S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
How major US stock indexes fared Thursday, 4/18/2024
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
Shares of Walmart-backed Ibotta soar on public debut
Closing prices for crude oil, gold and other commodities
IMF's Georgieva says there's 'plenty to worry about' despite recovery for many economies
World Bank's Banga wants to make gains in tackling the effects of climate change, poverty and war
Taiwan Semiconductor Earnings: AI Dominance and Future Outlook
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
How major US stock indexes fared Thursday, 4/18/2024
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
Shares of Walmart-backed Ibotta soar on public debut
Closing prices for crude oil, gold and other commodities
IMF's Georgieva says there's 'plenty to worry about' despite recovery for many economies
World Bank's Banga wants to make gains in tackling the effects of climate change, poverty and war
Taiwan Semiconductor Earnings: AI Dominance and Future Outlook
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
How major US stock indexes fared Thursday, 4/18/2024
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
Shares of Walmart-backed Ibotta soar on public debut
Closing prices for crude oil, gold and other commodities
IMF's Georgieva says there's 'plenty to worry about' despite recovery for many economies
World Bank's Banga wants to make gains in tackling the effects of climate change, poverty and war
Taiwan Semiconductor Earnings: AI Dominance and Future Outlook
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
How major US stock indexes fared Thursday, 4/18/2024
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
Shares of Walmart-backed Ibotta soar on public debut
Closing prices for crude oil, gold and other commodities
IMF's Georgieva says there's 'plenty to worry about' despite recovery for many economies
World Bank's Banga wants to make gains in tackling the effects of climate change, poverty and war
Taiwan Semiconductor Earnings: AI Dominance and Future Outlook

Velocity Financial (VEL) Institutional Ownership

$16.06
-0.05 (-0.31%)
(As of 04/18/2024 ET)

Institutional Ownership Changes (13F Filings) for Velocity Financial (NYSE:VEL)

Current
Institutional Ownership
Percentage
97.49%
Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$20.57M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$4.86M
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Skip Chart & View Institutional Buying and Selling Data

