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 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
17+ 0.24% |
$1.75K - $1.94K
|
7.15K
$592K
|
|
|
Oct 03, 2023
Q3 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
16+ 0.04% |
$1.65K - $1.83K
|
38.4K
$3.18M
|
|
|
Oct 25, 2023
Q3 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
16+ 0.22% |
$1.65K - $1.83K
|
7.33K
$607K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
16+ 0.23% |
$1.65K - $1.83K
|
6.93K
$574K
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
16+ 0.1% |
$1.65K - $1.83K
|
16.8K
$1.39M
|
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
15+ 0.71% |
$1.54K - $1.71K
|
2.13K
$176K
|
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
15+ 0.51% |
$1.54K - $1.71K
|
2.97K
$246K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
15+ 0.15% |
$1.54K - $1.71K
|
9.79K
$811K
|
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
15+ 0.52% |
$1.54K - $1.71K
|
2.9K
$240K
|
|
|
Nov 13, 2023
Q3 2023
|
Claret Asset Management Corp
|
BUY
|
- |
15+ 0.19% |
$1.54K - $1.71K
|
7.86K
$651K
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
BUY
|
- |
14+ 0.2% |
$1.44K - $1.6K
|
7.13K
$590K
|
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
14+ 0.08% |
$1.44K - $1.6K
|
16.8K
$1.39M
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
14+ 0.6% |
$1.44K - $1.6K
|
2.33K
$193K
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
14+ 0.4% |
$1.44K - $1.6K
|
3.49K
$289K
|
|
|
Oct 18, 2023
Q3 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
13+ 0.64% |
$1.34K - $1.49K
|
2.05K
$170K
|
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
13+ 0.59% |
$1.34K - $1.49K
|
2.21K
$183K
|
|
|
Nov 03, 2023
Q3 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
13+ 0.5% |
$1.34K - $1.49K
|
2.62K
$217K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
13+ 0.6% |
$1.34K - $1.49K
|
2.17K
$179K
|
|
|
Nov 07, 2023
Q3 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
13+ 0.56% |
$1.34K - $1.49K
|
2.33K
$193K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
12+ 0.33% |
$1.24K - $1.37K
|
3.63K
$300K
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
BUY
|
- |
11+ 0.07% |
$1.13K - $1.26K
|
16.3K
$1.35M
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
BUY
|
- |
11+ 0.09% |
$1.13K - $1.26K
|
12.6K
$1.04M
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
BUY
|
- |
11+ 0.48% |
$1.13K - $1.26K
|
2.31K
$191K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
11+ 0.22% |
$1.13K - $1.26K
|
5.02K
$415K
|
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
10+ 0.37% |
$1.03K - $1.14K
|
2.68K
$222K
|
|
|
Nov 06, 2023
Q3 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
10+ 0.2% |
$1.03K - $1.14K
|
4.91K
$407K
|
|
|
Nov 08, 2023
Q3 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
10+ 0.16% |
$1.03K - $1.14K
|
6.31K
$522K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
9+ 0.16% |
$927 - $1.03K
|
5.73K
$474K
|
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
9+ 0.3% |
$927 - $1.03K
|
2.99K
$248K
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
9+ 0.06% |
$927 - $1.03K
|
15.6K
$1.29M
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
9+ 0.32% |
$927 - $1.03K
|
2.78K
$231K
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
9+ 0.45% |
$927 - $1.03K
|
1.99K
$165K
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
9+ 0.28% |
$927 - $1.03K
|
3.27K
$271K
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
8+ 0.34% |
$824 - $915
|
2.34K
$194K
|
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
8+ 0.26% |
$824 - $915
|
3.13K
$259K
|
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
8+ 0.12% |
$824 - $915
|
6.53K
$541K
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8+ 1.12% |
$824 - $915
|
722
$59.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.29% |
$824 - $915
|
2.77K
$230K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8+ 0.02% |
$824 - $915
|
52.2K
$4.32M
|
|
|
Nov 06, 2023
Q3 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.33% |
$721 - $800
|
2.14K
$177K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
7+ 0.12% |
$721 - $800
|
5.66K
$469K
|
|
|
Oct 10, 2023
Q3 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
6+ 0.12% |
$618 - $686
|
4.83K
$400K
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 0.05% |
$618 - $686
|
11.1K
$917K
|
|
|
Oct 17, 2023
Q3 2023
|
Fortune 45 LLC
|
BUY
|
- |
5+ 0.25% |
$515 - $572
|
1.98K
$164K
|
|
|
Oct 18, 2023
Q3 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
5+ 0.06% |
$515 - $572
|
7.72K
$639K
|
|
|
Oct 25, 2023
Q3 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
5+ 0.26% |
$515 - $572
|
1.95K
$162K
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
5+ 0.07% |
$515 - $572
|
7.59K
$629K
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
5+ 0.18% |
$515 - $572
|
2.73K
$226K
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
5+ 0.18% |
$515 - $572
|
2.71K
$225K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
4+ 0.67% |
$412 - $457
|
605
$50.1K
|