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 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
53+ 0.92% |
$6K - $6.99K
|
5.81K
$578K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
53+ 0.46% |
$6K - $6.99K
|
11.6K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
53+ 1.25% |
$6K - $6.99K
|
4.3K
$428K
|
|
|
Apr 22, 2024
Q1 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
52+ 2.8% |
$5.89K - $6.86K
|
1.91K
$190K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
52+ 12.29% |
$5.89K - $6.86K
|
475
$47.3K
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
52+ 0.18% |
$5.89K - $6.86K
|
28.7K
$2.86M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
52+ 2.0% |
$5.89K - $6.86K
|
2.65K
$264K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
51+ 0.85% |
$5.78K - $6.73K
|
6.02K
$599K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
50+ 1.34% |
$5.66K - $6.6K
|
3.79K
$377K
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
50+ 2.4% |
$5.66K - $6.6K
|
2.13K
$212K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
50+ 0.29% |
$5.66K - $6.6K
|
17.5K
$1.74M
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
50+ 0.5% |
$5.66K - $6.6K
|
10.1K
$1M
|
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
49+ 0.19% |
$5.55K - $6.47K
|
25.8K
$2.56M
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
48+ 0.42% |
$5.44K - $6.33K
|
11.5K
$1.14M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
48+ 1.05% |
$5.44K - $6.33K
|
4.6K
$458K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
47+ 1.51% |
$5.32K - $6.2K
|
3.16K
$314K
|
|
|
Apr 30, 2024
Q1 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
47+ 0.19% |
$5.32K - $6.2K
|
24.5K
$2.43M
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
47+ 79.66% |
$5.32K - $6.2K
|
106
$10.5K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
47+ 5.72% |
$5.32K - $6.2K
|
869
$86.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
46+ 0.19% |
$5.21K - $6.07K
|
24.1K
$2.39M
|
|
|
Apr 11, 2024
Q1 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
45+ 1.25% |
$5.1K - $5.94K
|
3.64K
$362K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
45+ 0.31% |
$5.1K - $5.94K
|
14.5K
$1.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
45+ 1.3% |
$5.1K - $5.94K
|
3.5K
$348K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
43+ 8.08% |
$4.87K - $5.67K
|
575
$57.2K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
43+ 0.94% |
$4.87K - $5.67K
|
4.64K
$462K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
43+ 0.62% |
$4.87K - $5.67K
|
6.96K
$692K
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
43+ 0.78% |
$4.87K - $5.67K
|
5.55K
$552K
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
42+ 0.14% |
$4.76K - $5.54K
|
30.6K
$3.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
BUY
|
- |
42+ 1.18% |
$4.76K - $5.54K
|
3.59K
$357K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
41+ 0.36% |
$4.64K - $5.41K
|
11.4K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
41+ 0.46% |
$4.64K - $5.41K
|
8.92K
$887K
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
40+ 1.47% |
$4.53K - $5.28K
|
2.75K
$274K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
40+ 0.09% |
$4.53K - $5.28K
|
44K
$4.38M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
39+ 0.45% |
$4.42K - $5.15K
|
8.68K
$863K
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
39+ 0.85% |
$4.42K - $5.15K
|
4.62K
$460K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
39+ 2.61% |
$4.42K - $5.15K
|
1.53K
$152K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
38+ 0.72% |
$4.3K - $5.01K
|
5.35K
$533K
|
|
|
May 13, 2024
Q1 2024
|
Sl Advisors, LLC
|
BUY
|
- |
38+ 1.72% |
$4.3K - $5.01K
|
2.25K
$224K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
37+ 0.95% |
$4.19K - $4.88K
|
3.92K
$391K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
37+ 0.67% |
$4.19K - $4.88K
|
5.59K
$556K
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
37+ 0.91% |
$4.19K - $4.88K
|
4.08K
$406K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
36+ 0.39% |
$4.08K - $4.75K
|
9.34K
$930K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
36+ 9.0% |
$4.08K - $4.75K
|
436
$43.4K
|
|
|
May 13, 2024
Q1 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
36+ 1.31% |
$4.08K - $4.75K
|
2.79K
$278K
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
35+ 0.08% |
$3.96K - $4.62K
|
43.8K
$4.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
34+ 1.43% |
$3.85K - $4.49K
|
2.41K
$240K
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
34+ 1.1% |
$3.85K - $4.49K
|
3.13K
$312K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
34+ 3.46% |
$3.85K - $4.49K
|
1.02K
$101K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
34+ 0.52% |
$3.85K - $4.49K
|
6.62K
$658K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
33+ 0.59% |
$3.74K - $4.35K
|
5.65K
$562K
|