Valeo Financial Advisors, LLC Merchants Bancorp Transaction History
Valeo Financial Advisors, LLC
- $36.8 Billion
- Q2 2025
A detailed history of Valeo Financial Advisors, LLC transactions in Merchants Bancorp stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 236,425 shares of MBIN stock, worth $8.24 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
236,425
Previous 225,427
4.88%
Holding current value
$8.24 Million
Previous $8.34 Million
6.26%
% of portfolio
0.02%
Previous 0.19%
Shares
32 transactions
Others Institutions Holding MBIN
# of Institutions
166Shares Held
42MCall Options Held
2.5KPut Options Held
20.5K-
Elser Financial Planning, Inc Indianapolis, IN27.1MShares$944 Million56.0% of portfolio
-
Black Rock Inc. New York, NY1.45MShares$50.4 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.39MShares$48.5 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.23MShares$43 Million0.0% of portfolio
-
Macquarie Group LTD Australia, C3888KShares$31 Million0.04% of portfolio
About Merchants Bancorp
- Ticker MBIN
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 43,106,500
- Market Cap $1.5B
- 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 ...