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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
804+ 0.9% |
$91K - $106K
|
89.9K
$8.84M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
803New |
$90.9K - $106K
|
803
$79K
|
|
|
Apr 30, 2024
Q1 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
802+ 35.77% |
$90.8K - $106K
|
3.04K
$299K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
802+ 3.93% |
$90.8K - $106K
|
21.2K
$2.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
800+ 16.37% |
$90.6K - $106K
|
5.69K
$559K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
800+ 65.25% |
$90.6K - $106K
|
2.03K
$199K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
799+ 7.97% |
$90.5K - $105K
|
10.8K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
798+ 4.08% |
$90.4K - $105K
|
20.4K
$2M
|
|
|
Apr 25, 2024
Q1 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
795+ 2.04% |
$90K - $105K
|
39.7K
$3.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
794+ 10.22% |
$89.9K - $105K
|
8.56K
$842K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
793+ 0.38% |
$89.8K - $105K
|
212K
$20.8M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
793+ 95.2% |
$89.8K - $105K
|
1.63K
$160K
|
|
|
Apr 26, 2024
Q1 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
792+ 1.79% |
$89.7K - $105K
|
45K
$4.43M
|
|
|
May 02, 2024
Q1 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
790+ 2.67% |
$89.5K - $104K
|
30.4K
$2.99M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
790+ 3.42% |
$89.5K - $104K
|
23.9K
$2.35M
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
787+ 1.17% |
$89.1K - $104K
|
68.1K
$6.7M
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
783+ 6.81% |
$88.7K - $103K
|
12.3K
$1.21M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
779+ 3.42% |
$88.2K - $103K
|
23.6K
$2.32M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
778+ 31.69% |
$88.1K - $103K
|
3.23K
$318K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
777+ 1.11% |
$88K - $103K
|
71K
$6.98M
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
776+ 4.73% |
$87.9K - $102K
|
17.2K
$1.69M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
775New |
$87.8K - $102K
|
775
$76.2K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
772+ 0.46% |
$87.4K - $102K
|
168K
$16.5M
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
770+ 16.97% |
$87.2K - $102K
|
5.31K
$522K
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
BUY
|
- |
770+ 21.46% |
$87.2K - $102K
|
4.36K
$429K
|
|
|
Apr 30, 2024
Q1 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
766+ 3.26% |
$86.7K - $101K
|
24.3K
$2.39M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
760+ 0.24% |
$86.1K - $100K
|
316K
$31.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
758+ 1.41% |
$85.8K - $100K
|
54.7K
$5.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
755+ 4.1% |
$85.5K - $99.6K
|
19.2K
$1.89M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
748+ 1.45% |
$84.7K - $98.7K
|
52.3K
$5.14M
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
737+ 1.32% |
$83.5K - $97.2K
|
56.6K
$5.57M
|
|
|
May 06, 2024
Q1 2024
|
Acr Alpine Capital Research, LLC
|
BUY
|
- |
726+ 4.27% |
$82.2K - $95.8K
|
17.7K
$1.74M
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
722+ 4.55% |
$81.8K - $95.3K
|
16.6K
$1.63M
|
|
|
Apr 18, 2024
Q1 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
722+ 0.86% |
$81.8K - $95.3K
|
85K
$8.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
715+ 4.46% |
$81K - $94.3K
|
16.7K
$1.65M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
706+ 4.01% |
$79.9K - $93.2K
|
18.3K
$1.8M
|
|
|
May 01, 2024
Q1 2024
|
Peterson Wealth Services
|
BUY
|
- |
706+ 3.83% |
$79.9K - $93.2K
|
19.1K
$1.88M
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
705+ 6.24% |
$79.8K - $93K
|
12K
$1.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
700New |
$79.3K - $92.4K
|
700
$68.8K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
700+ 23.42% |
$79.3K - $92.4K
|
3.69K
$363K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
699+ 26.78% |
$79.2K - $92.2K
|
3.31K
$325K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
696+ 2.7% |
$78.8K - $91.8K
|
26.5K
$2.61M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
694+ 3.1% |
$78.6K - $91.6K
|
23.1K
$2.27M
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
682+ 8.91% |
$77.2K - $90K
|
8.33K
$819K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
682+ 6.96% |
$77.2K - $90K
|
10.5K
$1.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
681+ 2.97% |
$77.1K - $89.9K
|
23.6K
$2.32M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
671+ 8.16% |
$76K - $88.5K
|
8.9K
$875K
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
667+ 26.45% |
$75.5K - $88K
|
3.19K
$314K
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
BUY
|
- |
665+ 3.09% |
$75.3K - $87.7K
|
22.2K
$2.18M
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
663+ 7.15% |
$75.1K - $87.5K
|
9.94K
$977K
|