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 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
365+ 0.97% |
$39.6K - $43.2K
|
37.8K
$3.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
363+ 1.98% |
$39.4K - $43K
|
18.7K
$1.67M
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
361New |
$39.2K - $42.7K
|
361
$32.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
361+ 16.12% |
$39.2K - $42.7K
|
2.6K
$233K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
359+ 4.89% |
$39K - $42.5K
|
7.71K
$690K
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
358+ 5.87% |
$38.9K - $42.4K
|
6.46K
$578K
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
357+ 7.06% |
$38.8K - $42.3K
|
5.42K
$485K
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
355+ 5.12% |
$38.6K - $42K
|
7.28K
$652K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
354+ 1.21% |
$38.4K - $41.9K
|
29.7K
$2.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
352+ 0.17% |
$38.2K - $41.7K
|
212K
$19M
|
|
|
Aug 11, 2023
Q2 2023
|
Thematics Asset Management
Paris, I0 |
BUY
|
- |
350+ 0.59% |
$38K - $41.4K
|
60.1K
$5.38M
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
349+ 13.87% |
$37.9K - $41.3K
|
2.87K
$257K
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
347+ 13.34% |
$37.7K - $41.1K
|
2.95K
$264K
|
|
|
Jul 11, 2023
Q2 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
343+ 2.94% |
$37.3K - $40.6K
|
12K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
342+ 0.43% |
$37.1K - $40.5K
|
80K
$7.16M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
341+ 1.26% |
$37K - $40.4K
|
27.4K
$2.45M
|
|
|
Jul 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
340+ 0.86% |
$36.9K - $40.2K
|
40K
$3.58M
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
340+ 2.6% |
$36.9K - $40.2K
|
13.4K
$1.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
339+ 0.24% |
$36.8K - $40.1K
|
142K
$12.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
337+ 1.44% |
$36.6K - $39.9K
|
23.7K
$2.12M
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
336+ 9.06% |
$36.5K - $39.8K
|
4.05K
$362K
|
|
|
Aug 10, 2023
Q2 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
336+ 0.98% |
$36.5K - $39.8K
|
34.6K
$3.09M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
332+ 1.18% |
$36.1K - $39.3K
|
28.6K
$2.56M
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
331+ 1.4% |
$35.9K - $39.2K
|
24K
$2.15M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
327+ 2.06% |
$35.5K - $38.7K
|
16.2K
$1.45M
|
|
|
Aug 25, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
321+ 583.64% |
$34.9K - $38K
|
376
$33.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
319+ 15.4% |
$34.6K - $37.8K
|
2.39K
$214K
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
318+ 1.49% |
$34.5K - $37.6K
|
21.7K
$1.94M
|
|
|
Aug 03, 2023
Q2 2023
|
Riverstone Advisors, LLC
|
BUY
|
- |
315+ 7.83% |
$34.2K - $37.3K
|
4.34K
$388K
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
314+ 2.77% |
$34.1K - $37.2K
|
11.7K
$1.04M
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
314+ 2.3% |
$34.1K - $37.2K
|
14K
$1.25M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
313+ 2.2% |
$34K - $37.1K
|
14.5K
$1.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
311+ 3.16% |
$33.8K - $36.8K
|
10.1K
$907K
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
309+ 0.69% |
$33.6K - $36.6K
|
45.2K
$4.04M
|
|
|
Nov 13, 2023
Q2 2023
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
307+ 0.12% |
$33.3K - $36.3K
|
254K
$22.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
307+ 1.59% |
$33.3K - $36.3K
|
19.7K
$1.76M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
305+ 4.05% |
$33.1K - $36.1K
|
7.84K
$702K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
303+ 3.64% |
$32.9K - $35.9K
|
8.62K
$772K
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
BUY
|
- |
303+ 2.36% |
$32.9K - $35.9K
|
13.1K
$1.17M
|
|
|
Aug 03, 2023
Q2 2023
|
Campion Asset Management
|
BUY
|
- |
300+ 5.49% |
$32.6K - $35.5K
|
5.76K
$516K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
300+ 28.3% |
$32.6K - $35.5K
|
1.36K
$122K
|
|
|
Feb 05, 2025
Q2 2023
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
300+ 5.0% |
$32.6K - $35.5K
|
6.3K
$564K
|
|
|
Jul 17, 2023
Q2 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
299+ 5.42% |
$32.5K - $35.4K
|
5.81K
$520K
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
297+ 11.54% |
$32.3K - $35.2K
|
2.87K
$257K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
295+ 1.63% |
$32K - $34.9K
|
18.4K
$1.65M
|
|
|
Jul 17, 2023
Q2 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
294+ 4.08% |
$31.9K - $34.8K
|
7.5K
$671K
|
|
|
Jul 13, 2023
Q2 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
293+ 3.96% |
$31.8K - $34.7K
|
7.69K
$688K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
291+ 4.61% |
$31.6K - $34.4K
|
6.6K
$590K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
290+ 0.59% |
$31.5K - $34.3K
|
49.7K
$4.45M
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
287+ 2.13% |
$31.2K - $34K
|
13.8K
$1.23M
|