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 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
83+ 0.43% |
$8.31K - $9.05K
|
19.2K
$1.91M
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
83+ 0.14% |
$8.31K - $9.05K
|
58.3K
$5.82M
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
82+ 0.32% |
$8.21K - $8.94K
|
26.1K
$2.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
81+ 1.63% |
$8.11K - $8.83K
|
5.04K
$502K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
81+ 3.17% |
$8.11K - $8.83K
|
2.64K
$263K
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
80+ 0.32% |
$8.01K - $8.72K
|
25.1K
$2.51M
|
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
80+ 0.46% |
$8.01K - $8.72K
|
17.5K
$1.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
80+ 0.3% |
$8.01K - $8.72K
|
26.5K
$2.65M
|
|
|
Jan 09, 2024
Q4 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
79+ 0.22% |
$7.91K - $8.61K
|
36.6K
$3.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
79+ 0.06% |
$7.91K - $8.61K
|
133K
$13.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
77+ 1.18% |
$7.71K - $8.39K
|
6.58K
$656K
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
BUY
|
- |
76+ 2.16% |
$7.61K - $8.29K
|
3.59K
$358K
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
76+ 2.26% |
$7.61K - $8.29K
|
3.44K
$343K
|
|
|
Feb 07, 2024
Q4 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
76+ 0.5% |
$7.61K - $8.29K
|
15.2K
$1.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
73+ 0.51% |
$7.31K - $7.96K
|
14.4K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
72+ 0.35% |
$7.21K - $7.85K
|
20.6K
$2.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
66+ 0.17% |
$6.61K - $7.2K
|
39.3K
$3.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
65+ 0.81% |
$6.51K - $7.09K
|
8.05K
$803K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
64New |
$6.41K - $6.98K
|
64
$6.38K
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
61+ 0.57% |
$6.11K - $6.65K
|
10.7K
$1.07M
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
60+ 1.63% |
$6.01K - $6.54K
|
3.74K
$373K
|
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
60+ 0.95% |
$6.01K - $6.54K
|
6.36K
$634K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
59+ 1.8% |
$5.91K - $6.43K
|
3.35K
$334K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
59+ 5.89% |
$5.91K - $6.43K
|
1.06K
$106K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
58+ 1.56% |
$5.81K - $6.32K
|
3.79K
$378K
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
57+ 0.41% |
$5.71K - $6.21K
|
13.9K
$1.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
57+ 2.86% |
$5.71K - $6.21K
|
2.05K
$205K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
56+ 1.22% |
$5.61K - $6.11K
|
4.64K
$462K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
55+ 0.48% |
$5.51K - $6K
|
11.5K
$1.15M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
54+ 0.44% |
$5.41K - $5.89K
|
12.4K
$1.24M
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
54+ 2.56% |
$5.41K - $5.89K
|
2.17K
$216K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
53+ 0.3% |
$5.31K - $5.78K
|
17.8K
$1.78M
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
53+ 1.3% |
$5.31K - $5.78K
|
4.14K
$413K
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
53+ 0.11% |
$5.31K - $5.78K
|
49.2K
$4.91M
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
52+ 0.36% |
$5.21K - $5.67K
|
14.6K
$1.46M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
52+ 1.5% |
$5.21K - $5.67K
|
3.52K
$352K
|
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
52+ 1.52% |
$5.21K - $5.67K
|
3.47K
$347K
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
52+ 0.29% |
$5.21K - $5.67K
|
18.1K
$1.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
52+ 0.88% |
$5.21K - $5.67K
|
5.94K
$593K
|
|
|
Feb 09, 2024
Q4 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
51+ 0.26% |
$5.11K - $5.56K
|
19.7K
$1.97M
|
|
|
Jan 17, 2024
Q4 2023
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
50+ 0.06% |
$5.01K - $5.45K
|
85.3K
$8.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
50+ 0.66% |
$5.01K - $5.45K
|
7.58K
$756K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
50+ 3.49% |
$5.01K - $5.45K
|
1.48K
$148K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
49+ 25.52% |
$4.91K - $5.34K
|
241
$24K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
49+ 2.52% |
$4.91K - $5.34K
|
2K
$199K
|
|
|
Feb 02, 2024
Q4 2023
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
49+ 0.07% |
$4.91K - $5.34K
|
70.6K
$7.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
47+ 0.25% |
$4.71K - $5.12K
|
19K
$1.89M
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
47+ 0.14% |
$4.71K - $5.12K
|
34.5K
$3.45M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
45+ 0.15% |
$4.51K - $4.91K
|
30.1K
$3M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
45+ 2.13% |
$4.51K - $4.91K
|
2.16K
$215K
|