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
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
1+ 0.0% |
$100 - $109
|
32.6K
$3.25M
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$100 - $109
|
1
$99.8
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
1+ 0.02% |
$100 - $109
|
5.32K
$531K
|
|
May 24, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
1+ 0.05% |
$100 - $109
|
2K
$199K
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 0.11% |
$100 - $109
|
919
$91.7K
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1- -0.0% |
$100 - $109
|
20.4K
$2.04M
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-2- 0.24% |
$200 - $218
|
822
$82K
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-3- 0.03% |
$301 - $327
|
11.3K
$1.12M
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-3- 0.06% |
$301 - $327
|
4.8K
$479K
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-3- 0.11% |
$301 - $327
|
2.83K
$282K
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-3- 0.05% |
$301 - $327
|
6.42K
$640K
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-4- 0.2% |
$401 - $436
|
1.97K
$197K
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-4- 0.13% |
$401 - $436
|
3.11K
$310K
|
|
Jan 11, 2024
Q4 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-5- 0.25% |
$501 - $545
|
1.99K
$198K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 0.19% |
$501 - $545
|
2.68K
$267K
|
|
Jan 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-6- 0.23% |
$601 - $654
|
2.63K
$262K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-6- 0.05% |
$601 - $654
|
12.2K
$1.22M
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-7- 0.22% |
$701 - $763
|
3.21K
$320K
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-7- 0.16% |
$701 - $763
|
4.24K
$423K
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-7- 0.35% |
$701 - $763
|
2.01K
$201K
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-9- 0.2% |
$902 - $981
|
4.47K
$446K
|
|
Jan 22, 2024
Q4 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-10- 0.07% |
$1K - $1.09K
|
13.8K
$1.38M
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-10- 0.22% |
$1K - $1.09K
|
4.46K
$445K
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-11- 0.17% |
$1.1K - $1.2K
|
6.41K
$639K
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-13- 0.05% |
$1.3K - $1.42K
|
24K
$2.4M
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-13- 0.12% |
$1.3K - $1.42K
|
10.4K
$1.04M
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-14- 0.12% |
$1.4K - $1.53K
|
11.4K
$1.14M
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-14- 0.21% |
$1.4K - $1.53K
|
6.77K
$675K
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-14- 0.16% |
$1.4K - $1.53K
|
8.58K
$856K
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-15- 0.47% |
$1.5K - $1.64K
|
3.17K
$316K
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-15- 0.17% |
$1.5K - $1.64K
|
8.87K
$885K
|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-15- 0.35% |
$1.5K - $1.64K
|
4.3K
$429K
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-15- 20.83% |
$1.5K - $1.64K
|
57
$5.69K
|
|
Feb 13, 2024
Q4 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-15- 0.31% |
$1.5K - $1.64K
|
4.86K
$485K
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-15- 0.63% |
$1.5K - $1.64K
|
2.35K
$234K
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-16- 0.07% |
$1.6K - $1.74K
|
24K
$2.4M
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-16- 0.02% |
$1.6K - $1.74K
|
79.3K
$7.91M
|
|
Feb 09, 2024
Q4 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-16- 0.03% |
$1.6K - $1.74K
|
46.6K
$4.65M
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-16- 0.17% |
$1.6K - $1.74K
|
9.54K
$951K
|
|
Feb 15, 2024
Q4 2023
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-16- 0.17% |
$1.6K - $1.74K
|
9.38K
$936K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-16- 0.95% |
$1.6K - $1.74K
|
1.67K
$167K
|
|
Jan 30, 2024
Q4 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-17- 0.14% |
$1.7K - $1.85K
|
12.4K
$1.24M
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-17- 0.49% |
$1.7K - $1.85K
|
3.48K
$347K
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-17- 0.03% |
$1.7K - $1.85K
|
51.3K
$5.12M
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-19- 0.41% |
$1.9K - $2.07K
|
4.67K
$466K
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-19- 0.54% |
$1.9K - $2.07K
|
3.49K
$348K
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-19- 0.16% |
$1.9K - $2.07K
|
12.2K
$1.21M
|
|
Feb 14, 2024
Q4 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-19- 0.18% |
$1.9K - $2.07K
|
10.7K
$1.07M
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-20- 0.14% |
$2K - $2.18K
|
13.9K
$1.38M
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-20- 0.11% |
$2K - $2.18K
|
17.6K
$1.75M
|