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
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
841+ 0.5% |
$95.2K - $111K
|
168K
$13.9M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
840+ 2.94% |
$95.1K - $111K
|
29.4K
$2.44M
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
831+ 3.6% |
$94.1K - $110K
|
23.9K
$1.98M
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
831+ 23.49% |
$94.1K - $110K
|
4.37K
$362K
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
827+ 0.76% |
$93.6K - $109K
|
110K
$9.08M
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
825+ 0.39% |
$93.4K - $109K
|
214K
$17.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
823+ 11.4% |
$93.2K - $109K
|
8.04K
$666K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
819+ 0.06% |
$92.7K - $108K
|
1.43M
$119M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
816+ 1.82% |
$92.4K - $108K
|
45.6K
$3.78M
|
|
|
Sep 20, 2024
Q1 2024
|
Windward Capital Management CO
|
BUY
|
- |
816+ 2.86% |
$92.4K - $108K
|
29.3K
$2.43M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
814+ 1.73% |
$92.2K - $107K
|
47.8K
$3.96M
|
|
|
May 13, 2024
Q1 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
813+ 8.97% |
$92.1K - $107K
|
9.87K
$818K
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
812+ 7.99% |
$92K - $107K
|
11K
$909K
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
811+ 29.36% |
$91.8K - $107K
|
3.57K
$296K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
807+ 5.11% |
$91.4K - $106K
|
16.6K
$1.37M
|
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
807+ 3.06% |
$91.4K - $106K
|
27.2K
$2.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
804+ 0.9% |
$91K - $106K
|
89.9K
$7.44M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
803New |
$90.9K - $106K
|
803
$66.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
802+ 35.77% |
$90.8K - $106K
|
3.04K
$252K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
802+ 3.93% |
$90.8K - $106K
|
21.2K
$1.76M
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
800+ 16.37% |
$90.6K - $106K
|
5.69K
$471K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
800+ 65.25% |
$90.6K - $106K
|
2.03K
$168K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
799+ 7.97% |
$90.5K - $105K
|
10.8K
$897K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
798+ 4.08% |
$90.4K - $105K
|
20.4K
$1.69M
|
|
|
Apr 25, 2024
Q1 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
795+ 2.04% |
$90K - $105K
|
39.7K
$3.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
794+ 10.22% |
$89.9K - $105K
|
8.56K
$709K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
793+ 0.38% |
$89.8K - $105K
|
212K
$17.5M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
793+ 95.2% |
$89.8K - $105K
|
1.63K
$135K
|
|
|
Apr 26, 2024
Q1 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
792+ 1.79% |
$89.7K - $105K
|
45K
$3.73M
|
|
|
May 02, 2024
Q1 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
790+ 2.67% |
$89.5K - $104K
|
30.4K
$2.51M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
790+ 3.42% |
$89.5K - $104K
|
23.9K
$1.98M
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
787+ 1.17% |
$89.1K - $104K
|
68.1K
$5.64M
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
783+ 6.81% |
$88.7K - $103K
|
12.3K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
779+ 3.42% |
$88.2K - $103K
|
23.6K
$1.95M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
778+ 31.69% |
$88.1K - $103K
|
3.23K
$268K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
777+ 1.11% |
$88K - $103K
|
71K
$5.88M
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
776+ 4.73% |
$87.9K - $102K
|
17.2K
$1.42M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
775New |
$87.8K - $102K
|
775
$64.2K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
772+ 0.46% |
$87.4K - $102K
|
168K
$13.9M
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
770+ 16.97% |
$87.2K - $102K
|
5.31K
$439K
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
BUY
|
- |
770+ 21.46% |
$87.2K - $102K
|
4.36K
$361K
|
|
|
Apr 30, 2024
Q1 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
766+ 3.26% |
$86.7K - $101K
|
24.3K
$2.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
760+ 0.24% |
$86.1K - $100K
|
316K
$26.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
758+ 1.41% |
$85.8K - $100K
|
54.7K
$4.53M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
755+ 4.1% |
$85.5K - $99.6K
|
19.2K
$1.59M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
748+ 1.45% |
$84.7K - $98.7K
|
52.3K
$4.33M
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
737+ 1.32% |
$83.5K - $97.2K
|
56.6K
$4.69M
|
|
|
May 06, 2024
Q1 2024
|
Acr Alpine Capital Research, LLC
|
BUY
|
- |
726+ 4.27% |
$82.2K - $95.8K
|
17.7K
$1.47M
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
722+ 4.55% |
$81.8K - $95.3K
|
16.6K
$1.37M
|
|
|
Apr 18, 2024
Q1 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
722+ 0.86% |
$81.8K - $95.3K
|
85K
$7.04M
|