Latest Institutional Transactions on Merchants Bancorp (MBIN)
This table provides information on the latest institutional transactions involving Merchants Bancorp (MBIN) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1New |
$35.9 - $45.9
|
1
$41.3
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
96.6KNew |
$3.47M - $4.43M
|
96.6K
$3.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.38K- 30.81% |
$49.6K - $63.3K
|
3.1K
$128K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-75- 5.47% |
$2.7K - $3.44K
|
1.3K
$53.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-23.9K- 63.07% |
$859K - $1.1M
|
14K
$578K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-26.2K- 11.22% |
$942K - $1.2M
|
207K
$8.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-1.28K- 10.01% |
$45.8K - $58.5K
|
11.5K
$473K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
39+ 0.66% |
$1.4K - $1.79K
|
5.97K
$246K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
33New |
$1.19K - $1.51K
|
33
$1.36K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
687+ 13.66% |
$24.7K - $31.5K
|
5.72K
$236K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
57.4KNew |
$2.06M - $2.63M
|
57.4K
$2.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 16.67% |
$288 - $367
|
56
$2.31K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
24New |
$863 - $1.1K
|
24
$991
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5- 3.38% |
$180 - $229
|
143
$5.91K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
31+ 0.2% |
$1.11K - $1.42K
|
15.4K
$636K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4New |
$144 - $183
|
4
$165
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-779- 60.67% |
$28K - $35.7K
|
505
$20.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-15- 60.0% |
$539 - $688
|
10
$413
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
BUY
|
- |
27.8K+ 17.97% |
$1M - $1.28M
|
183K
$7.54M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
10.2KNew |
$366K - $467K
|
10.2K
$421K
|
|
|
Feb 04, 2025
Q4 2024
|
Pl Capital Advisors, LLC
Naples, FL |
SELL
|
- |
-6.68M- 97.26% |
$240M - $306M
|
188K
$7.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.15K- 31.94% |
$41.3K - $52.8K
|
2.45K
$101K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
694New |
$24.9K - $31.8K
|
694
$28.7K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
11K+ 22.21% |
$395K - $505K
|
60.5K
$2.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
2.26KNew |
$81.1K - $104K
|
2.26K
$93.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.2K+ 4.36% |
$43.2K - $55.1K
|
28.8K
$1.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.88K+ 3.15% |
$247K - $316K
|
225K
$9.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4.49K+ 5.25% |
$161K - $206K
|
89.8K
$3.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-3.11K- 4.03% |
$112K - $143K
|
74.1K
$3.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
27.3MNew |
$980M - $1.25B
|
27.3M
$1.13B
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
60New |
$2.16K - $2.75K
|
60
$2.48K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.8K+ 5.3% |
$64.8K - $82.7K
|
35.8K
$1.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
8.03KNew |
$289K - $368K
|
8.03K
$332K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.81K- 19.03% |
$65K - $82.9K
|
7.69K
$318K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
38.5K+ 51.78% |
$1.38M - $1.76M
|
113K
$4.66M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-101- 1.89% |
$3.63K - $4.63K
|
5.24K
$216K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
2.32K+ 730.82% |
$83.5K - $107K
|
2.64K
$109K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-3- 1.86% |
$108 - $138
|
158
$6.53K
|
|
| Q3 2024 | |||||||
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-77- 1.32% |
$3.03K - $4.05K
|
5.75K
$237K
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
4.48KNew |
$177K - $236K
|
4.48K
$185K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.12K- 11.28% |
$83.4K - $111K
|
16.6K
$688K
|
|
|
Nov 14, 2024
Q3 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
25KNew |
$985K - $1.31M
|
25K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
3.3K+ 38.24% |
$130K - $174K
|
11.9K
$493K
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-237K- 74.26% |
$9.34M - $12.5M
|
82.2K
$3.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
6.34K+ 96.03% |
$250K - $333K
|
12.9K
$534K
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
6.83KNew |
$269K - $359K
|
6.83K
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-25- 0.16% |
$985 - $1.31K
|
16.1K
$664K
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
6.62K+ 39.49% |
$261K - $348K
|
23.4K
$965K
|
|
|
Nov 14, 2024
Q3 2024
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-1.42K- 15.46% |
$55.8K - $74.5K
|
7.74K
$320K
|
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-310- 3.79% |
$12.2K - $16.3K
|
7.88K
$325K
|
|