Purchases and Sales Made in Q1 2025 in Merck & Co., Inc. (MRK)
This table provides information about the institutional ownership of Merck & Co., Inc. (MRK) during Q1 2025. 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 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
380+ 13.44% |
$31.5K - $38.4K
|
3.21K
$266K
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
380+ 3.68% |
$31.5K - $38.4K
|
10.7K
$888K
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
379+ 6.26% |
$31.5K - $38.3K
|
6.44K
$533K
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
BUY
|
- |
376+ 6.14% |
$31.2K - $38K
|
6.5K
$538K
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
374+ 5.74% |
$31K - $37.8K
|
6.89K
$571K
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
371+ 12.48% |
$30.8K - $37.5K
|
3.34K
$277K
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
370+ 1.6% |
$30.7K - $37.4K
|
23.4K
$1.94M
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
360+ 10.54% |
$29.9K - $36.4K
|
3.78K
$313K
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
358+ 1.45% |
$29.7K - $36.2K
|
25K
$2.07M
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
354+ 4.66% |
$29.4K - $35.8K
|
7.96K
$659K
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
346+ 13.64% |
$28.7K - $35K
|
2.88K
$239K
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
346+ 2.31% |
$28.7K - $35K
|
15.3K
$1.27M
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
344+ 6.44% |
$28.6K - $34.8K
|
5.69K
$471K
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
344+ 11.22% |
$28.6K - $34.8K
|
3.41K
$282K
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
342+ 4.22% |
$28.4K - $34.5K
|
8.45K
$699K
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
340+ 2.63% |
$28.2K - $34.3K
|
13.3K
$1.1M
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
338+ 14.4% |
$28.1K - $34.1K
|
2.69K
$222K
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
336+ 2.43% |
$27.9K - $33.9K
|
14.1K
$1.17M
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
336+ 13.65% |
$27.9K - $33.9K
|
2.8K
$232K
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
333+ 0.57% |
$27.6K - $33.6K
|
59K
$4.89M
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
327+ 2.41% |
$27.1K - $33K
|
13.9K
$1.15M
|
|
Apr 11, 2025
Q1 2025
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
325+ 0.38% |
$27K - $32.8K
|
85.6K
$7.09M
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
325+ 6.11% |
$27K - $32.8K
|
5.65K
$468K
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
324+ 1.09% |
$26.9K - $32.7K
|
29.9K
$2.48M
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
324+ 7.95% |
$26.9K - $32.7K
|
4.4K
$364K
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
322+ 10.71% |
$26.7K - $32.5K
|
3.33K
$276K
|
|
May 14, 2025
Q1 2025
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
321+ 8.81% |
$26.6K - $32.4K
|
3.96K
$328K
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
319+ 0.98% |
$26.5K - $32.2K
|
32.9K
$2.72M
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
318+ 11.77% |
$26.4K - $32.1K
|
3.02K
$250K
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
316+ 1.93% |
$26.2K - $31.9K
|
16.7K
$1.38M
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
316+ 2.41% |
$26.2K - $31.9K
|
13.4K
$1.11M
|
|
Apr 30, 2025
Q1 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
314+ 2.09% |
$26.1K - $31.7K
|
15.3K
$1.27M
|
|
May 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
313+ 13.6% |
$26K - $31.6K
|
2.62K
$217K
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
312+ 7.43% |
$25.9K - $31.5K
|
4.51K
$373K
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
309+ 11.2% |
$25.7K - $31.2K
|
3.07K
$254K
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
BUY
|
- |
306+ 1.72% |
$25.4K - $30.9K
|
18.1K
$1.5M
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
306New |
$25.4K - $30.9K
|
306
$25.3K
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
302+ 0.4% |
$25.1K - $30.5K
|
76.2K
$6.31M
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
301+ 2.42% |
$25K - $30.4K
|
12.8K
$1.06M
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
301+ 9.42% |
$25K - $30.4K
|
3.5K
$289K
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
300+ 8.17% |
$24.9K - $30.3K
|
3.97K
$329K
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
300+ 6.2% |
$24.9K - $30.3K
|
5.14K
$425K
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
298+ 11.53% |
$24.7K - $30.1K
|
2.88K
$239K
|
|
May 14, 2025
Q1 2025
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
298+ 1.12% |
$24.7K - $30.1K
|
26.9K
$2.23M
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
297+ 5.86% |
$24.7K - $30K
|
5.36K
$444K
|
|
Apr 14, 2025
Q1 2025
|
Professional Advisory Services Inc
|
BUY
|
- |
294+ 3.47% |
$24.4K - $29.7K
|
8.77K
$726K
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
293+ 0.91% |
$24.3K - $29.6K
|
32.6K
$2.7M
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
293+ 4.87% |
$24.3K - $29.6K
|
6.31K
$522K
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
291+ 8.64% |
$24.2K - $29.4K
|
3.66K
$303K
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
290+ 1.56% |
$24.1K - $29.3K
|
18.9K
$1.56M
|