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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ADAGE CAPITAL PARTNERS GP LLC 441 - 2024-03-31 1,139,761 $20,516,000 -37,850
   BLACKROCK INC. 3206 - 2024-03-31 590,459 $10,628,000 -16,068
   GEODE CAPITAL MANAGEMENT LLC 2883 - 2024-03-31 190,902 $3,437,000 -1,836
   STATE STREET CORP 2936 - 2024-03-31 170,374 $3,067,000 -1,508
   MORGAN STANLEY 5055 - 2024-03-31 32,564 $586,000 -4,200
   BANK OF NEW YORK MELLON CORP 3543 - 2024-03-31 23,558 $424,000 -8,219
   MILLENNIUM MANAGEMENT LLC 3365 - 2024-03-31 17,153 $309,000 -8,663
   BANK OF AMERICA CORP /DE/ 4769 - 2024-03-31 14,189 $255,000 -5,814
   BAILARD BIEHL & KAISER INC 620 - 2024-03-31 13,980 $252,000 -1,200
   GOLDMAN SACHS GROUP INC/ 4223 - 2024-03-31 11,680 $210,000 -22,144
   BARCLAYS PLC 3201 - 2024-03-31 11,322 $204,000 -5,906
   UBS Group AG 4834 - 2024-03-31 8,748 $157,000 -869
   ROYAL BANK OF CANADA 4589 - 2024-03-31 5,597 $101,000 -2,901
   AMERICAN INTERNATIONAL GROUP INC 2641 - 2024-03-31 4,316 $78,000 -37
   NEW YORK STATE COMMON RETIREMENT FUND 2813 - 2024-03-31 3,871 $70,000 -7
   DEUTSCHE BANK AG 3262 - 2024-03-31 3,209 $58,000 -5,567
   GLADIUS CAPITAL MANAGEMENT LP 170 - 2024-03-31 2,189 $39,000 -367
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2810 - 2024-03-31 880 $16,000 -561
   AMALGAMATED BANK 2685 - 2024-03-31 295 $5,000 -464
  19 Records found
  1    
  Page 1 of 1
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