15.56% | 22 | 22.22% |
| 31 Mar, 18 | 80 | 2.56% | 5,599,923 | -0.15% | 45.82% | 2.11% | 45 | 32.35% | 18 | -33.33% |
| 31 Dec, 17 | 78 | -3.70% | 5,608,401 | -1.11% | 46.59% | 2.16% | 34 | -24.44% | 27 | 125.00% |
| 30 Sep, 17 | 81 | 6.58% | 5,671,595 | 0.01% | 46.42% | 2.15% | 45 | 7.14% | 12 | -42.86% |
| 30 Jun, 17 | 76 | -5.00% | 5,671,222 | 3.64% | 46.48% | 2.06% | 42 | -22.22% | 21 | 16.67% |
| 31 Mar, 17 | 80 | 26.98% | 5,471,975 | 84.10% | 47.56% | 7.04% | 54 | 42.11% | 18 | 80.00% |
| 31 Dec, 16 | 63 | 16.67% | 2,972,347 | 17.15% | 25.99% | 5.28% | 38 | 15.15% | 10 | 25.00% |
| 30 Sep, 16 | 54 | 3.85% | 2,537,153 | 7.62% | 22.19% | 5.22% | 33 | 22.22% | 8 | -38.46% |
| 30 Jun, 16 | 52 | 1.96% | 2,357,490 | 3.47% | 20.62% | 5.19% | 27 | -3.57% | 13 | 30.00% |
| 31 Mar, 16 | 51 | 4.08% | 2,278,393 | 0.01% | 19.94% | 5.00% | 28 | 12.00% | 10 | -9.09% |
| 31 Dec, 15 | 49 | -3.92% | 2,278,167 | -2.80% | 19.97% | 4.73% | 25 | 25.00% | 11 | -21.43% |
| 30 Sep, 15 | 51 | -10.53% | 2,343,709 | 7.75% | 20.55% | 4.54% | 20 | -37.50% | 14 | -12.50% |
| 30 Jun, 15 | 57 | 9.62% | 2,175,090 | 16.39% | 21.26% | 4.26% | 32 | 39.13% | 16 | - |
| 31 Mar, 15 | 52 | 8.33% | 1,868,796 | 1.16% | 22.34% | 4.57% | 23 | 9.52% | 16 | -5.88% |
| 31 Dec, 14 | 48 | -2.04% | 1,847,435 | 0.62% | 22.12% | 4.59% | 21 | -16.00% | 17 | 6.25% |
| 30 Sep, 14 | 49 | - | 1,836,134 | -2.03% | 21.95% | 4.44% | 25 | -13.79% | 16 | 6.67% |
| 30 Jun, 14 | 49 | - | 1,874,221 | -9.29% | 22.24% | 3.74% | 29 | 11.54% | 15 | 36.36% |
| 31 Mar, 14 | 49 | - | 2,066,110 | 2.18% | 24.38% | 4.29% | 26 | - | 11 | -21.43% |
| 31 Dec, 13 | 49 | -2.00% | 2,022,013 | -0.07% | 23.85% | 4.18% | 26 | 8.33% | 14 | -6.67% |
| 30 Sep, 13 | 50 | 8.70% | 2,023,453 | 1.93% | 23.89% | 4.35% | 24 | -33.33% | 15 | 114.29% |
| 30 Jun, 13 | 46 | 228.57% | 1,985,152 | 175.05% | 23.42% | 32.44% | 36 | 260.00% | 7 | 250.00% |
| 31 Mar, 13 | 14 | 7.69% | 721,740 | -27.89% | 8.50% | 6.11% | 10 | 42.86% | 2 | -50.00% |
