Latest Institutional Transactions on Merit Medical Systems Inc (MMSI)
This table provides information on the latest institutional transactions involving Merit Medical Systems Inc (MMSI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
SELL
|
- |
-4.4K- 47.31% |
$279K - $373K
|
4.9K
$417K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
271+ 7.89% |
$17.2K - $23K
|
3.7K
$315K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
47New |
$2.98K - $3.98K
|
47
$4K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
26New |
$1.65K - $2.2K
|
26
$2.21K
|
|
| Q2 2023 | |||||||
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
4.26KNew |
$315K - $363K
|
4.26K
$362K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-538- 8.75% |
$39.8K - $45.9K
|
5.61K
$478K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
19.9K+ 80.63% |
$1.47M - $1.69M
|
44.5K
$3.79M
|
|
|
Aug 15, 2023
Q2 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
20.6K+ 40.45% |
$1.52M - $1.75M
|
71.4K
$6.07M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
36New |
$2.67K - $3.07K
|
36
$3.06K
|
|
|
Aug 14, 2023
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
2.63KNew |
$194K - $224K
|
2.63K
$223K
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
4.83KNew |
$357K - $412K
|
4.83K
$411K
|
|
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-5- 0.4% |
$370 - $426
|
1.26K
$107K
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.32KNew |
$246K - $283K
|
3.32K
$283K
|
|
|
Aug 14, 2023
Q2 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
3.83KNew |
$284K - $327K
|
3.83K
$326K
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
2.76KNew |
$204K - $235K
|
2.76K
$235K
|
|
|
Aug 11, 2023
Q2 2023
|
Nuance Investments, LLC
Kansas City, MO |
SELL
|
- |
-195K- 98.48% |
$14.5M - $16.6M
|
3.02K
$257K
|
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-96- 0.75% |
$7.11K - $8.18K
|
12.8K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
50.9KNew |
$3.77M - $4.34M
|
50.9K
$4.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
630New |
$46.6K - $53.7K
|
630
$53.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-641- 9.19% |
$47.5K - $54.6K
|
6.33K
$539K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
20New |
$1.48K - $1.7K
|
20
$1.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
250New |
$18.5K - $21.3K
|
250
$21.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-1.7K- 14.72% |
$125K - $144K
|
9.82K
$836K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Advisors LLC
|
BUY
|
- |
12.5KNew |
$927K - $1.07M
|
12.5K
$1.07M
|
|
|
Jul 28, 2023
Q2 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
5.76KNew |
$426K - $491K
|
5.76K
$490K
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
6.3KNew |
$466K - $537K
|
6.3K
$536K
|
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
326New |
$24.1K - $27.8K
|
326
$27.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
116+ 2.0% |
$8.59K - $9.89K
|
5.92K
$504K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
6New |
$444 - $511
|
6
$511
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1+ 0.02% |
$74 - $85.2
|
5.5K
$468K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-69- 5.77% |
$5.11K - $5.88K
|
1.13K
$95.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
220+ 17.25% |
$16.3K - $18.8K
|
1.5K
$127K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 11.11% |
$74 - $85.2
|
8
$681
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-941Closed |
$62.2K - $69.6K
|
0
$0
|
|
|
May 23, 2023
Q1 2023
|
Capital Impact Advisors, LLC
Boston, MA |
SELL
|
- |
-2.53K- 17.36% |
$168K - $187K
|
12.1K
$1.03M
|
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
150+ 3.55% |
$9.92K - $11.1K
|
4.38K
$373K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
175+ 53.85% |
$11.6K - $12.9K
|
500
$42.5K
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
3.1KNew |
$205K - $229K
|
3.1K
$264K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-204- 6.92% |
$13.5K - $15.1K
|
2.74K
$233K
|
|
|
May 12, 2023
Q1 2023
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
2.86KNew |
$189K - $211K
|
2.86K
$243K
|
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
SELL
|
- |
-5.75K- 45.81% |
$380K - $425K
|
6.8K
$578K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
4.52KNew |
$299K - $334K
|
4.52K
$385K
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
3.01KNew |
$199K - $223K
|
3.01K
$256K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
34+ 0.98% |
$2.25K - $2.51K
|
3.51K
$299K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
142New |
$9.39K - $10.5K
|
142
$12.1K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7New |
$463 - $518
|
7
$596
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.57% |
$66.1 - $74
|
175
$14.9K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$66.1 - $74
|
1
$85.1
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-1- 4.17% |
$66.1 - $74
|
23
$1.96K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
17New |
$1.12K - $1.26K
|
17
$1.45K
|
|