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 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
3.21KNew |
$321K - $350K
|
3.21K
$324K
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
3.2K+ 0.41% |
$320K - $349K
|
792K
$80M
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.2KNew |
$320K - $349K
|
3.2K
$323K
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
3.19K+ 1.74% |
$320K - $348K
|
186K
$18.8M
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
BUY
|
- |
3.19K+ 9.99% |
$319K - $347K
|
35.1K
$3.54M
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.18K+ 1.48% |
$319K - $347K
|
219K
$22.1M
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
3.18K+ 3.17% |
$319K - $347K
|
103K
$10.5M
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
3.17K+ 7.26% |
$318K - $346K
|
46.9K
$4.74M
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
3.14KNew |
$315K - $343K
|
3.14K
$317K
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.13K+ 9.39% |
$313K - $341K
|
36.4K
$3.68M
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
3.12KNew |
$313K - $340K
|
3.12K
$315K
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
3.12K+ 5.88% |
$312K - $340K
|
56.1K
$5.67M
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.11K+ 9.09% |
$311K - $339K
|
37.3K
$3.77M
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3.06K+ 32.92% |
$307K - $334K
|
12.4K
$1.25M
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
3.06KNew |
$306K - $333K
|
3.06K
$309K
|
|
Jan 29, 2024
Q4 2023
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
3.04KNew |
$305K - $332K
|
3.04K
$307K
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
3.03KNew |
$303K - $330K
|
3.03K
$306K
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
BUY
|
- |
2.99KNew |
$299K - $326K
|
2.99K
$302K
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
2.99K+ 13.54% |
$299K - $325K
|
25K
$2.53M
|
|
Feb 13, 2024
Q4 2023
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
2.98KNew |
$299K - $325K
|
2.98K
$301K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2.97KNew |
$297K - $324K
|
2.97K
$300K
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.96KNew |
$297K - $323K
|
2.96K
$299K
|
|
Feb 14, 2024
Q4 2023
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
2.96KNew |
$297K - $323K
|
2.96K
$299K
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.96K+ 8.67% |
$296K - $323K
|
37.1K
$3.75M
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
2.95KNew |
$295K - $321K
|
2.95K
$298K
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
2.94K+ 8.87% |
$294K - $320K
|
36.1K
$3.64M
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
2.93KNew |
$293K - $319K
|
2.93K
$296K
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
2.9K+ 90.63% |
$291K - $316K
|
6.1K
$616K
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.9K+ 14.87% |
$290K - $316K
|
22.4K
$2.26M
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.88KNew |
$288K - $313K
|
2.88K
$290K
|
|
Feb 12, 2024
Q4 2023
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
2.87KNew |
$288K - $313K
|
2.87K
$290K
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.85K+ 7.06% |
$285K - $310K
|
43.2K
$4.36M
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.84K+ 10.04% |
$284K - $310K
|
31.1K
$3.14M
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.84K+ 13.87% |
$284K - $309K
|
23.3K
$2.35M
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.84K+ 3.84% |
$284K - $309K
|
76.7K
$7.75M
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.82KNew |
$283K - $308K
|
2.82K
$285K
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.82K+ 22.8% |
$282K - $307K
|
15.2K
$1.53M
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.8KNew |
$280K - $305K
|
2.8K
$282K
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.79KNew |
$280K - $304K
|
2.79K
$282K
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.76KNew |
$277K - $301K
|
2.76K
$279K
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
2.76K+ 20.07% |
$276K - $300K
|
16.5K
$1.67M
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.75K+ 6.4% |
$275K - $300K
|
45.7K
$4.62M
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2.75K+ 5.48% |
$275K - $299K
|
52.9K
$5.34M
|
|
Feb 14, 2024
Q4 2023
|
Kamunting Street Capital Management, L.P.
Miami Beach, FL |
BUY
|
- |
2.74KNew |
$274K - $298K
|
2.74K
$277K
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
2.73K+ 13.74% |
$274K - $298K
|
22.6K
$2.29M
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.73K+ 0.85% |
$273K - $297K
|
322K
$32.5M
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.71KNew |
$271K - $295K
|
2.71K
$274K
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
2.7K+ 0.62% |
$270K - $294K
|
441K
$44.5M
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
2.7K+ 3.25% |
$270K - $294K
|
85.6K
$8.64M
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
2.68KNew |
$269K - $292K
|
2.68K
$271K
|