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 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-92- 0.41% |
$9.22K - $10K
|
22.1K
$2.2M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-92- 0.45% |
$9.22K - $10K
|
20.3K
$2.03M
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-93- 4.71% |
$9.32K - $10.1K
|
1.88K
$188K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-95- 3.43% |
$9.52K - $10.4K
|
2.68K
$267K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-95- 0.59% |
$9.52K - $10.4K
|
16.1K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-95- 1.68% |
$9.52K - $10.4K
|
5.55K
$554K
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-97- 0.98% |
$9.72K - $10.6K
|
9.85K
$983K
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-97- 0.43% |
$9.72K - $10.6K
|
22.4K
$2.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-97- 1.2% |
$9.72K - $10.6K
|
7.96K
$794K
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-97- 1.73% |
$9.72K - $10.6K
|
5.5K
$549K
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-98- 1.58% |
$9.82K - $10.7K
|
6.11K
$610K
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-100- 2.01% |
$10K - $10.9K
|
4.87K
$485K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-100- 31.15% |
$10K - $10.9K
|
221
$22K
|
|
|
Jan 26, 2024
Q4 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-100- 0.82% |
$10K - $10.9K
|
12.1K
$1.21M
|
|
|
Feb 02, 2024
Q4 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-100- 1.96% |
$10K - $10.9K
|
5K
$498K
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-100- 4.01% |
$10K - $10.9K
|
2.4K
$239K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-100- 1.49% |
$10K - $10.9K
|
6.6K
$658K
|
|
|
Feb 13, 2024
Q4 2023
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-100- 1.28% |
$10K - $10.9K
|
7.72K
$770K
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-100- 2.82% |
$10K - $10.9K
|
3.44K
$344K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-101- 2.73% |
$10.1K - $11K
|
3.6K
$359K
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-102- 1.56% |
$10.2K - $11.1K
|
6.42K
$640K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-103- 1.21% |
$10.3K - $11.2K
|
8.41K
$839K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-104- 0.63% |
$10.4K - $11.3K
|
16.3K
$1.63M
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-105- 0.86% |
$10.5K - $11.4K
|
12.2K
$1.21M
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-105- 2.68% |
$10.5K - $11.4K
|
3.81K
$380K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-105- 0.67% |
$10.5K - $11.4K
|
15.5K
$1.55M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-106- 2.79% |
$10.6K - $11.6K
|
3.69K
$368K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-106- 7.07% |
$10.6K - $11.6K
|
1.39K
$139K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-106- 1.15% |
$10.6K - $11.6K
|
9.11K
$909K
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-107- 1.51% |
$10.7K - $11.7K
|
7K
$698K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-107- 0.12% |
$10.7K - $11.7K
|
86.1K
$8.59M
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-107- 2.22% |
$10.7K - $11.7K
|
4.7K
$469K
|
|
|
Feb 13, 2024
Q4 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-108- 5.73% |
$10.8K - $11.8K
|
1.78K
$177K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-109- 0.54% |
$10.9K - $11.9K
|
19.9K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-109- 0.85% |
$10.9K - $11.9K
|
12.8K
$1.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-110- 0.48% |
$11K - $12K
|
22.8K
$2.27M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-110- 3.51% |
$11K - $12K
|
3.02K
$301K
|
|
|
Jan 30, 2024
Q4 2023
|
Riverstone Advisors, LLC
|
SELL
|
- |
-110- 2.54% |
$11K - $12K
|
4.23K
$422K
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-111- 3.1% |
$11.1K - $12.1K
|
3.47K
$346K
|
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-112- 4.13% |
$11.2K - $12.2K
|
2.6K
$259K
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-112- 2.05% |
$11.2K - $12.2K
|
5.35K
$534K
|
|
|
Feb 06, 2024
Q4 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-113- 0.5% |
$11.3K - $12.3K
|
22.6K
$2.26M
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-115- 4.18% |
$11.5K - $12.5K
|
2.64K
$263K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-116- 1.06% |
$11.6K - $12.6K
|
10.9K
$1.08M
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
SELL
|
- |
-116- 2.1% |
$11.6K - $12.6K
|
5.41K
$540K
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-116- 0.58% |
$11.6K - $12.6K
|
20K
$2M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
SELL
|
- |
-117- 1.21% |
$11.7K - $12.8K
|
9.57K
$955K
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-117- 2.0% |
$11.7K - $12.8K
|
5.73K
$572K
|
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-117- 4.67% |
$11.7K - $12.8K
|
2.39K
$238K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-118- 0.54% |
$11.8K - $12.9K
|
21.8K
$2.18M
|