Purchases and Sales Made in Q3 2023 in Merck & Co., Inc. (MRK)
This table provides information about the institutional ownership of Merck & Co., Inc. (MRK) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2.64K+ 81.22% |
$272K - $302K
|
5.89K
$588K
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.63K+ 5.59% |
$271K - $301K
|
49.7K
$4.96M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.62K+ 25.39% |
$270K - $300K
|
13K
$1.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2.62K+ 50.88% |
$270K - $300K
|
7.77K
$776K
|
|
|
Nov 13, 2023
Q3 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
2.61KNew |
$268K - $298K
|
2.61K
$260K
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
2.56KNew |
$263K - $292K
|
2.56K
$255K
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
2.56K+ 42.92% |
$263K - $292K
|
8.51K
$850K
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.52K+ 2.96% |
$259K - $288K
|
87.5K
$8.73M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.51K+ 13.65% |
$259K - $287K
|
20.9K
$2.09M
|
|
|
Oct 23, 2023
Q3 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
2.51KNew |
$258K - $287K
|
2.51K
$250K
|
|
|
Oct 25, 2023
Q3 2023
|
Penobscot Wealth Management
|
BUY
|
- |
2.46KNew |
$254K - $282K
|
2.46K
$246K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.45K+ 13.43% |
$253K - $280K
|
20.7K
$2.07M
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
2.44KNew |
$251K - $279K
|
2.44K
$244K
|
|
|
Nov 14, 2023
Q3 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
2.43KNew |
$250K - $278K
|
2.43K
$243K
|
|
|
Mar 06, 2024
Q3 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
2.41K+ 4.4% |
$248K - $276K
|
57.3K
$5.72M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.39K+ 0.62% |
$246K - $274K
|
387K
$38.6M
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
2.39K+ 11.74% |
$246K - $273K
|
22.7K
$2.27M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
2.37K+ 34.96% |
$244K - $271K
|
9.17K
$915K
|
|
|
Oct 12, 2023
Q3 2023
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
2.37K+ 0.79% |
$244K - $271K
|
301K
$30.1M
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
2.36K+ 13.83% |
$243K - $270K
|
19.4K
$1.94M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
2.35K+ 5.68% |
$242K - $269K
|
43.7K
$4.36M
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.32K+ 18.88% |
$239K - $265K
|
14.6K
$1.46M
|
|
|
Oct 19, 2023
Q3 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
2.32K+ 6.23% |
$239K - $265K
|
39.6K
$3.95M
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.32K+ 2.47% |
$239K - $265K
|
96K
$9.59M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
2.28K+ 0.45% |
$234K - $260K
|
509K
$50.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.27K+ 18.9% |
$234K - $260K
|
14.3K
$1.43M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.27K+ 4.03% |
$233K - $259K
|
58.5K
$5.85M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.23K+ 24.08% |
$230K - $255K
|
11.5K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.23K+ 7.15% |
$229K - $255K
|
33.4K
$3.33M
|
|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.23KNew |
$229K - $255K
|
2.23K
$222K
|
|
|
Nov 09, 2023
Q3 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
2.23K+ 8.11% |
$229K - $254K
|
29.7K
$2.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
2.22K+ 112.36% |
$228K - $254K
|
4.19K
$419K
|
|
|
Nov 02, 2023
Q3 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.21K+ 0.78% |
$227K - $252K
|
283K
$28.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
2.21KNew |
$227K - $252K
|
2.21K
$220K
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.2K+ 5.77% |
$226K - $252K
|
40.3K
$4.03M
|
|
|
Nov 01, 2023
Q3 2023
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
2.19KNew |
$226K - $251K
|
2.19K
$219K
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
2.19K+ 5.67% |
$226K - $250K
|
40.8K
$4.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
2.19K+ 54.7% |
$225K - $250K
|
6.19K
$618K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.19K+ 46.57% |
$225K - $250K
|
6.88K
$687K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
2.18K+ 2.86% |
$224K - $249K
|
78.4K
$7.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
2.18KNew |
$224K - $249K
|
2.18K
$217K
|
|
|
Oct 12, 2023
Q3 2023
|
Baker Boyer National Bank
|
BUY
|
- |
2.17K+ 100.65% |
$223K - $248K
|
4.32K
$431K
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
2.16KNew |
$222K - $247K
|
2.16K
$216K
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.16KNew |
$222K - $246K
|
2.16K
$215K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.15K+ 3.02% |
$221K - $246K
|
73.2K
$7.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone Run Capital, LLC
New York, NY |
BUY
|
- |
2.15KNew |
$221K - $246K
|
2.15K
$214K
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
BUY
|
- |
2.15K+ 4.82% |
$221K - $245K
|
46.7K
$4.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.14K+ 26.36% |
$221K - $245K
|
10.3K
$1.03M
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
2.14K+ 5.06% |
$220K - $244K
|
44.3K
$4.43M
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
2.13K+ 6.93% |
$219K - $244K
|
32.9K
$3.29M
|