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 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
173+ 15.6% |
$17.8K - $19.8K
|
1.28K
$115K
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
173+ 6.57% |
$17.8K - $19.8K
|
2.81K
$251K
|
|
|
Nov 13, 2023
Q3 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
172+ 7.44% |
$17.7K - $19.7K
|
2.49K
$222K
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
170+ 0.54% |
$17.5K - $19.4K
|
31.5K
$2.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
170+ 2.33% |
$17.5K - $19.4K
|
7.45K
$667K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
164+ 1.96% |
$16.9K - $18.8K
|
8.52K
$763K
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
163+ 0.99% |
$16.8K - $18.6K
|
16.7K
$1.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
161+ 1.63% |
$16.6K - $18.4K
|
10K
$898K
|
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
160+ 3.11% |
$16.5K - $18.3K
|
5.31K
$475K
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
159+ 5.24% |
$16.4K - $18.2K
|
3.2K
$286K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
158+ 6.54% |
$16.3K - $18.1K
|
2.58K
$230K
|
|
|
Nov 14, 2023
Q3 2023
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
156+ 0.18% |
$16.1K - $17.8K
|
89.2K
$7.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
155+ 0.25% |
$16K - $17.7K
|
61.1K
$5.47M
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
BUY
|
- |
154+ 1.22% |
$15.9K - $17.6K
|
12.8K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
154+ 3.58% |
$15.9K - $17.6K
|
4.45K
$398K
|
|
|
Oct 11, 2023
Q3 2023
|
Close Asset Management LTD
|
BUY
|
- |
150+ 3.11% |
$15.4K - $17.1K
|
4.98K
$446K
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
150+ 5.2% |
$15.4K - $17.1K
|
3.04K
$272K
|
|
|
Nov 09, 2023
Q3 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
150+ 5.07% |
$15.4K - $17.1K
|
3.11K
$278K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
149+ 0.64% |
$15.3K - $17K
|
23.6K
$2.11M
|
|
|
Nov 01, 2023
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
148+ 0.37% |
$15.2K - $16.9K
|
39.8K
$3.56M
|
|
|
May 20, 2024
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
148+ 0.37% |
$15.2K - $16.9K
|
39.8K
$3.56M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
146+ 1.8% |
$15K - $16.7K
|
8.26K
$739K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
146+ 2.31% |
$15K - $16.7K
|
6.47K
$579K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
145New |
$14.9K - $16.6K
|
145
$13K
|
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
144+ 2.52% |
$14.8K - $16.5K
|
5.86K
$525K
|
|
|
Oct 10, 2023
Q3 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
144+ 1.05% |
$14.8K - $16.5K
|
13.9K
$1.24M
|
|
|
Oct 20, 2023
Q3 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
144+ 5.21% |
$14.8K - $16.5K
|
2.91K
$260K
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
143+ 6.51% |
$14.7K - $16.3K
|
2.34K
$209K
|
|
|
Feb 04, 2025
Q3 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
142+ 1.73% |
$14.6K - $16.2K
|
8.36K
$748K
|
|
|
Oct 23, 2023
Q3 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
138+ 1.7% |
$14.2K - $15.8K
|
8.27K
$740K
|
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
137+ 0.26% |
$14.1K - $15.7K
|
52.7K
$4.72M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
136New |
$14K - $15.5K
|
136
$12.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
136+ 0.84% |
$14K - $15.5K
|
16.4K
$1.46M
|
|
|
Nov 07, 2023
Q3 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
133+ 1.05% |
$13.7K - $15.2K
|
12.8K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
133+ 2.36% |
$13.7K - $15.2K
|
5.77K
$516K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
132+ 0.47% |
$13.6K - $15.1K
|
28.3K
$2.53M
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
132+ 4.31% |
$13.6K - $15.1K
|
3.2K
$286K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
132+ 3.01% |
$13.6K - $15.1K
|
4.51K
$404K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
130+ 7.11% |
$13.4K - $14.9K
|
1.96K
$175K
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
129+ 1.82% |
$13.3K - $14.7K
|
7.21K
$645K
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
129+ 0.43% |
$13.3K - $14.7K
|
30K
$2.69M
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
126+ 0.33% |
$13K - $14.4K
|
38.8K
$3.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
126+ 1.13% |
$13K - $14.4K
|
11.3K
$1.01M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
126+ 1.01% |
$13K - $14.4K
|
12.7K
$1.13M
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
125+ 9.56% |
$12.9K - $14.3K
|
1.43K
$128K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
124+ 1.54% |
$12.8K - $14.2K
|
8.17K
$731K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
123+ 0.39% |
$12.7K - $14.1K
|
31.8K
$2.84M
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
122+ 2.9% |
$12.6K - $13.9K
|
4.32K
$387K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
121+ 0.82% |
$12.5K - $13.8K
|
14.9K
$1.33M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
120+ 1.81% |
$12.4K - $13.7K
|
6.76K
$605K
|