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 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
83+ 1.77% |
$8.54K - $9.49K
|
4.78K
$396K
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
82+ 2.01% |
$8.44K - $9.38K
|
4.17K
$345K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
81+ 0.46% |
$8.34K - $9.26K
|
17.9K
$1.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Allen Investment Management LLC
|
BUY
|
- |
80+ 0.22% |
$8.24K - $9.15K
|
36.4K
$3.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
79+ 0.05% |
$8.13K - $9.03K
|
152K
$12.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
78+ 1.23% |
$8.03K - $8.92K
|
6.4K
$530K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
78+ 2.1% |
$8.03K - $8.92K
|
3.8K
$315K
|
|
|
Oct 24, 2023
Q3 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
78+ 3.76% |
$8.03K - $8.92K
|
2.15K
$178K
|
|
|
May 28, 2025
Q3 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
77+ 0.62% |
$7.93K - $8.8K
|
12.6K
$1.04M
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
76+ 0.73% |
$7.82K - $8.69K
|
10.5K
$873K
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
76+ 0.49% |
$7.82K - $8.69K
|
15.6K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
76+ 0.9% |
$7.82K - $8.69K
|
8.53K
$706K
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
75+ 0.86% |
$7.72K - $8.57K
|
8.83K
$731K
|
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
75+ 3.1% |
$7.72K - $8.57K
|
2.5K
$207K
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
74+ 3.28% |
$7.62K - $8.46K
|
2.33K
$193K
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
74+ 1.38% |
$7.62K - $8.46K
|
5.43K
$450K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
74+ 0.4% |
$7.62K - $8.46K
|
18.5K
$1.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
74+ 0.14% |
$7.62K - $8.46K
|
53.3K
$4.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Dillon & Associates Inc
|
BUY
|
- |
73+ 2.07% |
$7.52K - $8.35K
|
3.6K
$298K
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
72+ 0.94% |
$7.41K - $8.23K
|
7.76K
$643K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
72+ 3.27% |
$7.41K - $8.23K
|
2.28K
$189K
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
71+ 0.43% |
$7.31K - $8.12K
|
16.4K
$1.36M
|
|
|
Jan 29, 2025
Q3 2023
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
70+ 1.87% |
$7.21K - $8K
|
3.82K
$316K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
69+ 2.73% |
$7.1K - $7.89K
|
2.6K
$215K
|
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
69+ 2.81% |
$7.1K - $7.89K
|
2.53K
$209K
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
68+ 5.3% |
$7K - $7.77K
|
1.35K
$112K
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
68+ 2.31% |
$7K - $7.77K
|
3.02K
$250K
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
68+ 0.78% |
$7K - $7.77K
|
8.79K
$728K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
68+ 2.59% |
$7K - $7.77K
|
2.7K
$223K
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
BUY
|
- |
67+ 0.19% |
$6.9K - $7.66K
|
36.2K
$3M
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
67+ 0.84% |
$6.9K - $7.66K
|
8.07K
$668K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
67+ 0.74% |
$6.9K - $7.66K
|
9.15K
$757K
|
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
66+ 3.46% |
$6.79K - $7.55K
|
1.97K
$163K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
66+ 5.43% |
$6.79K - $7.55K
|
1.28K
$106K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
65+ 12.82% |
$6.69K - $7.43K
|
572
$47.4K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
64+ 17.93% |
$6.59K - $7.32K
|
421
$34.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
64+ 1.49% |
$6.59K - $7.32K
|
4.35K
$360K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
63+ 1.45% |
$6.49K - $7.2K
|
4.41K
$365K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
63+ 0.54% |
$6.49K - $7.2K
|
11.7K
$968K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
63+ 1.01% |
$6.49K - $7.2K
|
6.28K
$520K
|
|
|
Oct 10, 2023
Q3 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
62+ 2.36% |
$6.38K - $7.09K
|
2.69K
$223K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
62+ 0.34% |
$6.38K - $7.09K
|
18.1K
$1.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
61+ 0.18% |
$6.28K - $6.97K
|
34.5K
$2.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
60+ 0.82% |
$6.18K - $6.86K
|
7.34K
$608K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
60+ 1.08% |
$6.18K - $6.86K
|
5.62K
$465K
|
|
|
Sep 02, 2025
Q3 2023
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
BUY
|
- |
60New |
$6.18K - $6.86K
|
60
$4.97K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
58+ 0.37% |
$5.97K - $6.63K
|
15.9K
$1.31M
|
|
|
Oct 23, 2023
Q3 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
58+ 0.58% |
$5.97K - $6.63K
|
10K
$828K
|
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
57+ 0.54% |
$5.87K - $6.52K
|
10.7K
$885K
|
|
|
Nov 14, 2023
Q3 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
57+ 0.61% |
$5.87K - $6.52K
|
9.4K
$778K
|