Purchases and Sales Made in Q4 2023 in Merck & Co., Inc. (MRK)
This table provides information about the institutional ownership of Merck & Co., Inc. (MRK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
4.06K+ 46.17% |
$407K - $442K
|
12.8K
$1.3M
|
|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
4.05KNew |
$405K - $441K
|
4.05K
$409K
|
|
|
Feb 13, 2024
Q4 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
4.02K+ 6005.97% |
$403K - $439K
|
4.09K
$413K
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
BUY
|
- |
4.01K+ 2.99% |
$402K - $437K
|
138K
$13.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4KNew |
$401K - $437K
|
4K
$404K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3.98KNew |
$399K - $434K
|
3.98K
$402K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
3.94K+ 16.67% |
$395K - $430K
|
27.6K
$2.79M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.89K+ 7.95% |
$390K - $424K
|
52.8K
$5.34M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3.89KNew |
$389K - $424K
|
3.89K
$393K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
3.86K+ 96.02% |
$386K - $421K
|
7.88K
$795K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.85K+ 6.29% |
$386K - $420K
|
65.2K
$6.58M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
3.85K+ 0.87% |
$386K - $420K
|
448K
$45.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.83K+ 1.05% |
$383K - $417K
|
368K
$37.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.82K+ 9.72% |
$383K - $417K
|
43.1K
$4.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
3.82K+ 29.0% |
$382K - $416K
|
17K
$1.72M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
3.81KNew |
$382K - $416K
|
3.81K
$385K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.81K+ 4.36% |
$382K - $416K
|
91.2K
$9.21M
|
|
|
Feb 01, 2024
Q4 2023
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
3.79K+ 1.53% |
$380K - $414K
|
252K
$25.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
3.74K+ 11.27% |
$375K - $408K
|
36.9K
$3.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
3.73K+ 84.54% |
$374K - $407K
|
8.14K
$822K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
3.72K+ 1.76% |
$373K - $406K
|
215K
$21.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.72K+ 1.76% |
$373K - $406K
|
215K
$21.7M
|
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
3.72K+ 6.51% |
$373K - $406K
|
60.8K
$6.15M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
3.7KNew |
$371K - $404K
|
3.7K
$374K
|
|
|
Feb 12, 2024
Q4 2023
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
3.65KNew |
$365K - $397K
|
3.65K
$368K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
3.64K+ 3.25% |
$365K - $397K
|
116K
$11.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3.64KNew |
$365K - $397K
|
3.64K
$368K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.6K+ 7.23% |
$360K - $392K
|
53.3K
$5.38M
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.59KNew |
$359K - $391K
|
3.59K
$362K
|
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
3.58KNew |
$358K - $390K
|
3.58K
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.57K+ 40.72% |
$358K - $390K
|
12.4K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.53K+ 2.63% |
$354K - $385K
|
138K
$13.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.53K+ 0.96% |
$354K - $385K
|
372K
$37.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
3.51K+ 13.73% |
$352K - $383K
|
29.1K
$2.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
3.5K+ 56.56% |
$351K - $382K
|
9.69K
$978K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
3.48K+ 1.7% |
$349K - $379K
|
208K
$21M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
3.45K+ 10.49% |
$346K - $377K
|
36.4K
$3.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
3.44KNew |
$345K - $375K
|
3.44K
$348K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
3.42KNew |
$342K - $372K
|
3.42K
$345K
|
|
|
Feb 12, 2024
Q4 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
3.4K+ 18.11% |
$341K - $371K
|
22.2K
$2.24M
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
3.34KNew |
$334K - $364K
|
3.34K
$337K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.32K+ 21.1% |
$333K - $362K
|
19.1K
$1.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
3.32KNew |
$332K - $362K
|
3.32K
$335K
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
3.29K+ 2.05% |
$330K - $359K
|
164K
$16.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
3.28K+ 124.45% |
$329K - $358K
|
5.92K
$598K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
3.27K+ 12.66% |
$327K - $356K
|
29.1K
$2.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.25K+ 4.26% |
$326K - $355K
|
79.6K
$8.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
3.25K+ 42.71% |
$325K - $354K
|
10.9K
$1.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
3.22KNew |
$323K - $351K
|
3.22K
$325K
|
|
|
Feb 13, 2024
Q4 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
3.22KNew |
$323K - $351K
|
3.22K
$325K
|