VEL Institutional Buying and Selling by Quarter

Velocity Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/11/2024Vanguard Group Inc.419,204$7.22M0.0%+1.2%1.279%
3/1/2024Goldman Sachs Group Inc.33,824$582K0.0%+152.4%0.103%
2/15/2024Barclays PLC17,228$298K0.0%+156.4%0.053%
2/15/2024Vanguard Group Inc.419,204$7.22M0.0%+1.2%1.279%
2/15/2024Bridgeway Capital Management LLC269,801$4.65M0.1%+3.9%0.823%
2/14/2024Royal Bank of Canada8,498$146K0.0%+477.7%0.026%
2/13/2024Northern Trust Corp77,373$1.33M0.0%-1.8%0.236%
2/13/2024Goldman Sachs Group Inc.33,824$582K0.0%+152.4%0.103%
2/12/2024Hsbc Holdings PLC17,864$293K0.0%-5.4%0.054%
2/7/2024Dimensional Fund Advisors LP117,088$2.02M0.0%+19.1%0.357%
1/16/2024Beach Point Capital Management LP5,307,835$91.40M36.5%+3.6%16.192%
12/18/2023Vanguard Group Inc.414,129$4.68M0.0%-25.2%1.263%
11/24/2023Deutsche Bank AG9,644$109K0.0%+40.9%0.029%
11/15/2023Adage Capital Partners GP L.L.C.1,171,021$13.23M0.0%+2.7%3.572%
11/13/2023Northern Trust Corp78,790$890K0.0%-10.3%0.240%
11/13/2023Mariner LLC38,849$439K0.0%+101.3%0.119%
11/13/2023Hsbc Holdings PLC18,889$213K0.0%-4.3%0.058%
11/9/2023Deutsche Bank AG9,644$109K0.0%+40.9%0.029%
10/30/2023Beach Point Capital Management LP5,123,919$57.90M34.2%+3.0%15.641%
10/24/2023Bailard Inc.15,080$170K0.0%-22.2%0.046%
8/15/2023Wells Fargo & Company MN4,015$46K0.0%+81.3%0.012%
8/15/2023Goldman Sachs Group Inc.21,844$252K0.0%+88.7%0.067%
8/14/2023Tower Research Capital LLC TRC 5,646$65K0.0%+96.7%0.017%
8/14/2023State Street Corp177,180$2.04M0.0%+33.1%0.541%
8/11/2023BlackRock Inc.591,253$6.82M0.0%-4.3%1.805%
8/11/2023Hsbc Holdings PLC19,734$241K0.0%-8.8%0.060%
8/11/2023Geode Capital Management LLC264,661$3.05M0.0%+4.8%0.808%
8/11/2023JPMorgan Chase & Co.7,400$85K0.0%+12.2%0.023%
8/11/2023Northern Trust Corp87,874$1.01M0.0%+5.4%0.268%
8/10/2023Beach Point Capital Management LP4,973,395$57.34M23.9%+6.6%15.181%
8/10/2023Citigroup Inc.2,754$32K0.0%+45,800.0%0.008%
8/9/2023Dimensional Fund Advisors LP81,915$945K0.0%+29.3%0.250%
8/3/2023Barclays PLC6,973$80K0.0%-30.4%0.021%
8/3/2023Bank of New York Mellon Corp31,164$359K0.0%+22.2%0.096%
7/27/2023EA Series Trust94,601$1.09M0.0%N/A0.290%
7/20/2023Bailard Inc.19,383$223K0.0%N/A0.059%
5/16/2023Geode Capital Management LLC252,519$2.28M0.0%+2.7%0.775%
5/15/2023Deutsche Bank AG5,357$48K0.0%+51.3%0.016%
5/12/2023Wasatch Advisors LP194,722$1.76M0.0%-60.8%0.597%
5/12/2023BlackRock Inc.617,656$5.58M0.0%+9.4%1.895%
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5/12/2023Bank of America Corp DE14,751$133K0.0%+94.4%0.045%
5/12/2023Dimensional Fund Advisors LP63,340$572K0.0%+60.1%0.194%
5/9/2023Tower Research Capital LLC TRC 2,871$26K0.0%+176.9%0.009%
5/4/2023Barclays PLC10,012$89K0.0%+269.2%0.031%
5/2/2023Beach Point Capital Management LP4,663,900$42.12M20.3%+17.9%14.293%
2/15/2023Mariner LLC20,265$196K0.0%+24.1%0.063%
2/13/2023Barclays PLC2,712$26K0.0%+205.4%0.008%
2/13/2023JPMorgan Chase & Co.5,804$56K0.0%+25.1%0.018%
2/10/2023Bank of America Corp DE7,589$73K0.0%+119.8%0.023%
2/9/2023Dimensional Fund Advisors LP39,551$382K0.0%+7.5%0.122%
2/8/2023UBS Group AG4,179$40K0.0%+653.0%0.013%
2/8/2023Boston Partners305,442$2.95M0.0%-11.5%0.942%
1/27/2023Beach Point Capital Management LP3,954,444$38.16M15.5%+12.7%12.198%
12/8/2022Bank of New York Mellon Corp25,021$272K0.0%+20.2%0.077%
11/15/2022Vanguard Group Inc.547,003$5.93M0.0%-0.3%1.687%
11/15/2022Bank of New York Mellon Corp25,021$272K0.0%+20.2%0.077%
11/15/2022BlackRock Inc.535,687$5.81M0.0%-1.1%1.652%
11/10/2022Dimensional Fund Advisors LP36,808$399K0.0%+50.6%0.114%
11/9/2022Boston Partners344,945$3.74M0.0%-3.0%1.064%
11/4/2022Russell Investments Group Ltd.105,720$1.14M0.0%-17.5%0.326%
10/24/2022Beach Point Capital Management LP3,509,339$38.04M12.9%+7.1%10.826%
8/15/2022State Street Corp126,456$1.39M0.0%+12.9%0.390%
8/15/2022Laurion Capital Management LP14,381$158K0.0%-27.2%0.044%
8/12/2022Northern Trust Corp88,912$977K0.0%-3.3%0.274%
8/12/2022Rhumbline Advisers11,882$131K0.0%N/A0.037%
7/29/2022Russell Investments Group Ltd.128,099$1.41M0.0%-2.7%0.396%
7/25/2022Allspring Global Investments Holdings LLC4,188$46K0.0%-47.6%0.013%
7/20/2022Beach Point Capital Management LP3,277,012$36.01M7.5%+6.7%10.120%
6/7/2022Bank of America Corp DE2,374$26K0.0%-73.3%0.007%
5/16/2022California State Teachers Retirement System3,601$39K0.0%-22.2%0.011%
5/16/2022Wellington Management Group LLP507,234$5.55M0.0%-13.0%1.566%
5/16/2022State Street Corp112,035$1.23M0.0%+24.4%0.346%
5/16/2022UBS Group AG2,318$25K0.0%-39.1%0.007%
5/13/2022Northern Trust Corp91,958$1.01M0.0%-1.6%0.284%
5/13/2022Charles Schwab Investment Management Inc.28,119$308K0.0%+28.2%0.087%
5/13/2022Wasatch Advisors Inc.929,930$10.17M0.1%-4.8%2.871%
5/13/2022Vanguard Group Inc.547,635$5.99M0.0%-0.4%1.691%
5/13/2022Dimensional Fund Advisors LP19,252$211K0.0%N/A0.059%
5/12/2022BlackRock Inc.465,581$5.09M0.0%-0.8%1.438%
5/11/2022JPMorgan Chase & Co.4,147$45K0.0%-67.3%0.013%
5/10/2022Boston Partners366,760$4.01M0.0%-1.1%1.132%
5/5/2022Russell Investments Group Ltd.131,617$1.44M0.0%-6.5%0.406%
5/2/2022Beach Point Capital Management LP3,072,167$33.61M5.1%+5.8%9.486%
2/16/2022Wasatch Advisors Inc.977,103$13.39M0.1%+14.7%3.026%
2/15/2022Adage Capital Partners GP L.L.C.1,166,141$15.98M0.0%-4.0%3.611%
2/11/2022Allianz Asset Management GmbH10,963,806$150.20M0.1%+145.3%33.951%
2/8/2022Northern Trust Corp93,436$1.28M0.0%+13.2%0.289%
2/4/2022Boston Partners370,841$5.08M0.0%-0.9%1.148%
2/2/2022New York State Common Retirement Fund3,865$53K0.0%-52.1%0.012%
1/28/2022Allspring Global Investments Holdings LLC17,831$244K0.0%N/A0.055%
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1/27/2022Beach Point Capital Management LP2,903,376$39.78M6.4%+5.3%8.991%
1/21/2022Russell Investments Group Ltd.140,780$1.93M0.0%-3.2%0.436%
11/16/2021Wellington Management Group LLP920,548$12.12M0.0%-10.5%4.470%
11/12/2021Wasatch Advisors Inc.851,994$11.21M0.0%+1.5%4.137%
11/12/2021Geode Capital Management LLC141,672$1.86M0.0%+0.8%0.688%
11/9/2021BlackRock Inc.428,318$5.64M0.0%+1.3%2.080%
11/8/2021Russell Investments Group Ltd.145,484$1.91M0.0%-9.3%0.706%
11/5/2021Boston Partners374,143$4.92M0.0%+1.0%1.817%
8/17/2021Bridgeway Capital Management LLC116,921$1.46M0.0%+85.2%0.568%
8/16/2021California State Teachers Retirement System11,689$146K0.0%N/A0.057%
(Data available from 1/1/2016 forward)

