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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1.49K+ 22.52% |
$161K - $176K
|
8.08K
$723K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
1.48K+ 21.43% |
$161K - $175K
|
8.39K
$751K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.48K+ 5.33% |
$160K - $175K
|
29.2K
$2.61M
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.48K+ 10.06% |
$160K - $175K
|
16.1K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.48K+ 40.92% |
$160K - $175K
|
5.08K
$455K
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.47K+ 16.78% |
$159K - $174K
|
10.2K
$914K
|
|
|
Sep 18, 2023
Q2 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
1.46K+ 13.19% |
$159K - $173K
|
12.6K
$1.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.44K+ 7.91% |
$157K - $171K
|
19.7K
$1.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.44K+ 73.29% |
$156K - $170K
|
3.4K
$304K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.43K+ 8.02% |
$156K - $170K
|
19.3K
$1.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1.4K+ 28.28% |
$152K - $166K
|
6.37K
$570K
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.4K+ 22.04% |
$152K - $165K
|
7.74K
$693K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
1.39K+ 6.54% |
$151K - $165K
|
22.7K
$2.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.39K+ 0.38% |
$151K - $165K
|
365K
$32.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.37K+ 0.09% |
$149K - $163K
|
1.47M
$131M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.37K+ 3.0% |
$149K - $162K
|
47K
$4.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.37K+ 3.9% |
$149K - $162K
|
36.5K
$3.27M
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.36K+ 5.37% |
$148K - $161K
|
26.8K
$2.39M
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.35K+ 8.91% |
$147K - $160K
|
16.5K
$1.48M
|
|
|
Jul 19, 2023
Q2 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.34K+ 0.79% |
$146K - $159K
|
172K
$15.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.34K+ 1.25% |
$145K - $158K
|
108K
$9.71M
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.33K+ 7.22% |
$144K - $157K
|
19.7K
$1.76M
|
|
|
Aug 11, 2023
Q2 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.31K+ 13.78% |
$142K - $155K
|
10.8K
$968K
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.31K+ 298.17% |
$142K - $155K
|
1.74K
$156K
|
|
|
Jul 06, 2023
Q2 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
1.3K+ 48.95% |
$142K - $154K
|
3.97K
$355K
|
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
BUY
|
- |
1.29K+ 0.92% |
$140K - $153K
|
142K
$12.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.29K+ 8.29% |
$140K - $152K
|
16.8K
$1.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
1.28K+ 10.27% |
$139K - $152K
|
13.8K
$1.23M
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.28K+ 24.2% |
$139K - $152K
|
6.57K
$588K
|
|
|
Aug 09, 2023
Q2 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
1.28K+ 7.35% |
$139K - $151K
|
18.7K
$1.67M
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.27K+ 2.53% |
$138K - $151K
|
51.5K
$4.61M
|
|
|
Apr 05, 2024
Q2 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.26K+ 0.22% |
$137K - $150K
|
582K
$52.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.26K+ 4.53% |
$136K - $149K
|
29K
$2.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.25K+ 7.39% |
$136K - $148K
|
18.2K
$1.63M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.25K+ 16.61% |
$136K - $148K
|
8.76K
$784K
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
1.25K+ 3.04% |
$136K - $148K
|
42.3K
$3.79M
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.25K+ 16.61% |
$136K - $148K
|
8.76K
$784K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.25K+ 0.71% |
$135K - $148K
|
176K
$15.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.24K+ 6.0% |
$135K - $147K
|
22K
$1.97M
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
1.23K+ 5.95% |
$133K - $145K
|
21.9K
$1.96M
|
|
|
Dec 04, 2024
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.22K+ 58.43% |
$132K - $144K
|
3.3K
$295K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.22KNew |
$132K - $144K
|
1.22K
$109K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.21K+ 0.54% |
$131K - $143K
|
224K
$20.1M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.2K+ 10.55% |
$130K - $142K
|
12.5K
$1.12M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.19K+ 12.5% |
$129K - $141K
|
10.7K
$959K
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
1.19K+ 10.66% |
$129K - $141K
|
12.3K
$1.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.17K+ 7.24% |
$127K - $138K
|
17.3K
$1.55M
|
|
|
Feb 13, 2025
Q2 2023
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
- |
1.17K+ 22.24% |
$127K - $138K
|
6.41K
$574K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.16K+ 2.39% |
$126K - $137K
|
49.7K
$4.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.15K+ 15.97% |
$125K - $136K
|
8.36K
$748K
|