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
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
300+ 11.53% |
$34K - $39.6K
|
2.9K
$240K
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
294+ 1.78% |
$33.3K - $38.8K
|
16.8K
$1.39M
|
|
Apr 22, 2024
Q1 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
291+ 1.71% |
$33K - $38.4K
|
17.3K
$1.43M
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
290+ 15.41% |
$32.8K - $38.3K
|
2.17K
$180K
|
|
May 01, 2024
Q1 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
290+ 2.39% |
$32.8K - $38.3K
|
12.4K
$1.03M
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
283+ 5.47% |
$32K - $37.3K
|
5.46K
$452K
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
283New |
$32K - $37.3K
|
283
$23.4K
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
283+ 7.5% |
$32K - $37.3K
|
4.06K
$336K
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
281+ 2.67% |
$31.8K - $37.1K
|
10.8K
$895K
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
280+ 3.58% |
$31.7K - $36.9K
|
8.11K
$672K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
279+ 1.98% |
$31.6K - $36.8K
|
14.4K
$1.19M
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
279+ 0.97% |
$31.6K - $36.8K
|
28.9K
$2.4M
|
|
May 29, 2024
Q1 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
279+ 8.37% |
$31.6K - $36.8K
|
3.61K
$299K
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
277+ 2.56% |
$31.4K - $36.6K
|
11.1K
$919K
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
276+ 1.07% |
$31.3K - $36.4K
|
26.1K
$2.16M
|
|
Oct 29, 2024
Q1 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
276+ 2.27% |
$31.3K - $36.4K
|
12.5K
$1.03M
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
273+ 6.69% |
$30.9K - $36K
|
4.35K
$360K
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
273+ 3.96% |
$30.9K - $36K
|
7.17K
$594K
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
271+ 8.5% |
$30.7K - $35.8K
|
3.46K
$286K
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
271+ 2.37% |
$30.7K - $35.8K
|
11.7K
$971K
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
270+ 32.03% |
$30.6K - $35.6K
|
1.11K
$92.2K
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
267+ 1.39% |
$30.2K - $35.2K
|
19.4K
$1.61M
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
267+ 6.07% |
$30.2K - $35.2K
|
4.67K
$386K
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
266+ 1.58% |
$30.1K - $35.1K
|
17.1K
$1.41M
|
|
May 10, 2024
Q1 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
266+ 6.67% |
$30.1K - $35.1K
|
4.26K
$352K
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
266+ 8.47% |
$30.1K - $35.1K
|
3.41K
$282K
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
261New |
$29.6K - $34.4K
|
261
$21.6K
|
|
May 02, 2024
Q1 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
259+ 3.2% |
$29.3K - $34.2K
|
8.36K
$692K
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
256+ 4.16% |
$29K - $33.8K
|
6.41K
$531K
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
253+ 12.83% |
$28.6K - $33.4K
|
2.23K
$184K
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
250+ 1.24% |
$28.3K - $33K
|
20.4K
$1.69M
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
250+ 18.55% |
$28.3K - $33K
|
1.6K
$132K
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
247+ 1.59% |
$28K - $32.6K
|
15.8K
$1.3M
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
246+ 5.21% |
$27.9K - $32.5K
|
4.97K
$412K
|
|
May 01, 2024
Q1 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
246+ 1.13% |
$27.9K - $32.5K
|
22K
$1.82M
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
246+ 2.44% |
$27.9K - $32.5K
|
10.3K
$855K
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
242+ 1.46% |
$27.4K - $31.9K
|
16.8K
$1.39M
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
242+ 4.62% |
$27.4K - $31.9K
|
5.48K
$453K
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
240+ 8.35% |
$27.2K - $31.7K
|
3.12K
$258K
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
239+ 7.49% |
$27.1K - $31.5K
|
3.43K
$284K
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
238+ 0.14% |
$27K - $31.4K
|
175K
$14.5M
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
236+ 0.44% |
$26.7K - $31.1K
|
53.7K
$4.44M
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
235+ 0.5% |
$26.6K - $31K
|
47.4K
$3.92M
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
234+ 4.19% |
$26.5K - $30.9K
|
5.81K
$481K
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
234+ 28.06% |
$26.5K - $30.9K
|
1.07K
$88.4K
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
234+ 13.64% |
$26.5K - $30.9K
|
1.95K
$161K
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
231+ 3.76% |
$26.2K - $30.5K
|
6.38K
$528K
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
228+ 0.58% |
$25.8K - $30.1K
|
39.5K
$3.27M
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
227+ 5.04% |
$25.7K - $30K
|
4.73K
$392K
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
226+ 2.72% |
$25.6K - $29.8K
|
8.55K
$708K
|