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 15, 2024
Q1 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
100+ 0.37% |
$11.3K - $13.2K
|
27.1K
$2.25M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
100+ 0.89% |
$11.3K - $13.2K
|
11.4K
$942K
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
100+ 4.18% |
$11.3K - $13.2K
|
2.5K
$207K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
100+ 3.47% |
$11.3K - $13.2K
|
2.99K
$247K
|
|
|
May 10, 2024
Q1 2024
|
Ascension Asset Management LLC
|
BUY
|
- |
100+ 0.46% |
$11.3K - $13.2K
|
21.7K
$1.8M
|
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
- |
100New |
$11.3K - $13.2K
|
100
$8.28K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.02% |
$11.3K - $13.2K
|
441K
$36.5M
|
|
|
Nov 18, 2024
Q1 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
100+ 4.68% |
$11.3K - $13.2K
|
2.24K
$185K
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
99+ 1.52% |
$11.2K - $13.1K
|
6.63K
$549K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
98+ 1.56% |
$11.1K - $12.9K
|
6.36K
$527K
|
|
|
May 15, 2024
Q1 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
98+ 4.14% |
$11.1K - $12.9K
|
2.46K
$204K
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
97+ 0.92% |
$11K - $12.8K
|
10.7K
$882K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
95+ 2.73% |
$10.8K - $12.5K
|
3.57K
$296K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
95+ 0.43% |
$10.8K - $12.5K
|
22.3K
$1.85M
|
|
|
Apr 12, 2024
Q1 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
94+ 5.01% |
$10.6K - $12.4K
|
1.97K
$163K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
94New |
$10.6K - $12.4K
|
94
$7.78K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
93+ 4.78% |
$10.5K - $12.3K
|
2.04K
$169K
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
93+ 1.46% |
$10.5K - $12.3K
|
6.47K
$535K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
91+ 0.19% |
$10.3K - $12K
|
48.6K
$4.02M
|
|
|
Apr 08, 2024
Q1 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
90+ 0.2% |
$10.2K - $11.9K
|
45.4K
$3.76M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
90+ 0.82% |
$10.2K - $11.9K
|
11K
$913K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
90+ 1.61% |
$10.2K - $11.9K
|
5.7K
$472K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
90+ 0.11% |
$10.2K - $11.9K
|
78.5K
$6.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
89+ 3.38% |
$10.1K - $11.7K
|
2.73K
$226K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
89+ 8900.0% |
$10.1K - $11.7K
|
90
$7.45K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
88+ 2.94% |
$9.97K - $11.6K
|
3.08K
$255K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
87+ 1.21% |
$9.85K - $11.5K
|
7.25K
$601K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
87+ 0.18% |
$9.85K - $11.5K
|
47.3K
$3.92M
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
87+ 1.74% |
$9.85K - $11.5K
|
5.1K
$422K
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
86+ 1.01% |
$9.74K - $11.3K
|
8.56K
$709K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
85+ 35.27% |
$9.63K - $11.2K
|
326
$27K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
85+ 1.47% |
$9.63K - $11.2K
|
5.88K
$487K
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
85+ 1.96% |
$9.63K - $11.2K
|
4.43K
$367K
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
83+ 3.54% |
$9.4K - $11K
|
2.43K
$201K
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
82+ 2.9% |
$9.29K - $10.8K
|
2.91K
$241K
|
|
|
Apr 22, 2024
Q1 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
81+ 0.52% |
$9.17K - $10.7K
|
15.8K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
80+ 2.57% |
$9.06K - $10.6K
|
3.19K
$264K
|
|
|
Apr 19, 2024
Q1 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
79+ 0.16% |
$8.95K - $10.4K
|
48.8K
$4.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
79+ 0.32% |
$8.95K - $10.4K
|
24.9K
$2.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
78+ 0.67% |
$8.83K - $10.3K
|
11.8K
$973K
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
78+ 0.18% |
$8.83K - $10.3K
|
44.3K
$3.67M
|
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
78+ 1.23% |
$8.83K - $10.3K
|
6.43K
$533K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
76+ 0.61% |
$8.61K - $10K
|
12.6K
$1.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
75+ 1.73% |
$8.49K - $9.9K
|
4.41K
$365K
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
74+ 0.46% |
$8.38K - $9.76K
|
16.2K
$1.34M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
74+ 0.18% |
$8.38K - $9.76K
|
40.7K
$3.37M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
74+ 1.25% |
$8.38K - $9.76K
|
6.01K
$498K
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
74+ 0.24% |
$8.38K - $9.76K
|
30.4K
$2.52M
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
74+ 2.12% |
$8.38K - $9.76K
|
3.57K
$296K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
73+ 0.38% |
$8.27K - $9.63K
|
19.4K
$1.61M
|