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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
   Snow Phipps Group LLC 1 - 2024-03-31 12,272,765 $220,910,000 0
   ALLIANZ ASSET MANAGEMENT AG 64 - 2024-03-31 10,963,806 $197,349,000 0
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 3024 - 2024-03-31 28,217 $508,000 0
   NUVEEN ASSET MANAGEMENT, LLC 3093 - 2024-03-31 13,636 $245,000 0
   MetLife Investment Advisors LLC 2614 - 2024-03-31 4,679 $84,000 0
   SUMMIT INVESTMENT ADVISORS INC 2747 - 2024-03-31 672 $12,000 0
   LEGAL & GENERAL GROUP PLC 3156 - 2024-03-31 681 $12,000 0
   METROPOLITAN LIFE INSURANCE CO/NY 2169 - 2024-03-31 508 $9,000 0
   NISA INVESTMENT ADVISORS L L C 2200 - 2024-03-31 100 $2,000 0
   PROEQUITIES INC. 5825 - 2024-03-31 0 $0 0
   Financial Gravity Wealth Inc. 1670 *New 2024-03-31 0 $0 0

  11 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results