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
KD
Kyndryl Holdings, Inc.

Technology
1.96K
+ 20.75%
$31.32 - $43.45 $61.5K - $85.3K
11.4K $357K
VIS
Vanguard Industrial ETF

ETFs
232
+ 6.98%
$243.63 - $273.99 $56.5K - $63.6K
3.56K $875K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
27
+ 0.74%
$98.98 - $113.18 $2.67K - $3.06K
3.69K $417K
CURI
Curiosity Stream Inc.

Communication Services
10.7K
New
$1.52 - $3.17 $16.2K - $33.8K
10.7K $29K
XLRE
Select Sector Spdr Tr Real Est

ETFs
613
+ 11.65%
$39.18 - $43.52 $24K - $26.7K
5.88K $243K
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.79K
+ 20.98%
$27.56 - $32.1 $49.4K - $57.5K
10.3K $290K
TOST
Toast, Inc.

Technology
1.48K
+ 23.14%
$32.61 - $41.98 $48.4K - $62.3K
7.89K $261K
HUMA
Humacyte, Inc.

Healthcare
13.6K
New
$1.71 - $5.18 $23.2K - $70.3K
13.6K $26K
IBRX
Immunity Bio, Inc.

Healthcare
435
+ 0.99%
$2.32 - $3.9 $1.01K - $1.7K
44.2K $138K
CERS
Cerus Corp

Healthcare
17.6K
New
$1.39 - $2.15 $24.5K - $37.9K
17.6K $25K
WBD
Warner Bros. Discovery, Inc.

Communication Services
2.84K
+ 11.89%
$9.47 - $11.46 $26.9K - $32.6K
26.7K $277K
KIND
Nextdoor Holdings, Inc.

Communication Services
14.8K
New
$1.53 - $2.75 $22.7K - $40.8K
14.8K $23K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
270
+ 14.32%
$141.31 - $175.89 $38.2K - $47.5K
2.16K $310K
SLM
Slm Corp

Financial Services
469
+ 6.4%
$26.95 - $32.54 $12.6K - $15.3K
7.8K $225K
NKTR
Nektar Therapeutics

Healthcare
29.9K
New
$0.66 - $1.19 $19.8K - $35.6K
29.9K $22K
NU
Nu Holdings Ltd.

Financial Services
2.28K
+ 14.9%
$10.12 - $13.95 $23.1K - $31.8K
17.6K $180K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
34.2K
New
$0.6 - $1.22 $20.5K - $41.8K
34.2K $21K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
519
+ 0.88%
$9.83 - $10.34 $5.1K - $5.37K
59.6K $598K
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
15.3K
New
$1.41 - $4.58 $21.6K - $70.2K
15.3K $21K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
504
+ 7.43%
$89.89 - $100.28 $45.3K - $50.5K
7.29K $668K
IHRT
I Heart Media, Inc.

Communication Services
12.1K
New
$1.47 - $2.42 $17.7K - $29.2K
12.1K $19K
INDA
Ishares Msci India Index Fund

ETFs
649
+ 6.22%
$47.8 - $53.4 $31K - $34.7K
11.1K $568K
EMN
Eastman Chemical CO

Basic Materials
310
+ 11.69%
$87.05 - $103.47 $27K - $32.1K
2.96K $260K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
2.29K
+ 4.0%
$8.11 - $8.58 $18.5K - $19.6K
59.5K $485K
KEYS
Keysight Technologies, Inc.

Technology
373
+ 10.91%
$148.16 - $185.11 $55.3K - $69K
3.79K $567K
MTZ
Mastec Inc

Industrials
669
+ 21.94%
$108.66 - $160.79 $72.7K - $108K
3.72K $433K
OPEN
Opendoor Technologies Inc.

Real Estate
16.4K
New
$1.02 - $1.72 $16.8K - $28.3K
16.4K $18K
FHN
First Horizon Corp

Financial Services
1.71K
+ 7.59%
$17.7 - $22.43 $30.2K - $38.3K
24.2K $470K
ACWI
Ishares Msci Acwi ETF

ETFs
229
+ 3.04%
$115.16 - $124.13 $26.4K - $28.4K
7.77K $902K
OPK
Opko Health, Inc.

Healthcare
10.2K
New
$1.45 - $1.94 $14.9K - $19.9K
10.2K $17K
ERIC
Ericsson Lm Telephone CO

Technology
2.79K
+ 21.01%
$7.47 - $8.9 $20.9K - $24.8K
16.1K $124K
PKW
Invesco Exchange Traded Fd Tr

ETFs
290
+ 5.8%
$109.15 - $120.99 $31.7K - $35.1K
5.29K $592K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
105
+ 2.11%
$408.78 - $448.82 $42.9K - $47.1K
5.07K $2.13M
GPRO
Go Pro, Inc.

Technology
22.2K
New
$0.66 - $1.15 $14.6K - $25.5K
22.2K $15K
MRSN
Mersana Therapeutics, Inc.

Healthcare
41.9K
New
$0.34 - $1.4 $14.2K - $58.7K
41.9K $15K
BXP
Boston Properties Inc

Real Estate
521
+ 17.71%
$63.97 - $74.91 $33.3K - $39K
3.46K $232K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
434
+ 1.72%
$15.0 - $15.91 $6.51K - $6.9K
25.6K $398K
JHG
Janus Henderson Group PLC

Financial Services
2.16K
+ 22.2%
$35.98 - $45.94 $77.6K - $99.1K
11.9K $427K
COIN
Coinbase Global, Inc.

Technology
651
+ 50.15%
$172.23 - $301.3 $112K - $196K
1.95K $335K
PCF
High Income Securities Fund

Financial Services
1.71K
+ 11.22%
$6.51 - $6.86 $11.1K - $11.7K
17K $112K
HPI
John Hancock Preferred Income Fund

Financial Services
702
+ 6.68%
$16.4 - $17.73 $11.5K - $12.4K
11.2K $186K
ETX
Eaton Vance Municipal Income 2028 Term Trust

Financial Services
126
+ 0.96%
$17.64 - $18.41 $2.22K - $2.32K
13.3K $241K
FIS
Fidelity National Information Services, Inc.

Technology
2.28K
+ 8.63%
$68.12 - $83.42 $155K - $190K
28.7K $2.14M
IYT
Ishares Tr U.S. Transportation

ETFs
596
+ 8.29%
$63.37 - $73.39 $37.8K - $43.7K
7.79K $495K
LXRX
Lexicon Pharmaceuticals, Inc.

Healthcare
15.5K
New
$0.29 - $0.96 $4.49K - $14.9K
15.5K $8K
PDT
John Hancock Premium Dividend Fund

Financial Services
120
+ 0.69%
$12.43 - $13.08 $1.49K - $1.57K
17.6K $228K
ITRI
Itron, Inc.

Technology
187
+ 6.74%
$92.6 - $110.29 $17.3K - $20.6K
2.96K $307K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
55
+ 0.33%
$23.28 - $23.95 $1.28K - $1.32K
16.5K $391K
SES
Ses Ai Corp

Consumer Cyclical
12.4K
New
$0.4 - $2.25 $4.95K - $27.9K
12.4K $6K
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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