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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Alta Advisers LTD
|
BUY
|
- |
820+ 12.42% |
$82.1K - $89.4K
|
7.42K
$740K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
818New |
$81.9K - $89.2K
|
818
$81.6K
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
817+ 29.93% |
$81.8K - $89.1K
|
3.55K
$354K
|
|
|
Jan 22, 2024
Q4 2023
|
Wendell David Associates Inc
|
BUY
|
- |
815+ 1.6% |
$81.6K - $88.9K
|
51.7K
$5.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
806+ 0.93% |
$80.7K - $87.9K
|
87.6K
$8.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
801+ 3.94% |
$80.2K - $87.3K
|
21.1K
$2.11M
|
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
800+ 21.9% |
$80.1K - $87.2K
|
4.45K
$444K
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
800+ 3.4% |
$80.1K - $87.2K
|
24.3K
$2.42M
|
|
|
Jan 26, 2024
Q4 2023
|
Violich Capital Management, Inc.
|
BUY
|
- |
800+ 0.95% |
$80.1K - $87.2K
|
84.9K
$8.47M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
798+ 5.07% |
$79.9K - $87K
|
16.5K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
796+ 1.52% |
$79.7K - $86.8K
|
53.3K
$5.32M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
793New |
$79.4K - $86.5K
|
793
$79.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Renaissance Investment Group LLC
|
BUY
|
- |
790+ 6.97% |
$79.1K - $86.1K
|
12.1K
$1.21M
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
790+ 12.39% |
$79.1K - $86.1K
|
7.17K
$715K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
788+ 9.25% |
$78.9K - $85.9K
|
9.31K
$928K
|
|
|
Feb 16, 2024
Q4 2023
|
Winslow Asset Management Inc
|
BUY
|
- |
784+ 0.85% |
$78.5K - $85.5K
|
92.9K
$9.27M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
781+ 28.4% |
$78.2K - $85.1K
|
3.53K
$352K
|
|
|
Jan 31, 2024
Q4 2023
|
Groesbeck Investment Management Corp
|
BUY
|
- |
780+ 10.34% |
$78.1K - $85K
|
8.32K
$830K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
780+ 3.11% |
$78.1K - $85K
|
25.8K
$2.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
775+ 6.2% |
$77.6K - $84.5K
|
13.3K
$1.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
774+ 10.05% |
$77.5K - $84.4K
|
8.48K
$845K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
774+ 2.43% |
$77.5K - $84.4K
|
32.6K
$3.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
772+ 15.22% |
$77.3K - $84.2K
|
5.84K
$583K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
767+ 4.99% |
$76.8K - $83.6K
|
16.1K
$1.61M
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
765+ 10.62% |
$76.6K - $83.4K
|
7.97K
$795K
|
|
|
Jan 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
764+ 1.9% |
$76.5K - $83.3K
|
40.9K
$4.08M
|
|
|
Feb 15, 2024
Q4 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
764+ 10.8% |
$76.5K - $83.3K
|
7.84K
$782K
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
762+ 6.27% |
$76.3K - $83.1K
|
12.9K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
759+ 3.09% |
$76K - $82.7K
|
25.3K
$2.53M
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
756+ 6.0% |
$75.7K - $82.4K
|
13.4K
$1.33M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
752+ 4.95% |
$75.3K - $82K
|
15.9K
$1.59M
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
750+ 7.33% |
$75.1K - $81.8K
|
11K
$1.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
745New |
$74.6K - $81.2K
|
745
$74.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
743+ 0.61% |
$74.4K - $81K
|
122K
$12.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
743+ 11.67% |
$74.4K - $81K
|
7.11K
$709K
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
738+ 6.41% |
$73.9K - $80.5K
|
12.2K
$1.22M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
730+ 73.89% |
$73.1K - $79.6K
|
1.72K
$171K
|
|
|
Feb 12, 2024
Q4 2023
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
724+ 1.8% |
$72.5K - $78.9K
|
40.9K
$4.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
719+ 3.27% |
$72K - $78.4K
|
22.7K
$2.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
719+ 7.85% |
$72K - $78.4K
|
9.88K
$986K
|
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
718+ 1.99% |
$71.9K - $78.3K
|
36.8K
$3.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
717+ 3.88% |
$71.8K - $78.2K
|
19.2K
$1.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
715+ 2.31% |
$71.6K - $77.9K
|
31.7K
$3.16M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
714New |
$71.5K - $77.8K
|
714
$71.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
713New |
$71.4K - $77.7K
|
713
$71.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
712+ 3.73% |
$71.3K - $77.6K
|
19.8K
$1.98M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
711+ 22.72% |
$71.2K - $77.5K
|
3.84K
$383K
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
707+ 35.0% |
$70.8K - $77.1K
|
2.73K
$272K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
706+ 3.15% |
$70.7K - $77K
|
23.1K
$2.31M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
703+ 4.43% |
$70.4K - $76.6K
|
16.6K
$1.65M
|