Purchases and Sales Made in Q1 2025 in Merit Medical Systems Inc (MMSI)
This table provides information about the institutional ownership of Merit Medical Systems Inc (MMSI) during Q1 2025. The information is specifically focused on institutions that hold shares of MERIT MEDICAL SYSTEMS INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
104+ 4.62% |
$9.95K - $11.5K
|
2.35K
$198K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
101New |
$9.66K - $11.1K
|
101
$8.51K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
97+ 151.56% |
$9.28K - $10.7K
|
161
$13.6K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
89New |
$8.51K - $9.82K
|
89
$7.5K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
85+ 2.55% |
$8.13K - $9.37K
|
3.42K
$288K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
83+ 6.05% |
$7.94K - $9.15K
|
1.46K
$123K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
79+ 58.96% |
$7.56K - $8.71K
|
213
$17.9K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
75+ 3.2% |
$7.17K - $8.27K
|
2.42K
$204K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
74+ 2.75% |
$7.08K - $8.16K
|
2.77K
$233K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
70+ 1.94% |
$6.69K - $7.72K
|
3.69K
$311K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
59+ 655.56% |
$5.64K - $6.51K
|
68
$5.73K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
57New |
$5.45K - $6.29K
|
57
$4.8K
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
42+ 21.32% |
$4.02K - $4.63K
|
239
$20.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
34+ 15.53% |
$3.25K - $3.75K
|
253
$21.3K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
25+ 16.67% |
$2.39K - $2.76K
|
175
$14.7K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
24New |
$2.3K - $2.65K
|
24
$2.02K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
23New |
$2.2K - $2.54K
|
23
$1.94K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
22+ 0.39% |
$2.1K - $2.43K
|
5.65K
$476K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
21+ 0.36% |
$2.01K - $2.32K
|
5.92K
$498K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 25.0% |
$1.91K - $2.21K
|
100
$8.42K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
17+ 42.5% |
$1.63K - $1.87K
|
57
$4.8K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
16New |
$1.53K - $1.76K
|
16
$1.35K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$1.43K - $1.65K
|
15
$1.26K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
15+ 10.64% |
$1.43K - $1.65K
|
156
$13.1K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15+ 15.96% |
$1.43K - $1.65K
|
109
$9.18K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
14+ 38.89% |
$1.34K - $1.54K
|
50
$4.21K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
12+ 34.29% |
$1.15K - $1.32K
|
47
$3.96K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8+ 3.43% |
$765 - $882
|
241
$20.3K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
7New |
$669 - $772
|
7
$590
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
4+ 0.55% |
$383 - $441
|
736
$62K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 200.0% |
$383 - $441
|
6
$505
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2New |
$191 - $221
|
2
$168
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2New |
$191 - $221
|
2
$168
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
2+ 0.01% |
$191 - $221
|
18.1K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1+ 1.72% |
$95.6 - $110
|
59
$4.97K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$95.6 - $110
|
1
$84.2
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$95.6 - $110
|
1
$84.2
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$95.6 - $110
|
1
$84.2
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1+ 2.04% |
$95.6 - $110
|
50
$4.21K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-4- 1.48% |
$383 - $441
|
267
$22.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-6- 1.39% |
$574 - $662
|
426
$35.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-10- 52.63% |
$956 - $1.1K
|
9
$758
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-15- 27.78% |
$1.43K - $1.65K
|
39
$3.28K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-16- 0.37% |
$1.53K - $1.76K
|
4.32K
$364K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-17- 50.0% |
$1.63K - $1.87K
|
17
$1.43K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-17- 14.29% |
$1.63K - $1.87K
|
102
$8.59K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-18- 0.63% |
$1.72K - $1.99K
|
2.84K
$239K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-20- 50.0% |
$1.91K - $2.21K
|
20
$1.68K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-21- 2.72% |
$2.01K - $2.32K
|
751
$63.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-23- 0.91% |
$2.2K - $2.54K
|
2.49K
$210K
|