Purchases and Sales Made in Q2 2024 in Merck & Co., Inc. (MRK)
This table provides information about the institutional ownership of Merck & Co., Inc. (MRK) during Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
2.45KNew |
$303K - $325K
|
2.45K
$196K
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
2.42K+ 7.6% |
$300K - $322K
|
34.3K
$2.75M
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.42K+ 4.03% |
$300K - $322K
|
62.6K
$5.02M
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
2.39KNew |
$296K - $318K
|
2.39K
$192K
|
|
Jul 30, 2024
Q2 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
2.38K+ 35.8% |
$294K - $316K
|
9.02K
$724K
|
|
Jul 30, 2024
Q2 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
2.36K+ 3.71% |
$293K - $314K
|
66.1K
$5.31M
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2.36K+ 1.51% |
$292K - $314K
|
158K
$12.7M
|
|
Aug 14, 2024
Q2 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.36K+ 0.19% |
$292K - $313K
|
1.25M
$101M
|
|
Aug 15, 2024
Q2 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
2.36KNew |
$292K - $313K
|
2.36K
$189K
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.35K+ 4.48% |
$291K - $312K
|
54.8K
$4.4M
|
|
Jul 17, 2024
Q2 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.31KNew |
$285K - $307K
|
2.31K
$185K
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.3K+ 4.2% |
$284K - $306K
|
57K
$4.58M
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
2.27K+ 1.21% |
$280K - $301K
|
190K
$15.2M
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.26KNew |
$280K - $300K
|
2.26K
$181K
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
2.25K+ 2.5% |
$278K - $299K
|
92.1K
$7.4M
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.25K+ 3.84% |
$278K - $299K
|
60.8K
$4.88M
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.24K+ 35.9% |
$278K - $298K
|
8.5K
$682K
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
2.23K+ 28.81% |
$276K - $297K
|
9.97K
$801K
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
2.23KNew |
$276K - $296K
|
2.23K
$179K
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
BUY
|
- |
2.21K+ 11.28% |
$273K - $294K
|
21.8K
$1.75M
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.21K+ 8.9% |
$273K - $293K
|
27K
$2.17M
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
2.2KNew |
$272K - $293K
|
2.2K
$177K
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.18K+ 33.37% |
$270K - $289K
|
8.7K
$699K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.16K+ 4.29% |
$267K - $287K
|
52.5K
$4.21M
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.14K+ 1.33% |
$264K - $284K
|
162K
$13M
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
2.13K+ 33.53% |
$264K - $284K
|
8.49K
$682K
|
|
Jul 22, 2024
Q2 2024
|
Delta Capital Management LLC
|
BUY
|
- |
2.13KNew |
$264K - $283K
|
2.13K
$171K
|
|
Aug 02, 2024
Q2 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
2.13K+ 36.31% |
$263K - $283K
|
7.99K
$641K
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.13K+ 8.22% |
$263K - $283K
|
28K
$2.25M
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
2.13K+ 4.52% |
$263K - $283K
|
49.2K
$3.95M
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.12K+ 6.79% |
$263K - $282K
|
33.4K
$2.68M
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
2.12KNew |
$263K - $282K
|
2.12K
$170K
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.12K+ 4.11% |
$262K - $281K
|
53.6K
$4.31M
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
BUY
|
- |
2.1K+ 58.57% |
$260K - $280K
|
5.7K
$457K
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
2.1K+ 420.0% |
$260K - $279K
|
2.6K
$209K
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
2.1KNew |
$259K - $279K
|
2.1K
$168K
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.08K+ 5.1% |
$257K - $276K
|
42.9K
$3.44M
|
|
Aug 07, 2024
Q2 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.08KNew |
$257K - $276K
|
2.08K
$167K
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2.07K+ 7.19% |
$257K - $276K
|
30.9K
$2.48M
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
2.07K+ 57.84% |
$256K - $275K
|
5.64K
$453K
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
2.06KNew |
$254K - $273K
|
2.06K
$165K
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.03K+ 17.93% |
$252K - $270K
|
13.4K
$1.07M
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
2.03K+ 16.74% |
$252K - $270K
|
14.2K
$1.14M
|
|
Aug 12, 2024
Q2 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
2.03KNew |
$251K - $270K
|
2.03K
$163K
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.03K+ 3.52% |
$251K - $270K
|
59.6K
$4.79M
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.02K+ 4.05% |
$251K - $269K
|
52K
$4.18M
|
|
Oct 29, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
2.02KNew |
$251K - $269K
|
2.02K
$163K
|
|
Aug 14, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
2.02KNew |
$250K - $268K
|
2.02K
$162K
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.01K+ 3.1% |
$249K - $267K
|
66.8K
$5.36M
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.01K+ 3.1% |
$249K - $267K
|
66.8K
$5.36M
|