Merit Financial Group, LLC Purchases in Q4 2025

Merit Financial Group, LLC

  • $10.9 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
RGLD
Royal Gold Inc

Basic Materials
1.27K
+ 16.97%
$169.08 - $206.65 $215K - $262K
8.75K $1.63M
KGC
Kinross Gold Corp

Basic Materials
4.44K
+ 23.31%
$22.47 - $27.58 $99.7K - $122K
23.5K $596K
NNN
National Retail Properties, Inc.

Real Estate
3.63K
+ 18.35%
$39.65 - $42.98 $144K - $156K
23.4K $966K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
12.2K
New
$10.05 - $10.38 $122K - $126K
12.2K $124K
ELV
Elevance Health, Inc.

Healthcare
318
+ 4.56%
$303.78 - $362.34 $96.6K - $115K
7.29K $2.38M
IWS
Ishares Russell Midcap Value E

ETFs
1.07K
+ 8.03%
$135.66 - $140.93 $145K - $151K
14.4K $1.98M
LOW
Lowes Companies Inc

Consumer Cyclical
4.69K
+ 13.24%
$225.0 - $247.99 $1.05M - $1.16M
40.1K $9.02M
MAIN
Main Street Capital Corp

Financial Services
2.57K
+ 47.89%
$55.1 - $63.97 $141K - $164K
7.93K $463K
MKSI
Mks Instruments Inc

Technology
476
+ 16.22%
$121.26 - $158.9 $57.7K - $75.6K
3.41K $486K
FCFS
First Cash Holdings, Inc.

Financial Services
745
+ 42.74%
$148.07 - $162.52 $110K - $121K
2.49K $398K
WU
Western Union CO

Financial Services
13.8K
New
$7.93 - $9.54 $109K - $131K
13.8K $121K
CRBG
Corebridge Financial, Inc.

Financial Services
4.94K
+ 61.37%
$29.12 - $32.7 $144K - $162K
13K $378K
MCO
Moodys Corp

Financial Services
188
+ 1.86%
$468.56 - $495.08 $88.1K - $93.1K
10.3K $4.92M
AAL
American Airlines Group Inc.

Industrials
10.8K
+ 15.22%
N/A
81.6K $900K
PTEN
Patterson Uti Energy Inc

Energy
19.9K
New
$5.34 - $6.76 $106K - $135K
19.9K $119K
ETX
Eaton Vance Municipal Income 2028 Term Trust

Financial Services
6.39K
+ 24.36%
$19.01 - $19.65 $122K - $126K
32.6K $625K
BMO
Bank Of Montreal

Financial Services
1.18K
+ 25.51%
$122.49 - $130.46 $145K - $154K
5.82K $720K
PWB
Invesco Exchange Traded Fd Tr

ETFs
891
+ 4.41%
$124.19 - $131.31 $111K - $117K
21.1K $2.65M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
15.4K
New
$6.71 - $8.04 $104K - $124K
15.4K $116K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
3.24K
+ 13.54%
$18.04 - $21.83 $58.5K - $70.8K
27.2K $576K
CINF
Cincinnati Financial Corp

Financial Services
428
+ 5.54%
$151.39 - $166.89 $64.8K - $71.4K
8.15K $1.34M
UGI
Ugi Corp

Utilities
2.06K
+ 7.84%
$31.75 - $34.96 $65.5K - $72.1K
28.4K $988K
DLTR
Dollar Tree, Inc.

Consumer Defensive
597
+ 12.55%
$85.04 - $106.29 $50.8K - $63.5K
5.35K $560K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
2.5K
+ 13.46%
$44.38 - $44.96 $111K - $113K
21.1K $936K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
51
+ 0.55%
$165.48 - $188.67 $8.44K - $9.62K
9.32K $1.64M
AMPL
Amplitude, Inc.

Technology
10.4K
New
$9.48 - $11.18 $98.2K - $116K
10.4K $111K
CTSH
Cognizant Technology Solutions Corp

Technology
812
+ 8.65%
$65.47 - $74.66 $53.2K - $60.6K
10.2K $740K
SON
Sonoco Products CO

Consumer Cyclical
3.25K
+ 32.47%
$39.27 - $43.32 $128K - $141K
13.3K $542K
YORW
York Water CO

Utilities
2.72K
+ 20.6%
$29.95 - $32.65 $81.6K - $88.9K
15.9K $513K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
496
+ 8.38%
$310.75 - $335.0 $154K - $166K
6.41K $2M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
3.77K
+ 2.75%
$25.25 - $25.65 $95.3K - $96.8K
141K $3.61M
DRH
Diamond Rock Hospitality CO

Real Estate
11.7K
New
$7.5 - $9.33 $87.6K - $109K
11.7K $104K
SPXC
Spx Corp

Industrials
346
+ 28.24%
$180.71 - $224.93 $62.5K - $77.8K
1.57K $332K
MFA
Mfa Financial, Inc.

Real Estate
11.2K
New
$8.92 - $9.37 $99.8K - $105K
11.2K $103K
FN
Fabrinet

Technology
113
+ 10.13%
$361.94 - $486.91 $40.9K - $55K
1.23K $507K
IDV
Ishares Tr

ETFs
2.16K
+ 18.82%
$35.91 - $38.56 $77.5K - $83.2K
13.6K $520K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.94K
+ 27.05%
$52.76 - $53.18 $102K - $103K
9.09K $480K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
1.61K
+ 1.77%
N/A
92.6K $5.78M
VLY
Valley National Bancorp

Financial Services
8.62K
+ 28.41%
$9.72 - $11.19 $83.8K - $96.4K
39K $421K
FR
First Industrial Realty Trust Inc

Real Estate
804
+ 6.37%
$50.26 - $56.64 $40.4K - $45.5K
13.4K $748K
ETR
Entergy Corp

Utilities
777
+ 6.09%
$93.4 - $97.65 $72.6K - $75.9K
13.5K $1.29M
PBF
Pbf Energy Inc.

Energy
325
+ 3.39%
$27.7 - $40.24 $9K - $13.1K
9.9K $386K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
279
+ 6.59%
$423.47 - $491.22 $118K - $137K
4.51K $2.03M
ENS
Ener Sys

Industrials
232
+ 8.72%
$109.34 - $138.83 $25.4K - $32.2K
2.89K $397K
VMO
Invesco Municipal Opportunity Trust

Financial Services
10K
New
$9.54 - $9.77 $95.6K - $97.9K
10K $97K
NU
Nu Holdings Ltd.

Financial Services
6.85K
+ 11.88%
$14.73 - $16.39 $101K - $112K
64.5K $1.02M
RIO
Rio Tinto PLC

Basic Materials
951
+ 13.98%
$65.44 - $72.58 $62.2K - $69K
7.75K $546K
CCJ
Cameco Corp

Energy
1.07K
+ 20.06%
$82.77 - $106.91 $88.5K - $114K
6.4K $542K
FIW
First Trust Water ETF

ETFs
919
+ 30.54%
$110.5 - $115.7 $102K - $106K
3.93K $434K
Activity Summary
Buys All Purchases 1372 New Holdings 247 Increased Positions 1125 Sells All Sells 545 Reductions 545 Sold out 0 Options Calls 5 Puts 3
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