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 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
236+ 2.11% |
$24.3K - $27K
|
11.4K
$947K
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
BUY
|
- |
232+ 0.45% |
$23.9K - $26.5K
|
51.7K
$4.28M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
232+ 2.45% |
$23.9K - $26.5K
|
9.72K
$805K
|
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
230+ 4.05% |
$23.7K - $26.3K
|
5.9K
$489K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
230+ 1.49% |
$23.7K - $26.3K
|
15.7K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
230+ 3.73% |
$23.7K - $26.3K
|
6.4K
$530K
|
|
|
Aug 15, 2025
Q3 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
230New |
$23.7K - $26.3K
|
230
$19K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
228+ 8.61% |
$23.5K - $26.1K
|
2.88K
$238K
|
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
228+ 2.73% |
$23.5K - $26.1K
|
8.58K
$710K
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
227+ 1.35% |
$23.4K - $26K
|
17K
$1.41M
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
226+ 1.96% |
$23.3K - $25.8K
|
11.8K
$975K
|
|
|
Nov 09, 2023
Q3 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
225+ 0.67% |
$23.2K - $25.7K
|
33.6K
$2.78M
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
225+ 1.87% |
$23.2K - $25.7K
|
12.2K
$1.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
224+ 2.63% |
$23.1K - $25.6K
|
8.74K
$723K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
224+ 2.41% |
$23.1K - $25.6K
|
9.52K
$789K
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
222+ 0.6% |
$22.9K - $25.4K
|
37.5K
$3.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
218+ 0.93% |
$22.4K - $24.9K
|
23.8K
$1.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
218+ 3.8% |
$22.4K - $24.9K
|
5.96K
$493K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
217New |
$22.3K - $24.8K
|
217
$18K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
217+ 15.34% |
$22.3K - $24.8K
|
1.63K
$135K
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
215+ 1.09% |
$22.1K - $24.6K
|
19.9K
$1.65M
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
212+ 1.27% |
$21.8K - $24.2K
|
17K
$1.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
212+ 8.24% |
$21.8K - $24.2K
|
2.79K
$231K
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
209+ 1.79% |
$21.5K - $23.9K
|
11.9K
$982K
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
209+ 0.11% |
$21.5K - $23.9K
|
197K
$16.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
207+ 0.79% |
$21.3K - $23.7K
|
26.5K
$2.19M
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
205+ 5.83% |
$21.1K - $23.4K
|
3.72K
$308K
|
|
|
Nov 03, 2023
Q3 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
205+ 2.73% |
$21.1K - $23.4K
|
7.73K
$640K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
201+ 7.5% |
$20.7K - $23K
|
2.88K
$238K
|
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
201+ 3.72% |
$20.7K - $23K
|
5.6K
$464K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
201+ 1.25% |
$20.7K - $23K
|
16.3K
$1.35M
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 0.13% |
$20.6K - $22.9K
|
157K
$13M
|
|
|
Oct 19, 2023
Q3 2023
|
Benin Management Corp
|
BUY
|
- |
200+ 5.31% |
$20.6K - $22.9K
|
3.96K
$328K
|
|
|
Oct 24, 2023
Q3 2023
|
Arnhold LLC
|
BUY
|
- |
200+ 2.29% |
$20.6K - $22.9K
|
8.94K
$740K
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
200+ 180.18% |
$20.6K - $22.9K
|
311
$25.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
200+ 1.09% |
$20.6K - $22.9K
|
18.6K
$1.54M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
199+ 0.41% |
$20.5K - $22.8K
|
49K
$4.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
BUY
|
- |
198+ 3.97% |
$20.4K - $22.6K
|
5.19K
$430K
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
BUY
|
- |
197+ 11.26% |
$20.3K - $22.5K
|
1.95K
$161K
|
|
|
Oct 27, 2023
Q3 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
196+ 8.18% |
$20.2K - $22.4K
|
2.59K
$215K
|
|
|
Nov 06, 2023
Q3 2023
|
Cairn Investment Group, Inc.
|
BUY
|
- |
195+ 5.57% |
$20.1K - $22.3K
|
3.7K
$306K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
189+ 15.14% |
$19.5K - $21.6K
|
1.44K
$119K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
188New |
$19.4K - $21.5K
|
188
$15.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
186+ 0.87% |
$19.1K - $21.3K
|
21.5K
$1.78M
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
185+ 1.77% |
$19K - $21.2K
|
10.7K
$882K
|
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
185+ 0.95% |
$19K - $21.2K
|
19.7K
$1.63M
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
183+ 1.35% |
$18.8K - $20.9K
|
13.8K
$1.14M
|
|
|
Nov 07, 2023
Q3 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
183+ 8.93% |
$18.8K - $20.9K
|
2.23K
$185K
|
|
|
Nov 01, 2023
Q3 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
179+ 4.09% |
$18.4K - $20.5K
|
4.55K
$377K
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
179+ 3.83% |
$18.4K - $20.5K
|
4.85K
$402K
|