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
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
73+ 2.43% |
$8.27K - $9.63K
|
3.08K
$255K
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
BUY
|
- |
73+ 2.96% |
$8.27K - $9.63K
|
2.54K
$211K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
73+ 2.18% |
$8.27K - $9.63K
|
3.43K
$284K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
72+ 0.79% |
$8.15K - $9.5K
|
9.18K
$760K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
70+ 1.09% |
$7.93K - $9.24K
|
6.52K
$540K
|
|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
70+ 0.55% |
$7.93K - $9.24K
|
12.9K
$1.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
69+ 0.19% |
$7.81K - $9.1K
|
36.2K
$3M
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
69+ 1.39% |
$7.81K - $9.1K
|
5.05K
$418K
|
|
|
May 09, 2024
Q1 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
68+ 0.14% |
$7.7K - $8.97K
|
48.3K
$4M
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
67+ 1.78% |
$7.59K - $8.84K
|
3.83K
$317K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
66+ 1.36% |
$7.47K - $8.71K
|
4.91K
$407K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
66+ 2.52% |
$7.47K - $8.71K
|
2.69K
$223K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
65+ 1.52% |
$7.36K - $8.58K
|
4.34K
$359K
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
64New |
$7.25K - $8.44K
|
64
$5.3K
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
BUY
|
- |
62+ 1.09% |
$7.02K - $8.18K
|
5.76K
$477K
|
|
|
Apr 12, 2024
Q1 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
61+ 0.4% |
$6.91K - $8.05K
|
15.3K
$1.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
61+ 0.88% |
$6.91K - $8.05K
|
7.03K
$582K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
61+ 0.71% |
$6.91K - $8.05K
|
8.63K
$715K
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
61+ 0.85% |
$6.91K - $8.05K
|
7.25K
$600K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
57+ 1.22% |
$6.45K - $7.52K
|
4.71K
$390K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
56+ 0.66% |
$6.34K - $7.39K
|
8.51K
$705K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
56New |
$6.34K - $7.39K
|
56
$4.64K
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
55+ 0.72% |
$6.23K - $7.26K
|
7.69K
$637K
|
|
|
May 03, 2024
Q1 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
54+ 0.86% |
$6.11K - $7.13K
|
6.36K
$527K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
53+ 0.92% |
$6K - $6.99K
|
5.81K
$481K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
53+ 0.46% |
$6K - $6.99K
|
11.6K
$957K
|
|
|
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
$356K
|
|
|
Apr 22, 2024
Q1 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
52+ 2.8% |
$5.89K - $6.86K
|
1.91K
$158K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
52+ 12.29% |
$5.89K - $6.86K
|
475
$39.3K
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
52+ 0.18% |
$5.89K - $6.86K
|
28.7K
$2.38M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
52+ 2.0% |
$5.89K - $6.86K
|
2.65K
$219K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
51+ 0.85% |
$5.78K - $6.73K
|
6.02K
$499K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
50+ 1.34% |
$5.66K - $6.6K
|
3.79K
$314K
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
50+ 2.4% |
$5.66K - $6.6K
|
2.13K
$176K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
50+ 0.29% |
$5.66K - $6.6K
|
17.5K
$1.45M
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
50+ 0.5% |
$5.66K - $6.6K
|
10.1K
$835K
|
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
49+ 0.19% |
$5.55K - $6.47K
|
25.8K
$2.13M
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
48+ 0.42% |
$5.44K - $6.33K
|
11.5K
$950K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
48+ 1.05% |
$5.44K - $6.33K
|
4.6K
$381K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
47+ 1.51% |
$5.32K - $6.2K
|
3.16K
$261K
|
|
|
Apr 30, 2024
Q1 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
47+ 0.19% |
$5.32K - $6.2K
|
24.5K
$2.02M
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
47+ 79.66% |
$5.32K - $6.2K
|
106
$8.78K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
47+ 5.72% |
$5.32K - $6.2K
|
869
$72K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
46+ 0.19% |
$5.21K - $6.07K
|
24.1K
$1.99M
|
|
|
Apr 11, 2024
Q1 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
45+ 1.25% |
$5.1K - $5.94K
|
3.64K
$302K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
45+ 0.31% |
$5.1K - $5.94K
|
14.5K
$1.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
45+ 1.3% |
$5.1K - $5.94K
|
3.5K
$290K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
43+ 8.08% |
$4.87K - $5.67K
|
575
$47.6K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
43+ 0.94% |
$4.87K - $5.67K
|
4.64K
$384K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
43+ 0.62% |
$4.87K - $5.67K
|
6.96K
$576K
|