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
SQ
Block, Inc.

Technology
188
+ 3.7%
N/A
5.27K $301K
CASY
Caseys General Stores Inc

Consumer Cyclical
69
+ 7.29%
$513.19 - $567.48 $35.4K - $39.2K
1.02K $546K
LNC
Lincoln National Corp

Financial Services
119
+ 1.27%
$38.04 - $42.0 $4.53K - $5K
9.52K $390K
WPM
Wheaton Precious Metals Corp.

Basic Materials
498
+ 9.39%
$94.37 - $113.5 $47K - $56.5K
5.8K $604K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
1.36K
+ 2.06%
N/A
67.3K $479K
TOST
Toast, Inc.

Technology
404
+ 6.7%
$34.39 - $39.02 $13.9K - $15.8K
6.43K $230K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
268
+ 4.23%
$41.61 - $44.26 $11.2K - $11.9K
6.6K $286K
SHG
Shinhan Financial Group CO LTD

Financial Services
250
+ 5.39%
N/A
4.89K $169K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
247
+ 3.41%
$76.23 - $79.22 $18.8K - $19.6K
7.5K $571K
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
483
+ 4.06%
$10.79 - $11.07 $5.21K - $5.35K
12.4K $136K
PFEB
Innovator U.S. Equity Power Bu

ETFs
179
+ 2.74%
$39.3 - $40.12 $7.03K - $7.18K
6.71K $267K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3.13K
+ 9.36%
$91.7 - $105.68 $287K - $331K
36.6K $3.62M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
370
+ 1.03%
$47.86 - $48.14 $17.7K - $17.8K
36.3K $1.74M
ITM
Vaneck Intermediate Muni ETF

ETFs
96
+ 0.97%
$46.53 - $47.21 $4.47K - $4.53K
10K $469K
EHI
Western Asset Global High Income Fund Inc.

Financial Services
1.71K
+ 16.21%
$6.33 - $6.57 $10.8K - $11.2K
12.2K $77K
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
788
+ 7.92%
$20.49 - $21.88 $16.1K - $17.2K
10.7K $220K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
182
+ 3.08%
$53.68 - $54.54 $9.77K - $9.93K
6.08K $326K
DBX
Dropbox, Inc.

Technology
131
+ 1.15%
$28.14 - $31.11 $3.69K - $4.08K
11.5K $349K
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
44
+ 2.01%
$90.65 - $95.4 $3.99K - $4.2K
2.23K $207K
NEAR
Blackrock Short Maturity Bond

ETFs
147
+ 1.35%
$51.08 - $51.37 $7.51K - $7.55K
11K $562K
JBL
Jabil Inc

Technology
426
+ 8.12%
$193.99 - $222.32 $82.6K - $94.7K
5.68K $1.15M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
330
+ 1.46%
$23.98 - $24.37 $7.91K - $8.04K
22.9K $550K
FHN
First Horizon Corp

Financial Services
2.59K
+ 10.75%
$19.94 - $23.43 $51.6K - $60.6K
26.6K $548K
FEMS
First Trust Emerging Markets S

ETFs
330
+ 6.71%
$41.86 - $44.36 $13.8K - $14.6K
5.25K $222K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
179
+ 0.65%
$77.94 - $81.16 $14K - $14.5K
27.8K $2.22M
ITUB
Itau Unibanco Holding S.A.

Financial Services
214
+ 1.73%
$6.76 - $7.83 $1.45K - $1.68K
12.6K $95K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
2.96K
+ 6.76%
$4.97 - $5.35 $14.7K - $15.8K
46.7K $235K
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
1.36K
+ 6.14%
$13.92 - $15.0 $18.9K - $20.4K
23.5K $329K
RRX
Regal Rexnord Corp

Industrials
127
+ 5.96%
$132.77 - $150.63 $16.9K - $19.1K
2.26K $310K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
38
+ 0.3%
$52.99 - $55.79 $2.01K - $2.12K
12.8K $691K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
1.24K
+ 9.7%
$6.35 - $7.98 $7.9K - $9.93K
14.1K $95K
HPI
John Hancock Preferred Income Fund

Financial Services
509
+ 4.49%
$16.95 - $17.59 $8.63K - $8.95K
11.8K $200K
WYNN
Wynn Resorts LTD

Consumer Cyclical
182
+ 7.53%
$112.52 - $133.34 $20.5K - $24.3K
2.6K $313K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
394
+ 1.48%
$6.22 - $6.35 $2.45K - $2.5K
27K $169K
CERS
Cerus Corp

Healthcare
2K
+ 17.4%
$1.4 - $1.71 $2.79K - $3.41K
13.5K $21K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
193
+ 3.58%
$43.97 - $46.55 $8.49K - $8.98K
5.58K $247K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
85
+ 0.85%
$27.01 - $28.4 $2.3K - $2.41K
10.1K $277K
REAX
Real Brokerage Inc

Real Estate
3.05K
+ 18.98%
$3.47 - $4.26 $10.6K - $13K
19.1K $70K
WPC
W. P. Carey Inc.

Real Estate
36
+ 0.29%
$65.26 - $69.2 $2.35K - $2.49K
12.3K $834K
TAXF
American Centy ETF Tr Diversif

ETFs
15
+ 0.16%
$50.05 - $50.74 $751 - $761
9.51K $479K
FTF
Franklin LTD Duration Income Trust

Financial Services
1.05K
+ 5.24%
$6.11 - $6.4 $6.42K - $6.72K
21.1K $129K
IHS
Ihs Holding LTD

Communication Services
1.39K
+ 10.7%
$6.24 - $6.95 $8.7K - $9.69K
14.4K $90K
IVT
Inven Trust Properties Corp.

Real Estate
259
+ 2.47%
$27.24 - $28.92 $7.06K - $7.49K
10.8K $302K
SMB
Vaneck Short Muni ETF

ETFs
292
+ 0.8%
$17.29 - $17.4 $5.05K - $5.08K
36.7K $636K
PCF
High Income Securities Fund

Financial Services
388
+ 2.18%
$6.21 - $6.33 $2.41K - $2.46K
18.2K $114K
RFG
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.01%
$49.57 - $52.61 $49.6 - $52.6
6.89K $351K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
335
+ 11.29%
$71.33 - $86.27 $23.9K - $28.9K
3.3K $237K
NAT
Nordic American Tankers LTD

Industrials
411
+ 3.13%
N/A
13.5K $53K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
704
+ 6.79%
$4.18 - $4.38 $2.94K - $3.08K
11.1K $46K
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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