Institutional Ownership Merit Medical Systems Inc (MMSI)
This table provides information about the institutional ownership of Merit Medical Systems Inc (MMSI). We have compiled data on the 395 institutions that hold shares in the stock, with a total of 57.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
59
shares
|
$6,007
0.0% of portfolio
|
Q2 2024
Added 293.33%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
58
shares
|
$5,906
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
56
shares
|
$5,702
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
55
shares
|
$5,600
0.0% of portfolio
|
Q3 2024
Added 120.0%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
51
shares
|
$5,193
0.0% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
50
shares
|
$5,091
0.0% of portfolio
|
Q4 2017
Added 100.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
47
shares
|
$4,786
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
46
shares
|
$4,684
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
46
shares
|
$4,684
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
45
shares
|
$4,582
0.0% of portfolio
|
Q2 2022
Reduced 57.14%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
43
shares
|
$4,378
0.0% of portfolio
|
Q4 2022
Added 30.3%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
42
shares
|
$4,276
0.0% of portfolio
|
Q1 2024
Added 5.0%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
40
shares
|
$4,073
0.0% of portfolio
|
Q3 2024
Reduced 23.08%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
38
shares
|
$3,869
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
36
shares
|
$3,665
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
36
shares
|
$3,665
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
33
shares
|
$3,360
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
33
shares
|
$3,360
0.0% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
27
shares
|
$2,749
0.0% of portfolio
|
Q4 2023
Reduced 34.15%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
26
shares
|
$2,647
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
26
shares
|
$2,647
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
25
shares
|
$2,545
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
23
shares
|
$2,342
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
23
shares
|
$2,342
0.0% of portfolio
|
Q3 2024
Added 15.0%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
20
shares
|
$2,036
0.0% of portfolio
|
Q2 2023
New holding
|