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 406 institutions that hold shares in the stock, with a total of 59.3 Million shares, which have been reported (via 13F filing form) to have a value of $6.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
34
shares
|
$3,533
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
33
shares
|
$3,430
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
33
shares
|
$3,430
0.0% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
27
shares
|
$2,806
0.0% of portfolio
|
Q4 2023
Reduced 34.15%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
26
shares
|
$2,702
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
20
shares
|
$2,078
0.0% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
20
shares
|
$2,078
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
19
shares
|
$1,974
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
17
shares
|
$1,766
0.0% of portfolio
|
Q2 2024
Added 30.77%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
16
shares
|
$1,663
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
14
shares
|
$1,455
0.0% of portfolio
|
Q3 2024
Added 40.0%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
13
shares
|
$1,351
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
12
shares
|
$1,247
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
11
shares
|
$1,143
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
10
shares
|
$1,039
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
9
shares
|
$935
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
8
shares
|
$831
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
7
shares
|
$727
0.0% of portfolio
|
Q2 2024
Reduced 12.5%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
7
shares
|
$727
0.0% of portfolio
|
Q4 2024
Reduced 22.22%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
5
shares
|
$519
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
4
shares
|
$415
0.0% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
3
shares
|
$311
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
2
shares
|
$207
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
2
shares
|
$207
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
1
shares
|
$103
0.0% of portfolio
|
Q4 2024
New holding
|