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
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4+ 0.03% |
$412 - $457
|
11.6K
$1.04M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
4+ 0.15% |
$412 - $457
|
2.75K
$246K
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.3% |
$309 - $343
|
988
$88.4K
|
|
|
Oct 16, 2023
Q3 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
3+ 0.13% |
$309 - $343
|
2.29K
$205K
|
|
|
Oct 16, 2023
Q3 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
3+ 0.09% |
$309 - $343
|
3.46K
$310K
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.49% |
$309 - $343
|
619
$55.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3+ 1.21% |
$309 - $343
|
251
$22.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3+ 0.0% |
$309 - $343
|
111K
$9.93M
|
|
|
Nov 07, 2023
Q3 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
3+ 0.14% |
$309 - $343
|
2.07K
$186K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
3+ 0.03% |
$309 - $343
|
8.62K
$771K
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.04% |
$309 - $343
|
8.12K
$727K
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
3+ 0.05% |
$309 - $343
|
5.71K
$511K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
3+ 0.09% |
$309 - $343
|
3.25K
$290K
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
3+ 0.25% |
$309 - $343
|
1.2K
$107K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2+ 0.07% |
$206 - $229
|
2.68K
$240K
|
|
|
Oct 10, 2023
Q3 2023
|
Ims Capital Management
|
BUY
|
- |
2+ 0.02% |
$206 - $229
|
13.1K
$1.17M
|
|
|
Oct 12, 2023
Q3 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2+ 0.08% |
$206 - $229
|
2.64K
$236K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.46% |
$206 - $229
|
441
$39.5K
|
|
|
Oct 16, 2023
Q3 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2+ 0.06% |
$206 - $229
|
3.63K
$325K
|
|
|
Oct 25, 2023
Q3 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2+ 0.05% |
$206 - $229
|
3.83K
$343K
|
|
|
Oct 25, 2023
Q3 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
2+ 0.04% |
$206 - $229
|
4.76K
$426K
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2+ 0.1% |
$206 - $229
|
2.01K
$179K
|
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
2+ 0.06% |
$206 - $229
|
3.58K
$321K
|
|
|
Nov 06, 2023
Q3 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2+ 0.06% |
$206 - $229
|
3.49K
$312K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.13% |
$206 - $229
|
1.54K
$138K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
2+ 0.63% |
$206 - $229
|
318
$28.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
1+ 0.02% |
$103 - $114
|
5.32K
$476K
|
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1+ 0.01% |
$103 - $114
|
15.1K
$1.35M
|
|
|
Oct 12, 2023
Q3 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1+ 0.7% |
$103 - $114
|
144
$12.9K
|
|
|
Oct 16, 2023
Q3 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1+ 0.04% |
$103 - $114
|
2.58K
$231K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 7.69% |
$103 - $114
|
14
$1.25K
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.31% |
$103 - $114
|
321
$28.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
BUY
|
- |
1+ 0.01% |
$103 - $114
|
17.9K
$1.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Lipe & Dalton
|
BUY
|
- |
1+ 0.01% |
$103 - $114
|
11.8K
$1.06M
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.28% |
$103 - $114
|
355
$31.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.04% |
$103 - $114
|
2.7K
$241K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.54% |
$103 - $114
|
185
$16.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
BUY
|
- |
1+ 0.01% |
$103 - $114
|
14.5K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Belmont Capital, LLC
|
BUY
|
- |
1+ 1.61% |
$103 - $114
|
63
$5.64K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.02% |
$103 - $114
|
5.42K
$485K
|
|
|
Nov 14, 2023
Q3 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
1+ 0.03% |
$103 - $114
|
3.3K
$296K
|
|
|
Nov 14, 2023
Q3 2023
|
360 Financial, Inc.
|
BUY
|
- |
1+ 0.02% |
$103 - $114
|
4.45K
$398K
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$103 - $114
|
8.5K
$761K
|
|
|
Nov 16, 2023
Q3 2023
|
Athena Investment Management
|
BUY
|
- |
1+ 0.01% |
$103 - $114
|
8.57K
$767K
|
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1+ 0.03% |
$103 - $114
|
3.2K
$286K
|
|
|
May 24, 2024
Q3 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
1+ 0.05% |
$103 - $114
|
1.99K
$178K
|
|
|
Oct 11, 2023
Q3 2023
|
Northside Capital Management, LLC
|
SELL
|
- |
-1- 0.04% |
$103 - $114
|
2.67K
$239K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1- 0.02% |
$103 - $114
|
5.07K
$454K
|
|
|
Oct 09, 2024
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-1- 0.01% |
$103 - $114
|
10.8K
$964K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2- 0.05% |
$206 - $229
|
3.77K
$337K
|