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
|
Essex Financial Services, Inc.
|
SELL
|
- |
-680- 1.82% |
$70K - $77.7K
|
36.6K
$3.03M
|
|
|
Feb 13, 2025
Q3 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-682- 10.63% |
$70.2K - $78K
|
5.73K
$475K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-686- 2.69% |
$70.6K - $78.4K
|
24.9K
$2.06M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-687- 2.53% |
$70.7K - $78.5K
|
26.5K
$2.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-687- 22.25% |
$70.7K - $78.5K
|
2.4K
$199K
|
|
|
Nov 07, 2023
Q3 2023
|
Univest Financial Corp
|
SELL
|
- |
-688- 6.98% |
$70.8K - $78.7K
|
9.16K
$759K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-693- 2.44% |
$71.3K - $79.2K
|
27.7K
$2.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-696- 3.19% |
$71.7K - $79.6K
|
21.1K
$1.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
SELL
|
- |
-701- 3.38% |
$72.2K - $80.1K
|
20K
$1.66M
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-702- 1.99% |
$72.3K - $80.3K
|
34.5K
$2.86M
|
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-706- 3.02% |
$72.7K - $80.7K
|
22.6K
$1.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-707- 13.78% |
$72.8K - $80.8K
|
4.43K
$366K
|
|
|
Nov 13, 2023
Q3 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-707- 7.39% |
$72.8K - $80.8K
|
8.86K
$734K
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-709- 2.39% |
$73K - $81.1K
|
28.9K
$2.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-713- 6.81% |
$73.4K - $81.5K
|
9.76K
$808K
|
|
|
Nov 09, 2023
Q3 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-723- 25.72% |
$74.4K - $82.7K
|
2.09K
$173K
|
|
|
Nov 01, 2023
Q3 2023
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-728- 1.47% |
$74.9K - $83.2K
|
48.8K
$4.04M
|
|
|
Nov 03, 2023
Q3 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-730- 0.83% |
$75.2K - $83.5K
|
87.7K
$7.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-730- 0.59% |
$75.2K - $83.5K
|
123K
$10.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-731- 13.53% |
$75.3K - $83.6K
|
4.67K
$387K
|
|
|
Nov 13, 2023
Q3 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-735- 2.61% |
$75.7K - $84K
|
27.4K
$2.27M
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-747- 0.55% |
$76.9K - $85.4K
|
136K
$11.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-750- 3.3% |
$77.2K - $85.7K
|
22K
$1.82M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-752- 0.26% |
$77.4K - $86K
|
288K
$23.8M
|
|
|
Nov 22, 2023
Q3 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-755- 0.61% |
$77.7K - $86.3K
|
124K
$10.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-759- 5.08% |
$78.1K - $86.8K
|
14.2K
$1.17M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-762- 4.59% |
$78.4K - $87.1K
|
15.8K
$1.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-762- 4.41% |
$78.4K - $87.1K
|
16.5K
$1.37M
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-767- 2.09% |
$79K - $87.7K
|
35.9K
$2.97M
|
|
|
Oct 19, 2023
Q3 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-775- 2.0% |
$79.8K - $88.6K
|
37.9K
$3.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-778- 14.43% |
$80.1K - $88.9K
|
4.61K
$382K
|
|
|
Nov 03, 2023
Q3 2023
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-779- 0.72% |
$80.2K - $89.1K
|
107K
$8.89M
|
|
|
Nov 07, 2023
Q3 2023
|
Beddow Capital Management Inc
|
SELL
|
- |
-788- 1.89% |
$81.1K - $90.1K
|
40.9K
$3.39M
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-789- 9.37% |
$81.2K - $90.2K
|
7.63K
$632K
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-793- 4.74% |
$81.6K - $90.7K
|
16K
$1.32M
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-800- 5.92% |
$82.4K - $91.5K
|
12.7K
$1.05M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-800- 0.74% |
$82.4K - $91.5K
|
107K
$8.85M
|
|
|
Nov 21, 2023
Q3 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-800- 5.85% |
$82.4K - $91.5K
|
12.9K
$1.07M
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-807- 0.63% |
$83.1K - $92.3K
|
127K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-809- 4.49% |
$83.3K - $92.5K
|
17.2K
$1.42M
|
|
|
Nov 15, 2023
Q3 2023
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-810- 1.39% |
$83.4K - $92.6K
|
57.4K
$4.75M
|
|
|
Oct 18, 2023
Q3 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-812- 1.69% |
$83.6K - $92.8K
|
47.2K
$3.91M
|
|
|
Oct 26, 2023
Q3 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-824- 1.02% |
$84.8K - $94.2K
|
79.7K
$6.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-824- 0.82% |
$84.8K - $94.2K
|
99.3K
$8.23M
|
|
|
Oct 20, 2023
Q3 2023
|
Security National Bank
|
SELL
|
- |
-826- 1.12% |
$85K - $94.4K
|
72.8K
$6.03M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-826- 2.1% |
$85K - $94.4K
|
38.5K
$3.19M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-826- 2.1% |
$85K - $94.4K
|
38.5K
$3.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-834- 1.85% |
$85.9K - $95.4K
|
44.3K
$3.67M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-841- 4.43% |
$86.6K - $96.2K
|
18.2K
$1.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-843- 4.58% |
$86.8K - $96.4K
|
17.6K
$1.46M
|