| 31 Dec, 12 | 13 | -13.33% | 1,000,949 | -4.04% | 11.79% | 7.80% | 7 | -22.22% | 4 | 100.00% |
| 30 Sep, 12 | 15 | -21.05% | 1,043,073 | 26.39% | 12.29% | 12.95% | 9 | -43.75% | 2 | - |
| 30 Jun, 12 | 19 | 137.50% | 825,282 | 81.72% | 9.74% | 34.11% | 16 | 433.33% | 2 | -33.33% |
| 31 Mar, 12 | 8 | -20.00% | 454,160 | -19.31% | 5.34% | 12.49% | 3 | -57.14% | 3 | 50.00% |
| 31 Dec, 11 | 10 | 25.00% | 562,837 | -12.64% | 6.54% | 11.68% | 7 | 40.00% | 2 | - |
| 30 Sep, 11 | 8 | 60.00% | 644,268 | 288.74% | 7.48% | 202.77% | 5 | 150.00% | 2 | -33.33% |
| 30 Jun, 11 | 5 | -44.44% | 165,732 | -54.52% | 1.92% | 10.75% | 2 | -50.00% | 3 | - |
| 31 Mar, 11 | 9 | -18.18% | 364,382 | -8.75% | 4.23% | 19.66% | 4 | 33.33% | 3 | - |
| 31 Dec, 10 | 11 | -26.67% | 399,303 | -46.87% | 4.64% | 6.09% | 3 | -57.14% | 3 | 50.00% |
| 30 Sep, 10 | 15 | 15.38% | 751,612 | 99.52% | 8.73% | 45.61% | 7 | -36.36% | 2 | 100.00% |
| 30 Jun, 10 | 13 | 333.33% | 376,704 | 477.54% | 4.37% | 761.81% | 11 | 450.00% | 1 | - |
| 31 Mar, 10 | 3 | - | 65,226 | 45.72% | 0.76% | 280.23% | 2 | -33.33% | - | - |
| 31 Dec, 09 | 3 | -25.00% | 44,760 | -48.47% | 0.52% | 51.03% | 3 | 200.00% | - | -100.00% |
| 30 Sep, 09 | 4 | -33.33% | 86,870 | -32.09% | 1.01% | 45.68% | 1 | -75.00% | 1 | - |
| 30 Jun, 09 | 6 | 200.00% | 127,923 | 109.49% | 1.49% | 295.05% | 4 | - | - | -100.00% |
| 31 Mar, 09 | 2 | -75.00% | 61,065 | -80.67% | 0.71% | 5.26% | - | -100.00% | 1 | -66.67% |
| 31 Dec, 08 | 8 | 33.33% | 315,885 | -29.45% | 3.67% | 13.69% | 5 | 150.00% | 3 | 50.00% |
| 30 Sep, 08 | 6 | 20.00% | 447,722 | 11.39% | 5.18% | 24.15% | 2 | -50.00% | 2 | 100.00% |
| 30 Jun, 08 | 5 | 150.00% | 401,940 | 674.00% | 4.63% | 582.17% | 4 | 100.00% | 1 | - |
| 31 Mar, 08 | 2 | - | 51,930 | - | 0.89% | - | 2 | - | - | - |
MidWestOne Financial Group Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of MidWestOne Financial Group's stock was made by Funk Charles N on Jun 12 2024, selling 1,000 shares at $20.40 per share (valued at $20.40K).
