A detailed history of Valeo Financial Advisors, LLC transactions in Merchants Bancorp stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 235,326 shares of MBIN stock, worth $9.54 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
235,326
Previous 235,321 -0.0%
Holding current value
$9.54 Million
Previous $10.2 Million -0.0%
% of portfolio
0.3%
Previous 0.11%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024

BUY
$38.75 - $45.84 $193 - $229
5 Added 0.0%
235,326 $10.2 Million
Q1 2024

Apr 19, 2024

SELL
$38.75 - $45.84 $833,435 - $985,926
-21,508 Reduced 8.37%
235,321 $10.2 Million
Q4 2023

Jan 29, 2024

SELL
$26.38 - $43.31 $80,986 - $132,961
-3,070 Reduced 1.18%
256,829 $10.9 Million
Q3 2023

Oct 19, 2023

SELL
$24.8 - $31.82 $151,131 - $193,911
-6,094 Reduced 2.29%
259,899 $7.2 Million
Q2 2023

Jul 14, 2023

SELL
$22.27 - $27.63 $67,255 - $83,442
-3,020 Reduced 1.12%
265,993 $6.8 Million
Q1 2023

Apr 17, 2023

BUY
$23.94 - $31.13 $84,556 - $109,951
3,532 Added 1.33%
269,013 $7.01 Million
Q4 2022

Feb 09, 2023

SELL
$22.75 - $25.59 $38,652 - $43,477
-1,699 Reduced 0.64%
265,481 $6.46 Million
Q3 2022

Oct 31, 2022

BUY
$21.78 - $27.79 $131,899 - $168,296
6,056 Added 2.32%
267,180 $6.16 Million
Q2 2022

Aug 03, 2022

BUY
$22.42 - $27.41 $17,913 - $21,900
799 Added 0.31%
261,124 $5.92 Million
Q1 2022

Apr 28, 2022

BUY
$27.1 - $32.97 $2.98 Million - $3.63 Million
110,125 Added 73.32%
260,325 $7.13 Million
Q4 2021

Jan 07, 2022

BUY
$27.09 - $32.69 $696,294 - $840,231
25,703 Added 20.65%
150,200 $7.11 Million
Q3 2021

Nov 02, 2021

SELL
$23.13 - $27.13 $34,509 - $40,477
-1,492 Reduced 1.18%
124,497 $4.91 Million
Q2 2021

Jul 22, 2021

BUY
$25.47 - $29.85 $1.75 Million - $2.05 Million
68,685 Added 119.86%
125,989 $4.94 Million
Q1 2021

Apr 12, 2021

BUY
$18.55 - $29.05 $118,645 - $185,803
6,396 Added 12.56%
57,304 $2.4 Million
Q4 2020

Feb 11, 2021

BUY
$13.31 - $19.67 $34,246 - $50,610
2,573 Added 5.32%
50,908 $1.41 Million
Q3 2020

Oct 28, 2020

SELL
$10.62 - $14.31 $169,866 - $228,888
-15,995 Reduced 24.86%
48,335 $953,000
Q2 2020

Jul 20, 2020

BUY
$8.67 - $12.9 $128,749 - $191,565
14,850 Added 30.01%
64,330 $1.19 Million
Q1 2020

Apr 13, 2020

SELL
$8.8 - $14.4 $49,306 - $80,683
-5,603 Reduced 10.17%
49,480 $764,000
Q4 2019

Jan 24, 2020

SELL
$10.28 - $13.23 $23,304 - $29,992
-2,267 Reduced 3.95%
55,083 $1.09 Million
Q3 2019

Oct 15, 2019

BUY
$10.13 - $11.98 $7,769 - $9,188
767 Added 1.36%
57,350 $949,000
Q2 2019

Jul 10, 2019

BUY
$10.43 - $16.53 $103,257 - $163,647
9,900 Added 21.21%
56,583 $964,000
Q1 2019

Apr 12, 2019

BUY
$12.63 - $14.56 $11,745 - $13,540
930 Added 2.03%
46,683 $1 Million
Q4 2018

Jan 30, 2019

BUY
$12.66 - $16.73 $3,798 - $5,019
300 Added 0.66%
45,753 $913,000
Q3 2018

Nov 01, 2018

BUY
$16.34 - $19.22 $122,958 - $144,630
7,525 Added 19.84%
45,453 $1.05 Million
Q2 2018

Aug 14, 2018

BUY
$13.47 - $19.23 $391,977 - $559,593
29,100 Added 329.63%
37,928 $976,000
Q1 2018

Apr 12, 2018

SELL
$13.08 - $15.33 $70,265 - $82,352
-5,372 Reduced 37.83%
8,828 $190,000
Q4 2017

Feb 09, 2018

BUY
$11.2 - $13.98 $159,040 - $198,516
14,200
14,200 $279,000

Others Institutions Holding MBIN

About Merchants Bancorp


  • Ticker MBIN
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 43,106,500
  • Market Cap $1.75B
  • Description
  • Merchants Bancorp operates as the diversified bank holding company in the United States. The company operates through Multi-family Mortgage Banking, Mortgage Warehousing, and Banking segments. The Multi-family Mortgage Banking segment originates and services government sponsored mortgages for multi-family and healthcare facilities. This segment ...
More about MBIN
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