Purchases and Sales Made in Q2 2023 in Velocity Financial, Inc. (VEL)
This table provides information about the institutional ownership of Velocity Financial, Inc. (VEL) during Q2 2023. The information is specifically focused on institutions that hold shares of Velocity Financial, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Beach Point Capital Management LP
Santa Monica, CA |
BUY
|
- |
309K+ 6.64% |
$2.54M - $3.87M
|
4.97M
$94.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
94.6KNew |
$777K - $1.18M
|
94.6K
$1.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
94.6KNew |
$777K - $1.18M
|
94.6K
$1.8M
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
44.1K+ 33.14% |
$362K - $551K
|
177K
$3.38M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
19.4KNew |
$159K - $242K
|
19.4K
$369K
|
|
|
Aug 09, 2023
Q2 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
18.6K+ 29.33% |
$153K - $232K
|
81.9K
$1.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
12.1K+ 4.81% |
$99.7K - $152K
|
265K
$5.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.3K+ 88.75% |
$84.3K - $128K
|
21.8K
$416K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.3K+ 88.75% |
$84.3K - $128K
|
21.8K
$416K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.47K+ 5.36% |
$36.7K - $55.9K
|
87.9K
$1.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
3.29K+ 1.33% |
$27K - $41.1K
|
251K
$4.79M
|
|
|
Aug 08, 2023
Q2 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
3.26KNew |
$26.8K - $40.8K
|
3.26K
$62.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.78K+ 96.66% |
$22.8K - $34.7K
|
5.65K
$108K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
2.75K+ 45800.0% |
$22.6K - $34.4K
|
2.75K
$52.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.89K+ 6.0% |
$15.5K - $23.6K
|
33.3K
$635K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.8K+ 81.35% |
$14.8K - $22.5K
|
4.02K
$76.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.49K+ 27.76% |
$12.2K - $18.6K
|
6.84K
$130K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.46K+ 9.88% |
$12K - $18.2K
|
16.2K
$309K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.09K+ 5.96% |
$8.92K - $13.6K
|
19.3K
$368K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
806+ 12.22% |
$6.62K - $10.1K
|
7.4K
$141K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
432+ 89.81% |
$3.55K - $5.4K
|
913
$17.4K
|
|
|
Dec 18, 2023
Q2 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
371+ 12.83% |
$3.05K - $4.64K
|
3.26K
$62.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
326New |
$2.68K - $4.08K
|
326
$6.21K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
100New |
$821 - $1.25K
|
100
$1.91K
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
64New |
$525 - $800
|
64
$1.22K
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
64New |
$525 - $800
|
64
$1.22K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
61+ 1.47% |
$501 - $763
|
4.22K
$80.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
18+ 0.36% |
$148 - $225
|
5K
$95.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-13- 0.33% |
$107 - $163
|
3.87K
$73.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-64- 39.02% |
$525 - $800
|
100
$1.91K
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-81- 8.73% |
$665 - $1.01K
|
847
$16.1K
|
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-287- 8.97% |
$2.36K - $3.59K
|
2.91K
$55.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-999- 7.81% |
$8.2K - $12.5K
|
11.8K
$225K
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.91K- 8.81% |
$15.6K - $23.8K
|
19.7K
$376K
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.04K- 30.35% |
$25K - $38K
|
6.97K
$133K
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-7.89K- 1.41% |
$64.8K - $98.6K
|
553K
$10.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-26.4K- 4.27% |
$217K - $330K
|
591K
$11.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-104K- 8.33% |
$851K - $1.3M
|
1.14M
$21.7M
|