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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.04K- 2.79% |
$37.5K - $41.8K
|
71K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-670- 8.99% |
$12.3K - $13.7K
|
6.78K
$113K
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
16.1K+ 50.01% |
$296K - $330K
|
48.4K
$808K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.28K+ 9.42% |
$60.3K - $67.2K
|
38.1K
$637K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
35K+ 188.37% |
$643K - $716K
|
53.5K
$895K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 5.17% |
$110 - $123
|
122
$2.04K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-239- 98.35% |
$4.4K - $4.89K
|
4
$66.8
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
10.7KNew |
$196K - $219K
|
10.7K
$178K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-4.75K- 5.94% |
$87.3K - $97.2K
|
75.1K
$1.26M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-693- 0.15% |
$12.7K - $14.2K
|
464K
$7.75M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
101K+ 104.16% |
$1.85M - $2.06M
|
198K
$3.3M
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
1.35KNew |
$24.7K - $27.5K
|
1.35K
$22.5K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7New |
$129 - $143
|
7
$117
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-2.84K- 11.94% |
$52.3K - $58.2K
|
21K
$350K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
49+ 4.03% |
$901 - $1K
|
1.27K
$21.2K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
20New |
$368 - $410
|
20
$334
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1+ 1.32% |
$18.4 - $20.5
|
77
$1.29K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
868+ 18.67% |
$16K - $17.8K
|
5.52K
$92.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
12+ 12.0% |
$221 - $246
|
112
$1.87K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
528+ 9.08% |
$9.71K - $10.8K
|
6.34K
$106K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-2.05K- 94.65% |
$37.8K - $42.1K
|
116
$1.94K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
152+ 25.98% |
$2.8K - $3.11K
|
737
$12.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Snow Phipps Group, LLC
New York, NY |
BUY
|
- |
1.08M+ 8.8% |
$19.9M - $22.1M
|
13.4M
$223M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.31K- 9.44% |
$24K - $26.7K
|
12.5K
$209K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
30.4KNew |
$579K - $631K
|
30.4K
$508K
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-14.8K- 72.17% |
$283K - $308K
|
5.72K
$95.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
250KNew |
$4.76M - $5.19M
|
250K
$4.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
61New |
$1.16K - $1.27K
|
61
$1.02K
|
|
|
Feb 13, 2025
Q4 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
150KNew |
$2.86M - $3.11M
|
150K
$2.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
27.3KNew |
$519K - $566K
|
27.3K
$455K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1New |
$19.1 - $20.8
|
1
$16.7
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-700- 4.76% |
$13.3K - $14.5K
|
14K
$234K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5New |
$95.3 - $104
|
5
$83.6
|
|
|
Jan 29, 2025
Q4 2024
|
Beach Point Capital Management LP
Santa Monica, CA |
BUY
|
CALL |
206KNew |
$3.93M - $4.28M
|
206K
$3.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
17.8KNew |
$339K - $370K
|
17.8K
$298K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
2.5KNew |
$47.6K - $51.9K
|
2.5K
$41.8K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.5KNew |
$189K - $211K
|
10.5K
$175K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-14.6K- 32.59% |
$263K - $293K
|
30.2K
$505K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
51New |
$918 - $1.02K
|
51
$852
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
14.5KNew |
$261K - $291K
|
14.5K
$242K
|
|
|
Nov 06, 2024
Q3 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
1.69KNew |
$30.4K - $33.9K
|
1.69K
$28.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
281New |
$5.06K - $5.64K
|
281
$4.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
13New |
$234 - $261
|
13
$217
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.98KNew |
$35.7K - $39.8K
|
1.98K
$33.1K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-228- 25.91% |
$3.66K - $4.26K
|
652
$10.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.6K+ 49.7% |
$25.6K - $29.8K
|
4.8K
$80.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
65.7K+ 11.13% |
$1.06M - $1.23M
|
656K
$11M
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
508+ 10.86% |
$8.16K - $9.48K
|
5.19K
$86.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7New |
$112 - $131
|
7
$117
|
|