Institutional Ownership First Merchants Corp (FRME)
This table provides information about the institutional ownership of First Merchants Corp (FRME). We have compiled data on the 248 institutions that hold shares in the stock, with a total of 42.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
62
shares
|
$2,713
0.0% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
60
shares
|
$2,626
0.0% of portfolio
|
Q3 2024
Added 140.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
55
shares
|
$2,407
0.0% of portfolio
|
Q2 2024
Reduced 46.08%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
53
shares
|
$2,319
0.0% of portfolio
|
Q1 2024
Added 1.92%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
52
shares
|
$2,276
0.0% of portfolio
|
Q3 2024
Added 13.04%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
50
shares
|
$2,188
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
49
shares
|
$2,144
0.0% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
48
shares
|
$2,100
0.0% of portfolio
|
Q1 2021
Added 56.25%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
44
shares
|
$1,925
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
38
shares
|
$1,663
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
37
shares
|
$1,619
0.0% of portfolio
|
Q4 2023
Reduced 33.93%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
35
shares
|
$1,531
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
30
shares
|
$1,313
0.0% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
26
shares
|
$1,138
0.0% of portfolio
|
Q3 2023
Reduced 63.89%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
25
shares
|
$1,094
0.0% of portfolio
|
Q3 2024
Reduced 65.75%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
20
shares
|
$875
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
19
shares
|
$831
0.0% of portfolio
|
Q2 2024
Reduced 32.14%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
13
shares
|
$569
0.0% of portfolio
|
Q4 2023
Reduced 13.33%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
12
shares
|
$525
0.0% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
8
shares
|
$350
0.0% of portfolio
|
Q3 2023
Reduced 98.05%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
5
shares
|
$218
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
4
shares
|
$175
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
4
shares
|
$175
0.0% of portfolio
|
Q2 2023
New holding
|