Valeo Financial Advisors, LLC Merchants Bancorp Transaction History
Valeo Financial Advisors, LLC
- $4.36 Billion
- Q3 2025
A detailed history of Valeo Financial Advisors, LLC transactions in Merchants Bancorp stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 244,064 shares of MBIN stock, worth $7.8 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
244,064
Previous 239,482
1.91%
Holding current value
$7.8 Million
Previous $7.92 Million
2.0%
% of portfolio
0.18%
Previous 0.18%
Shares
34 transactions
Others Institutions Holding MBIN
# of Institutions
168Shares Held
15.4MCall Options Held
11.9KPut Options Held
53.3K-
Dimensional Fund Advisors LP Austin, TX1.6MShares$51.2 Million0.01% of portfolio
-
Black Rock Inc. New York, NY1.45MShares$46.3 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.38MShares$44.1 Million0.0% of portfolio
-
Macquarie Group LTD Australia, C3897KShares$28.7 Million0.03% of portfolio
-
Royce & Associates LP862KShares$27.6 Million0.29% of portfolio
About Merchants Bancorp
- Ticker MBIN
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 43,106,500
- Market Cap $1.38B
- Description
- Merchants Bancorp operates as the diversified bank holding company in the United States. The company operates through Multi-family Mortgage Banking, Mortgage Warehousing, and Banking segments. The Multi-family Mortgage Banking segment originates and services government sponsored mortgages for multi-family and healthcare facilities. This segment ...