VEL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VEL shares?

During the previous two years, 34 institutional investors and hedge funds held shares of Velocity Financial. The most heavily invested institutionals were Beach Point Capital Management LP ($91.40M), Adage Capital Partners GP L.L.C. ($13.23M), Wasatch Advisors Inc. ($10.17M), Vanguard Group Inc. ($7.22M), BlackRock Inc. ($6.82M), Wellington Management Group LLP ($5.55M), and Bridgeway Capital Management LLC ($4.65M).Learn more on VEL's institutional investors.

What percentage of Velocity Financial stock is owned by institutional investors?

97.49% of Velocity Financial stock is owned by institutional investors. Learn more on VEL's institutional investor holdings.

Which institutional investors have been buying Velocity Financial stock?

Of the 25 institutional investors that purchased Velocity Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Beach Point Capital Management LP ($2.40M), Dimensional Fund Advisors LP ($95.51K), EA Series Trust ($94.60K), State Street Corp ($80.49K), BlackRock Inc. ($52.84K), Goldman Sachs Group Inc. ($51.12K), and Adage Capital Partners GP L.L.C. ($30.41K).

How much institutional buying is happening at Velocity Financial?

Institutional investors have bought a total of 2,988,054 shares in the last 24 months. This purchase volume represents approximately $32.68M in transactions.

Which Velocity Financial major shareholders have been selling company stock?

Of the 17 institutional investors that sold Velocity Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wasatch Advisors LP ($301.40K), Vanguard Group Inc. ($143.08K), Wellington Management Group LLP ($75.56K), Boston Partners ($54.24K), Wasatch Advisors Inc. ($47.17K), BlackRock Inc. ($36.14K), and Russell Investments Group Ltd. ($35.06K).

How much institutional selling is happening at Velocity Financial?

Institutional investors have sold a total of 745,556 shares in the last 24 months. This volume of shares sold represents approximately $7.62M in transactions.


This page (NYSE:VEL) was last updated on 4/19/2024 by MarketBeat.com Staff

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