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 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
45+ 0.22% |
$4.89K - $5.33K
|
20.2K
$1.81M
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
44+ 1.14% |
$4.78K - $5.21K
|
3.91K
$350K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
43+ 0.65% |
$4.67K - $5.09K
|
6.62K
$592K
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
43+ 1.06% |
$4.67K - $5.09K
|
4.12K
$369K
|
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
43+ 0.86% |
$4.67K - $5.09K
|
5.03K
$450K
|
|
|
Jul 17, 2023
Q2 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
42+ 0.35% |
$4.56K - $4.97K
|
12.2K
$1.09M
|
|
|
Jul 26, 2023
Q2 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
42+ 0.84% |
$4.56K - $4.97K
|
5.01K
$449K
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
42+ 0.27% |
$4.56K - $4.97K
|
15.7K
$1.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
41+ 0.18% |
$4.45K - $4.85K
|
22.2K
$1.99M
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
41+ 1.45% |
$4.45K - $4.85K
|
2.87K
$257K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
41+ 0.24% |
$4.45K - $4.85K
|
17.1K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
41+ 0.56% |
$4.45K - $4.85K
|
7.35K
$658K
|
|
|
Feb 11, 2025
Q2 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
41+ 0.18% |
$4.45K - $4.85K
|
22.2K
$1.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
40+ 1.5% |
$4.34K - $4.74K
|
2.71K
$243K
|
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
39+ 0.42% |
$4.24K - $4.62K
|
9.39K
$840K
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
39+ 0.59% |
$4.24K - $4.62K
|
6.67K
$597K
|
|
|
Jul 20, 2023
Q2 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
38+ 0.61% |
$4.13K - $4.5K
|
6.23K
$557K
|
|
|
Jul 21, 2023
Q2 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
38+ 0.4% |
$4.13K - $4.5K
|
9.53K
$853K
|
|
|
Jul 24, 2023
Q2 2023
|
Ami Asset Management Corp
|
BUY
|
- |
38+ 0.42% |
$4.13K - $4.5K
|
9.04K
$809K
|
|
|
Jul 17, 2023
Q2 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
37+ 0.73% |
$4.02K - $4.38K
|
5.11K
$457K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
37+ 0.85% |
$4.02K - $4.38K
|
4.37K
$391K
|
|
|
Apr 02, 2024
Q2 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
37+ 1.17% |
$4.02K - $4.38K
|
3.19K
$286K
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
BUY
|
- |
36+ 0.08% |
$3.91K - $4.26K
|
47.3K
$4.24M
|
|
|
Aug 03, 2023
Q2 2023
|
Asio Capital, LLC
|
BUY
|
- |
36+ 0.12% |
$3.91K - $4.26K
|
30.9K
$2.77M
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
36+ 0.41% |
$3.91K - $4.26K
|
8.85K
$792K
|
|
|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
36+ 0.47% |
$3.91K - $4.26K
|
7.75K
$694K
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
36+ 0.41% |
$3.91K - $4.26K
|
8.85K
$792K
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
35+ 1.62% |
$3.8K - $4.14K
|
2.2K
$197K
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
35+ 0.53% |
$3.8K - $4.14K
|
6.63K
$594K
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
35+ 1.29% |
$3.8K - $4.14K
|
2.75K
$246K
|
|
|
Jul 25, 2023
Q2 2023
|
Harvey Investment CO LLC
|
BUY
|
- |
34+ 0.12% |
$3.69K - $4.02K
|
29.3K
$2.62M
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
33+ 0.76% |
$3.58K - $3.91K
|
4.39K
$393K
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
33+ 0.06% |
$3.58K - $3.91K
|
53.2K
$4.76M
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
33+ 0.51% |
$3.58K - $3.91K
|
6.51K
$583K
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
32+ 1.24% |
$3.48K - $3.79K
|
2.62K
$235K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
31+ 0.36% |
$3.37K - $3.67K
|
8.58K
$768K
|
|
|
Jul 31, 2023
Q2 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
30New |
$3.26K - $3.55K
|
30
$2.69K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
30+ 2.01% |
$3.26K - $3.55K
|
1.52K
$136K
|
|
|
Aug 07, 2023
Q2 2023
|
Private Management Group Inc
|
BUY
|
- |
29+ 0.19% |
$3.15K - $3.43K
|
15.6K
$1.39M
|
|
|
Feb 04, 2025
Q2 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
29+ 0.35% |
$3.15K - $3.43K
|
8.22K
$736K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
28+ 0.51% |
$3.04K - $3.31K
|
5.49K
$491K
|
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
28+ 0.53% |
$3.04K - $3.31K
|
5.28K
$472K
|
|
|
Jul 25, 2023
Q2 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
28+ 1.01% |
$3.04K - $3.31K
|
2.81K
$252K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
27+ 5.91% |
$2.93K - $3.2K
|
484
$43.3K
|
|
|
Jul 12, 2023
Q2 2023
|
Threadgill Financial, LLC
|
BUY
|
- |
26+ 1.29% |
$2.82K - $3.08K
|
2.05K
$183K
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
26+ 0.48% |
$2.82K - $3.08K
|
5.41K
$484K
|
|
|
Jul 07, 2023
Q2 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
25+ 0.49% |
$2.72K - $2.96K
|
5.16K
$462K
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
25+ 4.5% |
$2.72K - $2.96K
|
580
$51.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Schubert & CO
|
BUY
|
- |
25+ 0.61% |
$2.72K - $2.96K
|
4.13K
$370K
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
25+ 0.32% |
$2.72K - $2.96K
|
7.88K
$706K
|