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 17, 2024
Q4 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.8K+ 8.43% |
$180K - $196K
|
23.1K
$2.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
1.79K+ 4.2% |
$180K - $196K
|
44.5K
$4.44M
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.79K+ 1.64% |
$180K - $195K
|
111K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.79KNew |
$179K - $195K
|
1.79K
$179K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1.78K+ 1127.85% |
$179K - $194K
|
1.94K
$194K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.78K+ 10.19% |
$178K - $194K
|
19.2K
$1.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.77K+ 1.59% |
$178K - $193K
|
113K
$11.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Sippican Capital Advisors
|
BUY
|
- |
1.73K+ 8.16% |
$174K - $189K
|
23K
$2.29M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.72KNew |
$173K - $188K
|
1.72K
$172K
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.72K+ 5.76% |
$172K - $187K
|
31.5K
$3.14M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.72KNew |
$172K - $187K
|
1.72K
$171K
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
1.7K+ 3.77% |
$170K - $185K
|
46.8K
$4.66M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.7K+ 7.78% |
$170K - $185K
|
23.5K
$2.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
1.69KNew |
$170K - $185K
|
1.69K
$169K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
1.66K+ 58.84% |
$166K - $181K
|
4.48K
$447K
|
|
|
Jan 22, 2024
Q4 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
1.66K+ 7.91% |
$166K - $181K
|
22.6K
$2.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.66K+ 4.02% |
$166K - $181K
|
42.9K
$4.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.64K+ 9.64% |
$165K - $179K
|
18.7K
$1.86M
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.61K+ 6.1% |
$161K - $176K
|
28K
$2.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
1.6K+ 31.71% |
$160K - $175K
|
6.65K
$663K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.6K+ 2.24% |
$160K - $174K
|
73.1K
$7.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.58K+ 6.62% |
$158K - $172K
|
25.4K
$2.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.57K+ 65.06% |
$157K - $171K
|
3.98K
$397K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
1.56K+ 52.57% |
$156K - $170K
|
4.52K
$450K
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
1.54K+ 9.89% |
$155K - $168K
|
17.2K
$1.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.54KNew |
$155K - $168K
|
1.54K
$154K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.54K+ 2.36% |
$154K - $168K
|
66.7K
$6.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.54K+ 3.47% |
$154K - $168K
|
45.8K
$4.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.52KNew |
$152K - $166K
|
1.52K
$152K
|
|
|
Feb 13, 2024
Q4 2023
|
Broderick Brian C
|
BUY
|
- |
1.5K+ 24.49% |
$150K - $164K
|
7.63K
$761K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.49K+ 0.05% |
$150K - $163K
|
2.77M
$276M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.49KNew |
$149K - $163K
|
1.49K
$149K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.48K+ 3.29% |
$148K - $161K
|
46.4K
$4.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
BUY
|
- |
1.48K+ 6.57% |
$148K - $161K
|
23.9K
$2.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.47K+ 2.23% |
$147K - $160K
|
67.3K
$6.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.46K+ 3.1% |
$146K - $159K
|
48.5K
$4.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
1.45KNew |
$145K - $158K
|
1.45K
$145K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.44K+ 7.3% |
$144K - $157K
|
21.2K
$2.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.43K+ 24.99% |
$143K - $156K
|
7.16K
$714K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.43K+ 25.42% |
$143K - $156K
|
7.05K
$703K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.43K+ 50.11% |
$143K - $155K
|
4.27K
$426K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
1.42K+ 2.35% |
$142K - $154K
|
61.5K
$6.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
1.41K+ 21.02% |
$141K - $154K
|
8.11K
$809K
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
1.4KNew |
$140K - $153K
|
1.4K
$140K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.39K+ 4.81% |
$140K - $152K
|
30.3K
$3.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.39K+ 2.91% |
$139K - $152K
|
49.1K
$4.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.37K+ 5.42% |
$137K - $149K
|
26.7K
$2.66M
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
1.36KNew |
$136K - $148K
|
1.36K
$135K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.35KNew |
$136K - $148K
|
1.35K
$135K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.35K+ 27.32% |
$135K - $147K
|
6.3K
$629K
|