Latest Institutional Transactions on Velocity Financial, Inc. (VEL)
This table provides information on the latest institutional transactions involving Velocity Financial, Inc. (VEL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
281New |
$5.06K - $5.64K
|
281
$5.82K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 46.67% |
$126 - $140
|
22
$456
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
13New |
$234 - $261
|
13
$269
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
14.7KNew |
$265K - $295K
|
14.7K
$304K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
457New |
$8.23K - $9.17K
|
457
$9.46K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.98KNew |
$35.7K - $39.8K
|
1.98K
$41K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4.07K+ 10721.05% |
$73.3K - $81.8K
|
4.11K
$85.2K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
5.33KNew |
$95.9K - $107K
|
5.33K
$110K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-228- 25.91% |
$3.66K - $4.26K
|
652
$13.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.6K+ 49.7% |
$25.6K - $29.8K
|
4.8K
$99.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
508+ 10.86% |
$8.16K - $9.48K
|
5.19K
$107K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
65.7K+ 11.13% |
$1.06M - $1.23M
|
656K
$13.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7New |
$112 - $131
|
7
$145
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
3+ 0.08% |
$48.2 - $56
|
3.87K
$80.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Beach Point Capital Management LP
Santa Monica, CA |
BUY
|
- |
101K+ 1.86% |
$1.63M - $1.89M
|
5.54M
$115M
|
|
| Q1 2024 | |||||||
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
865New |
$13K - $16K
|
865
$17.9K
|
|
|
May 15, 2024
Q1 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
69.3K+ 13.55% |
$1.04M - $1.28M
|
581K
$12M
|
|
|
May 15, 2024
Q1 2024
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
- |
5KNew |
$75.4K - $92.4K
|
5K
$104K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.63K+ 32.82% |
$54.7K - $67.2K
|
14.7K
$304K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-37- 0.85% |
$558 - $684
|
4.32K
$89.4K
|
|
|
May 13, 2024
Q1 2024
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
6.12K+ 13.46% |
$92.2K - $113K
|
51.6K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1New |
$15.1 - $18.5
|
1
$20.7
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-464- 61.13% |
$6.99K - $8.58K
|
295
$6.11K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
465New |
$5.05K - $8.27K
|
465
$9.63K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
508New |
$5.52K - $9.04K
|
508
$10.5K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.02KNew |
$11K - $14.7K
|
1.02K
$21K
|
|
| Q2 2023 | |||||||
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
64New |
$525 - $800
|
64
$1.33K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
326New |
$2.68K - $4.08K
|
326
$6.75K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
100New |
$821 - $1.25K
|
100
$2.07K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
94.6KNew |
$777K - $1.18M
|
94.6K
$1.96M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-2.34K- 17.27% |
$18.6K - $24.8K
|
11.2K
$232K
|
|
|
May 12, 2023
Q1 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-301K- 60.75% |
$2.39M - $3.19M
|
195K
$4.03M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
25KNew |
$208K - $294K
|
25K
$518K
|
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.41K- 38.98% |
$11.7K - $16.5K
|
2.2K
$45.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-45.6K- 10.07% |
$379K - $535K
|
407K
$8.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Partners
Boston, MA |
SELL
|
- |
-39.5K- 11.45% |
$329K - $464K
|
305K
$6.33M
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2+ 4.44% |
$20.2 - $26
|
47
$973
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
61+ 9.12% |
$617 - $793
|
730
$15.1K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-1.6K- 11.64% |
$14.6K - $18.6K
|
12.1K
$251K
|
|
|
Aug 15, 2022
Q2 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
208+ 1.55% |
$1.9K - $2.42K
|
13.6K
$282K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-12.2KClosed |
$129K - $166K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-12.9KClosed |
$136K - $176K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-11Closed |
$116 - $150
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Belvedere Trading LLC
|
SELL
|
CALL |
-156KClosed |
$1.64M - $2.12M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
SELL
|
PUT |
-20.4KClosed |
$215K - $278K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
SELL
|
- |
-5KClosed |
$52.7K - $68.1K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Snow Phipps Group, LLC
New York, NY |
BUY
|
- |
5.19M+ 73.39% |
$62.3M - $71.2M
|
12.3M
$254M
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-70Closed |
$840 - $959
|
0
$0
|
|