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 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
89+ 8900.0% |
$10.1K - $11.7K
|
90
$8.96K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
88+ 2.94% |
$9.97K - $11.6K
|
3.08K
$307K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
87+ 1.21% |
$9.85K - $11.5K
|
7.25K
$722K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
87+ 0.18% |
$9.85K - $11.5K
|
47.3K
$4.71M
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
87+ 1.74% |
$9.85K - $11.5K
|
5.1K
$507K
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
86+ 1.01% |
$9.74K - $11.3K
|
8.56K
$852K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
85+ 35.27% |
$9.63K - $11.2K
|
326
$32.4K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
85+ 1.47% |
$9.63K - $11.2K
|
5.88K
$585K
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
85+ 1.96% |
$9.63K - $11.2K
|
4.43K
$441K
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
83+ 3.54% |
$9.4K - $11K
|
2.43K
$242K
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
82+ 2.9% |
$9.29K - $10.8K
|
2.91K
$289K
|
|
|
Apr 22, 2024
Q1 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
81+ 0.52% |
$9.17K - $10.7K
|
15.8K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
80+ 2.57% |
$9.06K - $10.6K
|
3.19K
$318K
|
|
|
Apr 19, 2024
Q1 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
79+ 0.16% |
$8.95K - $10.4K
|
48.8K
$4.86M
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
79+ 0.32% |
$8.95K - $10.4K
|
24.9K
$2.48M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
78+ 0.67% |
$8.83K - $10.3K
|
11.8K
$1.17M
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
78+ 0.18% |
$8.83K - $10.3K
|
44.3K
$4.41M
|
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
78+ 1.23% |
$8.83K - $10.3K
|
6.43K
$640K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
76+ 0.61% |
$8.61K - $10K
|
12.6K
$1.26M
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
75+ 1.73% |
$8.49K - $9.9K
|
4.41K
$439K
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
74+ 0.46% |
$8.38K - $9.76K
|
16.2K
$1.61M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
74+ 0.18% |
$8.38K - $9.76K
|
40.7K
$4.05M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
74+ 1.25% |
$8.38K - $9.76K
|
6.01K
$598K
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
74+ 0.24% |
$8.38K - $9.76K
|
30.4K
$3.03M
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
74+ 2.12% |
$8.38K - $9.76K
|
3.57K
$355K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
73+ 0.38% |
$8.27K - $9.63K
|
19.4K
$1.93M
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
73+ 2.43% |
$8.27K - $9.63K
|
3.08K
$307K
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
BUY
|
- |
73+ 2.96% |
$8.27K - $9.63K
|
2.54K
$253K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
73+ 2.18% |
$8.27K - $9.63K
|
3.43K
$341K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
72+ 0.79% |
$8.15K - $9.5K
|
9.18K
$913K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
70+ 1.09% |
$7.93K - $9.24K
|
6.52K
$649K
|
|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
70+ 0.55% |
$7.93K - $9.24K
|
12.9K
$1.28M
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
69+ 0.19% |
$7.81K - $9.1K
|
36.2K
$3.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
69+ 1.39% |
$7.81K - $9.1K
|
5.05K
$502K
|
|
|
May 09, 2024
Q1 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
68+ 0.14% |
$7.7K - $8.97K
|
48.3K
$4.81M
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
67+ 1.78% |
$7.59K - $8.84K
|
3.83K
$381K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
66+ 1.36% |
$7.47K - $8.71K
|
4.91K
$489K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
66+ 2.52% |
$7.47K - $8.71K
|
2.69K
$268K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
65+ 1.52% |
$7.36K - $8.58K
|
4.34K
$432K
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
64New |
$7.25K - $8.44K
|
64
$6.37K
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
BUY
|
- |
62+ 1.09% |
$7.02K - $8.18K
|
5.76K
$574K
|
|
|
Apr 12, 2024
Q1 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
61+ 0.4% |
$6.91K - $8.05K
|
15.3K
$1.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
61+ 0.88% |
$6.91K - $8.05K
|
7.03K
$700K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
61+ 0.71% |
$6.91K - $8.05K
|
8.63K
$859K
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
61+ 0.85% |
$6.91K - $8.05K
|
7.25K
$721K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
57+ 1.22% |
$6.45K - $7.52K
|
4.71K
$469K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
56+ 0.66% |
$6.34K - $7.39K
|
8.51K
$847K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
56New |
$6.34K - $7.39K
|
56
$5.57K
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
55+ 0.72% |
$6.23K - $7.26K
|
7.69K
$765K
|
|
|
May 03, 2024
Q1 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
54+ 0.86% |
$6.11K - $7.13K
|
6.36K
$633K
|