Institutional Ownership Velocity Financial, Inc. (VEL)
This table provides information about the institutional ownership of Velocity Financial, Inc. (VEL). We have compiled data on the 77 institutions that hold shares in the stock, with a total of 32.1 Million shares, which have been reported (via 13F filing form) to have a value of $603 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
3,315
shares
|
$61,460
0.0% of portfolio
|
Q3 2024
Added 62.1%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
2,500
shares
|
$46,350
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
1,182
shares
|
$21,914
0.0% of portfolio
|
Q3 2024
Added 648.1%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
914
shares
|
$16,945
0.0% of portfolio
|
Q3 2024
Added 34.21%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
672
shares
|
$12,458
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2024 Q3 2024 |
652
shares
|
$12,088
0.0% of portfolio
|
Q2 2024
Reduced 25.91%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
585
shares
|
$10,845
0.0% of portfolio
|
Q4 2024
Added 28.01%
|
|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
295
shares
|
$5,469
0.0% of portfolio
|
Q1 2024
Reduced 61.13%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
281
shares
|
$5,209
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
178
shares
|
$3,300
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
142
shares
|
$2,632
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
130
shares
|
$2,410
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
100
shares
|
$1,854
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
51
shares
|
$945
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
29
shares
|
$537
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
22
shares
|
$407
0.0% of portfolio
|
Q3 2024
Added 46.67%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
7
shares
|
$129
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|