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 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-8.78K- 16.84% |
$904K - $1.01M
|
43.3K
$4.07M
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-8.81K- 17.5% |
$907K - $1.01M
|
41.5K
$3.91M
|
|
|
Apr 12, 2023
Q1 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-9.03K- 20.69% |
$930K - $1.04M
|
34.6K
$3.25M
|
|
|
May 15, 2023
Q1 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-9.24K- 79.92% |
$951K - $1.06M
|
2.32K
$218K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-9.39K- 95.82% |
$966K - $1.08M
|
409
$38.4K
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
SELL
|
- |
-9.53K- 28.22% |
$981K - $1.09M
|
24.2K
$2.28M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-9.55K- 13.41% |
$983K - $1.1M
|
61.6K
$5.79M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.69K- 66.77% |
$997K - $1.11M
|
4.82K
$453K
|
|
|
Apr 27, 2023
Q1 2023
|
St. James Investment Company, LLC
|
SELL
|
- |
-9.85K- 2.91% |
$1.01M - $1.13M
|
328K
$30.9M
|
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
SELL
|
- |
-9.87K- 27.85% |
$1.02M - $1.13M
|
25.6K
$2.4M
|
|
|
May 15, 2023
Q1 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-9.96K- 19.12% |
$1.03M - $1.14M
|
42.1K
$3.96M
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
SELL
|
- |
-10.1K- 2.33% |
$1.04M - $1.16M
|
423K
$39.8M
|
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-10.2K- 16.7% |
$1.05M - $1.17M
|
51K
$4.79M
|
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-10.3K- 81.05% |
$1.06M - $1.19M
|
2.42K
$227K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-10.5K- 86.1% |
$1.08M - $1.21M
|
1.7K
$160K
|
|
|
Apr 06, 2023
Q1 2023
|
Patton Fund Management, Inc.
|
SELL
|
- |
-10.6K- 40.75% |
$1.09M - $1.22M
|
15.4K
$1.45M
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-10.6K- 8.29% |
$1.09M - $1.22M
|
117K
$11M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-10.8K- 9.53% |
$1.11M - $1.24M
|
102K
$9.61M
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-10.8K- 3.38% |
$1.11M - $1.24M
|
309K
$29M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-10.9K- 1.1% |
$1.12M - $1.25M
|
973K
$91.5M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-10.9K- 14.75% |
$1.12M - $1.25M
|
62.8K
$5.9M
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-10.9K- 65.51% |
$1.12M - $1.25M
|
5.74K
$539K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.9K- 3.78% |
$1.12M - $1.25M
|
278K
$26.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-11K- 4.05% |
$1.13M - $1.26M
|
261K
$24.5M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-11.2K- 11.34% |
$1.16M - $1.29M
|
87.9K
$8.26M
|
|
|
May 12, 2023
Q1 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-11.3K- 24.62% |
$1.16M - $1.29M
|
34.5K
$3.24M
|
|
|
Apr 19, 2023
Q1 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-11.3K- 62.57% |
$1.16M - $1.3M
|
6.76K
$636K
|
|
|
May 05, 2023
Q1 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-11.3K- 27.01% |
$1.16M - $1.3M
|
30.6K
$2.87M
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
SELL
|
- |
-11.4K- 19.21% |
$1.17M - $1.3M
|
47.8K
$4.49M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-11.4K- 2.9% |
$1.17M - $1.3M
|
380K
$35.7M
|
|
|
Apr 06, 2023
Q1 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-11.4K- 40.89% |
$1.17M - $1.31M
|
16.5K
$1.55M
|
|
|
May 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-11.5K- 32.81% |
$1.18M - $1.32M
|
23.5K
$2.21M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-11.5K- 2.25% |
$1.19M - $1.32M
|
500K
$47M
|
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-11.6K- 8.26% |
$1.2M - $1.34M
|
129K
$12.2M
|
|
|
May 05, 2023
Q1 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-11.7K- 28.02% |
$1.21M - $1.35M
|
30.2K
$2.84M
|
|
|
May 15, 2023
Q1 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-11.8K- 14.44% |
$1.21M - $1.36M
|
69.9K
$6.57M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12K- 14.97% |
$1.23M - $1.37M
|
68K
$6.39M
|
|
|
May 08, 2023
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-12.2K- 81.83% |
$1.26M - $1.41M
|
2.72K
$256K
|
|
|
Feb 06, 2024
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-12.2K- 81.83% |
$1.26M - $1.41M
|
2.72K
$256K
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-12.6K- 7.44% |
$1.29M - $1.44M
|
156K
$14.7M
|
|
|
May 15, 2023
Q1 2023
|
Tri Locum Partners LP
New York, NY |
SELL
|
- |
-12.7K- 9.98% |
$1.3M - $1.46M
|
114K
$10.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-12.8K- 29.04% |
$1.32M - $1.48M
|
31.4K
$2.95M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-12.9K- 8.34% |
$1.33M - $1.48M
|
142K
$13.3M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-13K- 18.32% |
$1.34M - $1.5M
|
58.1K
$5.46M
|
|
|
May 04, 2023
Q1 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-13K- 3.36% |
$1.34M - $1.5M
|
375K
$35.2M
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-13.1K- 1.69% |
$1.35M - $1.51M
|
763K
$71.7M
|
|
|
May 09, 2023
Q1 2023
|
Sicart Associates LLC
|
SELL
|
- |
-13.1K- 12.79% |
$1.35M - $1.51M
|
89.7K
$8.43M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13.2K- 5.38% |
$1.36M - $1.52M
|
232K
$21.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-13.3K- 67.69% |
$1.36M - $1.52M
|
6.32K
$594K
|
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-13.3K- 0.59% |
$1.37M - $1.52M
|
2.25M
$211M
|