Purchases and Sales Made in Q1 2024 in Merck & Co., Inc. (MRK)
This table provides information about the institutional ownership of Merck & Co., Inc. (MRK) during Q1 2024. 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 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
1.69KNew |
$191K - $222K
|
1.69K
$142K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.69KNew |
$191K - $222K
|
1.69K
$142K
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.69K+ 10.56% |
$191K - $222K
|
17.6K
$1.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
1.68KNew |
$190K - $222K
|
1.68K
$141K
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1.68KNew |
$190K - $222K
|
1.68K
$141K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.67KNew |
$189K - $220K
|
1.67K
$141K
|
|
|
Apr 05, 2024
Q1 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.67KNew |
$189K - $220K
|
1.67K
$140K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.67KNew |
$189K - $220K
|
1.67K
$140K
|
|
|
Apr 15, 2025
Q1 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
1.67KNew |
$189K - $220K
|
1.67K
$140K
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.66KNew |
$188K - $219K
|
1.66K
$140K
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.66KNew |
$188K - $219K
|
1.66K
$140K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.65K+ 2.16% |
$187K - $218K
|
78.2K
$6.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.65K+ 2.91% |
$187K - $218K
|
58.3K
$4.91M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.64KNew |
$186K - $217K
|
1.64K
$138K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.64KNew |
$186K - $217K
|
1.64K
$138K
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.64K+ 33.96% |
$186K - $217K
|
6.47K
$544K
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.64KNew |
$186K - $216K
|
1.64K
$138K
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.63K+ 7.69% |
$185K - $216K
|
22.9K
$1.92M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.63K+ 12.03% |
$185K - $215K
|
15.2K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
1.63K+ 0.08% |
$185K - $215K
|
2.04M
$172M
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.63KNew |
$184K - $215K
|
1.63K
$137K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
1.63K+ 4.49% |
$184K - $215K
|
37.9K
$3.19M
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
1.62KNew |
$184K - $214K
|
1.62K
$136K
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.62K+ 3.53% |
$183K - $214K
|
47.5K
$3.99M
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.62KNew |
$183K - $214K
|
1.62K
$136K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.62KNew |
$183K - $214K
|
1.62K
$136K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.62K+ 8.56% |
$183K - $214K
|
20.5K
$1.73M
|
|
|
May 09, 2024
Q1 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
1.62KNew |
$183K - $213K
|
1.62K
$136K
|
|
|
May 15, 2024
Q1 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
1.62K+ 36.11% |
$183K - $213K
|
6.1K
$513K
|
|
|
May 07, 2024
Q1 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
1.61KNew |
$182K - $212K
|
1.61K
$135K
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.61K+ 2.22% |
$182K - $212K
|
74K
$6.22M
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
1.6KNew |
$182K - $212K
|
1.6K
$135K
|
|
|
Apr 15, 2024
Q1 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.6K+ 6.68% |
$181K - $211K
|
25.6K
$2.15M
|
|
|
Apr 10, 2024
Q1 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1.6KNew |
$181K - $211K
|
1.6K
$135K
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
1.6KNew |
$181K - $211K
|
1.6K
$135K
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1.6KNew |
$181K - $211K
|
1.6K
$135K
|
|
|
May 03, 2024
Q1 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.6K+ 15.67% |
$181K - $211K
|
11.8K
$991K
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.6K+ 39.01% |
$181K - $211K
|
5.69K
$478K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.6K+ 1.01% |
$181K - $210K
|
160K
$13.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
1.59KNew |
$181K - $210K
|
1.59K
$134K
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
1.59KNew |
$180K - $210K
|
1.59K
$134K
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
1.59KNew |
$180K - $210K
|
1.59K
$134K
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
1.59KNew |
$180K - $210K
|
1.59K
$134K
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
BUY
|
- |
1.59KNew |
$180K - $210K
|
1.59K
$134K
|
|
|
May 07, 2024
Q1 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
1.58KNew |
$179K - $208K
|
1.58K
$133K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.58K+ 5.3% |
$179K - $208K
|
31.4K
$2.64M
|
|
|
May 03, 2024
Q1 2024
|
Chapman Investment Management, LLC
|
BUY
|
- |
1.57KNew |
$178K - $207K
|
1.57K
$132K
|
|
|
May 15, 2024
Q1 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
1.57KNew |
$178K - $207K
|
1.57K
$132K
|
|
|
May 07, 2024
Q1 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
1.57KNew |
$177K - $207K
|
1.57K
$132K
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.56KNew |
$176K - $205K
|
1.56K
$131K
|