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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q4 2023
|
Cardinal Capital Management
|
BUY
|
- |
155+ 0.23% |
$15.5K - $16.9K
|
68.9K
$6.87M
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
153+ 1.36% |
$15.3K - $16.7K
|
11.4K
$1.14M
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
151+ 2.0% |
$15.1K - $16.5K
|
7.69K
$767K
|
|
|
Jan 10, 2024
Q4 2023
|
Professional Advisory Services Inc
|
BUY
|
- |
150+ 1.8% |
$15K - $16.4K
|
8.47K
$845K
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
150+ 4.04% |
$15K - $16.4K
|
3.86K
$385K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
150+ 1.67% |
$15K - $16.4K
|
9.15K
$913K
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
149+ 0.15% |
$14.9K - $16.2K
|
98.4K
$9.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
149+ 0.17% |
$14.9K - $16.2K
|
90.3K
$9.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
148+ 1.23% |
$14.8K - $16.1K
|
12.2K
$1.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
145+ 0.09% |
$14.5K - $15.8K
|
164K
$16.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
144+ 3.39% |
$14.4K - $15.7K
|
4.4K
$439K
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
143+ 0.59% |
$14.3K - $15.6K
|
24.2K
$2.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
141+ 7.03% |
$14.1K - $15.4K
|
2.15K
$214K
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
141+ 3.45% |
$14.1K - $15.4K
|
4.23K
$422K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
140+ 2.47% |
$14K - $15.3K
|
5.8K
$579K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
140+ 6.73% |
$14K - $15.3K
|
2.22K
$221K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
140+ 2.63% |
$14K - $15.3K
|
5.47K
$546K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
140+ 0.92% |
$14K - $15.3K
|
15.4K
$1.53M
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
137+ 3.88% |
$13.7K - $14.9K
|
3.66K
$365K
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
136+ 1.8% |
$13.6K - $14.8K
|
7.71K
$769K
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
136+ 1.77% |
$13.6K - $14.8K
|
7.83K
$781K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
136+ 0.16% |
$13.6K - $14.8K
|
83.2K
$8.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
136+ 4.45% |
$13.6K - $14.8K
|
3.19K
$318K
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
135+ 0.3% |
$13.5K - $14.7K
|
44.5K
$4.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
134+ 5.01% |
$13.4K - $14.6K
|
2.81K
$280K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
133+ 1.24% |
$13.3K - $14.5K
|
10.8K
$1.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
132+ 0.28% |
$13.2K - $14.4K
|
46.8K
$4.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
131+ 0.29% |
$13.1K - $14.3K
|
44.6K
$4.45M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
130+ 7.85% |
$13K - $14.2K
|
1.79K
$178K
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
128+ 0.63% |
$12.8K - $14K
|
20.3K
$2.02M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
127+ 0.76% |
$12.7K - $13.8K
|
16.8K
$1.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
127+ 3.09% |
$12.7K - $13.8K
|
4.23K
$422K
|
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
126+ 4.42% |
$12.6K - $13.7K
|
2.98K
$297K
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
126+ 5.92% |
$12.6K - $13.7K
|
2.25K
$225K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
125+ 1.12% |
$12.5K - $13.6K
|
11.3K
$1.13M
|
|
|
Jan 29, 2024
Q4 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
125+ 0.26% |
$12.5K - $13.6K
|
48.8K
$4.87M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
124+ 3.53% |
$12.4K - $13.5K
|
3.64K
$363K
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
124+ 0.97% |
$12.4K - $13.5K
|
12.9K
$1.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
122+ 4.24% |
$12.2K - $13.3K
|
3K
$299K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
122+ 0.15% |
$12.2K - $13.3K
|
80.5K
$8.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
122+ 2.15% |
$12.2K - $13.3K
|
5.8K
$579K
|
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
120+ 2.52% |
$12K - $13.1K
|
4.89K
$487K
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
120+ 0.96% |
$12K - $13.1K
|
12.6K
$1.25M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
119+ 1.67% |
$11.9K - $13K
|
7.23K
$721K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
119New |
$11.9K - $13K
|
119
$11.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
118+ 2.9% |
$11.8K - $12.9K
|
4.19K
$418K
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
117+ 0.74% |
$11.7K - $12.8K
|
15.9K
$1.59M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
116+ 4.03% |
$11.6K - $12.6K
|
3K
$299K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
115+ 0.4% |
$11.5K - $12.5K
|
28.6K
$2.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
115+ 0.14% |
$11.5K - $12.5K
|
80.2K
$8M
|