Latest Institutional Transactions on Merit Medical Systems Inc (MMSI)
This table provides information on the latest institutional transactions involving Merit Medical Systems Inc (MMSI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-32- 58.18% |
$2.12K - $2.37K
|
23
$2.26K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
900New |
$59.5K - $66.6K
|
900
$88.4K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7New |
$463 - $518
|
7
$688
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
142New |
$9.39K - $10.5K
|
142
$13.9K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.57% |
$66.1 - $74
|
175
$17.2K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$66.1 - $74
|
1
$98.2
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
17New |
$1.12K - $1.26K
|
17
$1.67K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-1- 4.17% |
$66.1 - $74
|
23
$2.26K
|
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-4.96K- 58.84% |
$328K - $366K
|
3.47K
$340K
|
|
| Q4 2022 | |||||||
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
4.84KNew |
$265K - $360K
|
4.84K
$475K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
46New |
$2.52K - $3.42K
|
46
$4.52K
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-82- 18.1% |
$4.49K - $6.1K
|
371
$36.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-11K- 8.98% |
$602K - $819K
|
111K
$10.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
28+ 107.69% |
$1.53K - $2.08K
|
54
$5.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
3.34KNew |
$183K - $248K
|
3.34K
$328K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
911KNew |
$49.8M - $67.8M
|
911K
$89.4M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.14KNew |
$62.6K - $85.1K
|
1.14K
$112K
|
|
|
Feb 14, 2023
Q4 2022
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
511+ 10.02% |
$28K - $38K
|
5.61K
$551K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
4.23KNew |
$232K - $315K
|
4.23K
$416K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.8KNew |
$589K - $801K
|
10.8K
$1.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
11.9K+ 3459.01% |
$651K - $886K
|
12.2K
$1.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-1.01K- 11.13% |
$55.3K - $75.2K
|
8.06K
$792K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
143+ 100.0% |
$7.82K - $10.6K
|
286
$28.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
2New |
$109 - $149
|
2
$196
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
20New |
$1.09K - $1.49K
|
20
$1.96K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
51New |
$2.79K - $3.8K
|
51
$5.01K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.5K- 22.02% |
$82.3K - $112K
|
5.33K
$523K
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
3.23KNew |
$177K - $240K
|
3.23K
$317K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
10+ 30.3% |
$547 - $744
|
43
$4.22K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
27New |
$1.48K - $2.01K
|
27
$2.65K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
20New |
$1.09K - $1.49K
|
20
$1.96K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
363New |
$19.9K - $27K
|
363
$35.7K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-37Closed |
$1.91K - $2.35K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
829New |
$42.8K - $52.7K
|
829
$81.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Endurant Capital Management LP
San Mateo, CA |
BUY
|
- |
31K+ 153.27% |
$1.6M - $1.97M
|
51.2K
$5.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-20.9K- 67.18% |
$1.08M - $1.33M
|
10.2K
$1M
|
|
|
Nov 14, 2022
Q3 2022
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-783- 11.78% |
$40.5K - $49.8K
|
5.86K
$576K
|
|
|
Nov 14, 2022
Q3 2022
|
Walthausen & Co., LLC
Malta, NY |
BUY
|
- |
180+ 0.77% |
$9.3K - $11.4K
|
23.5K
$2.31M
|
|
|
Nov 10, 2022
Q3 2022
|
Jupiter Asset Management LTD
|
BUY
|
- |
13.6K+ 62.16% |
$700K - $862K
|
35.4K
$3.47M
|
|
|
Nov 03, 2022
Q3 2022
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-2.79K- 42.21% |
$144K - $178K
|
3.82K
$376K
|
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-42- 40.0% |
$2.17K - $2.67K
|
63
$6.19K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
15New |
$775 - $954
|
15
$1.47K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
17New |
$879 - $1.08K
|
17
$1.67K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
709New |
$36.6K - $45.1K
|
709
$69.6K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-14Closed |
$725 - $987
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
PUT |
12KNew |
$621K - $846K
|
12K
$1.18M
|
|
|
Aug 15, 2022
Q2 2022
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
- |
10KNew |
$518K - $705K
|
10K
$982K
|
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-5.03KClosed |
$260K - $355K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
4KNew |
$207K - $282K
|
4K
$393K
|
|
|
Aug 15, 2022
Q2 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-3.13KClosed |
$162K - $220K
|
0
$0
|
|