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
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
33+ 0.98% |
$3.74K - $4.35K
|
3.39K
$337K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
32+ 0.5% |
$3.62K - $4.22K
|
6.44K
$641K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
32+ 1.67% |
$3.62K - $4.22K
|
1.95K
$194K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
32New |
$3.62K - $4.22K
|
32
$3.18K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
30+ 1.45% |
$3.4K - $3.96K
|
2.09K
$208K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
29+ 1.57% |
$3.28K - $3.83K
|
1.88K
$187K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
28+ 0.26% |
$3.17K - $3.69K
|
10.6K
$1.06M
|
|
|
Apr 23, 2024
Q1 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
28+ 0.63% |
$3.17K - $3.69K
|
4.5K
$448K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
28+ 23.53% |
$3.17K - $3.69K
|
147
$14.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
27+ 0.53% |
$3.06K - $3.56K
|
5.1K
$507K
|
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
26+ 0.75% |
$2.94K - $3.43K
|
3.5K
$348K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
26+ 1.05% |
$2.94K - $3.43K
|
2.49K
$248K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
25+ 0.15% |
$2.83K - $3.3K
|
16.4K
$1.63M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
25+ 1.85% |
$2.83K - $3.3K
|
1.38K
$137K
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
25+ 0.08% |
$2.83K - $3.3K
|
30K
$2.99M
|
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
24+ 0.67% |
$2.72K - $3.17K
|
3.61K
$359K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
24+ 0.25% |
$2.72K - $3.17K
|
9.72K
$967K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
23New |
$2.6K - $3.03K
|
23
$2.29K
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
23+ 0.52% |
$2.6K - $3.03K
|
4.48K
$445K
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
23+ 0.78% |
$2.6K - $3.03K
|
2.99K
$297K
|
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
23+ 0.77% |
$2.6K - $3.03K
|
3K
$299K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
23+ 0.6% |
$2.6K - $3.03K
|
3.84K
$382K
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
22+ 0.2% |
$2.49K - $2.9K
|
11.1K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
22+ 12.72% |
$2.49K - $2.9K
|
195
$19.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
21+ 1.03% |
$2.38K - $2.77K
|
2.05K
$204K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
20+ 0.43% |
$2.26K - $2.64K
|
4.72K
$470K
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
19+ 0.4% |
$2.15K - $2.51K
|
4.73K
$470K
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
19+ 0.07% |
$2.15K - $2.51K
|
26.7K
$2.65M
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
19+ 3.28% |
$2.15K - $2.51K
|
598
$59.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
18+ 58.06% |
$2.04K - $2.38K
|
49
$4.88K
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
18+ 1.01% |
$2.04K - $2.38K
|
1.81K
$180K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
18+ 0.92% |
$2.04K - $2.38K
|
1.98K
$197K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
18+ 6.38% |
$2.04K - $2.38K
|
300
$29.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
17+ 0.06% |
$1.93K - $2.24K
|
30.4K
$3.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
17+ 0.47% |
$1.93K - $2.24K
|
3.63K
$361K
|
|
|
Nov 14, 2024
Q1 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
17+ 0.64% |
$1.93K - $2.24K
|
2.67K
$265K
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
16+ 0.6% |
$1.81K - $2.11K
|
2.7K
$268K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
16+ 2.0% |
$1.81K - $2.11K
|
817
$81.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
15+ 0.43% |
$1.7K - $1.98K
|
3.51K
$349K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
15+ 0.09% |
$1.7K - $1.98K
|
16.6K
$1.66M
|
|
|
May 02, 2024
Q1 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
15+ 0.1% |
$1.7K - $1.98K
|
15.8K
$1.57M
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
15+ 0.2% |
$1.7K - $1.98K
|
7.51K
$747K
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
15+ 1.26% |
$1.7K - $1.98K
|
1.21K
$120K
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
15+ 0.1% |
$1.7K - $1.98K
|
14.7K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
15New |
$1.7K - $1.98K
|
15
$1.49K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
14+ 0.46% |
$1.59K - $1.85K
|
3.04K
$302K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
14+ 0.26% |
$1.59K - $1.85K
|
5.46K
$543K
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
BUY
|
- |
14+ 0.46% |
$1.59K - $1.85K
|
3.08K
$307K
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
BUY
|
- |
14+ 0.39% |
$1.59K - $1.85K
|
3.63K
$361K
|
|
|
May 02, 2024
Q1 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
14+ 0.53% |
$1.59K - $1.85K
|
2.65K
$264K
|