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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
176KNew |
$2.86M - $3.37M
|
176K
$3.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
PUT |
-1.9K- 0.76% |
$31K - $36.5K
|
248K
$4.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
36New |
$587 - $692
|
36
$657
|
|
|
Aug 13, 2025
Q2 2025
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
20.1KNew |
$328K - $386K
|
20.1K
$367K
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-746- 5.21% |
$12.2K - $14.3K
|
13.6K
$248K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.38K+ 45.83% |
$38.7K - $45.7K
|
7.56K
$138K
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-3.26K- 27.52% |
$53.1K - $62.6K
|
8.58K
$157K
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
1.72KNew |
$28K - $33K
|
1.72K
$31.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
472+ 70.24% |
$7.69K - $9.07K
|
1.14K
$20.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-12- 10.71% |
$196 - $231
|
100
$1.83K
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1.67M+ 15.27% |
$27.3M - $32.2M
|
12.6M
$231M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
117New |
$1.91K - $2.25K
|
117
$2.14K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.53K- 9.98% |
$28.2K - $31.4K
|
13.8K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
110K+ 265.03% |
$2.03M - $2.26M
|
152K
$2.77M
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
CALL |
100KNew |
$1.84M - $2.05M
|
100K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
39.5K+ 68.7% |
$726K - $809K
|
97K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
66New |
$1.21K - $1.35K
|
66
$1.21K
|
|
|
Apr 10, 2025
Q1 2025
|
Snow Phipps Group, LLC
New York, NY |
BUY
|
- |
1.08M+ 8.8% |
$19.9M - $22.1M
|
13.4M
$244M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
61New |
$1.16K - $1.27K
|
61
$1.11K
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-14.8K- 72.17% |
$283K - $308K
|
5.72K
$104K
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
30.4KNew |
$579K - $631K
|
30.4K
$555K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
27.3KNew |
$519K - $566K
|
27.3K
$498K
|
|
|
Feb 13, 2025
Q4 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
150KNew |
$2.86M - $3.11M
|
150K
$2.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-700- 4.76% |
$13.3K - $14.5K
|
14K
$256K
|
|
|
Jan 29, 2025
Q4 2024
|
Beach Point Capital Management LP
Santa Monica, CA |
BUY
|
CALL |
206KNew |
$3.93M - $4.28M
|
206K
$3.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
17.8KNew |
$339K - $370K
|
17.8K
$325K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.5KNew |
$189K - $211K
|
10.5K
$192K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
51New |
$918 - $1.02K
|
51
$931
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-14.6K- 32.59% |
$263K - $293K
|
30.2K
$551K
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
14.5KNew |
$261K - $291K
|
14.5K
$265K
|
|
|
Nov 06, 2024
Q3 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
1.69KNew |
$30.4K - $33.9K
|
1.69K
$30.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
281New |
$5.06K - $5.64K
|
281
$5.13K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
13New |
$234 - $261
|
13
$237
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.98KNew |
$35.7K - $39.8K
|
1.98K
$36.2K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
65.7K+ 11.13% |
$1.06M - $1.23M
|
656K
$12M
|
|
| Q1 2024 | |||||||
|
Oct 08, 2025
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-3- 0.08% |
$45.2 - $55.5
|
3.87K
$70.7K
|
|
|
Jun 02, 2025
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.6K- 33.2% |
$24K - $29.5K
|
3.21K
$58.6K
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
865New |
$13K - $16K
|
865
$15.8K
|
|
|
May 15, 2024
Q1 2024
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
- |
5KNew |
$75.4K - $92.4K
|
5K
$91.3K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.63K+ 32.82% |
$54.7K - $67.2K
|
14.7K
$268K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-37- 0.85% |
$558 - $684
|
4.32K
$78.8K
|
|
|
May 13, 2024
Q1 2024
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
6.12K+ 13.46% |
$92.2K - $113K
|
51.6K
$942K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1New |
$15.1 - $18.5
|
1
$18.3
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-464- 61.13% |
$6.99K - $8.58K
|
295
$5.39K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
465New |
$5.05K - $8.27K
|
465
$8.49K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
508New |
$5.52K - $9.04K
|
508
$9.28K
|
|
| Q2 2023 | |||||||
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
64New |
$525 - $800
|
64
$1.17K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
94.6KNew |
$777K - $1.18M
|
94.6K
$1.73M
|
|