Purchases and Sales Made in Q1 2023 in Merck & Co., Inc. (MRK)
This table provides information about the institutional ownership of Merck & Co., Inc. (MRK) during Q1 2023. The information is specifically focused on institutions that hold shares of Merck & Co., Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 17, 2023
Q1 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
551+ 3.27% |
$56.7K - $63.3K
|
17.4K
$1.59M
|
|
|
Feb 11, 2025
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
551+ 2.55% |
$56.7K - $63.3K
|
22.2K
$2.02M
|
|
|
May 08, 2023
Q1 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
550+ 10.27% |
$56.6K - $63.2K
|
5.91K
$539K
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
549+ 2.03% |
$56.5K - $63.1K
|
27.6K
$2.52M
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
548+ 8.29% |
$56.4K - $62.9K
|
7.16K
$654K
|
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
538+ 0.75% |
$55.4K - $61.8K
|
71.9K
$6.56M
|
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
536+ 3.58% |
$55.2K - $61.6K
|
15.5K
$1.41M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
536+ 1.51% |
$55.2K - $61.6K
|
36.1K
$3.29M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
535+ 1.73% |
$55.1K - $61.5K
|
31.5K
$2.88M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
529+ 2.86% |
$54.5K - $60.8K
|
19.1K
$1.74M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
528+ 0.52% |
$54.4K - $60.6K
|
102K
$9.31M
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
524+ 6.89% |
$53.9K - $60.2K
|
8.13K
$742K
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
522+ 0.55% |
$53.7K - $60K
|
95.9K
$8.75M
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
521+ 87.12% |
$53.6K - $59.8K
|
1.12K
$102K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
516+ 0.41% |
$53.1K - $59.3K
|
125K
$11.4M
|
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
515+ 9.65% |
$53K - $59.2K
|
5.85K
$534K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
514+ 3.39% |
$52.9K - $59K
|
15.7K
$1.43M
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
512+ 22.17% |
$52.7K - $58.8K
|
2.82K
$257K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
512+ 1.05% |
$52.7K - $58.8K
|
49.3K
$4.5M
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
511+ 4.81% |
$52.6K - $58.7K
|
11.1K
$1.02M
|
|
|
Apr 20, 2023
Q1 2023
|
Ami Asset Management Corp
|
BUY
|
- |
510+ 6.01% |
$52.5K - $58.6K
|
9K
$821K
|
|
|
Apr 13, 2023
Q1 2023
|
Veery Capital, LLC
|
BUY
|
- |
509+ 20.02% |
$52.4K - $58.5K
|
3.05K
$279K
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
508+ 6.32% |
$52.3K - $58.3K
|
8.55K
$780K
|
|
|
Apr 14, 2023
Q1 2023
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
507+ 3.09% |
$52.2K - $58.2K
|
16.9K
$1.55M
|
|
|
May 03, 2023
Q1 2023
|
Tobam
|
BUY
|
- |
506+ 0.12% |
$52.1K - $58.1K
|
417K
$38M
|
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
BUY
|
- |
505+ 0.53% |
$52K - $58K
|
95.2K
$8.69M
|
|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
500+ 4.35% |
$51.5K - $57.4K
|
12K
$1.1M
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
500+ 12.2% |
$51.5K - $57.4K
|
4.6K
$420K
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
499+ 0.47% |
$51.4K - $57.3K
|
106K
$9.65M
|
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
497+ 0.79% |
$51.2K - $57.1K
|
63.6K
$5.81M
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
496+ 7.19% |
$51.1K - $57K
|
7.39K
$674K
|
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
495+ 3.28% |
$51K - $56.9K
|
15.6K
$1.42M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
490+ 23.49% |
$50.4K - $56.3K
|
2.58K
$235K
|
|
|
May 02, 2023
Q1 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
BUY
|
- |
489+ 5.17% |
$50.3K - $56.2K
|
9.94K
$907K
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
487+ 1.41% |
$50.1K - $55.9K
|
35.1K
$3.21M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
483+ 0.72% |
$49.7K - $55.5K
|
68K
$6.21M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
483+ 2.97% |
$49.7K - $55.5K
|
16.7K
$1.53M
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
482+ 0.76% |
$49.6K - $55.4K
|
64.3K
$5.87M
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
476+ 8.2% |
$49K - $54.7K
|
6.28K
$573K
|
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
476+ 3.18% |
$49K - $54.7K
|
15.4K
$1.41M
|
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
476+ 25.11% |
$49K - $54.7K
|
2.37K
$216K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
474+ 2.71% |
$48.8K - $54.4K
|
18K
$1.64M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
474+ 3.39% |
$48.8K - $54.4K
|
14.5K
$1.32M
|
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
472+ 3.08% |
$48.6K - $54.2K
|
15.8K
$1.44M
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
469+ 3.23% |
$48.3K - $53.9K
|
15K
$1.37M
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
467+ 2.03% |
$48.1K - $53.6K
|
23.4K
$2.14M
|
|
|
Apr 24, 2023
Q1 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
465+ 1.86% |
$47.9K - $53.4K
|
25.5K
$2.32M
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
465+ 1.58% |
$47.9K - $53.4K
|
29.9K
$2.73M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
462+ 0.71% |
$47.6K - $53.1K
|
65.1K
$5.95M
|
|
|
Apr 03, 2023
Q1 2023
|
Centre Asset Management, LLC
|
BUY
|
- |
460+ 1.65% |
$47.4K - $52.8K
|
28.3K
$2.58M
|