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
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
57+ 1.13% |
$5.87K - $6.52K
|
5.08K
$421K
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
BUY
|
- |
56+ 2.26% |
$5.77K - $6.4K
|
2.54K
$210K
|
|
|
Nov 02, 2023
Q3 2023
|
William Allan, LLC
|
BUY
|
- |
55+ 1.93% |
$5.66K - $6.29K
|
2.91K
$241K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
55+ 2.45% |
$5.66K - $6.29K
|
2.3K
$190K
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
BUY
|
- |
53+ 0.47% |
$5.46K - $6.06K
|
11.2K
$929K
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
53+ 2.55% |
$5.46K - $6.06K
|
2.13K
$176K
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
53+ 1.11% |
$5.46K - $6.06K
|
4.81K
$399K
|
|
|
Nov 14, 2023
Q3 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
53+ 2.55% |
$5.46K - $6.06K
|
2.13K
$176K
|
|
|
Nov 14, 2023
Q3 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
53+ 0.08% |
$5.46K - $6.06K
|
65.9K
$5.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
52+ 0.81% |
$5.35K - $5.95K
|
6.5K
$538K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
52+ 0.06% |
$5.35K - $5.95K
|
80.1K
$6.63M
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
51+ 0.45% |
$5.25K - $5.83K
|
11.5K
$948K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
51+ 0.05% |
$5.25K - $5.83K
|
105K
$8.66M
|
|
|
Oct 16, 2023
Q3 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
50+ 0.33% |
$5.15K - $5.72K
|
15.1K
$1.25M
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
BUY
|
- |
50+ 0.44% |
$5.15K - $5.72K
|
11.4K
$947K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
50+ 1.15% |
$5.15K - $5.72K
|
4.42K
$366K
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
49+ 1.87% |
$5.04K - $5.6K
|
2.67K
$221K
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
48+ 0.64% |
$4.94K - $5.49K
|
7.58K
$628K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
48+ 1.73% |
$4.94K - $5.49K
|
2.83K
$234K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
47+ 0.42% |
$4.84K - $5.37K
|
11.2K
$924K
|
|
|
Oct 16, 2023
Q3 2023
|
Community Trust & Investment CO
|
BUY
|
- |
47+ 0.16% |
$4.84K - $5.37K
|
29.4K
$2.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
47+ 2.07% |
$4.84K - $5.37K
|
2.31K
$192K
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
46+ 0.29% |
$4.74K - $5.26K
|
16K
$1.33M
|
|
|
Oct 25, 2023
Q3 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
45+ 0.36% |
$4.63K - $5.14K
|
12.6K
$1.04M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
45+ 0.09% |
$4.63K - $5.14K
|
48.9K
$4.05M
|
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
45+ 1.57% |
$4.63K - $5.14K
|
2.91K
$241K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
44+ 1.14% |
$4.53K - $5.03K
|
3.92K
$324K
|
|
|
Oct 27, 2023
Q3 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
44New |
$4.53K - $5.03K
|
44
$3.64K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
43New |
$4.43K - $4.92K
|
43
$3.56K
|
|
|
Nov 13, 2023
Q3 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
42New |
$4.32K - $4.8K
|
42
$3.48K
|
|
|
Nov 07, 2023
Q3 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
41+ 0.47% |
$4.22K - $4.69K
|
8.81K
$730K
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
41+ 0.61% |
$4.22K - $4.69K
|
6.71K
$556K
|
|
|
Feb 13, 2025
Q3 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
41+ 0.65% |
$4.22K - $4.69K
|
6.31K
$522K
|
|
|
Oct 16, 2023
Q3 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
40+ 0.64% |
$4.12K - $4.57K
|
6.27K
$519K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
40+ 0.34% |
$4.12K - $4.57K
|
11.9K
$985K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
37+ 0.43% |
$3.81K - $4.23K
|
8.62K
$714K
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
37+ 0.32% |
$3.81K - $4.23K
|
11.7K
$969K
|
|
|
Oct 19, 2023
Q3 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
37+ 0.7% |
$3.81K - $4.23K
|
5.36K
$444K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
37New |
$3.81K - $4.23K
|
37
$3.06K
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
37+ 0.55% |
$3.81K - $4.23K
|
6.71K
$556K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
36+ 0.98% |
$3.71K - $4.12K
|
3.7K
$306K
|
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
36+ 0.48% |
$3.71K - $4.12K
|
7.54K
$624K
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
36+ 0.05% |
$3.71K - $4.12K
|
73.6K
$6.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
36+ 0.77% |
$3.71K - $4.12K
|
4.7K
$389K
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
BUY
|
- |
35+ 0.12% |
$3.6K - $4K
|
30.1K
$2.49M
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
35+ 0.54% |
$3.6K - $4K
|
6.55K
$542K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
35+ 2.16% |
$3.6K - $4K
|
1.66K
$137K
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
35+ 1.79% |
$3.6K - $4K
|
2K
$165K
|
|
|
Nov 03, 2023
Q3 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
35+ 0.47% |
$3.6K - $4K
|
7.53K
$624K
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
35+ 1.22% |
$3.6K - $4K
|
2.91K
$241K
|