Purchases and Sales Made in Q2 2025 in Merit Medical Systems Inc (MMSI)
This table provides information about the institutional ownership of Merit Medical Systems Inc (MMSI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
90+ 3.21% |
$7.96K - $9.63K
|
2.89K
$240K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
74+ 1.46% |
$6.55K - $7.92K
|
5.14K
$426K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
73+ 1.78% |
$6.46K - $7.81K
|
4.18K
$347K
|
|
|
Aug 14, 2025
Q2 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
62+ 0.12% |
$5.49K - $6.64K
|
53.8K
$4.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
60+ 58.82% |
$5.31K - $6.42K
|
162
$13.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
56+ 233.33% |
$4.95K - $5.99K
|
80
$6.63K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
53+ 2.97% |
$4.69K - $5.67K
|
1.84K
$152K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
48+ 1.93% |
$4.25K - $5.14K
|
2.54K
$211K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
46+ 1.95% |
$4.07K - $4.92K
|
2.4K
$199K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
42+ 5.71% |
$3.72K - $4.5K
|
778
$64.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
42New |
$3.72K - $4.5K
|
42
$3.48K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
41New |
$3.63K - $4.39K
|
41
$3.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33+ 0.1% |
$2.92K - $3.53K
|
32.9K
$2.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
33New |
$2.92K - $3.53K
|
33
$2.74K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
31New |
$2.74K - $3.32K
|
31
$2.57K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
27+ 17.65% |
$2.39K - $2.89K
|
180
$14.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
24+ 8.11% |
$2.12K - $2.57K
|
320
$26.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
18+ 11.54% |
$1.59K - $1.93K
|
174
$14.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
15+ 93.75% |
$1.33K - $1.61K
|
31
$2.57K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 15.0% |
$1.33K - $1.61K
|
115
$9.54K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12+ 0.5% |
$1.06K - $1.28K
|
2.43K
$202K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
12New |
$1.06K - $1.28K
|
12
$995
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
11+ 4.98% |
$973 - $1.18K
|
232
$19.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
11+ 0.33% |
$973 - $1.18K
|
3.33K
$276K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
11+ 5.16% |
$973 - $1.18K
|
224
$18.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
10+ 142.86% |
$885 - $1.07K
|
17
$1.41K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
9New |
$796 - $963
|
9
$746
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
9+ 21.43% |
$796 - $963
|
51
$4.23K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
8+ 160.0% |
$708 - $856
|
13
$1.08K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
8+ 17.02% |
$708 - $856
|
55
$4.56K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
7+ 0.16% |
$619 - $749
|
4.33K
$359K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
6+ 10.53% |
$531 - $642
|
63
$5.22K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 62.5% |
$442 - $535
|
13
$1.08K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
4+ 7.02% |
$354 - $428
|
61
$5.06K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3+ 2.97% |
$265 - $321
|
104
$8.62K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2+ 200.0% |
$177 - $214
|
3
$249
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2New |
$177 - $214
|
2
$166
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1New |
$88.5 - $107
|
1
$82.9
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1New |
$88.5 - $107
|
1
$82.9
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2- 0.75% |
$177 - $214
|
265
$22K
|
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-3- 0.02% |
$265 - $321
|
18.1K
$1.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 42.86% |
$265 - $321
|
4
$332
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-5- 31.25% |
$442 - $535
|
11
$912
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-6- 13.95% |
$531 - $642
|
37
$3.07K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8- 8.99% |
$708 - $856
|
81
$6.72K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-23- 14.74% |
$2.04K - $2.46K
|
133
$11K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-28- 0.98% |
$2.48K - $3K
|
2.82K
$233K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-31- 0.55% |
$2.74K - $3.32K
|
5.62K
$466K
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-32- 0.87% |
$2.83K - $3.43K
|
3.64K
$302K
|