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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
21+ 1.03% |
$2.38K - $2.77K
|
2.05K
$170K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
20+ 0.43% |
$2.26K - $2.64K
|
4.72K
$391K
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
19+ 0.4% |
$2.15K - $2.51K
|
4.73K
$391K
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
19+ 0.07% |
$2.15K - $2.51K
|
26.7K
$2.21M
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
19+ 3.28% |
$2.15K - $2.51K
|
598
$49.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
18+ 58.06% |
$2.04K - $2.38K
|
49
$4.06K
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
18+ 1.01% |
$2.04K - $2.38K
|
1.81K
$150K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
18+ 0.92% |
$2.04K - $2.38K
|
1.98K
$164K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
18+ 6.38% |
$2.04K - $2.38K
|
300
$24.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
17+ 0.06% |
$1.93K - $2.24K
|
30.4K
$2.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
17+ 0.47% |
$1.93K - $2.24K
|
3.63K
$301K
|
|
|
Nov 14, 2024
Q1 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
17+ 0.64% |
$1.93K - $2.24K
|
2.67K
$221K
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
16+ 0.6% |
$1.81K - $2.11K
|
2.7K
$223K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
16+ 2.0% |
$1.81K - $2.11K
|
817
$67.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
15+ 0.43% |
$1.7K - $1.98K
|
3.51K
$291K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
15+ 0.09% |
$1.7K - $1.98K
|
16.6K
$1.38M
|
|
|
May 02, 2024
Q1 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
15+ 0.1% |
$1.7K - $1.98K
|
15.8K
$1.31M
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
15+ 0.2% |
$1.7K - $1.98K
|
7.51K
$622K
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
15+ 1.26% |
$1.7K - $1.98K
|
1.21K
$100K
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
15+ 0.1% |
$1.7K - $1.98K
|
14.7K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
15New |
$1.7K - $1.98K
|
15
$1.24K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
14+ 0.46% |
$1.59K - $1.85K
|
3.04K
$251K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
14+ 0.26% |
$1.59K - $1.85K
|
5.46K
$452K
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
BUY
|
- |
14+ 0.46% |
$1.59K - $1.85K
|
3.08K
$255K
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
BUY
|
- |
14+ 0.39% |
$1.59K - $1.85K
|
3.63K
$300K
|
|
|
May 02, 2024
Q1 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
14+ 0.53% |
$1.59K - $1.85K
|
2.65K
$220K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
14+ 0.6% |
$1.59K - $1.85K
|
2.36K
$196K
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
14+ 0.68% |
$1.59K - $1.85K
|
2.07K
$171K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
13+ 0.65% |
$1.47K - $1.72K
|
2.01K
$166K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
13+ 0.15% |
$1.47K - $1.72K
|
8.41K
$696K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
13+ 0.36% |
$1.47K - $1.72K
|
3.66K
$303K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
13+ 0.16% |
$1.47K - $1.72K
|
8.07K
$668K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
13+ 0.29% |
$1.47K - $1.72K
|
4.44K
$367K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
12+ 0.08% |
$1.36K - $1.58K
|
14.5K
$1.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
12+ 0.24% |
$1.36K - $1.58K
|
5.12K
$424K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
12+ 0.02% |
$1.36K - $1.58K
|
53.7K
$4.45M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
12+ 0.51% |
$1.36K - $1.58K
|
2.36K
$195K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
11+ 0.3% |
$1.25K - $1.45K
|
3.65K
$302K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
11+ 0.41% |
$1.25K - $1.45K
|
2.7K
$223K
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
11+ 0.58% |
$1.25K - $1.45K
|
1.89K
$157K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
11+ 0.17% |
$1.25K - $1.45K
|
6.42K
$532K
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
11+ 0.43% |
$1.25K - $1.45K
|
2.6K
$215K
|
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
11+ 0.07% |
$1.25K - $1.45K
|
15.2K
$1.26M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
11+ 0.12% |
$1.25K - $1.45K
|
8.9K
$737K
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
11+ 0.14% |
$1.25K - $1.45K
|
7.71K
$639K
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
10+ 0.17% |
$1.13K - $1.32K
|
5.83K
$482K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
10+ 0.51% |
$1.13K - $1.32K
|
1.96K
$163K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
10+ 0.04% |
$1.13K - $1.32K
|
26.7K
$2.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
10+ 0.04% |
$1.13K - $1.32K
|
26.6K
$2.21M
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
10+ 0.49% |
$1.13K - $1.32K
|
2.07K
$171K
|