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
Tidal Trust Iii
3.5K
+ 25.36%
N/A
17.3K $0
TOTB.DE
Total Energies Se

Energy
13.7K
New
N/A
13.7K $0
OAIM
Unified Ser Tr Oneascent Intl
2.84K
+ 12.71%
N/A
25.2K $0
Unilever PLC
41.9K
New
N/A
41.9K $0
Vanguard Instl Index Fd
19
+ 0.43%
N/A
4.44K $0
Vanguard Mun Bd Fds
59.8K
New
N/A
59.8K $0
Veralto Corp
1.48K
+ 10.44%
N/A
15.6K $0
Vestis Corporation
19.9K
New
N/A
19.9K $0
Victory Portfolios Ii
348K
+ 6.35%
N/A
5.82M $0
Victory Portfolios Ii
216K
+ 8.92%
N/A
2.64M $0
BSTZ
Black Rock Science & Technology Trust Ii

N/A
252
+ 2.11%
$21.16 - $23.02 $5.33K - $5.8K
12.2K $263K
ISCB
International Speedway Corp

ETFs
4
+ 0.11%
$62.02 - $65.26 $248 - $261
3.53K $220K
LRGF
Ishares Tr

ETFs
48
+ 0.33%
$67.34 - $70.85 $3.23K - $3.4K
14.4K $990K
EGHT
8 X8 Inc

Technology
732
+ 3.38%
$1.77 - $2.12 $1.3K - $1.55K
22.4K $43K
AX
Axos Financial, Inc.

Financial Services
176
+ 5.91%
$75.7 - $85.63 $13.3K - $15.1K
3.15K $249K
ISCV
Ishares Morningstar Small Cap

ETFs
63
+ 0.68%
$64.34 - $67.85 $4.05K - $4.27K
9.38K $618K
ACVF
ETF Opportunities Tr American

ETFs
8
+ 0.13%
$48.28 - $50.26 $386 - $402
5.94K $289K
JFR
Nuveen Floating Rate Income Fund

Financial Services
289
+ 1.52%
$7.77 - $8.15 $2.25K - $2.36K
19.3K $152K
FEX
First Tr Large Cap Core Alphde

ETFs
3
+ 0.09%
$113.91 - $118.65 $342 - $356
3.24K $373K
PDT
John Hancock Premium Dividend Fund

Financial Services
226
+ 1.27%
$12.87 - $13.48 $2.91K - $3.05K
18.1K $234K
HMC
Honda Motor CO LTD

Consumer Cyclical
46
+ 0.68%
$29.48 - $31.93 $1.36K - $1.47K
6.84K $205K
PSR
Invesco Actively

ETFs
22
+ 0.44%
$90.05 - $94.1 $1.98K - $2.07K
5K $457K
IGV
Ishares Expanded Tech Software

ETFs
613
+ 6.58%
$106.84 - $117.08 $65.5K - $71.8K
9.93K $1.07M
PKW
Invesco Exchange Traded Fd Tr

ETFs
61
+ 1.65%
$128.1 - $134.67 $7.81K - $8.21K
3.76K $485K
IYJ
Ishares Tr

ETFs
28
+ 0.92%
$142.48 - $148.68 $3.99K - $4.16K
3.08K $440K
ISCG
Ishares Morningstar Small Cap

ETFs
2
+ 0.04%
$53.29 - $56.31 $107 - $113
5.53K $295K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
160
+ 2.55%
$46.75 - $49.34 $7.48K - $7.89K
6.44K $300K
NUSC
Nuveen Esg Small Cap ETF

ETFs
56
+ 0.63%
$42.98 - $45.55 $2.41K - $2.55K
9.02K $390K
BTBT
Bit Digital, Inc

Financial Services
23
+ 0.23%
$2.41 - $4.29 $55.4 - $98.7
10.2K $24K
CG
Carlyle Group Inc.

Financial Services
444
+ 13.08%
$51.16 - $63.48 $22.7K - $28.2K
3.84K $204K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.04%
$110.02 - $115.23 $110 - $115
2.71K $300K
ALIT
Alight, Inc.

Technology
2.64K
+ 17.49%
$2.27 - $3.27 $5.99K - $8.63K
17.7K $40K
EMR
Emerson Electric CO

Industrials
717
+ 2.56%
$126.01 - $140.03 $90.3K - $100K
28.7K $3.66M
SSNC
Ss&C Technologies Holdings Inc

Technology
368
+ 4.81%
$79.54 - $88.08 $29.3K - $32.4K
8.02K $669K
KMX
Carmax Inc

Consumer Cyclical
3.74K
+ 28.05%
$30.88 - $46.81 $116K - $175K
17.1K $588K
RS
Reliance Steel & Aluminum CO

Basic Materials
23
+ 1.39%
$269.23 - $285.6 $6.19K - $6.57K
1.68K $454K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
50
+ 0.25%
$23.57 - $24.85 $1.18K - $1.24K
19.8K $477K
WBS
Webster Financial Corp

Financial Services
199
+ 2.5%
$54.1 - $61.45 $10.8K - $12.2K
8.16K $460K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
311
+ 1.14%
$80.91 - $83.82 $25.2K - $26.1K
27.7K $2.26M
PNR
Pentair PLC

Industrials
493
+ 4.75%
$104.33 - $112.36 $51.4K - $55.4K
10.9K $1.13M
CLF
Cleveland Cliffs Inc.

Basic Materials
164
+ 1.3%
$10.09 - $16.18 $1.65K - $2.65K
12.8K $137K
RPG
Invesco Exchange Traded Fd Tr

ETFs
472
+ 2.42%
$45.61 - $48.53 $21.5K - $22.9K
20K $911K
ONEO
Spdr Russell 1000 Momentum Foc

ETFs
15
+ 0.14%
$125.13 - $129.79 $1.88K - $1.95K
10.9K $1.39M
STKL
Sun Opta Inc.

Consumer Defensive
300
+ 2.45%
$3.86 - $6.04 $1.16K - $1.81K
12.5K $51K
COIN
Coinbase Global, Inc.

Technology
373
+ 15.7%
$283.14 - $387.27 $106K - $144K
2.75K $780K
RYN
Rayonier Inc

Real Estate
1.21K
+ 12.16%
$21.78 - $26.92 $26.4K - $32.6K
11.2K $243K
HRB
H&R Block Inc

Consumer Cyclical
1.24K
+ 10.08%
$44.27 - $52.59 $55.1K - $65.4K
13.6K $601K
RUM
Rumble Inc.

Technology
93
+ 0.66%
$5.64 - $8.56 $525 - $796
14.1K $79K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
2.47K
+ 9.28%
$12.83 - $15.07 $31.7K - $37.2K
29.1K $375K
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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