Purchases and Sales Made in Q2 2023 in Merck & Co., Inc. (MRK)
This table provides information about the institutional ownership of Merck & Co., Inc. (MRK) during Q2 2023. 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 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.82K+ 13.19% |
$197K - $215K
|
15.6K
$1.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
1.81K+ 14.01% |
$197K - $215K
|
14.8K
$1.14M
|
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
1.8KNew |
$196K - $213K
|
1.8K
$139K
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
1.8K+ 4.9% |
$195K - $213K
|
38.5K
$2.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
1.8KNew |
$195K - $213K
|
1.8K
$139K
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
1.8K+ 4.9% |
$195K - $213K
|
38.5K
$2.97M
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.8KNew |
$195K - $213K
|
1.8K
$139K
|
|
|
Jul 10, 2023
Q2 2023
|
Parkside Advisors LLC
|
BUY
|
- |
1.79KNew |
$195K - $212K
|
1.79K
$138K
|
|
|
Jul 28, 2023
Q2 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
1.79KNew |
$194K - $212K
|
1.79K
$138K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.79K+ 10.55% |
$194K - $211K
|
18.7K
$1.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Suncoast Equity Management
|
BUY
|
- |
1.78K+ 1.13% |
$194K - $211K
|
159K
$12.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.78KNew |
$193K - $211K
|
1.78K
$137K
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
1.78KNew |
$193K - $211K
|
1.78K
$137K
|
|
|
Jul 17, 2023
Q2 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
1.78KNew |
$193K - $210K
|
1.78K
$137K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.78KNew |
$193K - $210K
|
1.78K
$137K
|
|
|
Jul 25, 2023
Q2 2023
|
Nat West Group PLC
|
BUY
|
- |
1.77KNew |
$192K - $209K
|
1.77K
$136K
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.76KNew |
$191K - $209K
|
1.76K
$136K
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.76KNew |
$191K - $208K
|
1.76K
$136K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.76K+ 9.15% |
$191K - $208K
|
21K
$1.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Beck Bode, LLC
|
BUY
|
- |
1.76KNew |
$191K - $208K
|
1.76K
$136K
|
|
|
Aug 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
1.76KNew |
$191K - $208K
|
1.76K
$136K
|
|
|
Jul 19, 2023
Q2 2023
|
Ahl Investment Management, Inc.
|
BUY
|
- |
1.76KNew |
$191K - $208K
|
1.76K
$135K
|
|
|
Aug 02, 2023
Q2 2023
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
1.75KNew |
$190K - $207K
|
1.75K
$135K
|
|
|
Aug 11, 2023
Q2 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
1.74KNew |
$189K - $206K
|
1.74K
$135K
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.74K+ 10.8% |
$189K - $206K
|
17.9K
$1.38M
|
|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
1.74KNew |
$189K - $206K
|
1.74K
$134K
|
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.73KNew |
$188K - $205K
|
1.73K
$134K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.73K+ 2.65% |
$188K - $204K
|
66.9K
$5.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1.73K+ 69.0% |
$187K - $204K
|
4.23K
$326K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.7K+ 11.6% |
$185K - $201K
|
16.4K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
1.67K+ 65.77% |
$182K - $198K
|
4.21K
$325K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.66K+ 5.46% |
$181K - $197K
|
32.1K
$2.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
1.64K+ 57.81% |
$179K - $195K
|
4.49K
$346K
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.62K+ 0.54% |
$176K - $191K
|
300K
$23.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.61K+ 54.09% |
$175K - $191K
|
4.6K
$355K
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.61K+ 52.41% |
$175K - $190K
|
4.67K
$360K
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.6K+ 62.8% |
$174K - $190K
|
4.16K
$321K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.6K+ 1.23% |
$174K - $189K
|
132K
$10.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.59K+ 9.33% |
$172K - $188K
|
18.6K
$1.43M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.59K+ 40.31% |
$172K - $188K
|
5.52K
$426K
|
|
|
Aug 02, 2023
Q2 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
1.58K+ 4.3% |
$172K - $187K
|
38.3K
$2.96M
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
1.57K+ 2.44% |
$170K - $186K
|
65.9K
$5.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Hendley & CO Inc
|
BUY
|
- |
1.55K+ 3.42% |
$168K - $183K
|
46.8K
$3.61M
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
BUY
|
- |
1.53K+ 3.88% |
$166K - $181K
|
40.9K
$3.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.52K+ 4.26% |
$166K - $180K
|
37.3K
$2.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.51K+ 2.31% |
$164K - $179K
|
67.1K
$5.17M
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
1.51K+ 4.34% |
$164K - $179K
|
36.4K
$2.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
1.5K+ 11.44% |
$163K - $178K
|
14.6K
$1.13M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.5KNew |
$163K - $178K
|
1.5K
$116K
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.49K+ 9.36% |
$162K - $177K
|
17.5K
$1.35M
|