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 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2+ 0.05% |
$217 - $237
|
4.03K
$361K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 0.18% |
$217 - $237
|
1.12K
$100K
|
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1+ 0.01% |
$109 - $118
|
7.3K
$653K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$109 - $118
|
4.15K
$371K
|
|
|
Jul 18, 2023
Q2 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
1+ 0.01% |
$109 - $118
|
12.4K
$1.11M
|
|
|
Jul 20, 2023
Q2 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1+ 0.05% |
$109 - $118
|
1.96K
$176K
|
|
|
Jul 20, 2023
Q2 2023
|
Seneca House Advisors
|
BUY
|
- |
1+ 0.05% |
$109 - $118
|
2.12K
$190K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.55% |
$109 - $118
|
184
$16.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1+ 0.03% |
$109 - $118
|
3.48K
$312K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.03% |
$109 - $118
|
3.01K
$269K
|
|
|
Jul 26, 2023
Q2 2023
|
Lipe & Dalton
|
BUY
|
- |
1+ 0.01% |
$109 - $118
|
11.8K
$1.06M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1+ 0.02% |
$109 - $118
|
4.76K
$426K
|
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
1+ 0.03% |
$109 - $118
|
3.58K
$321K
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
BUY
|
- |
1+ 0.02% |
$109 - $118
|
4.45K
$398K
|
|
|
Aug 17, 2023
Q2 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1+ 0.01% |
$109 - $118
|
16.5K
$1.48M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.1% |
$109 - $118
|
1.03K
$91.8K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1+ 0.01% |
$109 - $118
|
12.5K
$1.12M
|
|
|
Jul 11, 2023
Q2 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-1- 0.05% |
$109 - $118
|
1.92K
$172K
|
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1- 0.03% |
$109 - $118
|
3.29K
$294K
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1- 0.01% |
$109 - $118
|
17.2K
$1.54M
|
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-1- -0.0% |
$109 - $118
|
60.4K
$5.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-2- 0.36% |
$217 - $237
|
557
$49.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-3- 0.01% |
$326 - $355
|
32.2K
$2.88M
|
|
|
Aug 03, 2023
Q2 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-3- 0.04% |
$326 - $355
|
7.23K
$647K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3- 0.05% |
$326 - $355
|
6.29K
$563K
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-4- 0.03% |
$434 - $474
|
15K
$1.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Gagnon Securities LLC
|
SELL
|
- |
-5- 0.13% |
$543 - $592
|
3.84K
$344K
|
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-5- 0.02% |
$543 - $592
|
24.2K
$2.16M
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-6- 0.14% |
$652 - $710
|
4.39K
$393K
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-6- 0.11% |
$652 - $710
|
5.55K
$497K
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-6- 0.1% |
$652 - $710
|
5.74K
$514K
|
|
|
Aug 22, 2023
Q2 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-6- 0.07% |
$652 - $710
|
8.08K
$723K
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
SELL
|
- |
-8- 0.16% |
$869 - $947
|
4.91K
$439K
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-8- 1.79% |
$869 - $947
|
439
$39.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-8- 0.1% |
$869 - $947
|
8.36K
$748K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-8- 0.09% |
$869 - $947
|
9.15K
$819K
|
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-9- 0.3% |
$977 - $1.07K
|
2.98K
$267K
|
|
|
Jul 18, 2023
Q2 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-9- 0.42% |
$977 - $1.07K
|
2.11K
$189K
|
|
|
Aug 11, 2023
Q2 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-9- 0.07% |
$977 - $1.07K
|
13.1K
$1.18M
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-10- 0.43% |
$1.09K - $1.18K
|
2.31K
$207K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-10- 0.06% |
$1.09K - $1.18K
|
16.7K
$1.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-10- 0.39% |
$1.09K - $1.18K
|
2.58K
$231K
|
|
|
Jul 27, 2023
Q2 2023
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-11- 9.91% |
$1.19K - $1.3K
|
100
$8.95K
|
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-11- 14.47% |
$1.19K - $1.3K
|
65
$5.82K
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-11- 0.13% |
$1.19K - $1.3K
|
8.5K
$761K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-12- 1.81% |
$1.3K - $1.42K
|
651
$58.3K
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-12- 0.12% |
$1.3K - $1.42K
|
9.9K
$886K
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-12- 0.04% |
$1.3K - $1.42K
|
26.8K
$2.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-12- 0.06% |
$1.3K - $1.42K
|
20.3K
$1.82M
|
|
|
Jul 25, 2023
Q2 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-12- 0.04% |
$1.3K - $1.42K
|
30.1K
$2.7M
|