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 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6.18K+ 187.02% |
$671K - $732K
|
9.49K
$932K
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
6.15K+ 6.06% |
$668K - $729K
|
108K
$10.6M
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
6.14KNew |
$666K - $726K
|
6.14K
$603K
|
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
6.05KNew |
$657K - $716K
|
6.05K
$595K
|
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
6.02K+ 1.82% |
$654K - $712K
|
336K
$33.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
5.94KNew |
$645K - $703K
|
5.94K
$584K
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
5.9K+ 96.39% |
$641K - $699K
|
12K
$1.18M
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
5.9K+ 5.03% |
$641K - $698K
|
123K
$12.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
5.87KNew |
$637K - $694K
|
5.87K
$577K
|
|
|
Aug 14, 2023
Q2 2023
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
5.79KNew |
$629K - $685K
|
5.79K
$569K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.68K+ 1.98% |
$617K - $673K
|
293K
$28.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
5.66K+ 15.3% |
$615K - $670K
|
42.7K
$4.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
5.64KNew |
$612K - $667K
|
5.64K
$554K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
5.57K+ 5.63% |
$605K - $659K
|
104K
$10.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.55K+ 10.18% |
$603K - $657K
|
60.1K
$5.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
5.5KNew |
$598K - $651K
|
5.5K
$541K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
5.42KNew |
$588K - $641K
|
5.42K
$532K
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.31K+ 56.27% |
$577K - $629K
|
14.8K
$1.45M
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
5.31K+ 12.41% |
$576K - $628K
|
48.1K
$4.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
5.2K+ 134.23% |
$564K - $615K
|
9.07K
$891K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
5.17K+ 6.94% |
$562K - $612K
|
79.7K
$7.83M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
5.17K+ 54.68% |
$561K - $612K
|
14.6K
$1.44M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.95K+ 5.11% |
$537K - $586K
|
102K
$10M
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4.94K+ 3.07% |
$536K - $584K
|
166K
$16.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
4.89K+ 6.39% |
$531K - $579K
|
81.4K
$8M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.86K+ 11.53% |
$528K - $575K
|
47K
$4.62M
|
|
|
Jul 19, 2023
Q2 2023
|
Fcf Advisors LLC
|
BUY
|
- |
4.82K+ 33.23% |
$523K - $570K
|
19.3K
$1.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.73K+ 2.04% |
$514K - $560K
|
237K
$23.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4.7K+ 4.21% |
$510K - $556K
|
116K
$11.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
4.68K+ 5.27% |
$509K - $554K
|
93.6K
$9.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4.66K+ 19.43% |
$506K - $552K
|
28.7K
$2.82M
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
4.59KNew |
$498K - $543K
|
4.59K
$451K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.58K+ 7.57% |
$498K - $543K
|
65.1K
$6.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
4.55K+ 1.75% |
$495K - $539K
|
265K
$26.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
4.52KNew |
$491K - $535K
|
4.52K
$444K
|
|
|
Aug 14, 2023
Q2 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
4.44KNew |
$482K - $526K
|
4.44K
$437K
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
4.42KNew |
$480K - $523K
|
4.42K
$434K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
4.4K+ 16.07% |
$478K - $521K
|
31.8K
$3.12M
|
|
|
Jul 26, 2023
Q2 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
4.37KNew |
$475K - $518K
|
4.37K
$430K
|
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
4.37K+ 5.98% |
$474K - $517K
|
77.4K
$7.6M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
4.35K+ 5.4% |
$472K - $515K
|
84.9K
$8.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
4.33KNew |
$470K - $512K
|
4.33K
$425K
|
|
|
Aug 14, 2023
Q2 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
4.31K+ 107.8% |
$468K - $510K
|
8.31K
$817K
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
4.3K+ 2.92% |
$467K - $510K
|
152K
$14.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
4.26KNew |
$463K - $505K
|
4.26K
$419K
|
|
|
Aug 14, 2023
Q2 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
4.25K+ 13.09% |
$461K - $503K
|
36.7K
$3.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4.25K+ 116.88% |
$461K - $503K
|
7.88K
$774K
|
|
|
Aug 14, 2023
Q2 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
4.24K+ 59.05% |
$461K - $502K
|
11.4K
$1.12M
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
BUY
|
- |
4.2K+ 131.22% |
$456K - $497K
|
7.4K
$727K
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4.19K+ 13.51% |
$455K - $496K
|
35.2K
$3.46M
|