Merit Financial Group, LLC Purchases in Q1 2025

Merit Financial Group, LLC

  • $6.49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DUHP
Dimensional ETF Tr Dimensional

ETFs
6.47K
New
$32.57 - $35.82 $211K - $232K
6.47K $212K
MAIN
Main Street Capital Corp

Financial Services
3.75K
New
$54.71 - $63.1 $205K - $236K
3.75K $212K
ONB
Old National Bancorp

Financial Services
10.1K
New
$20.11 - $24.45 $204K - $247K
10.1K $212K
ERIE
Erie Indemnity CO

Financial Services
504
New
$377.62 - $450.61 $190K - $227K
504 $211K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
13.7K
New
$14.13 - $16.72 $194K - $229K
13.7K $211K
AWK
American Water Works Company, Inc.

Utilities
903
+ 26.82%
$121.01 - $149.31 $109K - $135K
4.27K $629K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
5.3K
+ 39.99%
$30.38 - $34.94 $161K - $185K
18.6K $635K
OXY
Occidental Petroleum Corp

Energy
4.27K
+ 53.48%
$45.45 - $52.7 $194K - $225K
12.3K $604K
PECO
Phillips Edison & Company, Inc.

Real Estate
5.86K
New
$34.43 - $37.49 $202K - $220K
5.86K $210K
CBRE
Cbre Group, Inc.

Real Estate
1.61K
+ 82.51%
$121.79 - $147.13 $196K - $237K
3.56K $465K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
4.42K
New
$47.09 - $50.46 $208K - $223K
4.42K $209K
PODD
Insulet Corp

Healthcare
796
New
$237.06 - $288.29 $189K - $229K
796 $209K
CPER
United States Copper Index Fun

ETFs
6.57K
New
$25.32 - $32.75 $166K - $215K
6.57K $209K
D
Dominion Energy, Inc

Utilities
3.21K
+ 26.3%
$52.85 - $57.43 $170K - $185K
15.4K $865K
FREL
Fidelity Covington Tr Msci Rea

ETFs
7.65K
New
$25.98 - $28.59 $199K - $219K
7.65K $208K
FTV
Fortive Corp

Technology
2.86K
New
$71.82 - $82.98 $205K - $237K
2.86K $208K
SCCO
Southern Copper Corp

Basic Materials
1.92K
+ 15.81%
$85.92 - $101.48 $165K - $195K
14.1K $1.31M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
20.4K
New
$10.13 - $10.52 $207K - $215K
20.4K $208K
PEN
Penumbra Inc

Healthcare
775
New
$237.28 - $303.76 $184K - $235K
775 $207K
ROL
Rollins Inc

Consumer Cyclical
3.13K
+ 64.64%
$45.65 - $54.03 $143K - $169K
7.98K $431K
CION
Cion Investment Corp

Financial Services
19.8K
New
$10.35 - $12.55 $205K - $249K
19.8K $206K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
4.93K
New
$40.79 - $42.32 $201K - $208K
4.93K $206K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
2.37K
New
$73.71 - $87.55 $174K - $207K
2.37K $205K
JD
Jd.Com, Inc.

Consumer Cyclical
5K
New
$33.1 - $45.21 $166K - $226K
5K $205K
EL
Estee Lauder Companies Inc

Consumer Defensive
3.12K
New
$64.26 - $85.48 $201K - $267K
3.12K $205K
RNR
Renaissancere Holdings LTD

Financial Services
858
New
$226.55 - $263.22 $194K - $226K
858 $205K
AEE
Ameren Corp

Utilities
2.04K
New
$86.87 - $103.67 $177K - $211K
2.04K $204K
IGR
Cbre Global Real Estate Income Fund

Financial Services
38.6K
+ 190.9%
$4.79 - $5.34 $185K - $206K
58.9K $301K
CHTR
Charter Communications, Inc.

Communication Services
555
New
$334.89 - $384.77 $186K - $214K
555 $204K
LII
Lennox International Inc

Industrials
365
New
$553.05 - $666.93 $202K - $243K
365 $204K
OGN
Organon & Co.

Healthcare
13.7K
New
$14.29 - $16.41 $196K - $226K
13.7K $204K
GWRE
Guidewire Software, Inc.

Technology
853
+ 36.81%
$166.74 - $218.22 $142K - $186K
3.17K $593K
HII
Huntington Ingalls Industries, Inc.

Industrials
996
New
$159.75 - $208.61 $159K - $208K
996 $203K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
2.6K
New
$77.67 - $90.15 $202K - $234K
2.6K $203K
SJM
J M Smucker CO

Consumer Defensive
1.72K
New
$100.41 - $118.41 $172K - $203K
1.72K $203K
TFX
Teleflex Inc

Healthcare
1.46K
New
$130.79 - $183.66 $191K - $269K
1.46K $202K
BWXT
Bwx Technologies, Inc.

Industrials
2.05K
New
$96.59 - $128.46 $198K - $263K
2.05K $201K
SLF
Sun Life Financial Inc

Financial Services
3.5K
New
$54.05 - $59.19 $189K - $207K
3.5K $200K
FTCS
First Trust Capital Strength E

ETFs
2.24K
New
$86.39 - $91.35 $193K - $204K
2.24K $198K
ICE
Intercontinental Exchange, Inc.

Financial Services
25
+ 0.3%
$142.8 - $176.36 $3.57K - $4.41K
8.26K $1.42M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.3K
+ 3.35%
$56.17 - $59.71 $354K - $376K
194K $11M
TRMB
Trimble Inc.

Technology
3.67K
+ 43.0%
$65.52 - $77.49 $240K - $284K
12.2K $800K
JBL
Jabil Inc

Technology
1.54K
+ 94.18%
$130.51 - $173.33 $201K - $267K
3.17K $431K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
14.4K
New
$9.49 - $14.83 $137K - $214K
14.4K $196K
IWN
Ishares Russell2000 Val ETF

ETFs
1.83K
+ 29.08%
$149.27 - $169.4 $273K - $309K
8.11K $1.23M
SLV
I Shares Silver Trust

ETFs
3.27K
+ 16.45%
$26.93 - $31.32 $88K - $102K
23.1K $717K
RWR
Spdr Dow Jones Reit ETF

ETFs
1.98K
+ 47.24%
$95.15 - $104.06 $188K - $206K
6.16K $605K
TOL
Toll Brothers, Inc.

Consumer Cyclical
2.97K
+ 49.63%
$103.02 - $140.69 $306K - $418K
8.95K $945K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
15.4K
New
$10.61 - $16.49 $163K - $254K
15.4K $191K
Activity Summary
Buys All Purchases 1128 New Holdings 303 Increased Positions 825 Sells All Sells 249 Reductions 249 Sold out 0 Options Calls 1 Puts 0
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