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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
SELL
|
- |
-21- 0.35% |
$2.16K - $2.4K
|
5.99K
$536K
|
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-21- 0.44% |
$2.16K - $2.4K
|
4.7K
$421K
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-21- 0.13% |
$2.16K - $2.4K
|
15.8K
$1.41M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-22- 0.5% |
$2.26K - $2.52K
|
4.39K
$393K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-22- 0.36% |
$2.26K - $2.52K
|
6.16K
$552K
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-22- 0.11% |
$2.26K - $2.52K
|
20.2K
$1.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-23- 1.01% |
$2.37K - $2.63K
|
2.26K
$202K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-23- 0.18% |
$2.37K - $2.63K
|
12.5K
$1.12M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-24- 2.34% |
$2.47K - $2.74K
|
1K
$89.7K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-24- 0.14% |
$2.47K - $2.74K
|
17.7K
$1.58M
|
|
|
Oct 18, 2023
Q3 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-25- 0.56% |
$2.57K - $2.86K
|
4.47K
$400K
|
|
|
Nov 14, 2023
Q3 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-25- 0.6% |
$2.57K - $2.86K
|
4.12K
$369K
|
|
|
Oct 10, 2023
Q3 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-26- 0.08% |
$2.68K - $2.97K
|
31.3K
$2.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-26- 0.21% |
$2.68K - $2.97K
|
12.4K
$1.11M
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-27- 1.26% |
$2.78K - $3.09K
|
2.11K
$189K
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-27- 0.46% |
$2.78K - $3.09K
|
5.86K
$525K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-28- 0.56% |
$2.88K - $3.2K
|
4.97K
$445K
|
|
|
Oct 20, 2023
Q3 2023
|
Windward Capital Management CO
|
SELL
|
- |
-29- 0.1% |
$2.99K - $3.32K
|
29.5K
$2.64M
|
|
|
Nov 02, 2023
Q3 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-29- 0.02% |
$2.99K - $3.32K
|
119K
$10.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-29- 0.84% |
$2.99K - $3.32K
|
3.42K
$306K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-30- 2.21% |
$3.09K - $3.43K
|
1.33K
$119K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-31- 0.18% |
$3.19K - $3.54K
|
17.4K
$1.56M
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-31- 0.37% |
$3.19K - $3.54K
|
8.43K
$754K
|
|
|
Oct 13, 2023
Q3 2023
|
Veery Capital, LLC
|
SELL
|
- |
-32- 1.02% |
$3.29K - $3.66K
|
3.12K
$279K
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-32- 0.06% |
$3.29K - $3.66K
|
57.7K
$5.16M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-32- 1.31% |
$3.29K - $3.66K
|
2.41K
$216K
|
|
|
Nov 13, 2023
Q3 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-32- 0.71% |
$3.29K - $3.66K
|
4.46K
$399K
|
|
|
Nov 14, 2023
Q3 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-33- 0.31% |
$3.4K - $3.77K
|
10.8K
$963K
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-35- 0.37% |
$3.6K - $4K
|
9.55K
$855K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-36- 0.07% |
$3.71K - $4.12K
|
51.5K
$4.61M
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-36- 1.19% |
$3.71K - $4.12K
|
2.99K
$267K
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-36- 0.32% |
$3.71K - $4.12K
|
11.2K
$999K
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-37- 0.17% |
$3.81K - $4.23K
|
22.2K
$1.99M
|
|
|
Oct 20, 2023
Q3 2023
|
Ami Asset Management Corp
|
SELL
|
- |
-37- 0.41% |
$3.81K - $4.23K
|
9K
$806K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-37- 0.16% |
$3.81K - $4.23K
|
23.4K
$2.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-37- 1.01% |
$3.81K - $4.23K
|
3.62K
$324K
|
|
|
Nov 01, 2023
Q3 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-37- 1.72% |
$3.81K - $4.23K
|
2.12K
$190K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-37- 0.15% |
$3.81K - $4.23K
|
25.3K
$2.27M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-37- 0.59% |
$3.81K - $4.23K
|
6.24K
$559K
|
|
|
Feb 11, 2025
Q3 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-37- 0.17% |
$3.81K - $4.23K
|
22.2K
$1.99M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-38- 1.37% |
$3.91K - $4.34K
|
2.73K
$245K
|
|
|
Nov 13, 2023
Q3 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-39- 1.29% |
$4.02K - $4.46K
|
2.98K
$267K
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-40- 0.23% |
$4.12K - $4.57K
|
17.3K
$1.55M
|
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-40- 1.86% |
$4.12K - $4.57K
|
2.11K
$189K
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-40- 0.58% |
$4.12K - $4.57K
|
6.82K
$611K
|
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-40- 1.33% |
$4.12K - $4.57K
|
2.97K
$266K
|
|
|
Oct 26, 2023
Q3 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-40- 0.26% |
$4.12K - $4.57K
|
15.4K
$1.38M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-40- 3.89% |
$4.12K - $4.57K
|
988
$88.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-40- 0.92% |
$4.12K - $4.57K
|
4.32K
$386K
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-40- 0.5% |
$4.12K - $4.57K
|
7.92K
$709K
|