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 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
909+ 4.56% |
$98.7K - $108K
|
20.8K
$1.86M
|
|
|
Jul 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
907+ 3.94% |
$98.5K - $107K
|
23.9K
$2.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
900+ 4.63% |
$97.7K - $107K
|
20.3K
$1.82M
|
|
|
Jul 17, 2023
Q2 2023
|
Bowman & CO S.C.
|
BUY
|
- |
896+ 5.25% |
$97.3K - $106K
|
18K
$1.61M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
894+ 4.12% |
$97.1K - $106K
|
22.6K
$2.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
885+ 1.84% |
$96.1K - $105K
|
49K
$4.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
882+ 1.35% |
$95.8K - $104K
|
66.1K
$5.92M
|
|
|
Aug 07, 2023
Q2 2023
|
Univest Financial Corp
|
BUY
|
- |
881+ 9.82% |
$95.7K - $104K
|
9.85K
$882K
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
875+ 0.66% |
$95K - $104K
|
134K
$12M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
874+ 4.53% |
$94.9K - $103K
|
20.2K
$1.81M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
871+ 0.97% |
$94.6K - $103K
|
91.1K
$8.15M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
865+ 3.35% |
$93.9K - $102K
|
26.7K
$2.39M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
859+ 15.64% |
$93.3K - $102K
|
6.35K
$568K
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
848+ 5.46% |
$92.1K - $100K
|
16.4K
$1.46M
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
844+ 4.13% |
$91.7K - $99.9K
|
21.3K
$1.91M
|
|
|
Aug 08, 2023
Q2 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
841+ 1.51% |
$91.3K - $99.6K
|
56.5K
$5.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
BUY
|
- |
840+ 1.76% |
$91.2K - $99.4K
|
48.6K
$4.35M
|
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
BUY
|
- |
834+ 12.87% |
$90.6K - $98.7K
|
7.32K
$655K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
831New |
$90.3K - $98.4K
|
831
$74.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
827+ 2.39% |
$89.8K - $97.9K
|
35.4K
$3.17M
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
825+ 0.78% |
$89.6K - $97.7K
|
106K
$9.51M
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
815+ 24.06% |
$88.5K - $96.5K
|
4.2K
$376K
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
812+ 36.07% |
$88.2K - $96.1K
|
3.06K
$274K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
800+ 7.79% |
$86.9K - $94.7K
|
11.1K
$990K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
800+ 12.21% |
$86.9K - $94.7K
|
7.35K
$658K
|
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
800+ 17.39% |
$86.9K - $94.7K
|
5.4K
$483K
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
790+ 13.38% |
$85.8K - $93.5K
|
6.69K
$599K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
789+ 290.07% |
$85.7K - $93.4K
|
1.06K
$95K
|
|
|
Jul 20, 2023
Q2 2023
|
Baugh & Associates, LLC
|
BUY
|
- |
785+ 1.63% |
$85.3K - $92.9K
|
49K
$4.38M
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
781+ 7.94% |
$84.8K - $92.5K
|
10.6K
$951K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
777+ 4.57% |
$84.4K - $92K
|
17.8K
$1.59M
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
772+ 8.21% |
$83.8K - $91.4K
|
10.2K
$910K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
770+ 25.18% |
$83.6K - $91.2K
|
3.83K
$343K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
764New |
$83K - $90.4K
|
764
$68.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
762+ 4.35% |
$82.8K - $90.2K
|
18.3K
$1.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
761New |
$82.7K - $90.1K
|
761
$68.1K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
755+ 2.83% |
$82K - $89.4K
|
27.5K
$2.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
753+ 5.87% |
$81.8K - $89.1K
|
13.6K
$1.22M
|
|
|
Jul 13, 2023
Q2 2023
|
Hedges Asset Management LLC
|
BUY
|
- |
750+ 4.34% |
$81.5K - $88.8K
|
18.1K
$1.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
749+ 33.41% |
$81.3K - $88.7K
|
2.99K
$268K
|
|
|
Oct 07, 2024
Q2 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
749+ 33.41% |
$81.3K - $88.7K
|
2.99K
$268K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
748+ 18.42% |
$81.2K - $88.5K
|
4.81K
$430K
|
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
748+ 5.2% |
$81.2K - $88.5K
|
15.1K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
738+ 0.99% |
$80.2K - $87.4K
|
75.5K
$6.76M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
725+ 2.56% |
$78.7K - $85.8K
|
29K
$2.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
720+ 10.49% |
$78.2K - $85.2K
|
7.58K
$678K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
713+ 35.74% |
$77.4K - $84.4K
|
2.71K
$242K
|
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
700+ 20.93% |
$76K - $82.9K
|
4.05K
$362K
|
|
|
Aug 11, 2023
Q2 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
700+ 0.53% |
$76K - $82.9K
|
132K
$11.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
700+ 26.32% |
$76K - $82.9K
|
3.36K
$301K
|