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
|
Ballast Advisors LLC
|
SELL
|
- |
-618- 20.91% |
$70K - $81.5K
|
2.34K
$194K
|
|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-619- 5.76% |
$70.1K - $81.7K
|
10.1K
$838K
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-621- 13.47% |
$70.3K - $81.9K
|
3.99K
$330K
|
|
Feb 11, 2025
Q1 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-622- 2.88% |
$70.4K - $82.1K
|
21K
$1.74M
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-626- 5.29% |
$70.9K - $82.6K
|
11.2K
$929K
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-627- 1.66% |
$71K - $82.7K
|
37.2K
$3.08M
|
|
May 14, 2024
Q1 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-627- 1.04% |
$71K - $82.7K
|
59.6K
$4.94M
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-640- 30.64% |
$72.5K - $84.4K
|
1.45K
$120K
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-640- 2.69% |
$72.5K - $84.4K
|
23.1K
$1.91M
|
|
Feb 13, 2025
Q1 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-640- 7.39% |
$72.5K - $84.4K
|
8.02K
$664K
|
|
May 14, 2024
Q1 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-642- 0.55% |
$72.7K - $84.7K
|
115K
$9.53M
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-648- 2.27% |
$73.4K - $85.5K
|
27.9K
$2.31M
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-648- 1.07% |
$73.4K - $85.5K
|
59.9K
$4.96M
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-649- 7.44% |
$73.5K - $85.6K
|
8.07K
$668K
|
|
Apr 25, 2024
Q1 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-658- 0.55% |
$74.5K - $86.8K
|
118K
$9.77M
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-660- 1.5% |
$74.7K - $87.1K
|
43.5K
$3.6M
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-661- 5.12% |
$74.9K - $87.2K
|
12.3K
$1.02M
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-662- 0.31% |
$75K - $87.4K
|
214K
$17.7M
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-663- 12.69% |
$75.1K - $87.5K
|
4.56K
$378K
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-665- 0.63% |
$75.3K - $87.7K
|
104K
$8.63M
|
|
May 01, 2024
Q1 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-670- 12.78% |
$75.9K - $88.4K
|
4.57K
$379K
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-675- 16.52% |
$76.4K - $89.1K
|
3.41K
$282K
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-676- 9.62% |
$76.6K - $89.2K
|
6.35K
$526K
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-679- 2.19% |
$76.9K - $89.6K
|
30.3K
$2.51M
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-681- 12.51% |
$77.1K - $89.9K
|
4.76K
$395K
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-683- 20.49% |
$77.3K - $90.1K
|
2.65K
$219K
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-685- 4.2% |
$77.6K - $90.4K
|
15.6K
$1.29M
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-688- 5.79% |
$77.9K - $90.8K
|
11.2K
$927K
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-699- 2.26% |
$79.2K - $92.2K
|
30.2K
$2.5M
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-700- 1.86% |
$79.3K - $92.4K
|
37K
$3.06M
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-700- 10.31% |
$79.3K - $92.4K
|
6.09K
$504K
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-703- 6.04% |
$79.6K - $92.8K
|
10.9K
$905K
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-711- 11.97% |
$80.5K - $93.8K
|
5.23K
$433K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-712- 1.7% |
$80.6K - $93.9K
|
41.3K
$3.42M
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-713- 8.65% |
$80.7K - $94.1K
|
7.53K
$623K
|
|
May 15, 2024
Q1 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-713- 9.16% |
$80.7K - $94.1K
|
7.07K
$586K
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-717- 1.45% |
$81.2K - $94.6K
|
48.9K
$4.05M
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-719- 2.1% |
$81.4K - $94.9K
|
33.6K
$2.78M
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-722- 9.82% |
$81.8K - $95.3K
|
6.63K
$549K
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-724- 6.14% |
$82K - $95.5K
|
11.1K
$916K
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
SELL
|
- |
-725- 3.89% |
$82.1K - $95.7K
|
17.9K
$1.48M
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-725- 5.15% |
$82.1K - $95.7K
|
13.4K
$1.11M
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-728- 2.52% |
$82.4K - $96.1K
|
28.2K
$2.33M
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-733- 5.6% |
$83K - $96.7K
|
12.4K
$1.02M
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-733- 3.7% |
$83K - $96.7K
|
19.1K
$1.58M
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-735- 14.12% |
$83.2K - $97K
|
4.47K
$370K
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-738- 6.8% |
$83.6K - $97.4K
|
10.1K
$838K
|
|
May 13, 2024
Q1 2024
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
SELL
|
- |
-740- 25.76% |
$83.8K - $97.6K
|
2.13K
$177K
|
|
May 15, 2024
Q1 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-749- 13.49% |
$84.8K - $98.8K
|
4.8K
$398K
|
|
May 14, 2024
Q1 2024
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-750- 5.94% |
$84.9K - $99K
|
11.9K
$983K
|