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 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
697+ 2.9% |
$75.7K - $82.5K
|
24.8K
$2.22M
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
696+ 2.05% |
$75.6K - $82.4K
|
34.6K
$3.1M
|
|
Aug 15, 2023
Q2 2023
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
695+ 1.76% |
$75.5K - $82.3K
|
40.2K
$3.6M
|
|
Jul 19, 2023
Q2 2023
|
Matrix Trust CO
|
BUY
|
- |
694+ 5.04% |
$75.4K - $82.2K
|
14.5K
$1.29M
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
BUY
|
- |
693+ 1.96% |
$75.3K - $82K
|
36.1K
$3.23M
|
|
Jul 13, 2023
Q2 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
690+ 30.83% |
$74.9K - $81.7K
|
2.93K
$262K
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
689+ 2.19% |
$74.8K - $81.6K
|
32.2K
$2.88M
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
684+ 5.37% |
$74.3K - $81K
|
13.4K
$1.2M
|
|
Jul 13, 2023
Q2 2023
|
Iam Advisory, LLC
|
BUY
|
- |
682+ 4.46% |
$74.1K - $80.7K
|
16K
$1.43M
|
|
Jul 21, 2023
Q2 2023
|
Farmers Trust CO
|
BUY
|
- |
676+ 12.79% |
$73.4K - $80K
|
5.96K
$534K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
676+ 0.9% |
$73.4K - $80K
|
76.1K
$6.81M
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
671+ 0.3% |
$72.9K - $79.4K
|
224K
$20M
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
670+ 1.21% |
$72.8K - $79.3K
|
56.2K
$5.03M
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
670+ 1.21% |
$72.8K - $79.3K
|
56.2K
$5.03M
|
|
Aug 04, 2023
Q2 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
661+ 4.22% |
$71.8K - $78.2K
|
16.3K
$1.46M
|
|
Feb 06, 2024
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
661+ 31.93% |
$71.8K - $78.2K
|
2.73K
$244K
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
660+ 0.64% |
$71.7K - $78.1K
|
104K
$9.3M
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
654+ 4.05% |
$71K - $77.4K
|
16.8K
$1.5M
|
|
Jul 21, 2023
Q2 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
646+ 1.07% |
$70.2K - $76.5K
|
61.2K
$5.48M
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
639+ 0.63% |
$69.4K - $75.6K
|
102K
$9.14M
|
|
Jul 31, 2024
Q2 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
638+ 0.96% |
$69.3K - $75.5K
|
66.9K
$5.99M
|
|
Jul 10, 2023
Q2 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
633+ 0.78% |
$68.8K - $74.9K
|
81.9K
$7.33M
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
631+ 6.93% |
$68.5K - $74.7K
|
9.74K
$872K
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
629+ 8.04% |
$68.3K - $74.5K
|
8.46K
$757K
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
628+ 2.3% |
$68.2K - $74.3K
|
27.9K
$2.5M
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
616+ 4.33% |
$66.9K - $72.9K
|
14.8K
$1.33M
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
610New |
$66.3K - $72.2K
|
610
$54.6K
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
610+ 3.21% |
$66.3K - $72.2K
|
19.6K
$1.75M
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
610+ 2.37% |
$66.3K - $72.2K
|
26.3K
$2.36M
|
|
Jul 24, 2023
Q2 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
609+ 11.92% |
$66.1K - $72.1K
|
5.72K
$512K
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
BUY
|
- |
607+ 11.66% |
$65.9K - $71.9K
|
5.81K
$520K
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
605+ 1.36% |
$65.7K - $71.6K
|
45.2K
$4.04M
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
604+ 0.3% |
$65.6K - $71.5K
|
203K
$18.1M
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
600+ 4.42% |
$65.2K - $71K
|
14.2K
$1.27M
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
598+ 2.54% |
$64.9K - $70.8K
|
24.1K
$2.16M
|
|
Feb 13, 2025
Q2 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
598+ 10.55% |
$64.9K - $70.8K
|
6.27K
$561K
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
590+ 5.16% |
$64.1K - $69.8K
|
12K
$1.08M
|
|
Aug 14, 2023
Q2 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
590+ 0.27% |
$64.1K - $69.8K
|
220K
$19.6M
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
588+ 3.95% |
$63.9K - $69.6K
|
15.5K
$1.38M
|
|
Aug 14, 2023
Q2 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
588+ 6.55% |
$63.9K - $69.6K
|
9.56K
$856K
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
586+ 6.51% |
$63.6K - $69.4K
|
9.59K
$858K
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
580+ 7.88% |
$63K - $68.7K
|
7.95K
$711K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
580New |
$63K - $68.7K
|
580
$51.9K
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
579+ 8.54% |
$62.9K - $68.5K
|
7.36K
$659K
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
578+ 20.93% |
$62.8K - $68.4K
|
3.34K
$299K
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
573+ 1.1% |
$62.2K - $67.8K
|
52.7K
$4.71M
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
567+ 5.53% |
$61.6K - $67.1K
|
10.8K
$968K
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
567+ 66.86% |
$61.6K - $67.1K
|
1.42K
$127K
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
564+ 28.07% |
$61.3K - $66.8K
|
2.57K
$230K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
562+ 1.72% |
$61K - $66.5K
|
33.2K
$2.98M
|