Latest Institutional Transactions on Merck & Co., Inc. (MRK)
This table provides information on the latest institutional transactions involving Merck & Co., Inc. (MRK) 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 |
---|---|---|---|---|---|---|---|
Apr 25, 2025
Q1 2025
|
Guardian Investment Management
|
SELL
|
- |
-200- 1.31% |
$16.6K - $20.2K
|
15.1K
$1.21M
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
600+ 18.03% |
$49.8K - $60.6K
|
3.93K
$316K
|
|
Apr 24, 2025
Q1 2025
|
Tepp Ria, LLC
Westfield, NJ |
SELL
|
- |
-548- 10.35% |
$45.5K - $55.4K
|
4.75K
$381K
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-58- 2.26% |
$4.81K - $5.86K
|
2.51K
$202K
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
BUY
|
- |
62.9K+ 5.63% |
$5.22M - $6.36M
|
1.18M
$94.9M
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-194- 24.65% |
$16.1K - $19.6K
|
593
$47.7K
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
866+ 8.65% |
$71.9K - $87.5K
|
10.9K
$875K
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-423- 10.75% |
$35.1K - $42.7K
|
3.51K
$282K
|
|
Apr 24, 2025
Q1 2025
|
Marathon Asset Management LTD
|
SELL
|
- |
-31.8K- 10.07% |
$2.64M - $3.21M
|
283K
$22.8M
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
22.6KNew |
$1.87M - $2.28M
|
22.6K
$1.81M
|
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
BUY
|
- |
14+ 0.21% |
$1.16K - $1.41K
|
6.56K
$527K
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-25- 1.06% |
$2.08K - $2.53K
|
2.33K
$188K
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-2.57K- 7.09% |
$213K - $260K
|
33.7K
$2.71M
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
172+ 7.15% |
$14.3K - $17.4K
|
2.58K
$207K
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-144K- 54.97% |
$12M - $14.6M
|
118K
$9.5M
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-108- 3.37% |
$8.97K - $10.9K
|
3.1K
$249K
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-4.4K- 51.65% |
$365K - $445K
|
4.12K
$331K
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-10K- 96.09% |
$831K - $1.01M
|
407
$32.7K
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.26KNew |
$188K - $229K
|
2.26K
$182K
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-885- 0.3% |
$73.5K - $89.4K
|
296K
$23.8M
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-2.76K- 68.83% |
$229K - $278K
|
1.25K
$100K
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
5.45KNew |
$452K - $551K
|
5.45K
$438K
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
11+ 0.17% |
$913 - $1.11K
|
6.36K
$511K
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
184+ 8.38% |
$15.3K - $18.6K
|
2.38K
$191K
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-464- 8.21% |
$38.5K - $46.9K
|
5.19K
$417K
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-350- 11.11% |
$29.1K - $35.4K
|
2.8K
$225K
|
|
Apr 22, 2025
Q1 2025
|
North Point Portfolio Managers Corp
|
BUY
|
- |
4.34KNew |
$360K - $439K
|
4.34K
$349K
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-19- 2.67% |
$1.58K - $1.92K
|
693
$55.7K
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-1.31K- 31.33% |
$109K - $133K
|
2.88K
$232K
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
2.27KNew |
$188K - $229K
|
2.27K
$182K
|
|
Apr 22, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
200New |
$16.6K - $20.2K
|
200
$16.1K
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.67K- 8.29% |
$138K - $169K
|
18.5K
$1.48M
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-113- 3.09% |
$9.38K - $11.4K
|
3.54K
$285K
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-114- 4.83% |
$9.46K - $11.5K
|
2.25K
$181K
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
62New |
$5.15K - $6.26K
|
62
$4.98K
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
380+ 14.57% |
$31.5K - $38.4K
|
2.99K
$240K
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-5.99K- 70.0% |
$497K - $605K
|
2.57K
$206K
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-1.26K- 47.48% |
$105K - $127K
|
1.4K
$112K
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
402+ 8.29% |
$33.4K - $40.6K
|
5.25K
$422K
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-33.6K- 100.0% |
$2.79M - $3.4M
|
1
$80.4
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-7.75K- 75.1% |
$644K - $783K
|
2.57K
$207K
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-9.73K- 33.14% |
$808K - $983K
|
19.6K
$1.58M
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-3.6K- 21.36% |
$299K - $364K
|
13.3K
$1.07M
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
6+ 0.21% |
$498 - $606
|
2.86K
$230K
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-7.94K- 37.65% |
$659K - $802K
|
13.2K
$1.06M
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-451- 5.02% |
$37.4K - $45.6K
|
8.54K
$687K
|
|
Apr 18, 2025
Q1 2025
|
Wendell David Associates Inc
|
BUY
|
- |
4.74K+ 9.45% |
$393K - $479K
|
54.9K
$4.41M
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-76- 1.31% |
$6.31K - $7.68K
|
5.72K
$460K
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-56- 2.38% |
$4.65K - $5.66K
|
2.3K
$185K
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-3.15K- 18.74% |
$262K - $319K
|
13.7K
$1.1M
|