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 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
560+ 8.83% |
$60.8K - $66.3K
|
6.9K
$618K
|
|
|
Aug 14, 2023
Q2 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
551+ 0.03% |
$59.8K - $65.2K
|
1.81M
$162M
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
547+ 8.64% |
$59.4K - $64.8K
|
6.88K
$615K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
547+ 2.05% |
$59.4K - $64.8K
|
27.2K
$2.43M
|
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
547+ 13.87% |
$59.4K - $64.8K
|
4.49K
$402K
|
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
542+ 0.89% |
$58.9K - $64.2K
|
61.2K
$5.48M
|
|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
539+ 15.9% |
$58.5K - $63.8K
|
3.93K
$352K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
538New |
$58.4K - $63.7K
|
538
$48.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
BUY
|
- |
531+ 2.85% |
$57.7K - $62.9K
|
19.2K
$1.71M
|
|
|
Jul 24, 2023
Q2 2023
|
Scharf Investments, LLC
|
BUY
|
- |
528+ 6.62% |
$57.3K - $62.5K
|
8.5K
$761K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
523+ 6.95% |
$56.8K - $61.9K
|
8.05K
$720K
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
522+ 0.67% |
$56.7K - $61.8K
|
78.1K
$6.99M
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
BUY
|
- |
522+ 4.9% |
$56.7K - $61.8K
|
11.2K
$1M
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
522+ 9.28% |
$56.7K - $61.8K
|
6.15K
$550K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
522New |
$56.7K - $61.8K
|
522
$46.7K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
518+ 10.01% |
$56.3K - $61.3K
|
5.69K
$510K
|
|
|
Jan 28, 2025
Q2 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
518+ 9.71% |
$56.3K - $61.3K
|
5.86K
$524K
|
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
516+ 5.01% |
$56K - $61.1K
|
10.8K
$967K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
515+ 13.13% |
$55.9K - $61K
|
4.44K
$397K
|
|
|
Jul 27, 2023
Q2 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
513+ 2.71% |
$55.7K - $60.7K
|
19.5K
$1.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
512+ 0.31% |
$55.6K - $60.6K
|
164K
$14.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
505+ 0.07% |
$54.8K - $59.8K
|
686K
$61.4M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
505+ 10.48% |
$54.8K - $59.8K
|
5.33K
$477K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
505+ 10.48% |
$54.8K - $59.8K
|
5.33K
$477K
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
504+ 7.1% |
$54.7K - $59.7K
|
7.6K
$681K
|
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
501+ 6.3% |
$54.4K - $59.3K
|
8.46K
$757K
|
|
|
Aug 07, 2023
Q2 2023
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
500+ 9.09% |
$54.3K - $59.2K
|
6K
$537K
|
|
|
Aug 10, 2023
Q2 2023
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
500+ 10.73% |
$54.3K - $59.2K
|
5.16K
$462K
|
|
|
Aug 14, 2023
Q2 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
500+ 8.47% |
$54.3K - $59.2K
|
6.41K
$573K
|
|
|
Aug 03, 2023
Q2 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
496+ 41.23% |
$53.9K - $58.7K
|
1.7K
$152K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
493+ 13.69% |
$53.5K - $58.4K
|
4.09K
$366K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
492+ 11.23% |
$53.4K - $58.2K
|
4.87K
$436K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
491+ 29.56% |
$53.3K - $58.1K
|
2.15K
$193K
|
|
|
Aug 02, 2023
Q2 2023
|
Jacobsen Capital Management
|
BUY
|
- |
489+ 14.64% |
$53.1K - $57.9K
|
3.83K
$343K
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
484+ 1.04% |
$52.6K - $57.3K
|
46.9K
$4.2M
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
480+ 7.82% |
$52.1K - $56.8K
|
6.62K
$593K
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
475+ 7.12% |
$51.6K - $56.2K
|
7.15K
$640K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
474+ 0.7% |
$51.5K - $56.1K
|
68K
$6.09M
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
472+ 3.22% |
$51.3K - $55.9K
|
15.2K
$1.36M
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
472+ 9.44% |
$51.3K - $55.9K
|
5.47K
$490K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
470+ 4.35% |
$51K - $55.6K
|
11.3K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Kidder Stephen W
|
BUY
|
- |
466+ 5.33% |
$50.6K - $55.2K
|
9.2K
$824K
|
|
|
Jul 28, 2023
Q2 2023
|
Kendall Capital Management
|
BUY
|
- |
460+ 2.46% |
$50K - $54.5K
|
19.1K
$1.71M
|
|
|
Jul 31, 2023
Q2 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
454+ 4.1% |
$49.3K - $53.7K
|
11.5K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
454+ 5.95% |
$49.3K - $53.7K
|
8.09K
$724K
|
|
|
Aug 11, 2023
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
452+ 4.42% |
$49.1K - $53.5K
|
10.7K
$956K
|
|
|
Oct 09, 2024
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
452+ 4.42% |
$49.1K - $53.5K
|
10.7K
$956K
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
448+ 5.48% |
$48.7K - $53K
|
8.62K
$771K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
447+ 0.91% |
$48.5K - $52.9K
|
49.4K
$4.42M
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
447+ 17.35% |
$48.5K - $52.9K
|
3.02K
$271K
|