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
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$103 - $114
|
8.5K
$704K
|
|
Nov 16, 2023
Q3 2023
|
Athena Investment Management
|
BUY
|
- |
1+ 0.01% |
$103 - $114
|
8.57K
$709K
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1+ 0.03% |
$103 - $114
|
3.2K
$265K
|
|
May 24, 2024
Q3 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
1+ 0.05% |
$103 - $114
|
1.99K
$165K
|
|
Oct 11, 2023
Q3 2023
|
Northside Capital Management, LLC
|
SELL
|
- |
-1- 0.04% |
$103 - $114
|
2.67K
$221K
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1- 0.02% |
$103 - $114
|
5.07K
$420K
|
|
Oct 09, 2024
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-1- 0.01% |
$103 - $114
|
10.8K
$892K
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2- 0.05% |
$206 - $229
|
3.77K
$312K
|
|
Oct 23, 2023
Q3 2023
|
First Bancorp, Inc
|
SELL
|
- |
-3- 0.06% |
$309 - $343
|
4.77K
$395K
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-3- 0.01% |
$309 - $343
|
27.2K
$2.25M
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-3- 0.54% |
$309 - $343
|
554
$45.9K
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-5- 0.04% |
$515 - $572
|
12.3K
$1.02M
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-5- 0.24% |
$515 - $572
|
2.07K
$171K
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-5- 0.05% |
$515 - $572
|
9.39K
$777K
|
|
Nov 07, 2023
Q3 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-5- 0.11% |
$515 - $572
|
4.41K
$365K
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-6- 0.65% |
$618 - $686
|
920
$76.2K
|
|
Oct 13, 2023
Q3 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-6- 0.1% |
$618 - $686
|
5.92K
$490K
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-6- 0.12% |
$618 - $686
|
5.08K
$421K
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-6- 1.1% |
$618 - $686
|
538
$44.6K
|
|
Oct 31, 2023
Q3 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-6- -0.0% |
$618 - $686
|
559K
$46.3M
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-7- 0.29% |
$721 - $800
|
2.38K
$197K
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-7- 0.08% |
$721 - $800
|
8.84K
$732K
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-8- 0.16% |
$824 - $915
|
4.87K
$403K
|
|
Nov 07, 2023
Q3 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-8- 0.12% |
$824 - $915
|
6.77K
$560K
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-9- 0.29% |
$927 - $1.03K
|
3.11K
$257K
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-9- 4.25% |
$927 - $1.03K
|
203
$16.8K
|
|
Oct 31, 2023
Q3 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-10- 0.07% |
$1.03K - $1.14K
|
14.5K
$1.2M
|
|
Oct 13, 2023
Q3 2023
|
Ti Trust, Inc
|
SELL
|
- |
-10- 0.05% |
$1.03K - $1.14K
|
20K
$1.65M
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-10- 0.02% |
$1.03K - $1.14K
|
46.9K
$3.88M
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-10- 0.26% |
$1.03K - $1.14K
|
3.9K
$323K
|
|
Nov 03, 2023
Q3 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-10- 0.42% |
$1.03K - $1.14K
|
2.35K
$195K
|
|
May 19, 2025
Q3 2023
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-10- 3.77% |
$1.03K - $1.14K
|
255
$21.1K
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-11- 0.05% |
$1.13K - $1.26K
|
20.2K
$1.67M
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-12- 0.37% |
$1.24K - $1.37K
|
3.22K
$267K
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-12- 0.24% |
$1.24K - $1.37K
|
4.94K
$409K
|
|
Nov 09, 2023
Q3 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-12- 0.04% |
$1.24K - $1.37K
|
30.9K
$2.56M
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
SELL
|
- |
-13- 0.4% |
$1.34K - $1.49K
|
3.25K
$269K
|
|
Jan 28, 2025
Q3 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-13- 0.22% |
$1.34K - $1.49K
|
5.84K
$484K
|
|
Oct 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-14- 1.53% |
$1.44K - $1.6K
|
900
$74.5K
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-14- 0.52% |
$1.44K - $1.6K
|
2.7K
$223K
|
|
Oct 23, 2023
Q3 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-15- 0.53% |
$1.54K - $1.71K
|
2.84K
$235K
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-15- 0.03% |
$1.54K - $1.71K
|
45.1K
$3.73M
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-15- 0.6% |
$1.54K - $1.71K
|
2.5K
$207K
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-15- 0.14% |
$1.54K - $1.71K
|
10.4K
$861K
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-16- 0.34% |
$1.65K - $1.83K
|
4.72K
$391K
|
|
Nov 02, 2023
Q3 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-16- 0.1% |
$1.65K - $1.83K
|
16.2K
$1.34M
|
|
Nov 14, 2023
Q3 2023
|
Gagnon Securities LLC
|
SELL
|
- |
-16- 0.42% |
$1.65K - $1.83K
|
3.82K
$317K
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-16- 0.23% |
$1.65K - $1.83K
|
7.09K
$587K
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-16- 0.26% |
$1.65K - $1.83K
|
6.16K
$510K
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-18- 0.24% |
$1.85K - $2.06K
|
7.57K
$627K
|