HWAM
FRME icon

Hennion & Walsh Asset Management’s First Merchants FRME Stock Holding History

Hennion & Walsh Asset Management’s Portfolio FRME Stock Details FRME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$222K Buy
+5,091
New +$207K 0.01% 907
2025
Q4 		– Sell
-6,839
Closed -$258K – 955
2025
Q3 		$258K Sell
6,839
-161
-2% -$6.42K 0.01% 875
2025
Q2 		$268K Sell
7,000
-2,988
-30% -$111K 0.01% 846
2025
Q1 		$404K Sell
9,988
-110
-1% -$4.58K 0.02% 691
2024
Q4 		$403K Sell
10,098
-140
-1% -$5.66K 0.02% 688
2024
Q3 		$381K Sell
10,238
-314
-3% -$11.6K 0.02% 683
2024
Q2 		$351K Buy
10,552
+3,981
+61% +$133K 0.02% 690
2024
Q1 		$229K Buy
+6,571
New +$226K 0.01% 767

Other funds holding FRME

LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return