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 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
700New |
$70.1K - $76.3K
|
700
$69.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
697+ 0.67% |
$69.8K - $76K
|
105K
$10.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
689+ 33.24% |
$69K - $75.1K
|
2.76K
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
669+ 1.32% |
$67K - $72.9K
|
51.4K
$5.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
665+ 3.19% |
$66.6K - $72.5K
|
21.5K
$2.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
656+ 7.61% |
$65.7K - $71.5K
|
9.28K
$925K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
653+ 0.39% |
$65.4K - $71.2K
|
169K
$16.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
651+ 5.47% |
$65.2K - $71K
|
12.5K
$1.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
648+ 1.8% |
$64.9K - $70.6K
|
36.6K
$3.65M
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
632+ 6.08% |
$63.3K - $68.9K
|
11K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
631+ 13.21% |
$63.2K - $68.8K
|
5.41K
$540K
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
630+ 7.21% |
$63.1K - $68.7K
|
9.37K
$934K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
630+ 8.45% |
$63.1K - $68.7K
|
8.08K
$806K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
629+ 18.23% |
$63K - $68.6K
|
4.08K
$407K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
622+ 19.04% |
$62.3K - $67.8K
|
3.89K
$388K
|
|
|
Jan 05, 2024
Q4 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
621+ 1.62% |
$62.2K - $67.7K
|
39K
$3.89M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
621+ 2.64% |
$62.2K - $67.7K
|
24.2K
$2.41M
|
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
616+ 12.91% |
$61.7K - $67.2K
|
5.39K
$537K
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
615+ 2.98% |
$61.6K - $67K
|
21.3K
$2.12M
|
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
615+ 4.06% |
$61.6K - $67K
|
15.8K
$1.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
615New |
$61.6K - $67K
|
615
$61.3K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
614+ 29.36% |
$61.5K - $66.9K
|
2.71K
$270K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
614+ 0.42% |
$61.5K - $66.9K
|
148K
$14.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
613+ 10.63% |
$61.4K - $66.8K
|
6.38K
$636K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
612+ 2.96% |
$61.3K - $66.7K
|
21.3K
$2.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
612New |
$61.3K - $66.7K
|
612
$61K
|
|
|
Feb 12, 2024
Q4 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
611+ 5.9% |
$61.2K - $66.6K
|
11K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
610+ 0.39% |
$61.1K - $66.5K
|
158K
$15.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
607+ 2.27% |
$60.8K - $66.2K
|
27.3K
$2.72M
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
606+ 10.17% |
$60.7K - $66.1K
|
6.56K
$655K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
602New |
$60.3K - $65.6K
|
602
$60K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
600+ 70.59% |
$60.1K - $65.4K
|
1.45K
$145K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
600New |
$60.1K - $65.4K
|
600
$59.9K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
597+ 3.12% |
$59.8K - $65.1K
|
19.7K
$1.97M
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
592+ 1.39% |
$59.3K - $64.5K
|
43.3K
$4.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
592+ 10.16% |
$59.3K - $64.5K
|
6.42K
$640K
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
591+ 5.51% |
$59.2K - $64.4K
|
11.3K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
589+ 1.47% |
$59K - $64.2K
|
40.6K
$4.05M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
588New |
$58.9K - $64.1K
|
588
$58.7K
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
586+ 1.75% |
$58.7K - $63.9K
|
34.1K
$3.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
580+ 27.0% |
$58.1K - $63.2K
|
2.73K
$272K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
579+ 1.21% |
$58K - $63.1K
|
48.5K
$4.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
575+ 3.79% |
$57.6K - $62.7K
|
15.7K
$1.57M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
575+ 5.78% |
$57.6K - $62.7K
|
10.5K
$1.05M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
569+ 2.82% |
$57K - $62K
|
20.8K
$2.07M
|
|
|
Feb 02, 2024
Q4 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
568+ 6.45% |
$56.9K - $61.9K
|
9.38K
$936K
|
|
|
Jan 18, 2024
Q4 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
562+ 7.24% |
$56.3K - $61.3K
|
8.33K
$830K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
557+ 2.57% |
$55.8K - $60.7K
|
22.2K
$2.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
556+ 3.6% |
$55.7K - $60.6K
|
16K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
556New |
$55.7K - $60.6K
|
556
$55.5K
|