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 26, 2024
Q4 2023
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
1.98KNew |
$198K - $216K
|
1.98K
$183K
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.98K+ 76.43% |
$198K - $216K
|
4.57K
$422K
|
|
|
Jan 25, 2024
Q4 2023
|
Villere St Denis J & CO LLC
|
BUY
|
- |
1.97KNew |
$198K - $215K
|
1.97K
$182K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.97K+ 1.26% |
$197K - $215K
|
159K
$14.6M
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.97K+ 16.18% |
$197K - $215K
|
14.1K
$1.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.97KNew |
$197K - $214K
|
1.97K
$181K
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1.97KNew |
$197K - $214K
|
1.97K
$181K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.96KNew |
$196K - $214K
|
1.96K
$181K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.96K+ 5.95% |
$196K - $214K
|
34.9K
$3.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
1.96K+ 30.63% |
$196K - $213K
|
8.34K
$769K
|
|
|
Mar 12, 2024
Q4 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
1.96KNew |
$196K - $213K
|
1.96K
$180K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.95K+ 40.56% |
$195K - $213K
|
6.76K
$623K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.95KNew |
$195K - $212K
|
1.95K
$179K
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
1.94K+ 50.18% |
$195K - $212K
|
5.82K
$536K
|
|
|
Feb 14, 2024
Q4 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.94KNew |
$194K - $211K
|
1.94K
$179K
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
1.94KNew |
$194K - $211K
|
1.94K
$179K
|
|
|
Feb 14, 2024
Q4 2023
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
1.93KNew |
$194K - $211K
|
1.93K
$178K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.93K+ 17.1% |
$194K - $211K
|
13.2K
$1.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1.93KNew |
$193K - $211K
|
1.93K
$178K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.93K+ 3.74% |
$193K - $210K
|
53.4K
$4.93M
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
1.93KNew |
$193K - $210K
|
1.93K
$178K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.92K+ 6.65% |
$193K - $210K
|
30.8K
$2.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
1.92KNew |
$192K - $209K
|
1.92K
$177K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.92KNew |
$192K - $209K
|
1.92K
$177K
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.91KNew |
$192K - $208K
|
1.91K
$176K
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1.91KNew |
$191K - $208K
|
1.91K
$176K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.91K+ 10.8% |
$191K - $208K
|
19.6K
$1.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.91KNew |
$191K - $208K
|
1.91K
$176K
|
|
|
Jan 18, 2024
Q4 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
1.9KNew |
$191K - $207K
|
1.9K
$176K
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.9KNew |
$190K - $207K
|
1.9K
$175K
|
|
|
Sep 23, 2024
Q4 2023
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
1.9KNew |
$190K - $207K
|
1.9K
$175K
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.9K+ 13.77% |
$190K - $207K
|
15.7K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.9K+ 1.6% |
$190K - $207K
|
120K
$11.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
1.89KNew |
$190K - $206K
|
1.89K
$175K
|
|
|
Jan 30, 2024
Q4 2023
|
Suncoast Equity Management
|
BUY
|
- |
1.89K+ 1.15% |
$189K - $206K
|
165K
$15.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.88KNew |
$189K - $205K
|
1.88K
$174K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
1.88KNew |
$189K - $205K
|
1.88K
$174K
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
1.88KNew |
$188K - $205K
|
1.88K
$174K
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
1.88KNew |
$188K - $205K
|
1.88K
$173K
|
|
|
Jan 22, 2024
Q4 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
1.88KNew |
$188K - $205K
|
1.88K
$173K
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
BUY
|
- |
1.88KNew |
$188K - $205K
|
1.88K
$173K
|
|
|
Feb 12, 2024
Q4 2023
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
1.87KNew |
$188K - $204K
|
1.87K
$173K
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.87KNew |
$187K - $204K
|
1.87K
$172K
|
|
|
Feb 14, 2024
Q4 2023
|
First Long Island Investors, LLC
|
BUY
|
- |
1.87KNew |
$187K - $203K
|
1.87K
$172K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.86K+ 2.52% |
$187K - $203K
|
75.8K
$6.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.86K+ 0.96% |
$186K - $203K
|
196K
$18.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
BUY
|
- |
1.86KNew |
$186K - $202K
|
1.86K
$171K
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
1.86KNew |
$186K - $202K
|
1.86K
$171K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
1.85KNew |
$185K - $202K
|
1.85K
$171K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.84K+ 3.07% |
$185K - $201K
|
61.8K
$5.71M
|