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 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
115+ 1.85% |
$11.5K - $12.5K
|
6.34K
$632K
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
114+ 0.48% |
$11.4K - $12.4K
|
23.7K
$2.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Lathrop Investment Management Corp
|
BUY
|
- |
114+ 1.93% |
$11.4K - $12.4K
|
6.01K
$600K
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
BUY
|
- |
113+ 1.23% |
$11.3K - $12.3K
|
9.28K
$925K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
112+ 1.78% |
$11.2K - $12.2K
|
6.39K
$638K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
112+ 1.21% |
$11.2K - $12.2K
|
9.34K
$932K
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
111+ 1.09% |
$11.1K - $12.1K
|
10.3K
$1.02M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
110+ 1.67% |
$11K - $12K
|
6.68K
$666K
|
|
|
Jan 16, 2024
Q4 2023
|
Windward Capital Management CO
|
BUY
|
- |
110+ 0.37% |
$11K - $12K
|
29.6K
$2.96M
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
110+ 3.88% |
$11K - $12K
|
2.95K
$294K
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
110+ 2.0% |
$11K - $12K
|
5.61K
$559K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
110+ 2.82% |
$11K - $12K
|
4.01K
$400K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
110+ 0.06% |
$11K - $12K
|
175K
$17.5M
|
|
|
Oct 03, 2024
Q4 2023
|
Windward Capital Management CO
|
BUY
|
- |
110+ 0.37% |
$11K - $12K
|
29.6K
$2.96M
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
109+ 2.13% |
$10.9K - $11.9K
|
5.22K
$521K
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
106+ 2.97% |
$10.6K - $11.6K
|
3.68K
$367K
|
|
|
Feb 12, 2024
Q4 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
106+ 2.28% |
$10.6K - $11.6K
|
4.76K
$475K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
105+ 1.89% |
$10.5K - $11.4K
|
5.65K
$563K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
105New |
$10.5K - $11.4K
|
105
$10.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital, LLC
|
BUY
|
- |
104+ 0.43% |
$10.4K - $11.3K
|
24.4K
$2.44M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
103+ 1.64% |
$10.3K - $11.2K
|
6.37K
$636K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
102+ 1.75% |
$10.2K - $11.1K
|
5.93K
$592K
|
|
|
Jan 26, 2024
Q4 2023
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
102+ 3.74% |
$10.2K - $11.1K
|
2.83K
$282K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
100+ 2.11% |
$10K - $10.9K
|
4.85K
$483K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
100New |
$10K - $10.9K
|
100
$9.98K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
100+ 5.4% |
$10K - $10.9K
|
1.95K
$195K
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
100+ 1.0% |
$10K - $10.9K
|
10.1K
$1.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
100+ 2.85% |
$10K - $10.9K
|
3.61K
$360K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
100+ 1.19% |
$10K - $10.9K
|
8.49K
$847K
|
|
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
100+ 4.68% |
$10K - $10.9K
|
2.24K
$223K
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
BUY
|
- |
98+ 1.8% |
$9.82K - $10.7K
|
5.54K
$553K
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
BUY
|
- |
98+ 4.75% |
$9.82K - $10.7K
|
2.16K
$216K
|
|
|
Feb 09, 2024
Q4 2023
|
Absher Wealth Management, LLC
|
BUY
|
- |
96+ 1.53% |
$9.62K - $10.5K
|
6.36K
$634K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
94+ 2.34% |
$9.42K - $10.2K
|
4.12K
$411K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
94+ 0.24% |
$9.42K - $10.2K
|
38.9K
$3.88M
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
93+ 0.22% |
$9.32K - $10.1K
|
42.9K
$4.28M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
92+ 1.95% |
$9.22K - $10K
|
4.81K
$480K
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
BUY
|
- |
92+ 1.01% |
$9.22K - $10K
|
9.24K
$921K
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
92+ 0.12% |
$9.22K - $10K
|
75.6K
$7.54M
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
91+ 1.41% |
$9.12K - $9.92K
|
6.55K
$653K
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
BUY
|
- |
91+ 2.27% |
$9.12K - $9.92K
|
4.1K
$409K
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
89+ 0.54% |
$8.92K - $9.7K
|
16.6K
$1.65M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
89+ 1.47% |
$8.92K - $9.7K
|
6.16K
$614K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
89+ 8.9% |
$8.92K - $9.7K
|
1.09K
$109K
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
88+ 0.78% |
$8.82K - $9.59K
|
11.4K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
85+ 2.36% |
$8.52K - $9.27K
|
3.69K
$368K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
BUY
|
- |
84+ 0.55% |
$8.42K - $9.16K
|
15.2K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
84+ 0.69% |
$8.42K - $9.16K
|
12.2K
$1.22M
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
83+ 2.8% |
$8.31K - $9.05K
|
3.05K
$304K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
83+ 1.5% |
$8.31K - $9.05K
|
5.61K
$560K
|