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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
10+ 0.13% |
$1.13K - $1.32K
|
7.93K
$657K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.54% |
$1.02K - $1.19K
|
1.69K
$140K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
9+ 0.07% |
$1.02K - $1.19K
|
12.2K
$1.01M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
9+ 0.08% |
$1.02K - $1.19K
|
11.2K
$929K
|
|
|
Apr 23, 2024
Q1 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
9+ 0.14% |
$1.02K - $1.19K
|
6.37K
$527K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
9+ 0.32% |
$1.02K - $1.19K
|
2.82K
$233K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
8+ 0.05% |
$906 - $1.06K
|
16.3K
$1.35M
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
8+ 0.17% |
$906 - $1.06K
|
4.85K
$401K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
8+ 0.23% |
$906 - $1.06K
|
3.42K
$284K
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
8+ 0.17% |
$906 - $1.06K
|
4.68K
$387K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.3% |
$906 - $1.06K
|
2.69K
$222K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
8+ 0.06% |
$906 - $1.06K
|
14.3K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7+ 0.19% |
$793 - $924
|
3.6K
$298K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
7+ 0.2% |
$793 - $924
|
3.46K
$286K
|
|
|
Apr 22, 2024
Q1 2024
|
America First Investment Advisors, LLC
|
BUY
|
- |
7+ 0.61% |
$793 - $924
|
1.16K
$95.7K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
7+ 0.24% |
$793 - $924
|
2.88K
$238K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
7+ 0.04% |
$793 - $924
|
16.2K
$1.34M
|
|
|
Apr 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
7+ 0.02% |
$793 - $924
|
30.6K
$2.53M
|
|
|
May 13, 2024
Q1 2024
|
Tamar Securities, LLC
|
BUY
|
- |
7+ 0.32% |
$793 - $924
|
2.16K
$179K
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
6+ 0.22% |
$679 - $792
|
2.69K
$222K
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
6+ 0.2% |
$679 - $792
|
3.01K
$250K
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
6+ 0.2% |
$679 - $792
|
3.02K
$250K
|
|
|
May 14, 2024
Q1 2024
|
Stone Run Capital, LLC
New York, NY |
BUY
|
- |
6+ 0.32% |
$679 - $792
|
1.9K
$157K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
5+ 0.11% |
$566 - $660
|
4.4K
$364K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5+ 0.01% |
$566 - $660
|
34.9K
$2.89M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
5New |
$566 - $660
|
5
$414
|
|
|
May 10, 2024
Q1 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
5+ 0.11% |
$566 - $660
|
4.76K
$394K
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
5+ 71.43% |
$566 - $660
|
12
$994
|
|
|
May 13, 2024
Q1 2024
|
Schubert & CO
|
BUY
|
- |
5+ 0.18% |
$566 - $660
|
2.82K
$234K
|
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
5+ 0.06% |
$566 - $660
|
8.23K
$682K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5+ 0.23% |
$566 - $660
|
2.15K
$178K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
5+ 0.62% |
$566 - $660
|
806
$66.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
4+ 0.66% |
$453 - $528
|
614
$50.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
4+ 0.17% |
$453 - $528
|
2.31K
$191K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4+ 0.04% |
$453 - $528
|
10.3K
$850K
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$453 - $528
|
13.7K
$1.13M
|
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
4+ 0.0% |
$453 - $528
|
133K
$11M
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
4+ 0.16% |
$453 - $528
|
2.5K
$207K
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
BUY
|
- |
4+ 0.1% |
$453 - $528
|
4.1K
$340K
|
|
|
May 15, 2024
Q1 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
4+ 0.02% |
$453 - $528
|
19.5K
$1.62M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
3+ 0.11% |
$340 - $396
|
2.7K
$223K
|
|
|
Apr 22, 2024
Q1 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
3+ 0.01% |
$340 - $396
|
47.1K
$3.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.48% |
$340 - $396
|
624
$51.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3+ 0.23% |
$340 - $396
|
1.31K
$109K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$340 - $396
|
14.9K
$1.23M
|
|
|
May 01, 2024
Q1 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
3+ 0.09% |
$340 - $396
|
3.45K
$285K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
3+ 0.02% |
$340 - $396
|
17.8K
$1.48M
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3+ 0.03% |
$340 - $396
|
10.1K
$836K
|
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
3+ 0.15% |
$340 - $396
|
2.02K
$167K
|
|
|
May 10, 2024
Q1 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
3+ 0.94% |
$340 - $396
|
323
$26.7K
|