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 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
286+ 1.5% |
$31.1K - $33.9K
|
19.4K
$1.74M
|
|
|
Jul 20, 2023
Q2 2023
|
Chicago Capital, LLC
|
BUY
|
- |
285+ 1.34% |
$31K - $33.7K
|
21.6K
$1.93M
|
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
285+ 2.95% |
$31K - $33.7K
|
9.94K
$890K
|
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
BUY
|
- |
284+ 3.62% |
$30.8K - $33.6K
|
8.13K
$727K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
283+ 5.23% |
$30.7K - $33.5K
|
5.69K
$509K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
283+ 98.95% |
$30.7K - $33.5K
|
569
$50.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
281+ 0.84% |
$30.5K - $33.3K
|
33.9K
$3.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
281+ 3.31% |
$30.5K - $33.3K
|
8.78K
$785K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
279+ 6.4% |
$30.3K - $33K
|
4.64K
$415K
|
|
|
Aug 08, 2023
Q2 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
279+ 2.25% |
$30.3K - $33K
|
12.7K
$1.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
277+ 0.07% |
$30.1K - $32.8K
|
420K
$37.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
275+ 12.97% |
$29.9K - $32.6K
|
2.4K
$214K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
273+ 2.19% |
$29.7K - $32.3K
|
12.8K
$1.14M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
272+ 0.56% |
$29.5K - $32.2K
|
48.9K
$4.38M
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
272+ 3.4% |
$29.5K - $32.2K
|
8.27K
$741K
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
271+ 0.6% |
$29.4K - $32.1K
|
45.1K
$4.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
264+ 1.28% |
$28.7K - $31.3K
|
21K
$1.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
263+ 1.88% |
$28.6K - $31.1K
|
14.3K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
263+ 5.8% |
$28.6K - $31.1K
|
4.8K
$429K
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
257+ 1.47% |
$27.9K - $30.4K
|
17.8K
$1.59M
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
BUY
|
- |
255+ 0.86% |
$27.7K - $30.2K
|
30K
$2.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
253+ 1.43% |
$27.5K - $30K
|
17.9K
$1.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
252+ 0.34% |
$27.4K - $29.8K
|
75K
$6.71M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
251+ 1.61% |
$27.3K - $29.7K
|
15.8K
$1.41M
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
251+ 12.36% |
$27.3K - $29.7K
|
2.28K
$204K
|
|
|
Jul 19, 2023
Q2 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
250+ 3.65% |
$27.2K - $29.6K
|
7.09K
$635K
|
|
|
Aug 03, 2023
Q2 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
250+ 1.16% |
$27.2K - $29.6K
|
21.7K
$1.95M
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
249+ 2.83% |
$27K - $29.5K
|
9.06K
$811K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
246+ 2.03% |
$26.7K - $29.1K
|
12.4K
$1.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
244+ 1.12% |
$26.5K - $28.9K
|
22K
$1.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
243+ 4.45% |
$26.4K - $28.8K
|
5.71K
$511K
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
240New |
$26.1K - $28.4K
|
240
$21.5K
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
237+ 7.5% |
$25.7K - $28.1K
|
3.4K
$304K
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
BUY
|
- |
237+ 2.57% |
$25.7K - $28.1K
|
9.48K
$848K
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
237+ 5.52% |
$25.7K - $28.1K
|
4.53K
$405K
|
|
|
Aug 15, 2023
Q2 2023
|
Nbw Capital LLC
|
BUY
|
- |
237+ 10.94% |
$25.7K - $28.1K
|
2.4K
$215K
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
235+ 0.87% |
$25.5K - $27.8K
|
27.2K
$2.44M
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
BUY
|
- |
233+ 3.18% |
$25.3K - $27.6K
|
7.57K
$677K
|
|
|
Jul 13, 2023
Q2 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
230+ 1.57% |
$25K - $27.2K
|
14.9K
$1.33M
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
227+ 2.99% |
$24.7K - $26.9K
|
7.82K
$700K
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
226+ 5.86% |
$24.5K - $26.8K
|
4.08K
$365K
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
224New |
$24.3K - $26.5K
|
224
$20K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
222+ 1.52% |
$24.1K - $26.3K
|
14.9K
$1.33M
|
|
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
216+ 1.29% |
$23.5K - $25.6K
|
16.9K
$1.51M
|
|
|
Aug 07, 2023
Q2 2023
|
Cypress Capital, LLC
|
BUY
|
- |
216+ 0.86% |
$23.5K - $25.6K
|
25.4K
$2.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
215+ 0.64% |
$23.4K - $25.5K
|
33.6K
$3M
|
|
|
Jul 28, 2023
Q2 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
213+ 0.71% |
$23.1K - $25.2K
|
30.4K
$2.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
212+ 2.0% |
$23K - $25.1K
|
10.8K
$966K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
211+ 0.6% |
$22.9K - $25K
|
35.6K
$3.18M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
206+ 3.28% |
$22.4K - $24.4K
|
6.48K
$580K
|