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 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
14+ 0.6% |
$1.59K - $1.85K
|
2.36K
$235K
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
14+ 0.68% |
$1.59K - $1.85K
|
2.07K
$206K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
13+ 0.65% |
$1.47K - $1.72K
|
2.01K
$200K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
13+ 0.15% |
$1.47K - $1.72K
|
8.41K
$837K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
13+ 0.36% |
$1.47K - $1.72K
|
3.66K
$364K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
13+ 0.16% |
$1.47K - $1.72K
|
8.07K
$803K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
13+ 0.29% |
$1.47K - $1.72K
|
4.44K
$441K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
12+ 0.08% |
$1.36K - $1.58K
|
14.5K
$1.44M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
12+ 0.24% |
$1.36K - $1.58K
|
5.12K
$509K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
12+ 0.02% |
$1.36K - $1.58K
|
53.7K
$5.35M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
12+ 0.51% |
$1.36K - $1.58K
|
2.36K
$235K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
11+ 0.3% |
$1.25K - $1.45K
|
3.65K
$363K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
11+ 0.41% |
$1.25K - $1.45K
|
2.7K
$268K
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
11+ 0.58% |
$1.25K - $1.45K
|
1.89K
$188K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
11+ 0.17% |
$1.25K - $1.45K
|
6.42K
$639K
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
11+ 0.43% |
$1.25K - $1.45K
|
2.6K
$259K
|
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
11+ 0.07% |
$1.25K - $1.45K
|
15.2K
$1.51M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
11+ 0.12% |
$1.25K - $1.45K
|
8.9K
$886K
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
11+ 0.14% |
$1.25K - $1.45K
|
7.71K
$767K
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
10+ 0.17% |
$1.13K - $1.32K
|
5.83K
$580K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
10+ 0.51% |
$1.13K - $1.32K
|
1.96K
$195K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
10+ 0.04% |
$1.13K - $1.32K
|
26.7K
$2.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
10+ 0.04% |
$1.13K - $1.32K
|
26.6K
$2.65M
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
10+ 0.49% |
$1.13K - $1.32K
|
2.07K
$206K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
10+ 0.13% |
$1.13K - $1.32K
|
7.93K
$789K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.54% |
$1.02K - $1.19K
|
1.69K
$168K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
9+ 0.07% |
$1.02K - $1.19K
|
12.2K
$1.21M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
9+ 0.08% |
$1.02K - $1.19K
|
11.2K
$1.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
9+ 0.14% |
$1.02K - $1.19K
|
6.37K
$634K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
9+ 0.32% |
$1.02K - $1.19K
|
2.82K
$280K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
8+ 0.05% |
$906 - $1.06K
|
16.3K
$1.62M
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
8+ 0.17% |
$906 - $1.06K
|
4.85K
$482K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
8+ 0.23% |
$906 - $1.06K
|
3.42K
$341K
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
8+ 0.17% |
$906 - $1.06K
|
4.68K
$465K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.3% |
$906 - $1.06K
|
2.69K
$267K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
8+ 0.06% |
$906 - $1.06K
|
14.3K
$1.43M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7+ 0.19% |
$793 - $924
|
3.6K
$358K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
7+ 0.2% |
$793 - $924
|
3.46K
$344K
|
|
|
Apr 22, 2024
Q1 2024
|
America First Investment Advisors, LLC
|
BUY
|
- |
7+ 0.61% |
$793 - $924
|
1.16K
$115K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
7+ 0.24% |
$793 - $924
|
2.88K
$287K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
7+ 0.04% |
$793 - $924
|
16.2K
$1.61M
|
|
|
Apr 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
7+ 0.02% |
$793 - $924
|
30.6K
$3.04M
|
|
|
May 13, 2024
Q1 2024
|
Tamar Securities, LLC
|
BUY
|
- |
7+ 0.32% |
$793 - $924
|
2.16K
$215K
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
6+ 0.22% |
$679 - $792
|
2.69K
$267K
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
6+ 0.2% |
$679 - $792
|
3.01K
$300K
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
6+ 0.2% |
$679 - $792
|
3.02K
$300K
|
|
|
May 14, 2024
Q1 2024
|
Stone Run Capital, LLC
New York, NY |
BUY
|
- |
6+ 0.32% |
$679 - $792
|
1.9K
$189K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
5+ 0.11% |
$566 - $660
|
4.4K
$437K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5+ 0.01% |
$566 - $660
|
34.9K
$3.47M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
5New |
$566 - $660
|
5
$498
|