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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
494New |
$43.7K - $52.9K
|
494
$42K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.68KNew |
$237K - $287K
|
2.68K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
6.95KNew |
$615K - $743K
|
6.95K
$591K
|
|
|
Aug 14, 2025
Q2 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
4.26KNew |
$377K - $456K
|
4.26K
$363K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
78.2KNew |
$6.92M - $8.38M
|
78.2K
$6.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
27+ 17.65% |
$2.39K - $2.89K
|
180
$15.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-5.49K- 43.24% |
$486K - $588K
|
7.21K
$613K
|
|
|
Aug 14, 2025
Q2 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
70KNew |
$6.19M - $7.49M
|
70K
$5.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-32- 0.87% |
$2.83K - $3.43K
|
3.64K
$310K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3+ 2.97% |
$265 - $321
|
104
$8.85K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
362+ 17.96% |
$32K - $38.7K
|
2.38K
$202K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.65K- 1.79% |
$146K - $177K
|
90.2K
$7.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-33.6K- 88.94% |
$2.97M - $3.59M
|
4.17K
$355K
|
|
|
Aug 13, 2025
Q2 2025
|
Formula Growth LTD
Montreal, A8 |
SELL
|
- |
-480- 1.69% |
$42.5K - $51.4K
|
28K
$2.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
237New |
$21K - $25.4K
|
237
$20.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
8.23KNew |
$729K - $881K
|
8.23K
$701K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.6KNew |
$230K - $278K
|
2.6K
$221K
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
12.5K+ 532.57% |
$1.11M - $1.34M
|
14.9K
$1.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
15+ 93.75% |
$1.33K - $1.61K
|
31
$2.64K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.64KNew |
$233K - $282K
|
2.64K
$224K
|
|
|
Aug 11, 2025
Q2 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-798- 12.49% |
$70.6K - $85.4K
|
5.59K
$476K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-1.37K- 50.98% |
$121K - $147K
|
1.32K
$112K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
31New |
$2.74K - $3.32K
|
31
$2.64K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12+ 0.5% |
$1.06K - $1.28K
|
2.43K
$207K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1New |
$88.5 - $107
|
1
$85.1
|
|
|
Aug 08, 2025
Q2 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
14.8KNew |
$1.31M - $1.58M
|
14.8K
$1.26M
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.15K- 1.73% |
$102K - $123K
|
65.5K
$5.58M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
149+ 7.18% |
$13.2K - $15.9K
|
2.23K
$189K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-5- 31.25% |
$442 - $535
|
11
$936
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-179- 23.83% |
$15.8K - $19.2K
|
572
$48.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Shaker Investments LLC
|
SELL
|
- |
-9.07K- 37.83% |
$802K - $971K
|
14.9K
$1.27M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-59- 86.76% |
$5.22K - $6.32K
|
9
$766
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
4.65KNew |
$411K - $498K
|
4.65K
$396K
|
|
|
Jul 30, 2025
Q2 2025
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-194- 7.75% |
$17.2K - $20.8K
|
2.31K
$197K
|
|
|
Jul 29, 2025
Q2 2025
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-3.5K- 33.02% |
$310K - $375K
|
7.1K
$604K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
285+ 13.79% |
$25.2K - $30.5K
|
2.35K
$200K
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-6.2K- 55.67% |
$549K - $664K
|
4.94K
$420K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-584- 19.0% |
$51.7K - $62.5K
|
2.49K
$212K
|
|
|
Jul 24, 2025
Q2 2025
|
Lindenwold Advisors
|
SELL
|
- |
-89- 3.32% |
$7.87K - $9.53K
|
2.59K
$221K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
41New |
$3.63K - $4.39K
|
41
$3.49K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 42.86% |
$265 - $321
|
4
$340
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
299New |
$26.5K - $32K
|
299
$25.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
24+ 8.11% |
$2.12K - $2.57K
|
320
$27.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-6- 13.95% |
$531 - $642
|
37
$3.15K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
9New |
$796 - $963
|
9
$766
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2.25KNew |
$199K - $241K
|
2.25K
$191K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
745+ 4.25% |
$65.9K - $79.7K
|
18.3K
$1.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
6+ 10.53% |
$531 - $642
|
63
$5.36K
|
|
| Q1 2025 | |||||||
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
1.48K+ 30.23% |
$141K - $163K
|
6.37K
$542K
|
|