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 410 institutions that hold shares in the stock, with a total of 61.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
24
shares
|
$2,028
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
23
shares
|
$1,944
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
20
shares
|
$1,690
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
17
shares
|
$1,437
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
17
shares
|
$1,437
0.0% of portfolio
|
Q2 2024
Added 30.77%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
16
shares
|
$1,352
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
16
shares
|
$1,352
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
15
shares
|
$1,268
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Natixis
Paris, I0 |
Jul 18, 2025 Q1 2025 |
14
shares
|
$1,183
0.0% of portfolio
|
Q1 2025
Reduced 93.52%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
14
shares
|
$1,183
0.0% of portfolio
|
Q3 2024
Added 40.0%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
13
shares
|
$1,099
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
12
shares
|
$1,014
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
10
shares
|
$845
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
9
shares
|
$760
0.0% of portfolio
|
Q1 2025
Reduced 52.63%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
9
shares
|
$760
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
8
shares
|
$676
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
7
shares
|
$591
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
7
shares
|
$591
0.0% of portfolio
|
Q2 2024
Reduced 12.5%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
5
shares
|
$422
0.0% of portfolio
|
Q1 2025
Reduced 91.67%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
5
shares
|
$422
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
4
shares
|
$338
0.0% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
4
shares
|
$338
0.0% of portfolio
|
Q2 2025
Reduced 42.86%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
3
shares
|
$253
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
2
shares
|
$169
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
1
shares
|
$84
0.0% of portfolio
|
Q1 2025
New holding
|