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 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-20- 1.0% |
$2K - $2.18K
|
1.98K
$197K
|
|
|
Jan 19, 2024
Q4 2023
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-20- 0.32% |
$2K - $2.18K
|
6.18K
$616K
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-20- 0.52% |
$2K - $2.18K
|
3.85K
$384K
|
|
|
Feb 05, 2024
Q4 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-20- 0.08% |
$2K - $2.18K
|
24.2K
$2.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-20- 4.76% |
$2K - $2.18K
|
400
$39.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-20- 0.89% |
$2K - $2.18K
|
2.24K
$223K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-20- 25.32% |
$2K - $2.18K
|
59
$5.89K
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-21- 0.45% |
$2.1K - $2.29K
|
4.67K
$466K
|
|
|
Jan 24, 2024
Q4 2023
|
Tamar Securities, LLC
|
SELL
|
- |
-22- 1.01% |
$2.2K - $2.4K
|
2.15K
$215K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-22- 0.04% |
$2.2K - $2.4K
|
53.7K
$5.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-22- 0.65% |
$2.2K - $2.4K
|
3.34K
$333K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-23- 0.85% |
$2.3K - $2.51K
|
2.69K
$268K
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-23- 0.58% |
$2.3K - $2.51K
|
3.94K
$393K
|
|
|
Feb 07, 2024
Q4 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-23- 0.85% |
$2.3K - $2.51K
|
2.68K
$267K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-23- 0.6% |
$2.3K - $2.51K
|
3.78K
$377K
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
SELL
|
- |
-23- 0.05% |
$2.3K - $2.51K
|
48.4K
$4.83M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-23- 0.6% |
$2.3K - $2.51K
|
3.83K
$382K
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-23- 71.88% |
$2.3K - $2.51K
|
9
$898
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-24- 0.19% |
$2.4K - $2.62K
|
12.9K
$1.29M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-24- 1.25% |
$2.4K - $2.62K
|
1.89K
$189K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-25- 0.28% |
$2.5K - $2.73K
|
8.95K
$892K
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-25- 0.15% |
$2.5K - $2.73K
|
16.7K
$1.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-25- 0.05% |
$2.5K - $2.73K
|
47.6K
$4.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-25- 0.32% |
$2.5K - $2.73K
|
7.84K
$782K
|
|
|
Feb 13, 2024
Q4 2023
|
Somerville Kurt F
|
SELL
|
- |
-25- 0.12% |
$2.5K - $2.73K
|
21.4K
$2.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-28- 0.24% |
$2.81K - $3.05K
|
11.7K
$1.16M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-28- 0.52% |
$2.81K - $3.05K
|
5.4K
$538K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-28- 2.18% |
$2.81K - $3.05K
|
1.25K
$125K
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-28- 0.38% |
$2.81K - $3.05K
|
7.41K
$739K
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-28- 0.51% |
$2.81K - $3.05K
|
5.42K
$541K
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-28- 0.83% |
$2.81K - $3.05K
|
3.35K
$334K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-29- 0.35% |
$2.91K - $3.16K
|
8.24K
$822K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-29- 1.16% |
$2.91K - $3.16K
|
2.47K
$246K
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
SELL
|
- |
-29- 0.5% |
$2.91K - $3.16K
|
5.78K
$576K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-29- 0.63% |
$2.91K - $3.16K
|
4.54K
$453K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-30- 0.5% |
$3.01K - $3.27K
|
5.99K
$598K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-31- 0.52% |
$3.11K - $3.38K
|
5.95K
$593K
|
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-31- 1.48% |
$3.11K - $3.38K
|
2.06K
$205K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-32- 0.12% |
$3.21K - $3.49K
|
27.2K
$2.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-32- 1.38% |
$3.21K - $3.49K
|
2.28K
$228K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-33- 0.53% |
$3.31K - $3.6K
|
6.19K
$617K
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-34- 1.35% |
$3.41K - $3.71K
|
2.49K
$249K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-35- 0.87% |
$3.51K - $3.82K
|
4K
$399K
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-35- 1.52% |
$3.51K - $3.82K
|
2.27K
$226K
|
|
|
Jan 19, 2024
Q4 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-35- 0.62% |
$3.51K - $3.82K
|
5.6K
$559K
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-35- 0.46% |
$3.51K - $3.82K
|
7.63K
$761K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-35- 0.01% |
$3.51K - $3.82K
|
436K
$43.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-36- 0.94% |
$3.61K - $3.92K
|
3.81K
$380K
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-37- 0.7% |
$3.71K - $4.03K
|
5.23K
$521K
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-37- 0.9% |
$3.71K - $4.03K
|
4.08K
$407K
|