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 14, 2023
Q2 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
24+ 0.41% |
$2.61K - $2.84K
|
5.92K
$530K
|
|
|
Jul 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
24+ 0.59% |
$2.61K - $2.84K
|
4.06K
$364K
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
24+ 0.62% |
$2.61K - $2.84K
|
3.89K
$348K
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
22+ 0.34% |
$2.39K - $2.6K
|
6.55K
$586K
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
22+ 0.54% |
$2.39K - $2.6K
|
4.09K
$366K
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
22+ 0.47% |
$2.39K - $2.6K
|
4.66K
$417K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
22+ 2.74% |
$2.39K - $2.6K
|
825
$73.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
21+ 0.05% |
$2.28K - $2.49K
|
41K
$3.67M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
20+ 0.79% |
$2.17K - $2.37K
|
2.57K
$230K
|
|
|
Aug 03, 2023
Q2 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
20+ 0.86% |
$2.17K - $2.37K
|
2.35K
$210K
|
|
|
Aug 07, 2023
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
20+ 0.05% |
$2.17K - $2.37K
|
39.6K
$3.55M
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
20+ 0.23% |
$2.17K - $2.37K
|
8.84K
$792K
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
20+ 0.04% |
$2.17K - $2.37K
|
45.9K
$4.1M
|
|
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
20+ 0.05% |
$2.17K - $2.37K
|
39.6K
$3.55M
|
|
|
Jul 19, 2023
Q2 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
19+ 0.65% |
$2.06K - $2.25K
|
2.95K
$264K
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
19+ 1.0% |
$2.06K - $2.25K
|
1.92K
$172K
|
|
|
Jul 27, 2023
Q2 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
19+ 0.53% |
$2.06K - $2.25K
|
3.63K
$325K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
19+ 0.61% |
$2.06K - $2.25K
|
3.16K
$283K
|
|
|
Jul 17, 2023
Q2 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
18+ 0.57% |
$1.95K - $2.13K
|
3.2K
$286K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.26% |
$1.95K - $2.13K
|
6.94K
$621K
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
17+ 0.34% |
$1.85K - $2.01K
|
5.02K
$450K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
17+ 0.25% |
$1.85K - $2.01K
|
6.92K
$619K
|
|
|
Aug 11, 2023
Q2 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
17+ 0.83% |
$1.85K - $2.01K
|
2.07K
$185K
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
16New |
$1.74K - $1.89K
|
16
$1.43K
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
16+ 0.65% |
$1.74K - $1.89K
|
2.48K
$222K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
16+ 0.1% |
$1.74K - $1.89K
|
16.1K
$1.44M
|
|
|
Jul 20, 2023
Q2 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
15+ 0.48% |
$1.63K - $1.78K
|
3.13K
$280K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
15+ 0.15% |
$1.63K - $1.78K
|
9.77K
$875K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
15+ 0.16% |
$1.63K - $1.78K
|
9.48K
$848K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
15+ 0.06% |
$1.63K - $1.78K
|
23.4K
$2.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
15+ 0.18% |
$1.63K - $1.78K
|
8.57K
$767K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
14+ 0.36% |
$1.52K - $1.66K
|
3.87K
$347K
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
14+ 0.7% |
$1.52K - $1.66K
|
2K
$179K
|
|
|
Jul 07, 2023
Q2 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
13+ 0.64% |
$1.41K - $1.54K
|
2.04K
$182K
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
13+ 0.35% |
$1.41K - $1.54K
|
3.72K
$333K
|
|
|
Aug 02, 2023
Q2 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
13+ 0.5% |
$1.41K - $1.54K
|
2.61K
$234K
|
|
|
Nov 14, 2024
Q2 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
13+ 0.38% |
$1.41K - $1.54K
|
3.42K
$306K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
12+ 0.25% |
$1.3K - $1.42K
|
4.83K
$433K
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
12+ 0.16% |
$1.3K - $1.42K
|
7.59K
$679K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
12+ 0.52% |
$1.3K - $1.42K
|
2.32K
$208K
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
12+ 0.07% |
$1.3K - $1.42K
|
16.1K
$1.44M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
12+ 0.42% |
$1.3K - $1.42K
|
2.86K
$256K
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
12+ 0.44% |
$1.3K - $1.42K
|
2.73K
$244K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
11+ 0.25% |
$1.19K - $1.3K
|
4.47K
$400K
|
|
|
Jul 26, 2023
Q2 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
11+ 0.32% |
$1.19K - $1.3K
|
3.45K
$309K
|
|
|
Aug 07, 2023
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
11+ 0.4% |
$1.19K - $1.3K
|
2.73K
$244K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
10+ 0.36% |
$1.09K - $1.18K
|
2.78K
$248K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
10+ 0.18% |
$1.09K - $1.18K
|
5.65K
$506K
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
10+ 0.51% |
$1.09K - $1.18K
|
1.98K
$177K
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
10+ 0.32% |
$1.09K - $1.18K
|
3.18K
$285K
|