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 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
429+ 5.19% |
$43K - $46.8K
|
8.69K
$867K
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
428+ 1.26% |
$42.9K - $46.7K
|
34.5K
$3.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
428+ 12.31% |
$42.9K - $46.7K
|
3.91K
$390K
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
426+ 0.6% |
$42.7K - $46.4K
|
71.7K
$7.15M
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
425+ 2.05% |
$42.6K - $46.3K
|
21.2K
$2.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
424New |
$42.5K - $46.2K
|
424
$42.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
421+ 21.65% |
$42.2K - $45.9K
|
2.37K
$236K
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
420New |
$42.1K - $45.8K
|
420
$41.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
417+ 3.04% |
$41.8K - $45.5K
|
14.1K
$1.41M
|
|
|
Feb 09, 2024
Q4 2023
|
X Square Capital, LLC
|
BUY
|
- |
416+ 10.22% |
$41.7K - $45.4K
|
4.49K
$447K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
415+ 1.15% |
$41.6K - $45.2K
|
36.4K
$3.64M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
412+ 0.3% |
$41.3K - $44.9K
|
137K
$13.7M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
407New |
$40.8K - $44.4K
|
407
$40.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
407+ 17.8% |
$40.8K - $44.4K
|
2.69K
$269K
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
406+ 11.33% |
$40.7K - $44.3K
|
3.99K
$398K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
402+ 14.52% |
$40.3K - $43.8K
|
3.17K
$316K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
401+ 8.12% |
$40.2K - $43.7K
|
5.34K
$533K
|
|
|
Jan 22, 2024
Q4 2023
|
Perkins Capital Management Inc
|
BUY
|
- |
400+ 3.38% |
$40.1K - $43.6K
|
12.2K
$1.22M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
400+ 2500.0% |
$40.1K - $43.6K
|
416
$41.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
400+ 1.42% |
$40.1K - $43.6K
|
28.7K
$2.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
400+ 29.65% |
$40.1K - $43.6K
|
1.75K
$174K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
399+ 16.82% |
$40K - $43.5K
|
2.77K
$276K
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
395+ 5.01% |
$39.6K - $43.1K
|
8.28K
$826K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
393+ 7.57% |
$39.4K - $42.8K
|
5.59K
$557K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
390+ 1.59% |
$39.1K - $42.5K
|
24.9K
$2.48M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
390+ 1.6% |
$39.1K - $42.5K
|
24.8K
$2.48M
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
387+ 0.09% |
$38.8K - $42.2K
|
444K
$44.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
380+ 15.82% |
$38.1K - $41.4K
|
2.78K
$278K
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
377+ 0.61% |
$37.8K - $41.1K
|
62.5K
$6.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
373+ 1.41% |
$37.4K - $40.7K
|
26.9K
$2.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
373+ 10.15% |
$37.4K - $40.7K
|
4.05K
$404K
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
371+ 8.91% |
$37.2K - $40.4K
|
4.54K
$453K
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
368+ 0.44% |
$36.9K - $40.1K
|
83.4K
$8.32M
|
|
|
Jan 12, 2024
Q4 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
364+ 1.16% |
$36.5K - $39.7K
|
31.6K
$3.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
364+ 4.63% |
$36.5K - $39.7K
|
8.22K
$820K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
360+ 5.54% |
$36.1K - $39.2K
|
6.86K
$684K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
357New |
$35.8K - $38.9K
|
357
$35.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
356+ 2.67% |
$35.7K - $38.8K
|
13.7K
$1.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
354+ 16.02% |
$35.5K - $38.6K
|
2.56K
$256K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
350+ 2.45% |
$35.1K - $38.2K
|
14.6K
$1.46M
|
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
BUY
|
- |
350+ 2.54% |
$35.1K - $38.2K
|
14.1K
$1.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
349+ 0.86% |
$35K - $38K
|
41.1K
$4.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
345+ 2.74% |
$34.6K - $37.6K
|
13K
$1.29M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
344+ 1.58% |
$34.5K - $37.5K
|
22.2K
$2.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
341+ 3.66% |
$34.2K - $37.2K
|
9.67K
$964K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
340+ 4.94% |
$34.1K - $37.1K
|
7.22K
$720K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
339+ 6.47% |
$34K - $37K
|
5.58K
$557K
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
339+ 0.64% |
$34K - $37K
|
53.6K
$5.35M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
333+ 2.94% |
$33.4K - $36.3K
|
11.7K
$1.16M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
332+ 4.5% |
$33.3K - $36.2K
|
7.72K
$770K
|