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 |
---|---|---|---|---|---|---|---|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
298+ 6.79% |
$30.7K - $34.1K
|
4.69K
$420K
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
298+ 5.7% |
$30.7K - $34.1K
|
5.53K
$495K
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
298+ 0.72% |
$30.7K - $34.1K
|
41.6K
$3.72M
|
|
Nov 13, 2023
Q3 2023
|
Addison Capital CO
|
BUY
|
- |
296+ 5.38% |
$30.5K - $33.8K
|
5.8K
$519K
|
|
Oct 16, 2023
Q3 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
295+ 1.52% |
$30.4K - $33.7K
|
19.8K
$1.77M
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
293+ 8.63% |
$30.2K - $33.5K
|
3.69K
$330K
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
286+ 3.35% |
$29.4K - $32.7K
|
8.83K
$790K
|
|
Nov 09, 2023
Q3 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
286+ 1.59% |
$29.4K - $32.7K
|
18.2K
$1.63M
|
|
Oct 11, 2023
Q3 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
283+ 4.87% |
$29.1K - $32.4K
|
6.09K
$545K
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
283+ 5.88% |
$29.1K - $32.4K
|
5.09K
$456K
|
|
Oct 26, 2023
Q3 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
282+ 0.55% |
$29K - $32.2K
|
51.2K
$4.58M
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
282+ 3.49% |
$29K - $32.2K
|
8.36K
$748K
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
281+ 2.31% |
$28.9K - $32.1K
|
12.5K
$1.12M
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
279+ 13.43% |
$28.7K - $31.9K
|
2.36K
$211K
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
277+ 0.6% |
$28.5K - $31.7K
|
46.4K
$4.15M
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
277+ 7.39% |
$28.5K - $31.7K
|
4.03K
$360K
|
|
Oct 25, 2023
Q3 2023
|
Chicago Capital, LLC
|
BUY
|
- |
275+ 1.27% |
$28.3K - $31.4K
|
21.9K
$1.96M
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
275+ 1.38% |
$28.3K - $31.4K
|
20.2K
$1.81M
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
273+ 1.35% |
$28.1K - $31.2K
|
20.5K
$1.84M
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
271+ 3.45% |
$27.9K - $31K
|
8.13K
$728K
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
BUY
|
- |
270+ 7.4% |
$27.8K - $30.9K
|
3.92K
$351K
|
|
Nov 03, 2023
Q3 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
270+ 0.26% |
$27.8K - $30.9K
|
104K
$9.32M
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
269+ 0.6% |
$27.7K - $30.8K
|
44.7K
$4M
|
|
Nov 13, 2023
Q3 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
267+ 0.41% |
$27.5K - $30.5K
|
65.2K
$5.83M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
265+ 1.36% |
$27.3K - $30.3K
|
19.7K
$1.76M
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
263+ 2.43% |
$27.1K - $30.1K
|
11.1K
$991K
|
|
Nov 09, 2023
Q3 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
263+ 13.26% |
$27.1K - $30.1K
|
2.25K
$201K
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
259+ 1.19% |
$26.7K - $29.6K
|
22K
$1.97M
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
259+ 1.56% |
$26.7K - $29.6K
|
16.9K
$1.51M
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
256+ 4.51% |
$26.4K - $29.3K
|
5.93K
$531K
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
256+ 1.69% |
$26.4K - $29.3K
|
15.4K
$1.38M
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
256+ 8.2% |
$26.4K - $29.3K
|
3.38K
$302K
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
255+ 2.38% |
$26.3K - $29.2K
|
11K
$982K
|
|
Nov 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
254+ 0.91% |
$26.1K - $29K
|
28K
$2.51M
|
|
Nov 13, 2023
Q3 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
254+ 0.99% |
$26.1K - $29K
|
26K
$2.33M
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
252+ 5.64% |
$25.9K - $28.8K
|
4.72K
$422K
|
|
Nov 09, 2023
Q3 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
251+ 7.65% |
$25.8K - $28.7K
|
3.53K
$316K
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
BUY
|
- |
250+ 7.01% |
$25.7K - $28.6K
|
3.81K
$341K
|
|
Oct 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
250+ 9.98% |
$25.7K - $28.6K
|
2.75K
$246K
|
|
Oct 18, 2023
Q3 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
249+ 7.88% |
$25.6K - $28.5K
|
3.41K
$305K
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
245+ 9.21% |
$25.2K - $28K
|
2.91K
$260K
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
244+ 8.43% |
$25.1K - $27.9K
|
3.14K
$281K
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
241+ 108.07% |
$24.8K - $27.6K
|
464
$41.5K
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
240+ 0.36% |
$24.7K - $27.4K
|
66.4K
$5.94M
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
240+ 0.36% |
$24.7K - $27.4K
|
67.2K
$6.01M
|
|
Oct 20, 2023
Q3 2023
|
Wendell David Associates Inc
|
BUY
|
- |
238+ 0.47% |
$24.5K - $27.2K
|
50.9K
$4.55M
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
236+ 2.11% |
$24.3K - $27K
|
11.4K
$1.02M
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
BUY
|
- |
232+ 0.45% |
$23.9K - $26.5K
|
51.7K
$4.63M
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
232+ 2.45% |
$23.9K - $26.5K
|
9.72K
$870K
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
230+ 4.05% |
$23.7K - $26.3K
|
5.9K
$528K
|