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 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-201- 7.46% |
$20.7K - $23K
|
2.5K
$207K
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-201- 5.51% |
$20.7K - $23K
|
3.45K
$286K
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-203- 0.14% |
$20.9K - $23.2K
|
142K
$11.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-204- 2.75% |
$21K - $23.3K
|
7.2K
$596K
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-205- 6.24% |
$21.1K - $23.4K
|
3.08K
$255K
|
|
|
Oct 27, 2023
Q3 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-207- 0.65% |
$21.3K - $23.7K
|
31.5K
$2.61M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-208- 6.33% |
$21.4K - $23.8K
|
3.08K
$255K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-214- 3.2% |
$22K - $24.5K
|
6.48K
$537K
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-214- 0.76% |
$22K - $24.5K
|
27.9K
$2.31M
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-215- 5.78% |
$22.1K - $24.6K
|
3.51K
$290K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-215- 3.24% |
$22.1K - $24.6K
|
6.42K
$532K
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-215- 2.73% |
$22.1K - $24.6K
|
7.67K
$635K
|
|
|
Nov 28, 2023
Q3 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-216- 5.93% |
$22.2K - $24.7K
|
3.42K
$284K
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-218- 1.21% |
$22.4K - $24.9K
|
17.8K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-219- 1.05% |
$22.5K - $25K
|
20.6K
$1.71M
|
|
|
Oct 13, 2023
Q3 2023
|
Baugh & Associates, LLC
|
SELL
|
- |
-220- 0.45% |
$22.6K - $25.2K
|
48.7K
$4.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-220- 8.13% |
$22.6K - $25.2K
|
2.49K
$206K
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-221- 3.26% |
$22.8K - $25.3K
|
6.57K
$544K
|
|
|
Oct 31, 2023
Q3 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-222- 0.97% |
$22.9K - $25.4K
|
22.8K
$1.88M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-224- 5.54% |
$23.1K - $25.6K
|
3.82K
$316K
|
|
|
Oct 31, 2023
Q3 2023
|
Garland Capital Management Inc
|
SELL
|
- |
-225- 0.34% |
$23.2K - $25.7K
|
65.4K
$5.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-226- 6.08% |
$23.3K - $25.8K
|
3.49K
$289K
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-226- 0.76% |
$23.3K - $25.8K
|
29.5K
$2.44M
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-227- 0.5% |
$23.4K - $26K
|
44.9K
$3.72M
|
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-228- 1.0% |
$23.5K - $26.1K
|
22.5K
$1.87M
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-232- 1.6% |
$23.9K - $26.5K
|
14.3K
$1.18M
|
|
|
Oct 19, 2023
Q3 2023
|
Sather Financial Group Inc
|
SELL
|
- |
-234- 2.42% |
$24.1K - $26.8K
|
9.45K
$783K
|
|
|
Nov 14, 2023
Q3 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-234- 9.23% |
$24.1K - $26.8K
|
2.3K
$191K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-235- 10.69% |
$24.2K - $26.9K
|
1.96K
$163K
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-236- 2.14% |
$24.3K - $27K
|
10.8K
$895K
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-236- 5.35% |
$24.3K - $27K
|
4.18K
$346K
|
|
|
Nov 01, 2023
Q3 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-238- 0.7% |
$24.5K - $27.2K
|
33.9K
$2.81M
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-238- 3.07% |
$24.5K - $27.2K
|
7.51K
$622K
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-239- 4.41% |
$24.6K - $27.3K
|
5.18K
$429K
|
|
|
Oct 06, 2023
Q3 2023
|
Members Trust CO
|
SELL
|
- |
-244- 4.03% |
$25.1K - $27.9K
|
5.81K
$481K
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-246- 8.13% |
$25.3K - $28.1K
|
2.78K
$230K
|
|
|
Nov 01, 2023
Q3 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-246- 9.67% |
$25.3K - $28.1K
|
2.3K
$190K
|
|
|
Oct 18, 2023
Q3 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-248- 1.53% |
$25.5K - $28.4K
|
16K
$1.32M
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-248- 2.92% |
$25.5K - $28.4K
|
8.25K
$683K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-248- 0.45% |
$25.5K - $28.4K
|
54.4K
$4.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-249- 0.7% |
$25.6K - $28.5K
|
35.3K
$2.92M
|
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-249- 0.95% |
$25.6K - $28.5K
|
26.1K
$2.16M
|
|
|
Oct 25, 2023
Q3 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-250- 2.17% |
$25.7K - $28.6K
|
11.3K
$934K
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-250- 8.12% |
$25.7K - $28.6K
|
2.83K
$234K
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-254- 11.14% |
$26.1K - $29K
|
2.03K
$168K
|
|
|
Oct 16, 2023
Q3 2023
|
Gam Holding Ag
|
SELL
|
- |
-255- 0.18% |
$26.3K - $29.2K
|
142K
$11.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-256- 2.7% |
$26.4K - $29.3K
|
9.23K
$764K
|
|
|
Oct 31, 2023
Q3 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-257- 7.63% |
$26.5K - $29.4K
|
3.11K
$258K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-257- 1.47% |
$26.5K - $29.4K
|
17.2K
$1.42M
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-260- 1.6% |
$26.8K - $29.7K
|
16K
$1.33M
|