Institutional Ownership Merit Medical Systems Inc (MMSI)
This table provides information about the institutional ownership of Merit Medical Systems Inc (MMSI). We have compiled data on the 415 institutions that hold shares in the stock, with a total of 59.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
43
shares
|
$3,908
0.0% of portfolio
|
Q4 2022
Added 30.3%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
42
shares
|
$3,817
0.0% of portfolio
|
Q1 2024
Added 5.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
40
shares
|
$3,635
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
40
shares
|
$3,635
0.0% of portfolio
|
Q3 2024
Reduced 23.08%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
38
shares
|
$3,453
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
36
shares
|
$3,272
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
36
shares
|
$3,272
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
35
shares
|
$3,181
0.0% of portfolio
|
Q4 2024
Added 52.17%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
34
shares
|
$3,090
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
33
shares
|
$2,999
0.0% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
33
shares
|
$2,999
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
26
shares
|
$2,363
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
20
shares
|
$1,817
0.0% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
20
shares
|
$1,817
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
19
shares
|
$1,726
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
17
shares
|
$1,545
0.0% of portfolio
|
Q2 2024
Added 30.77%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
16
shares
|
$1,454
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
15
shares
|
$1,363
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
14
shares
|
$1,272
0.0% of portfolio
|
Q3 2024
Added 40.0%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
13
shares
|
$1,181
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
12
shares
|
$1,090
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
11
shares
|
$999
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
10
shares
|
$908
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
8
shares
|
$727
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
7
shares
|
$636
0.0% of portfolio
|
Q4 2024
Reduced 22.22%
|