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
SHYG
Ishares 0 5 Year High Yield CO

ETFs
3.01K
+ 1.31%
$42.38 - $43.28 $128K - $130K
232K $9.88M
RLY
Ssga Active ETF Tr

ETFs
2.54K
+ 10.16%
$27.21 - $28.6 $69K - $72.5K
27.5K $780K
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
13.4K
New
$7.06 - $9.39 $94.3K - $125K
13.4K $105K
OKE
Oneok Inc

Energy
1.18K
+ 11.43%
$89.57 - $109.85 $106K - $130K
11.5K $1.14M
CHY
Calamos Convertible & High Income Fund

Financial Services
10.2K
New
$10.1 - $12.0 $103K - $123K
10.2K $104K
MOS
Mosaic CO

Basic Materials
1.95K
+ 9.25%
$23.08 - $28.8 $44.9K - $56K
23K $620K
EQIX
Equinix Inc

Real Estate
257
+ 29.71%
$803.0 - $959.97 $206K - $247K
1.12K $914K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
11.4K
New
$8.25 - $8.79 $94.1K - $100K
11.4K $99K
EAD
Allspring Income Opportunities Fund

Financial Services
14.3K
New
$6.8 - $7.06 $97.2K - $101K
14.3K $98K
OZK
Bank Ozk

Financial Services
2.33K
+ 33.74%
$41.71 - $53.1 $97.1K - $124K
9.23K $403K
HRL
Hormel Foods Corp

Consumer Defensive
3.19K
+ 38.87%
$28.29 - $31.52 $90.3K - $101K
11.4K $352K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
8.53K
+ 75.24%
$11.4 - $11.96 $97.2K - $102K
19.9K $226K
SNA
Snap On Inc

Industrials
287
+ 23.72%
$324.09 - $358.62 $93K - $103K
1.5K $504K
IYH
Ishares Tr

ETFs
1.32K
+ 23.86%
$58.32 - $62.76 $77.2K - $83K
6.87K $414K
MEDP
Medpace Holdings, Inc.

Healthcare
462
+ 25.29%
$304.69 - $360.97 $141K - $167K
2.29K $697K
SAGE
Sage Therapeutics, Inc.

Healthcare
11K
New
$5.55 - $8.66 $60.9K - $95K
11K $90K
TYL
Tyler Technologies Inc

Technology
148
+ 27.98%
$553.41 - $646.74 $81.9K - $95.7K
677 $393K
ACGL
Arch Capital Group Ltd.

Financial Services
664
+ 11.23%
$88.13 - $96.94 $58.5K - $64.4K
6.58K $632K
IP
International Paper CO

Consumer Cyclical
1.7K
+ 24.58%
$49.38 - $60.09 $83.9K - $102K
8.62K $459K
MKL
Markel Corp

Financial Services
36
+ 28.35%
$1660.14 - $2059.83 $59.8K - $74.2K
163 $304K
PTEN
Patterson Uti Energy Inc

Energy
10.4K
New
$7.15 - $9.45 $74.3K - $98.3K
10.4K $85K
ITM
Vaneck Intermediate Muni ETF

ETFs
2.04K
+ 21.03%
$45.21 - $46.67 $92.4K - $95.4K
11.8K $533K
UGI
Ugi Corp

Utilities
1.44K
+ 18.83%
$28.0 - $34.16 $40.2K - $49K
9.06K $299K
IWY
Ishares Tr Russell 200 Growth

ETFs
9.78K
+ 12.26%
$210.19 - $243.33 $2.05M - $2.38M
89.5K $18.8M
VFH
Vanguard Financial ETF

ETFs
708
+ 1.61%
$114.07 - $127.34 $80.8K - $90.2K
44.6K $5.27M
CSGP
Costar Group, Inc.

Real Estate
693
+ 20.04%
$69.29 - $80.37 $48K - $55.7K
4.15K $328K
VLUE
Ishares Msci Usa Value Factor

ETFs
735
+ 7.4%
$104.89 - $113.56 $77.1K - $83.5K
10.7K $1.13M
VALE
Vale S.A.

Basic Materials
6.41K
+ 44.42%
$8.5 - $10.19 $54.5K - $65.3K
20.8K $208K
MAA
Mid America Apartment Communities Inc.

Real Estate
175
+ 4.69%
$146.9 - $170.92 $25.7K - $29.9K
3.91K $655K
BMO
Bank Of Montreal

Financial Services
879
+ 21.87%
$94.92 - $104.14 $83.4K - $91.5K
4.9K $467K
CHD
Church & Dwight CO Inc

Consumer Defensive
420
+ 7.28%
$101.42 - $113.2 $42.6K - $47.5K
6.19K $681K
MFC
Manulife Financial Corp

Financial Services
2.36K
+ 34.19%
$28.41 - $31.82 $67K - $75K
9.26K $288K
ARDX
Ardelyx, Inc.

Healthcare
15.3K
New
$4.91 - $6.36 $75.2K - $97.3K
15.3K $75K
AVY
Avery Dennison Corp

Industrials
473
+ 43.63%
$174.58 - $195.91 $82.6K - $92.7K
1.56K $277K
STAG
Stag Industrial, Inc.

Real Estate
958
+ 5.55%
$32.39 - $37.07 $31K - $35.5K
18.2K $657K
VERV
Verve Therapeutics, Inc.

Healthcare
15.1K
+ 125.59%
$4.57 - $8.63 $69.2K - $131K
27.2K $142K
ANSS
Ansys Inc

Technology
270
+ 43.83%
$316.56 - $360.36 $85.5K - $97.3K
886 $280K
BERY
Berry Global Group, Inc.

Consumer Cyclical
820
+ 26.51%
$64.35 - $73.03 $52.8K - $59.9K
3.91K $273K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
804
+ 7.36%
$45.62 - $51.12 $36.7K - $41.1K
11.7K $597K
NI
Nisource Inc.

Utilities
1.26K
+ 20.04%
$35.57 - $41.23 $44.7K - $51.8K
7.52K $301K
ROKU
Roku, Inc

Communication Services
1.49K
+ 17.24%
$67.36 - $99.07 $100K - $147K
10.1K $712K
SU
Suncor Energy Inc

Energy
1.17K
+ 14.1%
$34.27 - $40.63 $39.9K - $47.3K
9.43K $365K
STZ
Constellation Brands, Inc.

Consumer Defensive
839
+ 36.94%
$161.05 - $222.93 $135K - $187K
3.11K $570K
INCO
Columbia ETF Tr Ii Columbia In

ETFs
2.13K
+ 18.19%
$55.6 - $66.5 $118K - $142K
13.8K $822K
QJUN
First Tr ETF
3.19K
+ 30.82%
$26.45 - $29.15 $84.4K - $93K
13.5K $358K
BIDU
Baidu, Inc.

Communication Services
489
+ 17.25%
$77.43 - $102.51 $37.9K - $50.1K
3.32K $305K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
10.6K
New
$5.62 - $10.15 $59.6K - $108K
10.6K $66K
KCE
Spdr S&P Capital Markets ETF

ETFs
4.43K
+ 10.82%
$122.39 - $146.44 $542K - $648K
45.3K $5.7M
TWLO
Twilio Inc

Communication Services
1.03K
+ 29.74%
$94.9 - $148.35 $97.7K - $153K
4.49K $439K
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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