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
TPR
Tapestry, Inc.

Consumer Cyclical
10.9K
+ 89.15%
$65.63 - $89.21 $714K - $971K
23.1K $1.63M
CRBG
Corebridge Financial, Inc.

Financial Services
26.4K
New
$29.61 - $34.68 $781K - $914K
26.4K $826K
MSFT
Microsoft Corp

Technology
29.4K
+ 13.27%
$375.39 - $447.2 $11M - $13.1M
251K $94.1M
OKTA
Okta, Inc.

Technology
7.82K
New
$78.83 - $116.72 $617K - $913K
7.82K $822K
UHS
Universal Health Services Inc

Healthcare
4.38K
New
$163.99 - $193.27 $718K - $846K
4.38K $822K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
5.04K
+ 237.77%
$166.63 - $185.86 $839K - $936K
7.15K $1.19M
HUBS
Hubspot Inc

Technology
1.6K
+ 185.2%
$571.29 - $819.71 $915K - $1.31M
2.47K $1.41M
USFD
Us Foods Holding Corp.

Consumer Defensive
12.5K
+ 204.03%
$63.38 - $72.02 $792K - $900K
18.6K $1.22M
OVV
Ovintiv Inc.

Energy
18.2K
+ 221.67%
$37.84 - $45.91 $691K - $838K
26.5K $1.13M
ALLE
Allegion PLC

Industrials
6.13K
+ 284.1%
$123.79 - $135.5 $759K - $830K
8.29K $1.08M
ITA
Ishares Tr

ETFs
4.1K
+ 19.07%
$144.84 - $159.5 $594K - $654K
25.6K $3.92M
NTRA
Natera, Inc.

Healthcare
5.88K
+ 168.68%
$132.63 - $177.0 $780K - $1.04M
9.37K $1.35M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
18.2K
New
$43.49 - $58.8 $791K - $1.07M
18.2K $790K
PWOD
Penns Woods Bancorp Inc

Financial Services
28.9K
+ 221.49%
$27.57 - $31.9 $796K - $921K
41.9K $1.18M
BIIB
Biogen Inc.

Healthcare
6.07K
+ 206.96%
$133.43 - $153.27 $809K - $930K
9K $1.23M
ZTS
Zoetis Inc.

Healthcare
4.68K
+ 62.33%
$156.48 - $175.67 $732K - $821K
12.2K $2.01M
FFIV
F5, Inc.

Technology
2.93K
New
$251.75 - $310.6 $738K - $910K
2.93K $780K
WELL
Welltower Inc.

Real Estate
729
+ 2.97%
$124.05 - $156.86 $90.4K - $114K
25.3K $3.87M
ZION
Zions Bancorporation, National Association

Financial Services
15.6K
New
$47.0 - $59.03 $735K - $923K
15.6K $779K
SE
Sea LTD

Consumer Cyclical
5.39K
+ 181.6%
$104.87 - $146.31 $565K - $788K
8.36K $1.09M
ORI
Old Republic International Corp

Financial Services
19.3K
+ 336.14%
$33.46 - $39.22 $644K - $755K
25K $979K
CGUS
Capital Group Core Equity ETF
27.1K
+ 34.96%
$33.08 - $36.62 $896K - $992K
105K $3.48M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7.37K
+ 8.49%
$58.01 - $64.46 $427K - $475K
94.2K $5.89M
EXPE
Expedia Group, Inc.

Consumer Cyclical
4.86K
+ 187.13%
$157.11 - $206.52 $763K - $1M
7.45K $1.25M
TT
Trane Technologies PLC

Industrials
2.68K
+ 64.22%
$332.0 - $400.86 $889K - $1.07M
6.85K $2.31M
BP
Bp PLC

Energy
19.8K
+ 89.18%
$29.93 - $35.31 $593K - $699K
42K $1.42M
GD
General Dynamics Corp

Industrials
2.5K
+ 28.9%
$241.94 - $272.58 $605K - $682K
11.2K $3.04M
AME
Ametek Inc

Industrials
4.44K
+ 310.12%
$170.39 - $190.43 $757K - $846K
5.88K $1.01M
BMY
Bristol Myers Squibb CO

Healthcare
9.17K
+ 21.6%
$53.9 - $63.11 $494K - $578K
51.6K $3.15M
HBAN
Huntington Bancshares Inc

Financial Services
51.9K
+ 212.47%
$14.28 - $17.39 $740K - $902K
76.3K $1.14M
RGA
Reinsurance Group Of America Inc

Financial Services
3.79K
New
$186.01 - $231.1 $705K - $876K
3.79K $746K
HAL
Halliburton CO

Energy
30K
+ 206.76%
$24.15 - $29.9 $723K - $896K
44.4K $1.13M
LPLA
Lpl Financial Holdings Inc.

Financial Services
2.21K
+ 195.14%
$308.87 - $383.33 $682K - $847K
3.34K $1.09M
EQT
Eqt Corp

Energy
12.9K
+ 277.19%
$46.16 - $54.25 $595K - $699K
17.5K $936K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.9K
+ 19.24%
$497.6 - $606.74 $943K - $1.15M
11.7K $5.84M
EXC
Exelon Corp

Utilities
14.5K
+ 266.59%
$37.3 - $46.08 $541K - $668K
19.9K $918K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
23.5K
New
$28.45 - $41.08 $670K - $967K
23.5K $713K
EWG
Ishares Msci Germany ETF

ETFs
19K
New
$31.57 - $39.31 $601K - $748K
19K $711K
BPOP
Popular, Inc.

Financial Services
7.69K
New
$87.14 - $106.33 $670K - $817K
7.69K $710K
PAYX
Paychex Inc

Industrials
3.02K
+ 18.06%
$136.06 - $154.52 $411K - $467K
19.7K $3.05M
AFL
Aflac Inc

Financial Services
2.87K
+ 5.86%
$100.99 - $111.19 $290K - $319K
51.8K $5.76M
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.3K
+ 8.69%
$56.12 - $68.15 $241K - $293K
53.8K $3.65M
NYT
New York Times CO

Communication Services
14.2K
New
$46.9 - $55.89 $665K - $792K
14.2K $694K
OTIS
Otis Worldwide Corp

Industrials
5.57K
+ 51.58%
$90.77 - $104.01 $505K - $579K
16.4K $1.69M
WRB
Berkley W R Corp

Financial Services
7.96K
+ 83.18%
$56.7 - $71.27 $451K - $567K
17.5K $1.25M
FOX
Fox Corp Cl B (De)

Communication Services
13.6K
New
$45.64 - $54.23 $619K - $735K
13.6K $684K
NOW
Service Now, Inc.

Technology
1.87K
+ 61.3%
$783.83 - $1170.39 $1.46M - $2.19M
4.92K $3.92M
DINO
Hf Sinclair Corp

Energy
21.1K
+ 280.43%
$30.66 - $38.48 $646K - $811K
28.6K $945K
HPE
Hewlett Packard Enterprise CO

Technology
53K
+ 224.56%
$14.77 - $24.42 $783K - $1.3M
76.7K $1.18M
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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