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
|
Bridgewater Advisors Inc.
|
BUY
|
- |
715+ 4.46% |
$81K - $94.3K
|
16.7K
$1.39M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
706+ 4.01% |
$79.9K - $93.2K
|
18.3K
$1.52M
|
|
|
May 01, 2024
Q1 2024
|
Peterson Wealth Services
|
BUY
|
- |
706+ 3.83% |
$79.9K - $93.2K
|
19.1K
$1.58M
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
705+ 6.24% |
$79.8K - $93K
|
12K
$994K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
700New |
$79.3K - $92.4K
|
700
$58K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
700+ 23.42% |
$79.3K - $92.4K
|
3.69K
$305K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
699+ 26.78% |
$79.2K - $92.2K
|
3.31K
$274K
|
|
|
Aug 14, 2025
Q1 2024
|
Letson Investment Management, Inc.
Atlanta, GA |
BUY
|
- |
699+ 1.46% |
$79.2K - $92.2K
|
48.6K
$4.02M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
696+ 2.7% |
$78.8K - $91.8K
|
26.5K
$2.19M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
694+ 3.1% |
$78.6K - $91.6K
|
23.1K
$1.91M
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
682+ 8.91% |
$77.2K - $90K
|
8.33K
$690K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
682+ 6.96% |
$77.2K - $90K
|
10.5K
$868K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
681+ 2.97% |
$77.1K - $89.9K
|
23.6K
$1.95M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
671+ 8.16% |
$76K - $88.5K
|
8.9K
$737K
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
667+ 26.45% |
$75.5K - $88K
|
3.19K
$264K
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
BUY
|
- |
665+ 3.09% |
$75.3K - $87.7K
|
22.2K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
663+ 7.15% |
$75.1K - $87.5K
|
9.94K
$823K
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
662+ 8.13% |
$75K - $87.4K
|
8.8K
$729K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
656+ 11.29% |
$74.3K - $86.6K
|
6.46K
$535K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
656+ 1.05% |
$74.3K - $86.6K
|
63.3K
$5.24M
|
|
|
May 10, 2024
Q1 2024
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
650+ 13.87% |
$73.6K - $85.8K
|
5.34K
$442K
|
|
|
Apr 24, 2024
Q1 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
648+ 2.87% |
$73.4K - $85.5K
|
23.2K
$1.92M
|
|
|
May 01, 2024
Q1 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
646+ 1.41% |
$73.2K - $85.2K
|
46.4K
$3.84M
|
|
|
Apr 15, 2024
Q1 2024
|
Scharf Investments, LLC
|
BUY
|
- |
645+ 7.16% |
$73K - $85.1K
|
9.66K
$800K
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
BUY
|
- |
641+ 11.5% |
$72.6K - $84.6K
|
6.21K
$514K
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
641+ 9.03% |
$72.6K - $84.6K
|
7.74K
$641K
|
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
641+ 8.96% |
$72.6K - $84.6K
|
7.79K
$645K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
639+ 2.0% |
$72.4K - $84.3K
|
32.6K
$2.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
636+ 1.31% |
$72K - $83.9K
|
49.1K
$4.07M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
636+ 16.81% |
$72K - $83.9K
|
4.42K
$366K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
635+ 4.54% |
$71.9K - $83.8K
|
14.6K
$1.21M
|
|
|
Jan 29, 2025
Q1 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
627+ 15.17% |
$71K - $82.7K
|
4.76K
$394K
|
|
|
May 07, 2024
Q1 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
626+ 4.25% |
$70.9K - $82.6K
|
15.4K
$1.27M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
625+ 3.0% |
$70.8K - $82.5K
|
21.4K
$1.78M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
624+ 2.93% |
$70.7K - $82.3K
|
21.9K
$1.82M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
624+ 4.2% |
$70.7K - $82.3K
|
15.5K
$1.28M
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
623+ 32.96% |
$70.5K - $82.2K
|
2.51K
$208K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
622+ 4.25% |
$70.4K - $82.1K
|
15.3K
$1.26M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
608+ 0.12% |
$68.8K - $80.2K
|
524K
$43.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
605+ 7.31% |
$68.5K - $79.8K
|
8.88K
$736K
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
605+ 7.15% |
$68.5K - $79.8K
|
9.06K
$750K
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
604+ 22.14% |
$68.4K - $79.7K
|
3.33K
$276K
|
|
|
May 14, 2024
Q1 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
602+ 0.05% |
$68.2K - $79.4K
|
1.22M
$101M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
600+ 0.12% |
$67.9K - $79.2K
|
516K
$42.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
593+ 6.51% |
$67.2K - $78.2K
|
9.71K
$804K
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
592+ 2.8% |
$67K - $78.1K
|
21.8K
$1.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
592+ 1.35% |
$67K - $78.1K
|
44.3K
$3.67M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
590+ 5.33% |
$66.8K - $77.9K
|
11.7K
$965K
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
586+ 27.05% |
$66.4K - $77.3K
|
2.75K
$228K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
584+ 5.79% |
$66.1K - $77.1K
|
10.7K
$884K
|