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 31, 2023
Q2 2023
|
Fortune 45 LLC
|
BUY
|
- |
76+ 4.01% |
$8.25K - $9K
|
1.97K
$176K
|
|
|
Aug 09, 2023
Q2 2023
|
Claret Asset Management Corp
|
BUY
|
- |
75+ 0.96% |
$8.15K - $8.88K
|
7.85K
$702K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
70+ 1.81% |
$7.6K - $8.29K
|
3.95K
$353K
|
|
|
Aug 01, 2023
Q2 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
70+ 0.58% |
$7.6K - $8.29K
|
12.1K
$1.09M
|
|
|
Feb 13, 2025
Q2 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
70+ 0.93% |
$7.6K - $8.29K
|
7.57K
$677K
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Square, LLC
|
BUY
|
- |
69+ 0.72% |
$7.49K - $8.17K
|
9.59K
$858K
|
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
68+ 2.89% |
$7.39K - $8.05K
|
2.42K
$217K
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
67+ 3.09% |
$7.28K - $7.93K
|
2.23K
$200K
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
66+ 0.66% |
$7.17K - $7.81K
|
9.99K
$894K
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
64+ 0.85% |
$6.95K - $7.58K
|
7.59K
$679K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
64+ 0.16% |
$6.95K - $7.58K
|
41.2K
$3.69M
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
64+ 0.69% |
$6.95K - $7.58K
|
9.33K
$835K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
64+ 0.3% |
$6.95K - $7.58K
|
21.3K
$1.91M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
63+ 1.72% |
$6.84K - $7.46K
|
3.72K
$333K
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
63+ 0.58% |
$6.84K - $7.46K
|
10.9K
$976K
|
|
|
Jul 12, 2023
Q2 2023
|
Cardinal Capital Management
|
BUY
|
- |
62+ 0.09% |
$6.73K - $7.34K
|
68.2K
$6.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
62+ 2.73% |
$6.73K - $7.34K
|
2.33K
$208K
|
|
|
Jul 24, 2023
Q2 2023
|
Benin Management Corp
|
BUY
|
- |
62+ 1.67% |
$6.73K - $7.34K
|
3.76K
$337K
|
|
|
Aug 08, 2023
Q2 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
62+ 0.56% |
$6.73K - $7.34K
|
11.2K
$1.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
62New |
$6.73K - $7.34K
|
62
$5.55K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
62+ 1.51% |
$6.73K - $7.34K
|
4.18K
$374K
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
61+ 0.53% |
$6.63K - $7.22K
|
11.6K
$1.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
61+ 1.99% |
$6.63K - $7.22K
|
3.12K
$279K
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
61+ 0.17% |
$6.63K - $7.22K
|
35.8K
$3.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
60+ 2.33% |
$6.52K - $7.1K
|
2.63K
$236K
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
59+ 0.99% |
$6.41K - $6.98K
|
6.01K
$538K
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
58+ 0.54% |
$6.3K - $6.87K
|
10.8K
$971K
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
58+ 1.68% |
$6.3K - $6.87K
|
3.51K
$315K
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
56+ 0.89% |
$6.08K - $6.63K
|
6.35K
$569K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
55+ 2.33% |
$5.97K - $6.51K
|
2.42K
$216K
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
54+ 0.51% |
$5.86K - $6.39K
|
10.6K
$951K
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
54+ 0.88% |
$5.86K - $6.39K
|
6.18K
$553K
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
53+ 0.48% |
$5.76K - $6.27K
|
11K
$989K
|
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
52+ 1.57% |
$5.65K - $6.16K
|
3.37K
$301K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
52+ 0.91% |
$5.65K - $6.16K
|
5.79K
$518K
|
|
|
Jul 11, 2023
Q2 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
51+ 1.27% |
$5.54K - $6.04K
|
4.06K
$364K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
51+ 0.45% |
$5.54K - $6.04K
|
11.4K
$1.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
51+ 1.07% |
$5.54K - $6.04K
|
4.8K
$429K
|
|
|
Aug 14, 2023
Q2 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
51+ 1.54% |
$5.54K - $6.04K
|
3.36K
$301K
|
|
|
Jul 28, 2023
Q2 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
50+ 0.46% |
$5.43K - $5.92K
|
10.9K
$976K
|
|
|
Jul 31, 2023
Q2 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
50+ 1.52% |
$5.43K - $5.92K
|
3.33K
$298K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
50+ 0.78% |
$5.43K - $5.92K
|
6.42K
$575K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
50+ 0.23% |
$5.43K - $5.92K
|
21.4K
$1.92M
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
49+ 1.36% |
$5.32K - $5.8K
|
3.66K
$328K
|
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
49+ 2.11% |
$5.32K - $5.8K
|
2.37K
$212K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
49+ 0.65% |
$5.32K - $5.8K
|
7.53K
$674K
|
|
|
Mar 06, 2024
Q2 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
48+ 0.09% |
$5.21K - $5.68K
|
54.9K
$4.91M
|
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
BUY
|
- |
47+ 2.44% |
$5.1K - $5.56K
|
1.97K
$176K
|
|
|
Jul 05, 2023
Q2 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
47+ 0.02% |
$5.1K - $5.56K
|
197K
$17.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
47+ 2.55% |
$5.1K - $5.56K
|
1.89K
$169K
|