MidWestOne Financial Group Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 15 | 15 | 100.00% |
| Q1 2024 | 12 | 11 | 109.09% |
| Q4 2023 | 1 | - | - |
| Q3 2023 | 1 | 2 | 50.00% |
| Q2 2023 | 32 | 1 | 3200.00% |
| Q1 2023 | 10 | 12 | 83.33% |
| Q4 2022 | 15 | 2 | 750.00% |
| Q3 2022 | - | 2 | - |
| Q2 2022 | 12 | 1 | 1200.00% |
| Q1 2022 | 7 | 5 | 140.00% |
| Q3 2021 | 1 | - | - |
| Q2 2021 | 17 | 6 | 283.33% |
| Q1 2021 | 8 | 8 | 100.00% |
| Q4 2020 | 2 | 1 | 200.00% |
| Q3 2020 | 5 | - | - |
| Q2 2020 | 17 | 2 | 850.00% |
| Q1 2020 | 11 | 5 | 220.00% |
| Q4 2019 | 3 | 3 | 100.00% |
| Q3 2019 | 4 | 3 | 133.33% |
| Q2 2019 | 16 | 6 | 266.67% |
15 total buy trades, and 15 total sell trades (buy/sell ratio of 1.00%) were made by MidWestOne Financial Group's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 3 | 15 | 20.00% |
| Q1 2024 | 1 | - | - |
| Q4 2023 | 1 | - | - |
| Q3 2023 | - | - | - |
| Q2 2023 | 20 | - | - |
| Q1 2023 | - | 2 | - |
| Q4 2022 | 14 | - | - |
| Q3 2022 | - | - | - |
| Q2 2022 | - | - | - |
| Q1 2022 | 1 | - | - |
| Q3 2021 | 1 | - | - |
| Q2 2021 | 3 | 5 | 60.00% |
| Q1 2021 | 2 | 4 | 50.00% |
| Q4 2020 | 2 | - | - |
| Q3 2020 | 3 | - | - |
| Q2 2020 | 4 | - | - |
| Q1 2020 | 8 | 2 | 400.00% |
| Q4 2019 | 3 | 2 | 150.00% |
| Q3 2019 | 4 | 3 | 133.33% |
| Q2 2019 | 3 | 3 | 100.00% |
As of Q2 2024, Insider owners conducted 3 open market buy trades and 15 open market sell trades of MidWestOne Financial Group's stocks.
MidWestOne Financial Group Peer Ownership
| Ticker | Company |
|---|---|
| FSBW | FS Bancorp, Inc. |
| HBCP | Home Bancorp, Inc. |
| CHMG | Chemung Financial Corporation |
| GSBC | Great Southern Bancorp, Inc. |
| LSBK | Lake Shore Bancorp, Inc. |
| CIVB | Civista Bancshares, Inc. |
| FCAP | First Capital, Inc. |
| FNWD | Finward Bancorp |
| OVLY | Oak Valley Bancorp |
| FCCO | First Community Corporation |
| HFWA | Heritage Financial Corporation |
| OPOF | Old Point Financial Corporation |
| CWBC | Community West Bancshares |
| ESSA | ESSA Bancorp, Inc. |
| FFNW | First Financial Northwest, Inc. |
| HMNF | HMN Financial, Inc. |
| HVBC | HV Bancorp, Inc. |
| HFBL | Home Federal Bancorp, Inc. of Louisiana |
| FNWB | First Northwest Bancorp |
MOFG Ownership FAQ
Who Owns MidWestOne Financial Group?
MidWestOne Financial Group is owned by institutional shareholders (69.15%), insiders (8.72%), and public (22.13%). The largest institutional shareholder of MidWestOne Financial Group is MIDWESTONE FINANCIAL GROUP, INC. (26.70% of total shares) and the top mutual fund owner is JOHN HANCOCK INVESTMENT TRUST II (0.42% of total shares).
Who are the major institutional shareholders of MidWestOne Financial Group?
MidWestOne Financial Group's major institutional shareholders are MIDWESTONE FINANCIAL GROUP, INC., BLACKROCK INC., CRESSET ASSET MANAGEMENT, LLC, DIMENSIONAL FUND ADVISORS LP, and VANGUARD GROUP INC. The top five shareholders own together 48.04% of the company's share outstanding.
How many MidWestOne Financial Group shareholders are there?
As of Jun 2024, there are 84 institutional shareholders of MidWestOne Financial Group.
What percentage of MidWestOne Financial Group is owned by MIDWESTONE FINANCIAL GROUP, INC?
MIDWESTONE FINANCIAL GROUP, INC owns 4.2M shares of MidWestOne Financial Group, representing 26.70% of the company's total shares outstanding, valued at $94.4M (as of Jun 2024).
What percentage of MidWestOne Financial Group is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 1.31M shares of MidWestOne Financial Group (MOFG), compromising 8.31% of the company, valued at $29.39M.
What percentage of MidWestOne Financial Group is owned by CRESSET ASSET MANAGEMENT, LLC?
CRESSET ASSET MANAGEMENT, LLC is the third largest holder of MidWestOne Financial Group. The company owns 749.64K of the company's shares outstanding (worth $16.86M).