Clearstead Advisors, LLC Velocity Financial, Inc. Transaction History
Clearstead Advisors, LLC
- $7.4 Billion
- Q3 2025
A detailed history of Clearstead Advisors, LLC transactions in Velocity Financial, Inc. stock. As of the latest transaction made, Clearstead Advisors, LLC holds 1 shares of VEL stock, worth $18. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1Holding current value
$18% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding VEL
# of Institutions
117Shares Held
36.5MCall Options Held
818KPut Options Held
652K-
Snow Phipps Group, LLC New York, NY13.4MShares$244 Million77.89% of portfolio
-
Allianz Asset Management Gmb H Munich, 2M12.6MShares$231 Million0.28% of portfolio
-
Beach Point Capital Management LP Santa Monica, CA5.38MShares$98.2 Million10.82% of portfolio
-
Black Rock Inc. New York, NY656KShares$12 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA479KShares$8.75 Million0.0% of portfolio
About Velocity Financial, Inc.
- Ticker VEL
- Exchange NYSE
- Sector Financial Services
- Industry Mortgage Finance
- Shares Outstandng 32,415,900
- Market Cap $592M
- Description
- Velocity Financial, Inc. operates as a real estate finance company in the United States. It primarily originates and manages investor loans secured by 1?4 unit residential rental and small commercial properties. The company offers its products through a network of independent mortgage brokers. Velocity Financial, Inc. was founded in 2004 and is ...