Purchases and Sales Made in Q3 2024 in Merck & Co., Inc. (MRK)
This table provides information about the institutional ownership of Merck & Co., Inc. (MRK) during Q3 2024. 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, 2024
Q3 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
59+ 0.76% |
$6.56K - $7.61K
|
7.85K
$691K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
58+ 0.71% |
$6.45K - $7.48K
|
8.19K
$721K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
57+ 0.36% |
$6.34K - $7.35K
|
15.8K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
57+ 0.64% |
$6.34K - $7.35K
|
8.9K
$784K
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
57+ 1.55% |
$6.34K - $7.35K
|
3.73K
$328K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
56+ 3.34% |
$6.22K - $7.22K
|
1.74K
$153K
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
55+ 0.63% |
$6.11K - $7.09K
|
8.76K
$771K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
55+ 0.67% |
$6.11K - $7.09K
|
8.24K
$725K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
54+ 7.56% |
$6K - $6.96K
|
768
$67.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Lindenwold Advisors
|
BUY
|
- |
54+ 0.38% |
$6K - $6.96K
|
14.1K
$1.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
53+ 1.77% |
$5.89K - $6.84K
|
3.05K
$269K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
52+ 0.92% |
$5.78K - $6.71K
|
5.73K
$505K
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
52+ 1.0% |
$5.78K - $6.71K
|
5.26K
$463K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
51New |
$5.67K - $6.58K
|
51
$4.49K
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
50+ 0.39% |
$5.56K - $6.45K
|
13K
$1.15M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
48+ 0.33% |
$5.34K - $6.19K
|
14.6K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
47+ 2.35% |
$5.22K - $6.06K
|
2.05K
$181K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
46+ 1.73% |
$5.11K - $5.93K
|
2.71K
$239K
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
46+ 0.33% |
$5.11K - $5.93K
|
13.8K
$1.21M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
46+ 1.38% |
$5.11K - $5.93K
|
3.38K
$297K
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
46+ 0.15% |
$5.11K - $5.93K
|
30.7K
$2.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
46+ 0.74% |
$5.11K - $5.93K
|
6.28K
$553K
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
45+ 2.27% |
$5K - $5.8K
|
2.02K
$178K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
45+ 0.55% |
$5K - $5.8K
|
8.16K
$718K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
44+ 0.08% |
$4.89K - $5.67K
|
55.3K
$4.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
43+ 0.13% |
$4.78K - $5.55K
|
33.1K
$2.91M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
42+ 0.54% |
$4.67K - $5.42K
|
7.76K
$683K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
41+ 0.35% |
$4.56K - $5.29K
|
11.9K
$1.05M
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
41+ 0.07% |
$4.56K - $5.29K
|
57.2K
$5.03M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
40New |
$4.45K - $5.16K
|
40
$3.52K
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
40+ 0.11% |
$4.45K - $5.16K
|
36.8K
$3.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
40+ 0.88% |
$4.45K - $5.16K
|
4.56K
$402K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
39+ 150.0% |
$4.33K - $5.03K
|
65
$5.72K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
38+ 0.59% |
$4.22K - $4.9K
|
6.5K
$572K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
38+ 0.42% |
$4.22K - $4.9K
|
8.99K
$792K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
38+ 1.08% |
$4.22K - $4.9K
|
3.56K
$313K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
38+ 0.56% |
$4.22K - $4.9K
|
6.81K
$599K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
37+ 1.71% |
$4.11K - $4.77K
|
2.2K
$194K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
37+ 1.05% |
$4.11K - $4.77K
|
3.55K
$312K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
36+ 0.5% |
$4K - $4.64K
|
7.28K
$641K
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
36+ 1.94% |
$4K - $4.64K
|
1.9K
$167K
|
|
|
Oct 17, 2024
Q3 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
36+ 0.57% |
$4K - $4.64K
|
6.38K
$562K
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
36+ 2.08% |
$4K - $4.64K
|
1.77K
$156K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
35+ 0.19% |
$3.89K - $4.51K
|
18.3K
$1.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
35+ 0.62% |
$3.89K - $4.51K
|
5.69K
$501K
|
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
35+ 0.47% |
$3.89K - $4.51K
|
7.5K
$661K
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
35+ 1.71% |
$3.89K - $4.51K
|
2.08K
$183K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
34+ 0.11% |
$3.78K - $4.38K
|
30.4K
$2.67M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
33+ 0.26% |
$3.67K - $4.26K
|
12.9K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
33+ 3.79% |
$3.67K - $4.26K
|
903
$79.5K
|