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 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
44+ 0.18% |
$4.41K - $4.8K
|
24.3K
$2.43M
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
43+ 0.2% |
$4.31K - $4.69K
|
21.8K
$2.17M
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
42+ 0.2% |
$4.21K - $4.58K
|
21.6K
$2.15M
|
|
|
Jan 25, 2024
Q4 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
42+ 0.67% |
$4.21K - $4.58K
|
6.31K
$629K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
42+ 0.65% |
$4.21K - $4.58K
|
6.48K
$646K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
41+ 0.07% |
$4.11K - $4.47K
|
59.2K
$5.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
41+ 0.42% |
$4.11K - $4.47K
|
9.82K
$979K
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
40+ 1.71% |
$4.01K - $4.36K
|
2.38K
$237K
|
|
|
Jan 29, 2024
Q4 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
40+ 0.74% |
$4.01K - $4.36K
|
5.47K
$546K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
40+ 0.74% |
$4.01K - $4.36K
|
5.45K
$544K
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
40+ 1.87% |
$4.01K - $4.36K
|
2.18K
$217K
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
40+ 1.48% |
$4.01K - $4.36K
|
2.74K
$273K
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
40+ 7.22% |
$4.01K - $4.36K
|
594
$59.3K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
40+ 1.07% |
$4.01K - $4.36K
|
3.77K
$376K
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
39+ 0.43% |
$3.91K - $4.25K
|
9.07K
$905K
|
|
|
Jan 31, 2024
Q4 2023
|
Nbw Capital LLC
|
BUY
|
- |
39+ 1.85% |
$3.91K - $4.25K
|
2.15K
$214K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
39+ 0.28% |
$3.91K - $4.25K
|
14.2K
$1.42M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
38+ 1.92% |
$3.81K - $4.14K
|
2.02K
$202K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
38New |
$3.81K - $4.14K
|
38
$3.79K
|
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
BUY
|
- |
37+ 0.93% |
$3.71K - $4.03K
|
4K
$399K
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
36+ 1.21% |
$3.61K - $3.92K
|
3.01K
$300K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
36+ 0.55% |
$3.61K - $3.92K
|
6.58K
$656K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
36+ 97.3% |
$3.61K - $3.92K
|
73
$7.28K
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
35+ 1.14% |
$3.51K - $3.82K
|
3.11K
$311K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
35+ 0.34% |
$3.51K - $3.82K
|
10.3K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
34+ 0.71% |
$3.41K - $3.71K
|
4.85K
$483K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
34+ 0.02% |
$3.41K - $3.71K
|
165K
$16.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
33+ 0.81% |
$3.31K - $3.6K
|
4.1K
$409K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
33+ 0.76% |
$3.31K - $3.6K
|
4.39K
$438K
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
33+ 1.26% |
$3.31K - $3.6K
|
2.65K
$264K
|
|
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
33+ 1.03% |
$3.31K - $3.6K
|
3.23K
$322K
|
|
|
Dec 02, 2024
Q4 2023
|
Cypress Capital, LLC
|
BUY
|
- |
33+ 10.75% |
$3.31K - $3.6K
|
340
$33.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
32+ 14.04% |
$3.21K - $3.49K
|
260
$25.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
32+ 0.4% |
$3.21K - $3.49K
|
8.03K
$801K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
32+ 0.63% |
$3.21K - $3.49K
|
5.12K
$511K
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
31+ 0.95% |
$3.11K - $3.38K
|
3.29K
$328K
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
31+ 1.2% |
$3.11K - $3.38K
|
2.62K
$262K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
30+ 0.21% |
$3.01K - $3.27K
|
14.5K
$1.44M
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
30+ 0.95% |
$3.01K - $3.27K
|
3.19K
$318K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
30+ 0.11% |
$3.01K - $3.27K
|
28.2K
$2.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
30+ 0.22% |
$3.01K - $3.27K
|
13.8K
$1.38M
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
28+ 1.01% |
$2.81K - $3.05K
|
2.81K
$281K
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
28+ 0.1% |
$2.81K - $3.05K
|
27.9K
$2.79M
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
27+ 0.46% |
$2.7K - $2.94K
|
5.94K
$593K
|
|
|
Jan 30, 2024
Q4 2023
|
Cortland Associates Inc
|
BUY
|
- |
27+ 0.48% |
$2.7K - $2.94K
|
5.65K
$563K
|
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
26+ 0.53% |
$2.6K - $2.83K
|
4.94K
$492K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
26+ 0.11% |
$2.6K - $2.83K
|
22.6K
$2.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
26+ 0.67% |
$2.6K - $2.83K
|
3.93K
$392K
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
26+ 0.03% |
$2.6K - $2.83K
|
99.4K
$9.92M
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
25+ 0.76% |
$2.5K - $2.73K
|
3.31K
$330K
|