Merit Financial Group, LLC New Holdings in Q1 2025

Merit Financial Group, LLC

  • $6.49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RNR
Renaissancere Holdings LTD

Financial Services
858
New
$226.55 - $263.22 $194K - $226K
858 $205K
OGN
Organon & Co.

Healthcare
13.7K
New
$14.29 - $16.41 $196K - $226K
13.7K $204K
AEE
Ameren Corp

Utilities
2.04K
New
$86.87 - $103.67 $177K - $211K
2.04K $204K
LII
Lennox International Inc

Industrials
365
New
$553.05 - $666.93 $202K - $243K
365 $204K
CHTR
Charter Communications, Inc.

Communication Services
555
New
$334.89 - $384.77 $186K - $214K
555 $204K
HII
Huntington Ingalls Industries, Inc.

Industrials
996
New
$159.75 - $208.61 $159K - $208K
996 $203K
SJM
J M Smucker CO

Consumer Defensive
1.72K
New
$100.41 - $118.41 $172K - $203K
1.72K $203K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
2.6K
New
$77.67 - $90.15 $202K - $234K
2.6K $203K
TFX
Teleflex Inc

Healthcare
1.46K
New
$130.79 - $183.66 $191K - $269K
1.46K $202K
BWXT
Bwx Technologies, Inc.

Industrials
2.05K
New
$96.59 - $128.46 $198K - $263K
2.05K $201K
FTCS
First Trust Capital Strength E

ETFs
2.24K
New
$86.39 - $91.35 $193K - $204K
2.24K $198K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
14.4K
New
$9.49 - $14.83 $137K - $214K
14.4K $196K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
15.4K
New
$10.61 - $16.49 $163K - $254K
15.4K $191K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
13.4K
New
$11.66 - $14.98 $156K - $201K
13.4K $182K
COTY
Coty Inc.

Consumer Defensive
32.8K
New
$5.43 - $7.61 $178K - $249K
32.8K $179K
DV
Double Verify Holdings, Inc.

Technology
13.2K
New
$13.34 - $23.07 $176K - $305K
13.2K $176K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
13.3K
New
$12.04 - $13.32 $160K - $177K
13.3K $165K
UWMC
Uwm Holdings Corp

Financial Services
29.9K
New
$5.43 - $6.63 $162K - $198K
29.9K $163K
VTRS
Viatris Inc

Healthcare
18.7K
New
$8.68 - $12.42 $162K - $232K
18.7K $162K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
14.7K
New
$10.81 - $11.42 $159K - $168K
14.7K $159K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
26.1K
New
$6.04 - $6.31 $158K - $165K
26.1K $159K
NOV
Nov Inc.

Energy
10.4K
New
$13.99 - $16.43 $146K - $172K
10.4K $158K
HST
Host Hotels & Resorts, Inc.

Real Estate
10.9K
New
$14.21 - $17.45 $155K - $190K
10.9K $155K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
10.6K
New
$14.19 - $15.67 $151K - $167K
10.6K $152K
KGC
Kinross Gold Corp

Basic Materials
12.1K
New
$9.69 - $12.61 $117K - $153K
12.1K $151K
JFR
Nuveen Floating Rate Income Fund

Financial Services
17.7K
New
$8.41 - $9.05 $148K - $160K
17.7K $149K
CLF
Cleveland Cliffs Inc.

Basic Materials
17.5K
New
$8.22 - $12.02 $144K - $210K
17.5K $143K
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
JQC
Nuveen Credit Strategies Income Fund

Financial Services
24.1K
New
$5.3 - $5.75 $128K - $138K
24.1K $129K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
11.2K
New
$10.98 - $17.34 $123K - $195K
11.2K $128K
ABEV
Ambev S.A.

Consumer Defensive
54.2K
New
$1.77 - $2.37 $96K - $129K
54.2K $126K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
15.6K
New
$7.89 - $8.07 $123K - $126K
15.6K $123K
SSRM
Ssr Mining Inc.

Basic Materials
11.3K
New
$7.06 - $11.21 $79.6K - $126K
11.3K $122K
LZ
Legalzoom.Com, Inc.

Industrials
13.4K
New
$7.52 - $10.26 $101K - $138K
13.4K $118K
FTF
Franklin LTD Duration Income Trust

Financial Services
18.2K
New
$6.43 - $6.7 $117K - $122K
18.2K $117K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
13.8K
New
$7.72 - $9.45 $107K - $131K
13.8K $110K
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
13.4K
New
$7.06 - $9.39 $94.3K - $125K
13.4K $105K
CHY
Calamos Convertible & High Income Fund

Financial Services
10.2K
New
$10.1 - $12.0 $103K - $123K
10.2K $104K
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
SAGE
Sage Therapeutics, Inc.

Healthcare
11K
New
$5.55 - $8.66 $60.9K - $95K
11K $90K
PTEN
Patterson Uti Energy Inc

Energy
10.4K
New
$7.15 - $9.45 $74.3K - $98.3K
10.4K $85K
ARDX
Ardelyx, Inc.

Healthcare
15.3K
New
$4.91 - $6.36 $75.2K - $97.3K
15.3K $75K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
10.6K
New
$5.62 - $10.15 $59.6K - $108K
10.6K $66K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
15.1K
New
$3.88 - $4.37 $58.7K - $66.1K
15.1K $65K
NOK
Nokia Corp

Technology
10.3K
New
$4.43 - $5.42 $45.7K - $55.9K
10.3K $54K
ORGO
Organogenesis Holdings Inc.

Healthcare
10.3K
New
$2.89 - $6.21 $29.8K - $64.1K
10.3K $46K
NVTS
Navitas Semiconductor Corp

Technology
23.4K
New
$1.83 - $4.25 $42.8K - $99.4K
23.4K $42K
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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