Valeo Financial Advisors, LLC Merchants Bancorp Transaction History
Valeo Financial Advisors, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Valeo Financial Advisors, LLC transactions in Merchants Bancorp stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 225,419 shares of MBIN stock, worth $9.63 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
225,419
Previous 218,537
3.15%
Holding current value
$9.63 Million
Previous $9.83 Million
16.33%
% of portfolio
0.21%
Previous 0.26%
Shares
30 transactions
Others Institutions Holding MBIN
# of Institutions
178Shares Held
41.8MCall Options Held
1.9KPut Options Held
16.1K-
Elser Financial Planning, Inc Indianapolis, IN27.3MShares$1.16 Billion59.49% of portfolio
-
Black Rock Inc. New York, NY1.45MShares$61.8 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.27MShares$54.1 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.21MShares$51.6 Million0.0% of portfolio
-
Basswood Capital Management, L.L.C. New York, NY582KShares$24.8 Million1.26% of portfolio
About Merchants Bancorp
- Ticker MBIN
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 43,106,500
- Market Cap $1.84B
- 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 ...