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Get Institutions for : 
Velocity Financial, Llc (VEL)  
$18.50 0.43 (2.38%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 49    2
Total shares held : 
 32,134,102  
% of shares held : 
 99.51%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 302,037  
% of shares held change : 
   0.94%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $10.86  
Last Quarter's Ending Price : 
 $17.22  
Last Quarter's Average Price : 
 $13.55  
Change from last quarter's     
avg. price to the last closing  : 
4.95 (36.53%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 62,198
 0.19%
 
Increased Positions :
20
 354,952
 1.1%
 
Unchanged Positions :
9
 23,291,997
 72.48%
 
Decreased Positions :
15
-103,760
-0.32%
 
Closed Positions :
3
-11,353
-0.04%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BEACH POINT CAPITAL MANAGEMENT LP 1 - 2024-03-31 5,434,980 $97,830,000 127,145
   VANGUARD GROUP INC 3109 - 2024-03-31 423,110 $7,616,000 3,906
   BRIDGEWAY CAPITAL MANAGEMENT INC 305 - 2024-03-31 279,043 $5,023,000 9,242
   DIMENSIONAL FUND ADVISORS INC 2754 - 2024-03-31 131,065 $2,359,000 13,977
   Empowered Funds LLC 579 - 2024-03-31 122,393 $2,203,000 9,242
   NORTHERN TRUST CORP 3148 - 2024-03-31 78,114 $1,406,000 741
   MARINER WEALTH ADVISORS, LLC 1479 - 2024-03-31 56,900 $1,024,000 17,143
   EUDAIMONIA ASSET MANAGEMENT LLC 180 - 2024-03-31 51,598 $929,000 6,121
   HSBC HOLDINGS PLC 1912 - 2024-03-31 19,887 $358,000 2,023
   J P MORGAN CHASE & CO 3919 - 2024-03-31 19,640 $354,000 7,609
   INVESCO LTD 3445 - 2024-03-31 14,702 $265,000 3,633
   RHUMBLINE ADVISERS 3099 - 2024-03-31 12,801 $230,000 14
   WELLS FARGO & CO/MN 4023 - 2024-03-31 9,394 $169,000 6,097
   CITADEL ADVISORS LLC 5018 - 2024-03-31 3,541 $64,000 3,541
   FMR LLC 3383 - 2024-03-31 3,010 $54,000 11
   CITIGROUP INC 3892 - 2024-03-31 1,915 $34,000 398
   TOWER RESEARCH CAPITAL LLC 2868 - 2024-03-31 1,259 $23,000 614
   Covestor Ltd 2749 - 2024-03-31 13 $0 13
  18 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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