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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
259+ 3.15% |
$25.9K - $28.2K
|
8.48K
$845K
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
BUY
|
- |
257+ 2.54% |
$25.7K - $28K
|
10.4K
$1.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
256+ 12.89% |
$25.6K - $27.9K
|
2.24K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
256+ 2.25% |
$25.6K - $27.9K
|
11.6K
$1.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
255New |
$25.5K - $27.8K
|
255
$25.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
254New |
$25.4K - $27.7K
|
254
$25.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
253+ 2.39% |
$25.3K - $27.6K
|
10.8K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
253+ 1.21% |
$25.3K - $27.6K
|
21.2K
$2.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
252+ 2.12% |
$25.2K - $27.5K
|
12.1K
$1.21M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
250+ 3.87% |
$25K - $27.3K
|
6.72K
$670K
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
BUY
|
- |
250+ 5.92% |
$25K - $27.3K
|
4.48K
$446K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
250+ 11.22% |
$25K - $27.3K
|
2.48K
$247K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
248New |
$24.8K - $27K
|
248
$24.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
245+ 2.98% |
$24.5K - $26.7K
|
8.46K
$844K
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
BUY
|
- |
243+ 0.16% |
$24.3K - $26.5K
|
152K
$15.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
243+ 1.23% |
$24.3K - $26.5K
|
20K
$1.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
243+ 5.22% |
$24.3K - $26.5K
|
4.9K
$488K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
243+ 2.3% |
$24.3K - $26.5K
|
10.8K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
242+ 0.59% |
$24.2K - $26.4K
|
41.3K
$4.12M
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
240+ 16.95% |
$24K - $26.2K
|
1.66K
$165K
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
240+ 4.97% |
$24K - $26.2K
|
5.07K
$506K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
238+ 8.71% |
$23.8K - $25.9K
|
2.97K
$296K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
234+ 3.44% |
$23.4K - $25.5K
|
7.03K
$701K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
233+ 5.59% |
$23.3K - $25.4K
|
4.4K
$439K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
231+ 2.47% |
$23.1K - $25.2K
|
9.58K
$955K
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
230+ 8.58% |
$23K - $25.1K
|
2.91K
$290K
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
230+ 2.47% |
$23K - $25.1K
|
9.53K
$950K
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
229+ 4.65% |
$22.9K - $25K
|
5.15K
$514K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
228+ 0.12% |
$22.8K - $24.9K
|
197K
$19.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
227+ 3.8% |
$22.7K - $24.7K
|
6.2K
$618K
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
227+ 1.57% |
$22.7K - $24.7K
|
14.7K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
227+ 3.4% |
$22.7K - $24.7K
|
6.91K
$689K
|
|
|
Jan 02, 2024
Q4 2023
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
225+ 0.03% |
$22.5K - $24.5K
|
660K
$65.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
225+ 3.47% |
$22.5K - $24.5K
|
6.71K
$669K
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
225+ 4.81% |
$22.5K - $24.5K
|
4.91K
$489K
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
223+ 0.62% |
$22.3K - $24.3K
|
36.1K
$3.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
222+ 7.69% |
$22.2K - $24.2K
|
3.11K
$310K
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
222+ 3.4% |
$22.2K - $24.2K
|
6.75K
$674K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
222+ 0.87% |
$22.2K - $24.2K
|
25.7K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
222+ 4.8% |
$22.2K - $24.2K
|
4.85K
$483K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
220+ 2.74% |
$22K - $24K
|
8.25K
$823K
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
220+ 0.4% |
$22K - $24K
|
55.9K
$5.57M
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
220+ 0.63% |
$22K - $24K
|
35.1K
$3.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
220+ 0.96% |
$22K - $24K
|
23.1K
$2.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
219+ 6.33% |
$21.9K - $23.9K
|
3.68K
$367K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
218+ 0.6% |
$21.8K - $23.8K
|
36.8K
$3.67M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
213+ 3.89% |
$21.3K - $23.2K
|
5.69K
$567K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
212+ 0.54% |
$21.2K - $23.1K
|
39.3K
$3.92M
|
|
|
Jan 17, 2024
Q4 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
210+ 0.8% |
$21K - $22.9K
|
26.4K
$2.63M
|
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
209+ 7.46% |
$20.9K - $22.8K
|
3.01K
$300K
|