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Get Institutions for : 
Velocity Financial, Llc (VEL)  
$18.01 0.34 (1.92%) as of 4:30 Tue 5/14


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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  : 
4.46 (32.92%)  




 
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
   ADAGE CAPITAL PARTNERS GP LLC 414 - 2023-12-31 1,177,611 $20,278,000 6,590
   VANGUARD GROUP INC 3109 - 2024-03-31 423,110 $7,616,000 3,906
   BRIDGEWAY CAPITAL MANAGEMENT INC 324 - 2023-12-31 269,801 $4,646,000 10,176
   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
   MARINER WEALTH ADVISORS, LLC 1706 - 2023-12-31 39,757 $685,000 908
   MORGAN STANLEY 5023 - 2023-12-31 36,764 $633,000 11,930
   GOLDMAN SACHS GROUP INC/ 3764 - 2023-12-31 33,824 $582,000 20,423
   J P MORGAN CHASE & CO 3919 - 2024-03-31 19,640 $354,000 7,609
   BANK OF AMERICA CORP /DE/ 4711 - 2023-12-31 20,003 $344,000 2,058
   BARCLAYS PLC 3195 - 2023-12-31 17,228 $298,000 10,510
   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
   UBS Group AG 4661 - 2023-12-31 9,617 $166,000 4,775
   ROYAL BANK OF CANADA 4701 - 2023-12-31 8,498 $146,000 7,027
   CITIGROUP INC 3892 - 2024-03-31 1,915 $34,000 398
   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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