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 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4.19K+ 13.51% |
$455K - $496K
|
35.2K
$2.68M
|
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.18K+ 12.31% |
$454K - $495K
|
38.1K
$2.91M
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
4.18K+ 5.2% |
$454K - $494K
|
84.5K
$6.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
BUY
|
- |
4.15K+ 48.87% |
$450K - $491K
|
12.6K
$963K
|
|
|
Aug 07, 2023
Q2 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
4.06K+ 28.59% |
$441K - $481K
|
18.3K
$1.39M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
4.06K+ 17.02% |
$441K - $481K
|
27.9K
$2.13M
|
|
|
Jul 21, 2023
Q2 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
4.05KNew |
$440K - $479K
|
4.05K
$309K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.04K+ 3.34% |
$439K - $479K
|
125K
$9.53M
|
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
4.04KNew |
$439K - $478K
|
4.04K
$308K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
4.03K+ 23.52% |
$438K - $477K
|
21.2K
$1.61M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
4.01K+ 17.02% |
$435K - $474K
|
27.6K
$2.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Viking Fund Management LLC
|
BUY
|
- |
4K+ 5.19% |
$434K - $474K
|
81K
$6.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.96K+ 21.48% |
$431K - $469K
|
22.4K
$1.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
3.96KNew |
$430K - $469K
|
3.96K
$302K
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
3.9K+ 1.18% |
$424K - $462K
|
335K
$25.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.9K+ 2.82% |
$423K - $461K
|
142K
$10.8M
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
3.89K+ 234.16% |
$423K - $461K
|
5.56K
$424K
|
|
|
Aug 14, 2023
Q2 2023
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
3.86KNew |
$419K - $456K
|
3.86K
$294K
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.85K+ 45.62% |
$418K - $456K
|
12.3K
$937K
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
3.83K+ 3.96% |
$416K - $453K
|
101K
$7.67M
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
3.8K+ 17.52% |
$412K - $449K
|
25.5K
$1.94M
|
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
3.76K+ 134.38% |
$409K - $446K
|
6.57K
$501K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
3.74K+ 1.05% |
$407K - $443K
|
359K
$27.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
3.71K+ 1.6% |
$403K - $439K
|
236K
$18M
|
|
|
Aug 14, 2023
Q2 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
3.7KNew |
$402K - $438K
|
3.7K
$282K
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
3.7K+ 21.55% |
$401K - $437K
|
20.8K
$1.59M
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
3.68K+ 0.7% |
$400K - $436K
|
532K
$40.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
3.67KNew |
$399K - $435K
|
3.67K
$280K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
3.65K+ 13.41% |
$396K - $432K
|
30.8K
$2.35M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3.59KNew |
$390K - $425K
|
3.59K
$274K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.59K+ 22.87% |
$390K - $425K
|
19.3K
$1.47M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.56K+ 7.86% |
$386K - $421K
|
48.8K
$3.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.55K+ 85.58% |
$386K - $420K
|
7.7K
$587K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
3.55K+ 1.77% |
$385K - $420K
|
204K
$15.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
3.54KNew |
$385K - $419K
|
3.54K
$270K
|
|
|
Jul 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
3.51KNew |
$381K - $416K
|
3.51K
$268K
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
3.5K+ 25.0% |
$380K - $414K
|
17.5K
$1.33M
|
|
|
Mar 13, 2025
Q2 2023
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
3.5K+ 8.89% |
$380K - $414K
|
42.9K
$3.27M
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
BUY
|
- |
3.49KNew |
$379K - $413K
|
3.49K
$266K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.49K+ 13.35% |
$379K - $413K
|
29.6K
$2.26M
|
|
|
Aug 04, 2023
Q2 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
3.48K+ 13.57% |
$378K - $412K
|
29.1K
$2.22M
|
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
BUY
|
- |
3.48K+ 64.64% |
$378K - $412K
|
8.86K
$676K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3.47K+ 59.15% |
$376K - $410K
|
9.33K
$711K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
3.45K+ 0.72% |
$374K - $408K
|
480K
$36.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
3.44K+ 9.12% |
$373K - $407K
|
41.1K
$3.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
3.43K+ 84.75% |
$372K - $406K
|
7.47K
$570K
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
3.4KNew |
$369K - $402K
|
3.4K
$259K
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.39K+ 142.25% |
$368K - $401K
|
5.77K
$440K
|
|
|
Aug 01, 2023
Q2 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
3.38KNew |
$367K - $400K
|
3.38K
$258K
|
|
|
Aug 14, 2023
Q2 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
3.37K+ 14.0% |
$366K - $399K
|
27.4K
$2.09M
|