Merit Financial Group, LLC Purchases in Q2 2025

Merit Financial Group, LLC

  • $8.37 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFX
Equifax Inc

Industrials
474
+ 50.05%
$205.5 - $280.54 $97.4K - $133K
1.42K $368K
HAL
Halliburton CO

Energy
17.6K
+ 39.69%
$19.26 - $25.7 $340K - $453K
62.1K $1.27M
PCTY
Paylocity Holding Corp

Technology
1.75K
+ 6.05%
$172.54 - $201.04 $301K - $351K
30.6K $5.54M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
13.3K
New
$9.75 - $10.96 $130K - $146K
13.3K $137K
AGNC
Agnc Investment Corp.

Real Estate
14.8K
New
$8.12 - $9.49 $120K - $140K
14.8K $136K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
9.24K
+ 67.49%
$12.23 - $15.46 $113K - $143K
22.9K $346K
SNCY
Sun Country Airlines Holdings, Inc.

Industrials
11.3K
New
$8.21 - $12.77 $93.1K - $145K
11.3K $133K
SONO
Sonos Inc

Technology
12.3K
New
$7.7 - $11.25 $94.4K - $138K
12.3K $132K
IJK
Ishares S&P Midcap 400 Growth

ETFs
507
+ 4.65%
$73.7 - $90.98 $37.4K - $46.1K
11.4K $1.04M
SLM
Slm Corp

Financial Services
3.06K
+ 39.26%
$24.84 - $34.36 $76.1K - $105K
10.9K $356K
HQL
Tekla Life Sciences Investors

Financial Services
10.2K
New
$10.87 - $13.02 $111K - $133K
10.2K $130K
AVB
Avalonbay Communities Inc

Real Estate
756
+ 35.44%
$187.23 - $215.61 $142K - $163K
2.89K $587K
BDX
Becton Dickinson & CO

Healthcare
2.68K
+ 45.79%
$165.15 - $226.42 $442K - $606K
8.52K $1.47M
INGR
Ingredion Inc

Consumer Defensive
930
+ 29.68%
$123.22 - $140.95 $115K - $131K
4.06K $551K
STAG
Stag Industrial, Inc.

Real Estate
3.35K
+ 18.38%
$30.08 - $37.02 $101K - $124K
21.6K $782K
EUSB
Ishares Tr Esg Advanced Total

Technology
2.82K
+ 46.91%
$42.54 - $43.56 $120K - $123K
8.83K $384K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
22.9K
+ 95.03%
$4.83 - $5.39 $111K - $123K
47K $253K
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
11.9K
New
$9.89 - $10.9 $118K - $130K
11.9K $123K
CDE
Coeur Mining, Inc.

Basic Materials
1.47K
+ 3.71%
$4.81 - $9.46 $7.05K - $13.9K
41K $363K
COLD
Americold Realty Trust

Real Estate
10.3K
+ 96.96%
$16.31 - $21.47 $168K - $222K
21K $348K
COLB
Columbia Banking System, Inc.

Financial Services
5.73K
+ 51.99%
$20.71 - $25.63 $119K - $147K
16.8K $391K
LRGF
Ishares Tr

ETFs
419
+ 3.02%
$51.37 - $64.13 $21.5K - $26.9K
14.3K $918K
QS
Quantum Scape Corp

Consumer Cyclical
17.7K
New
$3.47 - $7.65 $61.6K - $136K
17.7K $119K
KNSL
Kinsale Capital Group, Inc.

Financial Services
249
+ 27.48%
$419.99 - $501.97 $105K - $125K
1.16K $558K
SU
Suncor Energy Inc

Energy
3.48K
+ 36.89%
$31.54 - $41.04 $110K - $143K
12.9K $483K
EPI
Wisdomtree Tr India Earnings F

ETFs
703
+ 3.3%
$41.3 - $47.52 $29K - $33.4K
22K $1.04M
RLJ
Rlj Lodging Trust

Real Estate
16.2K
New
$6.35 - $7.98 $103K - $129K
16.2K $117K
MEI
Methode Electronics Inc

Technology
12.3K
New
$5.35 - $9.51 $65.6K - $117K
12.3K $116K
WPM
Wheaton Precious Metals Corp.

Basic Materials
604
+ 11.92%
$70.56 - $92.75 $42.6K - $56K
5.67K $509K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
29.2K
New
$3.35 - $3.97 $97.8K - $116K
29.2K $115K
IGR
Cbre Global Real Estate Income Fund

Financial Services
19.8K
+ 33.71%
$4.33 - $5.29 $85.9K - $105K
78.7K $416K
EWBC
East West Bancorp Inc

Financial Services
343
+ 4.82%
$71.03 - $101.75 $24.4K - $34.9K
7.46K $753K
RUM
Rumble Inc.

Technology
12.5K
New
$6.94 - $10.56 $86.5K - $132K
12.5K $114K
HRB
H&R Block Inc

Consumer Cyclical
2.06K
+ 30.31%
$54.32 - $63.04 $112K - $130K
8.86K $486K
ES
Eversource Energy

Utilities
1.57K
+ 19.09%
$54.25 - $65.89 $85.4K - $104K
9.82K $624K
MKL
Markel Corp

Financial Services
46
+ 28.22%
$1678.5 - $1997.36 $77.2K - $91.9K
209 $417K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
9.03K
+ 68.12%
$10.82 - $12.71 $97.7K - $115K
22.3K $277K
GRFS
Grifols Sa

Healthcare
12.3K
New
$6.49 - $9.09 $79.5K - $111K
12.3K $110K
ICLR
Icon PLC

Healthcare
1.1K
+ 65.01%
$126.62 - $168.7 $139K - $186K
2.79K $406K
FDN
First Tr Fd Dow Jones

ETFs
238
+ 25.29%
$200.29 - $269.33 $47.7K - $64.1K
1.18K $317K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
10.6K
New
$9.67 - $10.64 $102K - $113K
10.6K $106K
CCI
Crown Castle International Corp

Real Estate
1.15K
+ 15.32%
$94.83 - $107.06 $109K - $123K
8.63K $886K
MHI
Pioneer Municipal High Income Fund, Inc.

Financial Services
11.6K
New
$8.64 - $9.34 $101K - $109K
11.6K $106K
COUR
Coursera, Inc.

Consumer Defensive
12.1K
New
$6.17 - $9.38 $74.5K - $113K
12.1K $105K
SJM
J M Smucker CO

Consumer Defensive
1.43K
+ 83.15%
$94.41 - $118.52 $135K - $169K
3.14K $308K
ECC
Eagle Point Credit CO Inc.

Financial Services
13.6K
New
$6.94 - $8.31 $94.4K - $113K
13.6K $104K
PWOD
Penns Woods Bancorp Inc

Financial Services
420
+ 1.0%
$25.36 - $30.55 $10.7K - $12.8K
42.3K $1.28M
CRGY
Crescent Energy CO

Energy
11.9K
New
$7.29 - $11.18 $86.7K - $133K
11.9K $102K
BBDC
Barings Bdc, Inc.

Financial Services
11.1K
New
$7.89 - $9.51 $87.5K - $105K
11.1K $101K
Activity Summary
Buys All Purchases 1300 New Holdings 359 Increased Positions 941 Sells All Sells 379 Reductions 379 Sold out 0 Options Calls 1 Puts 3
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