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 |
|---|---|---|---|---|---|---|---|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
554New |
$55.5K - $60.4K
|
554
$55.3K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
550+ 4.59% |
$55.1K - $60K
|
12.5K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
550+ 8.37% |
$55.1K - $60K
|
7.12K
$710K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
549+ 3.26% |
$55K - $59.9K
|
17.4K
$1.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
548+ 2.43% |
$54.9K - $59.7K
|
23.1K
$2.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
545+ 1.8% |
$54.6K - $59.4K
|
30.9K
$3.08M
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
544+ 5.24% |
$54.5K - $59.3K
|
10.9K
$1.09M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
540+ 4.01% |
$54.1K - $58.9K
|
14K
$1.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
540+ 12.49% |
$54.1K - $58.9K
|
4.86K
$485K
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
539+ 19.39% |
$54K - $58.8K
|
3.32K
$331K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
536+ 0.35% |
$53.7K - $58.4K
|
155K
$15.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
533+ 3.36% |
$53.4K - $58.1K
|
16.4K
$1.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
532New |
$53.3K - $58K
|
532
$53.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
528+ 2.55% |
$52.9K - $57.6K
|
21.2K
$2.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
521+ 9.44% |
$52.2K - $56.8K
|
6.04K
$603K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
521New |
$52.2K - $56.8K
|
521
$52K
|
|
|
Feb 08, 2024
Q4 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
520+ 17.36% |
$52.1K - $56.7K
|
3.52K
$351K
|
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
517+ 11.72% |
$51.8K - $56.4K
|
4.93K
$492K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
516+ 2.04% |
$51.7K - $56.3K
|
25.9K
$2.58M
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
515New |
$51.6K - $56.1K
|
515
$51.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
510+ 3.2% |
$51.1K - $55.6K
|
16.5K
$1.64M
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
505+ 6.54% |
$50.6K - $55.1K
|
8.23K
$821K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
505+ 1.09% |
$50.6K - $55.1K
|
46.9K
$4.68M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
504+ 0.59% |
$50.5K - $54.9K
|
85.5K
$8.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Edentree Asset Management LTD
London, X0 |
BUY
|
- |
500+ 3.23% |
$50.1K - $54.5K
|
16K
$1.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
499+ 3.46% |
$50K - $54.4K
|
14.9K
$1.49M
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
BUY
|
- |
494+ 3.03% |
$49.5K - $53.9K
|
16.8K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
490+ 1.76% |
$49.1K - $53.4K
|
28.3K
$2.82M
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
487+ 1.03% |
$48.8K - $53.1K
|
47.6K
$4.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
484+ 6.63% |
$48.5K - $52.8K
|
7.78K
$776K
|
|
|
Feb 14, 2024
Q4 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
480+ 0.69% |
$48.1K - $52.3K
|
70.4K
$7.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
475+ 0.16% |
$47.6K - $51.8K
|
291K
$29M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
472+ 1.64% |
$47.3K - $51.5K
|
29.3K
$2.92M
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
470+ 1.37% |
$47.1K - $51.2K
|
34.9K
$3.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
470+ 30.52% |
$47.1K - $51.2K
|
2.01K
$200K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
463New |
$46.4K - $50.5K
|
463
$46.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
459+ 0.86% |
$46K - $50K
|
53.9K
$5.38M
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
456+ 15.24% |
$45.7K - $49.7K
|
3.45K
$344K
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
452+ 15.59% |
$45.3K - $49.3K
|
3.35K
$334K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
449+ 6.13% |
$45K - $48.9K
|
7.77K
$775K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
447+ 13.99% |
$44.8K - $48.7K
|
3.64K
$363K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
445+ 0.51% |
$44.6K - $48.5K
|
88.1K
$8.78M
|
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
445+ 15.96% |
$44.6K - $48.5K
|
3.23K
$322K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
443+ 10.91% |
$44.4K - $48.3K
|
4.5K
$449K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
437+ 18.57% |
$43.8K - $47.6K
|
2.79K
$278K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
437+ 13.75% |
$43.8K - $47.6K
|
3.62K
$361K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
435New |
$43.6K - $47.4K
|
435
$43.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
431+ 2.35% |
$43.2K - $47K
|
18.7K
$1.87M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
430+ 0.59% |
$43.1K - $46.9K
|
73.6K
$7.34M
|
|
|
Jan 22, 2024
Q4 2023
|
Optimas Capital LTD
Central, K3 |
BUY
|
- |
429+ 1.93% |
$43K - $46.8K
|
22.7K
$2.26M
|