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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-72- 0.34% |
$7.41K - $8.27K
|
20.9K
$1.87M
|
|
|
May 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-72- 1.42% |
$7.41K - $8.27K
|
5.01K
$448K
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-73- 1.03% |
$7.51K - $8.38K
|
6.99K
$625K
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-73- 0.84% |
$7.51K - $8.38K
|
8.62K
$771K
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-74- 1.54% |
$7.62K - $8.5K
|
4.74K
$424K
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-74- 3.77% |
$7.62K - $8.5K
|
1.89K
$169K
|
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
SELL
|
- |
-74- 0.12% |
$7.62K - $8.5K
|
60.2K
$5.38M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-74- 4.03% |
$7.62K - $8.5K
|
1.76K
$158K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-75- 6.84% |
$7.72K - $8.61K
|
1.02K
$91.4K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-78- 1.69% |
$8.03K - $8.96K
|
4.53K
$406K
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-79- 0.1% |
$8.13K - $9.07K
|
77.1K
$6.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-79- 2.43% |
$8.13K - $9.07K
|
3.17K
$284K
|
|
|
Apr 21, 2023
Q1 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-79- 1.3% |
$8.13K - $9.07K
|
6K
$537K
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-79- 0.5% |
$8.13K - $9.07K
|
15.6K
$1.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-80- 3.39% |
$8.24K - $9.19K
|
2.28K
$204K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-81- 0.31% |
$8.34K - $9.3K
|
26K
$2.32M
|
|
|
Apr 13, 2023
Q1 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-82- 0.04% |
$8.44K - $9.42K
|
197K
$17.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Bay Rivers Group
|
SELL
|
- |
-82- 3.35% |
$8.44K - $9.42K
|
2.37K
$212K
|
|
|
May 08, 2023
Q1 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-82- 3.62% |
$8.44K - $9.42K
|
2.19K
$196K
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-83- 1.03% |
$8.54K - $9.53K
|
7.96K
$712K
|
|
|
Apr 20, 2023
Q1 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-85- 3.71% |
$8.75K - $9.76K
|
2.21K
$198K
|
|
|
May 04, 2023
Q1 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-85- 2.96% |
$8.75K - $9.76K
|
2.78K
$249K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-87- 0.93% |
$8.96K - $9.99K
|
9.25K
$828K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-88- 1.02% |
$9.06K - $10.1K
|
8.51K
$762K
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-89- 0.73% |
$9.16K - $10.2K
|
12.1K
$1.08M
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-89- 0.72% |
$9.16K - $10.2K
|
12.3K
$1.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-90- 16.13% |
$9.26K - $10.3K
|
468
$41.9K
|
|
|
May 04, 2023
Q1 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-90- 3.16% |
$9.26K - $10.3K
|
2.76K
$247K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-90- 0.28% |
$9.26K - $10.3K
|
31.7K
$2.84M
|
|
|
Nov 13, 2023
Q1 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-90- 0.35% |
$9.26K - $10.3K
|
25.8K
$2.31M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-90- 0.28% |
$9.26K - $10.3K
|
31.7K
$2.84M
|
|
|
Apr 27, 2023
Q1 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-93- 0.8% |
$9.57K - $10.7K
|
11.5K
$1.03M
|
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-93- 4.44% |
$9.57K - $10.7K
|
2K
$179K
|
|
|
May 05, 2023
Q1 2023
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-93- 0.7% |
$9.57K - $10.7K
|
13.3K
$1.19M
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-93- 0.47% |
$9.57K - $10.7K
|
19.8K
$1.77M
|
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-94- 0.59% |
$9.68K - $10.8K
|
15.8K
$1.42M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-94- 2.43% |
$9.68K - $10.8K
|
3.77K
$337K
|
|
|
Dec 06, 2024
Q1 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-94- 4.1% |
$9.68K - $10.8K
|
2.2K
$197K
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-95- 2.36% |
$9.78K - $10.9K
|
3.93K
$352K
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-96- 3.29% |
$9.88K - $11K
|
2.82K
$252K
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-96- 2.37% |
$9.88K - $11K
|
3.95K
$354K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-97- 0.87% |
$9.99K - $11.1K
|
11.1K
$993K
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-99- 3.84% |
$10.2K - $11.4K
|
2.48K
$222K
|
|
|
May 09, 2023
Q1 2023
|
Perkins Capital Management Inc
|
SELL
|
- |
-100- 0.84% |
$10.3K - $11.5K
|
11.8K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-100- 0.34% |
$10.3K - $11.5K
|
29.2K
$2.61M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-100- 0.85% |
$10.3K - $11.5K
|
11.7K
$1.05M
|
|
|
Apr 18, 2023
Q1 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-100- 1.27% |
$10.3K - $11.5K
|
7.77K
$696K
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-100- 1.98% |
$10.3K - $11.5K
|
4.96K
$444K
|
|
|
Apr 19, 2023
Q1 2023
|
Coerente Capital Management
|
SELL
|
- |
-100- 2.09% |
$10.3K - $11.5K
|
4.68K
$419K
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-100- 3.32% |
$10.3K - $11.5K
|
2.91K
$260K
|