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
|
Zions Bancorporation, N.A.
|
BUY
|
- |
331+ 2.17% |
$33.2K - $36.1K
|
15.6K
$1.55M
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
328+ 0.43% |
$32.9K - $35.8K
|
76.7K
$7.66M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
327+ 8.75% |
$32.8K - $35.6K
|
4.06K
$405K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
327+ 1.26% |
$32.8K - $35.6K
|
26.3K
$2.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
325+ 2.36% |
$32.6K - $35.4K
|
14.1K
$1.4M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
323+ 3.01% |
$32.4K - $35.2K
|
11.1K
$1.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
323+ 1.57% |
$32.4K - $35.2K
|
20.9K
$2.08M
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
321+ 4.45% |
$32.2K - $35K
|
7.53K
$751K
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
321+ 2.05% |
$32.2K - $35K
|
16K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
317+ 65.5% |
$31.8K - $34.6K
|
801
$79.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
315+ 8.7% |
$31.6K - $34.3K
|
3.94K
$393K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
313+ 5.77% |
$31.4K - $34.1K
|
5.74K
$572K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
309+ 0.42% |
$31K - $33.7K
|
73.1K
$7.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
309+ 2.93% |
$31K - $33.7K
|
10.9K
$1.08M
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
307+ 7.62% |
$30.8K - $33.5K
|
4.33K
$432K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
302+ 3.15% |
$30.3K - $32.9K
|
9.88K
$985K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
301+ 1.07% |
$30.2K - $32.8K
|
28.4K
$2.83M
|
|
|
Feb 05, 2024
Q4 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
300+ 1.07% |
$30.1K - $32.7K
|
28.3K
$2.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
300+ 0.63% |
$30.1K - $32.7K
|
47.9K
$4.78M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
300New |
$30.1K - $32.7K
|
300
$29.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
299+ 0.74% |
$30K - $32.6K
|
40.5K
$4.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
298+ 10.77% |
$29.9K - $32.5K
|
3.07K
$306K
|
|
|
Feb 14, 2024
Q4 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
290+ 8.21% |
$29.1K - $31.6K
|
3.82K
$381K
|
|
|
Feb 13, 2024
Q4 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
287+ 0.44% |
$28.8K - $31.3K
|
65.5K
$6.53M
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
285+ 7.02% |
$28.6K - $31.1K
|
4.34K
$433K
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
283+ 2.55% |
$28.4K - $30.9K
|
11.4K
$1.14M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
283+ 1.68% |
$28.4K - $30.9K
|
17.1K
$1.71M
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
283+ 3.56% |
$28.4K - $30.9K
|
8.24K
$822K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
282+ 1.63% |
$28.3K - $30.7K
|
17.6K
$1.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
282New |
$28.3K - $30.7K
|
282
$28.1K
|
|
|
Oct 28, 2024
Q4 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
282+ 2.37% |
$28.3K - $30.7K
|
12.2K
$1.22M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
281+ 1.92% |
$28.2K - $30.6K
|
14.9K
$1.49M
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
280+ 5.33% |
$28.1K - $30.5K
|
5.54K
$552K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
279+ 13.37% |
$28K - $30.4K
|
2.37K
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
278+ 11.96% |
$27.9K - $30.3K
|
2.6K
$260K
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
276+ 12.29% |
$27.6K - $30.1K
|
2.52K
$252K
|
|
|
Jan 22, 2024
Q4 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
275+ 1.56% |
$27.5K - $30K
|
17.9K
$1.79M
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
275+ 1.7% |
$27.5K - $30K
|
16.4K
$1.64M
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
274New |
$27.4K - $29.9K
|
274
$27.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
274New |
$27.4K - $29.9K
|
274
$27.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
274+ 4.39% |
$27.4K - $29.9K
|
6.52K
$650K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
273+ 0.09% |
$27.3K - $29.8K
|
315K
$31.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
273+ 2.54% |
$27.3K - $29.8K
|
11K
$1.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
273+ 3.78% |
$27.3K - $29.8K
|
7.5K
$748K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
273+ 1.42% |
$27.3K - $29.8K
|
19.5K
$1.95M
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
267+ 1.61% |
$26.7K - $29.1K
|
16.8K
$1.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
265+ 4.81% |
$26.5K - $28.9K
|
5.77K
$576K
|
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
BUY
|
- |
262+ 1.06% |
$26.2K - $28.6K
|
24.9K
$2.48M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
260+ 0.55% |
$26K - $28.3K
|
47.2K
$4.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
259+ 1.8% |
$25.9K - $28.2K
|
14.6K
$1.46M
|