Institutional Ownership Merchants Bancorp (MBIN)
This table provides information about the institutional ownership of Merchants Bancorp (MBIN). We have compiled data on the 167 institutions that hold shares in the stock, with a total of 14.9 Million shares, which have been reported (via 13F filing form) to have a value of $521 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
73
shares
|
$2,548
0.0% of portfolio
|
Q1 2025
Added 30.36%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
63
shares
|
$2,199
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
54
shares
|
$1,885
0.0% of portfolio
|
Q2 2024
Reduced 38.64%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
50
shares
|
$1,745
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
50
shares
|
$1,745
0.0% of portfolio
|
Q1 2025
Added 4900.0%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
36
shares
|
$1,256
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
19
shares
|
$663
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
19
shares
|
$663
0.0% of portfolio
|
Q2 2025
Reduced 74.67%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
14
shares
|
$488
0.0% of portfolio
|
Q2 2025
Added 1300.0%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
12
shares
|
$418
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
10
shares
|
$349
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
9
shares
|
$314
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
1
shares
|
$34
0.0% of portfolio
|
Q1 2025
Reduced 95.83%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|