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 |
---|---|---|---|---|---|---|---|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
101New |
$9.66K - $11.1K
|
101
$8.54K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
34+ 15.53% |
$3.25K - $3.75K
|
253
$21.4K
|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
BUY
|
- |
24KNew |
$2.29M - $2.64M
|
24K
$2.03M
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-10- 52.63% |
$956 - $1.1K
|
9
$761
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-23- 0.91% |
$2.2K - $2.54K
|
2.49K
$211K
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.34K+ 52.6% |
$129K - $148K
|
3.9K
$330K
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-1.65K- 22.48% |
$158K - $182K
|
5.69K
$481K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.32K- 42.98% |
$222K - $256K
|
3.07K
$260K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
210+ 15.92% |
$20.1K - $23.2K
|
1.53K
$129K
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
2+ 0.01% |
$191 - $221
|
18.1K
$1.53M
|
|
Apr 17, 2025
Q1 2025
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-24.7K- 1.08% |
$2.37M - $2.73M
|
2.27M
$191M
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$1.43K - $1.65K
|
15
$1.27K
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
817+ 10.07% |
$78.1K - $90.1K
|
8.93K
$755K
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2New |
$191 - $221
|
2
$169
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
869+ 27.73% |
$83.1K - $95.8K
|
4K
$338K
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.78KNew |
$266K - $307K
|
2.78K
$235K
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
10K+ 4.6% |
$956K - $1.1M
|
227K
$19.2M
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-511- 6.17% |
$48.9K - $56.4K
|
7.77K
$656K
|
|
Apr 15, 2025
Q1 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
26.3KNew |
$2.52M - $2.9M
|
26.3K
$2.22M
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
2.5KNew |
$239K - $276K
|
2.5K
$212K
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-495- 2.2% |
$47.3K - $54.6K
|
22K
$1.86M
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
331+ 10.08% |
$31.7K - $36.5K
|
3.62K
$306K
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
59+ 655.56% |
$5.64K - $6.51K
|
68
$5.75K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 25.0% |
$1.91K - $2.21K
|
100
$8.45K
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.01KNew |
$192K - $222K
|
2.01K
$170K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 200.0% |
$383 - $441
|
6
$507
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-6- 1.39% |
$574 - $662
|
426
$36K
|
|
Q4 2024 | |||||||
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
5.96K+ 7.52% |
$559K - $629K
|
85.2K
$7.21M
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.17K+ 21.13% |
$204K - $229K
|
12.5K
$1.05M
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
778+ 0.5% |
$72.9K - $82.1K
|
157K
$13.3M
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
SELL
|
- |
-4.3K- 28.86% |
$403K - $454K
|
10.6K
$896K
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
9.05KNew |
$849K - $955K
|
9.05K
$765K
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-451- 8.58% |
$42.3K - $47.6K
|
4.81K
$406K
|
|
Feb 14, 2025
Q4 2024
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
2.93KNew |
$274K - $309K
|
2.93K
$247K
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
5KNew |
$469K - $528K
|
5K
$423K
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-70- 1.08% |
$6.56K - $7.39K
|
6.39K
$540K
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.08K+ 24.99% |
$102K - $114K
|
5.42K
$458K
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-28.4K- 36.02% |
$2.66M - $2.99M
|
50.4K
$4.26M
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
320New |
$30K - $33.8K
|
320
$27.1K
|
|
Feb 14, 2025
Q4 2024
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-30.1K- 7.28% |
$2.82M - $3.17M
|
383K
$32.4M
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
25.8K+ 3.6% |
$2.42M - $2.72M
|
743K
$62.8M
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
400+ 13.33% |
$37.5K - $42.2K
|
3.4K
$287K
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-5.45K- 57.39% |
$511K - $575K
|
4.04K
$342K
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
25.6K+ 21.19% |
$2.4M - $2.71M
|
147K
$12.4M
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
2.06KNew |
$193K - $217K
|
2.06K
$174K
|
|
Feb 14, 2025
Q4 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
4.38KNew |
$411K - $462K
|
4.38K
$370K
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
CALL |
94.4KNew |
$8.85M - $9.96M
|
94.4K
$7.98M
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
135New |
$12.7K - $14.2K
|
135
$11.4K
|
|
Feb 14, 2025
Q4 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
3.51K+ 45.75% |
$329K - $371K
|
11.2K
$946K
|
|
Feb 14, 2025
Q4 2024
|
Virtus Fund Advisers, LLC
Hartford, CT |
BUY
|
- |
36+ 3.54% |
$3.38K - $3.8K
|
1.05K
$89.1K
|