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 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-120- 4.7% |
$12.4K - $13.7K
|
2.43K
$201K
|
|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-120- 0.93% |
$12.4K - $13.7K
|
12.8K
$1.06M
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-121- 2.63% |
$12.5K - $13.8K
|
4.48K
$371K
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-122- 3.19% |
$12.6K - $13.9K
|
3.71K
$307K
|
|
Oct 18, 2023
Q3 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-123- 0.25% |
$12.7K - $14.1K
|
49.4K
$4.09M
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-124- 3.1% |
$12.8K - $14.2K
|
3.87K
$321K
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-124- 2.51% |
$12.8K - $14.2K
|
4.81K
$398K
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-125- 2.05% |
$12.9K - $14.3K
|
5.96K
$493K
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-125- 2.52% |
$12.9K - $14.3K
|
4.84K
$401K
|
|
Oct 13, 2023
Q3 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-125- 1.05% |
$12.9K - $14.3K
|
11.8K
$975K
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
SELL
|
- |
-125- 0.4% |
$12.9K - $14.3K
|
31K
$2.57M
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-125- 1.4% |
$12.9K - $14.3K
|
8.81K
$730K
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-126- 5.06% |
$13K - $14.4K
|
2.36K
$196K
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-128- 1.97% |
$13.2K - $14.6K
|
6.36K
$526K
|
|
Nov 06, 2023
Q3 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-128- 0.21% |
$13.2K - $14.6K
|
61.1K
$5.06M
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-128- 1.73% |
$13.2K - $14.6K
|
7.29K
$604K
|
|
Oct 20, 2023
Q3 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-130- 0.74% |
$13.4K - $14.9K
|
17.5K
$1.45M
|
|
Oct 19, 2023
Q3 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-131- 0.15% |
$13.5K - $15K
|
87.9K
$7.28M
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-131- 7.51% |
$13.5K - $15K
|
1.61K
$134K
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-131- 4.41% |
$13.5K - $15K
|
2.84K
$235K
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-131- 0.25% |
$13.5K - $15K
|
52.4K
$4.34M
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-131- 11.69% |
$13.5K - $15K
|
990
$82K
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-134- 0.46% |
$13.8K - $15.3K
|
28.9K
$2.39M
|
|
Oct 26, 2023
Q3 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-134- 0.29% |
$13.8K - $15.3K
|
45.9K
$3.8M
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-134- 1.27% |
$13.8K - $15.3K
|
10.4K
$865K
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-135- 0.29% |
$13.9K - $15.4K
|
47.2K
$3.91M
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-136- 2.06% |
$14K - $15.5K
|
6.48K
$537K
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-137- 4.03% |
$14.1K - $15.7K
|
3.26K
$270K
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
SELL
|
- |
-138- 0.57% |
$14.2K - $15.8K
|
24.1K
$1.99M
|
|
Oct 25, 2023
Q3 2023
|
Planning Center, Inc.
|
SELL
|
- |
-139- 6.31% |
$14.3K - $15.9K
|
2.07K
$171K
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-142- 3.28% |
$14.6K - $16.2K
|
4.19K
$347K
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
SELL
|
- |
-142- 1.23% |
$14.6K - $16.2K
|
11.4K
$944K
|
|
Nov 07, 2023
Q3 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-145- 0.56% |
$14.9K - $16.6K
|
25.8K
$2.14M
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-145- 2.19% |
$14.9K - $16.6K
|
6.48K
$536K
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-146- 1.89% |
$15K - $16.7K
|
7.59K
$629K
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-148- 2.61% |
$15.2K - $16.9K
|
5.53K
$458K
|
|
Nov 07, 2023
Q3 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-148- 0.68% |
$15.2K - $16.9K
|
21.6K
$1.79M
|
|
Nov 07, 2023
Q3 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-148- 6.91% |
$15.2K - $16.9K
|
1.99K
$165K
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
SELL
|
- |
-149- 3.83% |
$15.3K - $17K
|
3.74K
$310K
|
|
Oct 30, 2023
Q3 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-149- 1.14% |
$15.3K - $17K
|
13K
$1.07M
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-149- 3.0% |
$15.3K - $17K
|
4.82K
$399K
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
SELL
|
- |
-150- 1.87% |
$15.4K - $17.1K
|
7.86K
$651K
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-150- 2.04% |
$15.4K - $17.1K
|
7.2K
$596K
|
|
Oct 24, 2023
Q3 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-150- 0.33% |
$15.4K - $17.1K
|
44.7K
$3.7M
|
|
Nov 02, 2023
Q3 2023
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-150- 6.78% |
$15.4K - $17.1K
|
2.06K
$171K
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-150- 0.9% |
$15.4K - $17.1K
|
16.6K
$1.37M
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-152- 7.0% |
$15.6K - $17.4K
|
2.02K
$167K
|
|
Nov 14, 2023
Q3 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-154- 1.79% |
$15.9K - $17.6K
|
8.43K
$698K
|
|
Oct 16, 2023
Q3 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-155- 0.74% |
$16K - $17.7K
|
20.9K
$1.73M
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-156- 0.12% |
$16.1K - $17.8K
|
134K
$11.1M
|