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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
19
shares
|
$1,934
0.0% of portfolio
|
Q2 2024
Added 137.5%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
17
shares
|
$1,731
0.0% of portfolio
|
Q2 2024
Added 30.77%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
16
shares
|
$1,629
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
14
shares
|
$1,425
0.0% of portfolio
|
Q3 2024
Added 40.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
12
shares
|
$1,221
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
11
shares
|
$1,120
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
9
shares
|
$916
0.0% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
8
shares
|
$814
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
7
shares
|
$712
0.0% of portfolio
|
Q2 2024
Reduced 12.5%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
6
shares
|
$610
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
4
shares
|
$407
0.0% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
3
shares
|
$305
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
3
shares
|
$305
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
1
shares
|
$101
0.0% of portfolio
|
Q1 2024
New holding
|