Institutional Ownership Merchants Bancorp (MBIN)
This table provides information about the institutional ownership of Merchants Bancorp (MBIN). We have compiled data on the 159 institutions that hold shares in the stock, with a total of 42 Million shares, which have been reported (via 13F filing form) to have a value of $1.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
625
shares
|
$20,200
0.0% of portfolio
|
Q1 2025
Added 12.01%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
356
shares
|
$11,505
0.0% of portfolio
|
Q2 2025
Added 612.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
318
shares
|
$10,277
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
286
shares
|
$9,243
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
238
shares
|
$7,692
0.0% of portfolio
|
Q2 2025
Added 1152.63%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
230
shares
|
$7,433
0.0% of portfolio
|
Q4 2024
Reduced 27.9%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
145
shares
|
$4,686
0.0% of portfolio
|
Q2 2025
Reduced 25.26%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
144
shares
|
$4,654
0.0% of portfolio
|
Q2 2025
Reduced 52.78%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
115
shares
|
$3,716
0.0% of portfolio
|
Q1 2024
Reduced 2.54%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
111
shares
|
$3,587
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
105
shares
|
$3,393
0.0% of portfolio
|
Q2 2025
Added 1066.67%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
102
shares
|
$3,296
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
101
shares
|
$3,264
0.0% of portfolio
|
Q2 2025
Reduced 80.69%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
84
shares
|
$2,714
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
81
shares
|
$2,617
0.0% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
79
shares
|
$2,553
0.0% of portfolio
|
Q2 2025
Reduced 89.19%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
75
shares
|
$2,424
0.0% of portfolio
|
Q2 2025
Reduced 26.47%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
75
shares
|
$2,424
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
73
shares
|
$2,359
0.0% of portfolio
|
Q1 2025
Added 30.36%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
70
shares
|
$2,262
0.0% of portfolio
|
Q2 2025
Added 40.0%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
67
shares
|
$2,165
0.0% of portfolio
|
Q2 2025
Added 458.33%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
67
shares
|
$2,165
0.0% of portfolio
|
Q2 2025
Reduced 88.51%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
54
shares
|
$1,745
0.0% of portfolio
|
Q2 2024
Reduced 38.64%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
52
shares
|
$1,680
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
39
shares
|
$1,260
0.0% of portfolio
|
Q2 2025
New holding
|