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
CLF
Cleveland Cliffs Inc.

Basic Materials
17.5K
New
$8.22 - $12.02 $144K - $210K
17.5K $143K
CTSH
Cognizant Technology Solutions Corp

Technology
1.89K
+ 36.48%
$75.32 - $90.7 $143K - $172K
7.08K $541K
MGM
Mgm Resorts International

Consumer Cyclical
5.96K
+ 85.05%
$29.64 - $40.37 $177K - $241K
13K $384K
CORT
Corcept Therapeutics Inc

Healthcare
2.6K
New
$49.85 - $114.22 $130K - $297K
2.6K $141K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
13.1K
New
$10.47 - $10.92 $137K - $143K
13.1K $140K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
11.7K
+ 81.19%
$12.03 - $12.69 $141K - $149K
26.2K $316K
SAN
Banco Santander, S.A.

Financial Services
12.9K
+ 53.61%
$4.46 - $7.14 $57.8K - $92.5K
37.1K $248K
CDNS
Cadence Design Systems Inc

Technology
946
+ 42.63%
$233.96 - $324.52 $221K - $307K
3.17K $804K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
15.5K
+ 13.95%
$14.21 - $15.67 $220K - $242K
126K $1.79M
FAF
First American Financial Corp

Financial Services
1.74K
+ 23.96%
$57.7 - $66.47 $100K - $116K
9K $590K
ASX
Ase Technology Holding Co., Ltd.

Technology
17.3K
+ 146.34%
$8.76 - $11.36 $151K - $196K
29.1K $254K
NIC
Nicolet Bankshares Inc

Financial Services
16
+ 0.05%
$100.7 - $119.94 $1.61K - $1.92K
34.6K $3.77M
A
Agilent Technologies, Inc.

Healthcare
1.57K
+ 56.35%
$116.69 - $152.6 $183K - $239K
4.35K $508K
ATO
Atmos Energy Corp

Utilities
459
+ 11.05%
$136.51 - $154.58 $62.7K - $71K
4.61K $713K
CW
Curtiss Wright Corp

Industrials
492
+ 83.25%
$304.82 - $384.07 $150K - $189K
1.08K $343K
DELL
Dell Technologies Inc.

Technology
2.43K
+ 67.15%
$90.34 - $124.66 $220K - $303K
6.05K $551K
ALGN
Align Technology Inc

Healthcare
1.31K
+ 83.92%
$158.86 - $234.89 $208K - $308K
2.87K $456K
CNP
Centerpoint Energy Inc

Utilities
2K
+ 15.31%
$30.87 - $36.25 $61.9K - $72.6K
15.1K $546K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
22.2K
+ 168.67%
$5.87 - $6.26 $130K - $139K
35.4K $207K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
24.1K
New
$5.3 - $5.75 $128K - $138K
24.1K $129K
STT
State Street Corp

Financial Services
1.82K
+ 45.28%
$84.47 - $102.23 $154K - $186K
5.85K $523K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
11.2K
New
$10.98 - $17.34 $123K - $195K
11.2K $128K
HMOP
Hartford Fds Exchange Traded T

ETFs
3.98K
+ 4.53%
$38.25 - $39.12 $152K - $156K
91.7K $3.52M
ABEV
Ambev S.A.

Consumer Defensive
54.2K
New
$1.77 - $2.37 $96K - $129K
54.2K $126K
PDD
Pinduoduo Inc.

Consumer Cyclical
304
+ 7.23%
$94.68 - $131.34 $28.8K - $39.9K
4.51K $533K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
15.6K
New
$7.89 - $8.07 $123K - $126K
15.6K $123K
WPM
Wheaton Precious Metals Corp.

Basic Materials
251
+ 5.21%
$55.75 - $77.63 $14K - $19.5K
5.07K $393K
FANG
Diamondback Energy, Inc.

Energy
822
+ 35.51%
$139.9 - $180.18 $115K - $148K
3.14K $501K
ROST
Ross Stores, Inc.

Consumer Cyclical
2.23K
+ 32.11%
$123.3 - $154.95 $275K - $346K
9.17K $1.17M
SSRM
Ssr Mining Inc.

Basic Materials
11.3K
New
$7.06 - $11.21 $79.6K - $126K
11.3K $122K
ADM
Archer Daniels Midland CO

Consumer Defensive
2.79K
+ 52.21%
$45.22 - $52.17 $126K - $146K
8.13K $390K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
838
+ 26.36%
$254.58 - $302.92 $213K - $254K
4.02K $1.03M
APD
Air Products & Chemicals, Inc.

Basic Materials
365
+ 14.84%
$283.24 - $338.07 $103K - $123K
2.82K $832K
BRO
Brown & Brown, Inc.

Financial Services
592
+ 29.7%
$100.54 - $124.4 $59.5K - $73.6K
2.59K $321K
LZ
Legalzoom.Com, Inc.

Industrials
13.4K
New
$7.52 - $10.26 $101K - $138K
13.4K $118K
VPU
Vanguard Utilities ETF

ETFs
612
+ 23.25%
$161.24 - $173.33 $98.7K - $106K
3.24K $548K
FTF
Franklin LTD Duration Income Trust

Financial Services
18.2K
New
$6.43 - $6.7 $117K - $122K
18.2K $117K
K
Kellogg CO

Consumer Defensive
1.32K
+ 26.58%
$81.06 - $82.9 $107K - $109K
6.27K $517K
PAYC
Paycom Software, Inc.

Technology
15
+ 0.18%
$199.42 - $225.82 $2.99K - $3.39K
8.39K $1.83M
CSX
Csx Corp

Industrials
6.43K
+ 25.04%
$29.11 - $33.67 $187K - $216K
32.1K $944K
HDV
Ishares Core High Dividend ETF

ETFs
542
+ 7.64%
$110.86 - $121.12 $60.1K - $65.6K
7.63K $912K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
2.38K
+ 15.42%
$47.33 - $47.92 $113K - $114K
17.8K $846K
EME
Emcor Group, Inc.

Industrials
799
+ 37.35%
$361.16 - $535.99 $289K - $428K
2.94K $1.09M
BRBR
Bellring Brands, Inc.

Consumer Defensive
1.65K
+ 17.65%
$65.4 - $79.39 $108K - $131K
11K $817K
FITB
Fifth Third Bancorp

Financial Services
4.16K
+ 25.27%
$37.48 - $44.96 $156K - $187K
20.6K $807K
TM
Toyota Motor Corp

Consumer Cyclical
744
+ 67.57%
$176.53 - $195.35 $131K - $145K
1.85K $325K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
13.8K
New
$7.72 - $9.45 $107K - $131K
13.8K $110K
INGR
Ingredion Inc

Consumer Defensive
852
+ 37.35%
$125.6 - $137.36 $107K - $117K
3.13K $423K
MLM
Martin Marietta Materials Inc

Basic Materials
292
+ 36.14%
$460.39 - $552.64 $134K - $161K
1.1K $525K
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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