Ownership history in Corient Private Wealth LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Corient Private Wealth LLC reported a position in FIRST MERCHANTS CORP (FRME). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 19,275 | -59,283 | -75.5% | 0.00% | $727K | $36.99 |
| 2025 Q2 | REDUCED | 78,558 | -51 | -0.1% | 0.00% | $3.0M | $37.26 |
| 2025 Q1 | ADDED | 78,609 | +11 | +0.0% | 0.01% | $3.2M | $38.95 |
| 2024 Q4 | ADDED | 78,598 | +67,734 | +623.5% | 0.01% | $3.1M | $38.10 |
| 2024 Q3 | REDUCED | 10,864 | -72,781 | -87.0% | 0.00% | $404K | $35.24 |
| 2024 Q2 | ADDED | 83,645 | +58 | +0.1% | 0.00% | $2.8M | $31.24 |
| 2024 Q1 | ADDED | 83,587 | +280 | +0.3% | 0.01% | $2.9M | $32.40 |
| 2023 Q4 | ADDED | 83,307 | +56,406 | +209.7% | 0.01% | $3.1M | $34.07 |
| 2023 Q3 | ADDED | 26,901 | +25 | +0.1% | 0.00% | $748K | $25.28 |
| 2023 Q2 | ADDED | 26,876 | +9,738 | +56.8% | 0.00% | $759K | $25.37 |
As of 2025 Q4 — sorted by position size