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 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
51+ 0.14% |
$5.25K - $5.86K
|
37.8K
$3.45M
|
|
|
Apr 14, 2023
Q1 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
50+ 0.92% |
$5.15K - $5.74K
|
5.51K
$502K
|
|
|
Apr 18, 2023
Q1 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
50+ 0.63% |
$5.15K - $5.74K
|
8.02K
$732K
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
50+ 22.52% |
$5.15K - $5.74K
|
272
$24.8K
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
50+ 1.0% |
$5.15K - $5.74K
|
5.05K
$461K
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
49+ 0.66% |
$5.04K - $5.63K
|
7.48K
$683K
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
48+ 1.89% |
$4.94K - $5.51K
|
2.59K
$236K
|
|
|
Apr 13, 2023
Q1 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
47+ 0.87% |
$4.84K - $5.4K
|
5.47K
$500K
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
47+ 0.07% |
$4.84K - $5.4K
|
69.4K
$6.33M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
46+ 1.02% |
$4.74K - $5.28K
|
4.54K
$414K
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
45+ 0.27% |
$4.63K - $5.17K
|
17K
$1.55M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
45+ 0.17% |
$4.63K - $5.17K
|
26.7K
$2.44M
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
44+ 0.03% |
$4.53K - $5.05K
|
143K
$13.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Eads & Heald Wealth Management
|
BUY
|
- |
44+ 0.98% |
$4.53K - $5.05K
|
4.53K
$413K
|
|
|
Apr 11, 2023
Q1 2023
|
Stolper CO
|
BUY
|
- |
43+ 0.16% |
$4.43K - $4.94K
|
27.7K
$2.53M
|
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
43+ 0.27% |
$4.43K - $4.94K
|
16.1K
$1.47M
|
|
|
Apr 17, 2023
Q1 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
42+ 0.98% |
$4.32K - $4.82K
|
4.35K
$397K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
42+ 3.42% |
$4.32K - $4.82K
|
1.27K
$116K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
42+ 2.1% |
$4.32K - $4.82K
|
2.04K
$186K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
40+ 2.53% |
$4.12K - $4.59K
|
1.62K
$148K
|
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
40+ 1.67% |
$4.12K - $4.59K
|
2.44K
$222K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
40+ 0.18% |
$4.12K - $4.59K
|
21.7K
$1.98M
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
39+ 0.59% |
$4.01K - $4.48K
|
6.63K
$605K
|
|
|
Apr 28, 2023
Q1 2023
|
Northeast Investment Management
|
BUY
|
- |
38+ 0.06% |
$3.91K - $4.36K
|
60.5K
$5.52M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
36+ 0.65% |
$3.71K - $4.13K
|
5.56K
$508K
|
|
|
Apr 18, 2023
Q1 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
36+ 0.59% |
$3.71K - $4.13K
|
6.1K
$557K
|
|
|
May 15, 2023
Q1 2023
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
35+ 0.06% |
$3.6K - $4.02K
|
61.5K
$5.61M
|
|
|
Apr 10, 2023
Q1 2023
|
Gagnon Securities LLC
|
BUY
|
- |
34+ 0.89% |
$3.5K - $3.91K
|
3.84K
$351K
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
34+ 1.82% |
$3.5K - $3.91K
|
1.9K
$173K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
34+ 1.16% |
$3.5K - $3.91K
|
2.96K
$270K
|
|
|
May 16, 2023
Q1 2023
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
34+ 0.04% |
$3.5K - $3.91K
|
89K
$8.13M
|
|
|
Feb 13, 2025
Q1 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
34+ 0.46% |
$3.5K - $3.91K
|
7.5K
$684K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
33+ 0.12% |
$3.4K - $3.79K
|
26.6K
$2.43M
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
33+ 0.35% |
$3.4K - $3.79K
|
9.47K
$864K
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
33+ 0.61% |
$3.4K - $3.79K
|
5.47K
$499K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
32+ 0.5% |
$3.29K - $3.68K
|
6.48K
$591K
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
31+ 1.33% |
$3.19K - $3.56K
|
2.36K
$215K
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
30+ 1.12% |
$3.09K - $3.45K
|
2.71K
$247K
|
|
|
May 08, 2023
Q1 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
30+ 0.08% |
$3.09K - $3.45K
|
35.6K
$3.25M
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
30+ 0.48% |
$3.09K - $3.45K
|
6.31K
$576K
|
|
|
May 09, 2023
Q1 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
30+ 0.66% |
$3.09K - $3.45K
|
4.54K
$415K
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
30+ 0.28% |
$3.09K - $3.45K
|
10.8K
$986K
|
|
|
Apr 14, 2023
Q1 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
29+ 0.39% |
$2.99K - $3.33K
|
7.4K
$675K
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
29+ 0.79% |
$2.99K - $3.33K
|
3.68K
$336K
|
|
|
May 10, 2023
Q1 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
28+ 0.99% |
$2.88K - $3.22K
|
2.84K
$260K
|
|
|
May 05, 2023
Q1 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
27+ 0.89% |
$2.78K - $3.1K
|
3.04K
$278K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
26New |
$2.68K - $2.99K
|
26
$2.37K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
26+ 1.3% |
$2.68K - $2.99K
|
2.02K
$185K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
26+ 4.05% |
$2.68K - $2.99K
|
668
$61K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
25+ 7.89% |
$2.57K - $2.87K
|
342
$31.2K
|