Institutional Ownership Merchants Bancorp (MBIN)
This table provides information about the institutional ownership of Merchants Bancorp (MBIN). We have compiled data on the 178 institutions that hold shares in the stock, with a total of 41.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
286
shares
|
$10,839
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
259
shares
|
$9,816
0.0% of portfolio
|
Q4 2024
Reduced 9.12%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
230
shares
|
$8,717
0.0% of portfolio
|
Q4 2024
Reduced 27.9%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
158
shares
|
$5,988
0.0% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
143
shares
|
$5,419
0.0% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
115
shares
|
$4,358
0.0% of portfolio
|
Q1 2024
Reduced 2.54%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
94
shares
|
$3,562
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
74
shares
|
$2,804
0.0% of portfolio
|
Q4 2024
Added 117.65%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
66
shares
|
$2,501
0.0% of portfolio
|
Q4 2024
Reduced 8.33%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
63
shares
|
$2,387
0.0% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
60
shares
|
$2,274
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
56
shares
|
$2,122
0.0% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
54
shares
|
$2,046
0.0% of portfolio
|
Q2 2024
Reduced 38.64%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
40
shares
|
$1,516
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
33
shares
|
$1,250
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
24
shares
|
$909
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
19
shares
|
$720
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
11
shares
|
$416
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
10
shares
|
$379
0.0% of portfolio
|
Q4 2024
Reduced 60.0%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
4
shares
|
$151
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
1
shares
|
$37
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1
shares
|
$37
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
1
shares
|
$37
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Siena Capital Partners Gp, LLC
|
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|