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 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
25+ 0.52% |
$2.5K - $2.73K
|
4.85K
$484K
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
25+ 0.59% |
$2.5K - $2.73K
|
4.25K
$424K
|
|
|
Jan 09, 2024
Q4 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
24+ 0.03% |
$2.4K - $2.62K
|
82.5K
$8.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
24+ 1.16% |
$2.4K - $2.62K
|
2.09K
$209K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
24+ 1.07% |
$2.4K - $2.62K
|
2.27K
$227K
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
24+ 0.22% |
$2.4K - $2.62K
|
11.1K
$1.1M
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
23+ 1.08% |
$2.3K - $2.51K
|
2.16K
$215K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
22+ 0.15% |
$2.2K - $2.4K
|
15K
$1.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
21+ 0.82% |
$2.1K - $2.29K
|
2.59K
$258K
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
20+ 0.05% |
$2K - $2.18K
|
38.8K
$3.87M
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
20New |
$2K - $2.18K
|
20
$2K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
20+ 0.13% |
$2K - $2.18K
|
15.8K
$1.58M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
19+ 0.22% |
$1.9K - $2.07K
|
8.64K
$861K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
19+ 0.09% |
$1.9K - $2.07K
|
21K
$2.1M
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
19+ 0.51% |
$1.9K - $2.07K
|
3.76K
$375K
|
|
|
Feb 14, 2024
Q4 2023
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
19+ 0.43% |
$1.9K - $2.07K
|
4.43K
$441K
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
18+ 0.77% |
$1.8K - $1.96K
|
2.36K
$235K
|
|
|
Nov 14, 2024
Q4 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
18+ 0.68% |
$1.8K - $1.96K
|
2.65K
$264K
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
17+ 0.59% |
$1.7K - $1.85K
|
2.91K
$291K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
17+ 0.18% |
$1.7K - $1.85K
|
9.71K
$969K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
17+ 0.79% |
$1.7K - $1.85K
|
2.18K
$218K
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
17+ 0.22% |
$1.7K - $1.85K
|
7.69K
$767K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
16+ 0.03% |
$1.6K - $1.74K
|
50.3K
$5.02M
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
16+ 0.69% |
$1.6K - $1.74K
|
2.35K
$234K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
16+ 0.14% |
$1.6K - $1.74K
|
11.5K
$1.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
15+ 0.2% |
$1.5K - $1.64K
|
7.64K
$762K
|
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
15+ 0.04% |
$1.5K - $1.64K
|
34.9K
$3.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
15+ 0.09% |
$1.5K - $1.64K
|
17.2K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
15+ 0.31% |
$1.5K - $1.64K
|
4.84K
$482K
|
|
|
Jan 17, 2024
Q4 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
14+ 0.68% |
$1.4K - $1.53K
|
2.06K
$206K
|
|
|
Feb 06, 2024
Q4 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
14+ 0.53% |
$1.4K - $1.53K
|
2.64K
$263K
|
|
|
Feb 07, 2024
Q4 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
14+ 0.01% |
$1.4K - $1.53K
|
96.4K
$9.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
14+ 0.6% |
$1.4K - $1.53K
|
2.35K
$234K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
13+ 0.25% |
$1.3K - $1.42K
|
5.15K
$513K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
13+ 0.07% |
$1.3K - $1.42K
|
17.9K
$1.78M
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
13+ 0.08% |
$1.3K - $1.42K
|
16.8K
$1.67M
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
12+ 0.01% |
$1.2K - $1.31K
|
117K
$11.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
12+ 0.16% |
$1.2K - $1.31K
|
7.45K
$743K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
11+ 0.2% |
$1.1K - $1.2K
|
5.45K
$543K
|
|
|
Jan 09, 2024
Q4 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
11+ 0.3% |
$1.1K - $1.2K
|
3.64K
$363K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
10+ 0.09% |
$1K - $1.09K
|
10.9K
$1.09M
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
10+ 0.03% |
$1K - $1.09K
|
32.4K
$3.24M
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
9+ 1.25% |
$902 - $981
|
731
$72.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
9+ 0.76% |
$902 - $981
|
1.19K
$119K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
9+ 0.02% |
$902 - $981
|
54.8K
$5.47M
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
8+ 0.17% |
$801 - $872
|
4.84K
$483K
|
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
8+ 0.03% |
$801 - $872
|
30.6K
$3.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
8+ 0.05% |
$801 - $872
|
16.2K
$1.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
8+ 0.1% |
$801 - $872
|
8.17K
$815K
|
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
8+ 0.18% |
$801 - $872
|
4.46K
$445K
|