Institutional Ownership Merchants Bancorp (MBIN)
This table provides information about the institutional ownership of Merchants Bancorp (MBIN). We have compiled data on the 178 institutions that hold shares in the stock, with a total of 14.4 Million shares, which have been reported (via 13F filing form) to have a value of $543 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
286
shares
|
$10,682
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
285
shares
|
$10,644
0.0% of portfolio
|
Q3 2024
Added 156.76%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
272
shares
|
$10,159
0.0% of portfolio
|
Q2 2024
Reduced 11.4%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
161
shares
|
$6,013
0.0% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
148
shares
|
$5,527
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
115
shares
|
$4,295
0.0% of portfolio
|
Q1 2024
Reduced 2.54%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
103
shares
|
$3,847
0.0% of portfolio
|
Q2 2024
Reduced 93.85%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
94
shares
|
$3,510
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
83
shares
|
$3,100
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
78
shares
|
$2,913
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
72
shares
|
$2,689
0.0% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
65
shares
|
$2,427
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
62
shares
|
$2,315
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
54
shares
|
$2,016
0.0% of portfolio
|
Q2 2024
Reduced 38.64%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
48
shares
|
$1,792
0.0% of portfolio
|
Q2 2024
Added 29.73%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
40
shares
|
$1,494
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
40
shares
|
$1,494
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
34
shares
|
$1,269
0.0% of portfolio
|
Q3 2024
Reduced 15.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
25
shares
|
$933
0.0% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
19
shares
|
$709
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
11
shares
|
$410
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
5
shares
|
$186
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
1
shares
|
$37
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
1
shares
|
$37
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1
shares
|
$37
0.0% of portfolio
|
Q3 2024
New holding
|