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 12, 2023
Q2 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
105+ 0.51% |
$11.4K - $12.4K
|
20.8K
$1.86M
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
105+ 3.36% |
$11.4K - $12.4K
|
3.23K
$289K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
105+ 4.05% |
$11.4K - $12.4K
|
2.7K
$241K
|
|
|
Aug 02, 2023
Q2 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
105+ 0.76% |
$11.4K - $12.4K
|
13.9K
$1.24M
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
105+ 0.04% |
$11.4K - $12.4K
|
283K
$25.3M
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
103+ 0.47% |
$11.2K - $12.2K
|
22K
$1.97M
|
|
|
Jul 17, 2023
Q2 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
102+ 0.52% |
$11.1K - $12.1K
|
19.9K
$1.78M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
102+ 1.0% |
$11.1K - $12.1K
|
10.3K
$924K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
102+ 0.51% |
$11.1K - $12.1K
|
20.2K
$1.81M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
102+ 0.43% |
$11.1K - $12.1K
|
23.9K
$2.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
102+ 0.06% |
$11.1K - $12.1K
|
183K
$16.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
101+ 2.71% |
$11K - $12K
|
3.83K
$343K
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
100+ 4.77% |
$10.9K - $11.8K
|
2.2K
$197K
|
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
100+ 0.4% |
$10.9K - $11.8K
|
24.9K
$2.23M
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
100+ 45.45% |
$10.9K - $11.8K
|
320
$28.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
100+ 4.54% |
$10.9K - $11.8K
|
2.3K
$206K
|
|
|
Jul 26, 2023
Q2 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
100+ 0.82% |
$10.9K - $11.8K
|
12.3K
$1.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Campbell Wealth Management
|
BUY
|
- |
100+ 3.49% |
$10.9K - $11.8K
|
2.97K
$265K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
100+ 0.9% |
$10.9K - $11.8K
|
11.2K
$1M
|
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
BUY
|
- |
99+ 3.24% |
$10.8K - $11.7K
|
3.15K
$282K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
99+ 2.75% |
$10.8K - $11.7K
|
3.7K
$331K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
98+ 0.94% |
$10.6K - $11.6K
|
10.5K
$937K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
98+ 3.88% |
$10.6K - $11.6K
|
2.63K
$235K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
95+ 11.43% |
$10.3K - $11.2K
|
926
$82.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
95+ 0.61% |
$10.3K - $11.2K
|
15.8K
$1.41M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
95+ 2.91% |
$10.3K - $11.2K
|
3.37K
$301K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
94+ 20.09% |
$10.2K - $11.1K
|
562
$50.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
94+ 1.01% |
$10.2K - $11.1K
|
9.39K
$840K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
94+ 0.92% |
$10.2K - $11.1K
|
10.3K
$923K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
94+ 32.19% |
$10.2K - $11.1K
|
386
$34.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
94+ 0.47% |
$10.2K - $11.1K
|
19.9K
$1.78M
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
91+ 0.24% |
$9.88K - $10.8K
|
37.9K
$3.39M
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
90+ 0.09% |
$9.77K - $10.7K
|
102K
$9.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
89+ 5.92% |
$9.67K - $10.5K
|
1.59K
$142K
|
|
|
Aug 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
89+ 0.07% |
$9.67K - $10.5K
|
135K
$12.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
88+ 3.82% |
$9.56K - $10.4K
|
2.39K
$214K
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
88+ 4.5% |
$9.56K - $10.4K
|
2.04K
$183K
|
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
85+ 0.22% |
$9.23K - $10.1K
|
38.7K
$3.46M
|
|
|
Aug 01, 2023
Q2 2023
|
Motive Wealth Advisors
|
BUY
|
- |
85+ 3.24% |
$9.23K - $10.1K
|
2.71K
$242K
|
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
85+ 3.58% |
$9.23K - $10.1K
|
2.46K
$220K
|
|
|
Jul 31, 2023
Q2 2023
|
Argent Capital Management LLC
|
BUY
|
- |
84+ 0.8% |
$9.12K - $9.94K
|
10.5K
$942K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
82+ 1.64% |
$8.91K - $9.71K
|
5.07K
$454K
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
81+ 0.11% |
$8.8K - $9.59K
|
75.1K
$6.72M
|
|
|
Aug 10, 2023
Q2 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
80+ 2.96% |
$8.69K - $9.47K
|
2.78K
$249K
|
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
79+ 1.52% |
$8.58K - $9.35K
|
5.26K
$471K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
79+ 0.88% |
$8.58K - $9.35K
|
9.08K
$813K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
77+ 2.11% |
$8.36K - $9.12K
|
3.72K
$333K
|
|
|
Jul 17, 2023
Q2 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
77+ 4.28% |
$8.36K - $9.12K
|
1.88K
$168K
|
|
|
Jul 12, 2023
Q2 2023
|
Community Trust & Investment CO
|
BUY
|
- |
76+ 0.26% |
$8.25K - $9K
|
29.3K
$2.63M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
76+ 1.24% |
$8.25K - $9K
|
6.22K
$557K
|