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
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1.71K- 0.58% |
$171K - $186K
|
291K
$24.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-1.73K- 3.66% |
$173K - $188K
|
45.5K
$3.82M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.75K- 6.55% |
$175K - $191K
|
25K
$2.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.77K- 14.55% |
$178K - $193K
|
10.4K
$876K
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
SELL
|
- |
-1.78K- 1.25% |
$178K - $194K
|
141K
$11.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-1.81K- 16.74% |
$181K - $197K
|
9K
$757K
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.82K- 27.88% |
$183K - $199K
|
4.71K
$396K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.83K- 11.93% |
$183K - $199K
|
13.5K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-1.83K- 4.01% |
$183K - $199K
|
43.8K
$3.68M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.84K- 6.2% |
$184K - $201K
|
27.8K
$2.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.84K- 1.75% |
$185K - $201K
|
103K
$8.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-1.85K- 47.92% |
$185K - $201K
|
2.01K
$169K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.85K- 2.49% |
$185K - $201K
|
72.3K
$6.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.87K- 4.1% |
$187K - $203K
|
43.7K
$3.68M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.89K- 13.21% |
$189K - $206K
|
12.4K
$1.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.93K- 6.24% |
$193K - $210K
|
28.9K
$2.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.94K- 7.59% |
$195K - $212K
|
23.7K
$1.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-1.96K- 46.73% |
$196K - $214K
|
2.23K
$188K
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.97K- 13.82% |
$197K - $214K
|
12.3K
$1.03M
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-1.98K- 3.5% |
$199K - $216K
|
54.7K
$4.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.99K- 15.08% |
$199K - $217K
|
11.2K
$942K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.99K- 12.37% |
$199K - $217K
|
14.1K
$1.18M
|
|
|
Jan 26, 2024
Q4 2023
|
Sather Financial Group Inc
|
SELL
|
- |
-2K- 21.16% |
$200K - $218K
|
7.45K
$627K
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
SELL
|
- |
-2.05K- 25.04% |
$205K - $223K
|
6.13K
$516K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.05K- 8.95% |
$206K - $224K
|
20.9K
$1.76M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-2.1K- 4.41% |
$211K - $229K
|
45.6K
$3.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.11K- 1.58% |
$211K - $230K
|
131K
$11M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.15K- 3.46% |
$216K - $235K
|
60K
$5.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.18K- 8.0% |
$218K - $237K
|
25K
$2.1M
|
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-2.18K- 4.67% |
$218K - $237K
|
44.4K
$3.74M
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-2.19K- 16.57% |
$219K - $239K
|
11K
$928K
|
|
|
Feb 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-2.19K- 13.04% |
$219K - $239K
|
14.6K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Premier Fund Managers LTD
|
SELL
|
- |
-2.2K- 29.33% |
$220K - $240K
|
5.3K
$446K
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-2.2K- 20.83% |
$220K - $240K
|
8.37K
$704K
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-2.21K- 37.61% |
$221K - $240K
|
3.66K
$308K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-2.21K- 3.31% |
$221K - $241K
|
64.5K
$5.42M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.22K- 10.75% |
$222K - $242K
|
18.4K
$1.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.22K- 5.03% |
$223K - $242K
|
42K
$3.53M
|
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-2.23K- 1.71% |
$223K - $243K
|
128K
$10.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-2.24K- 3.67% |
$224K - $244K
|
58.8K
$4.95M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.24K- 0.77% |
$225K - $244K
|
290K
$24.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.25K- 8.1% |
$226K - $246K
|
25.5K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-2.26K- 53.95% |
$227K - $247K
|
1.93K
$163K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-2.28K- 62.03% |
$228K - $248K
|
1.39K
$117K
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.28K- 4.78% |
$229K - $249K
|
45.4K
$3.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.3K- 60.65% |
$230K - $251K
|
1.49K
$125K
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-2.31K- 45.52% |
$231K - $252K
|
2.76K
$232K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.32K- 17.91% |
$232K - $253K
|
10.6K
$894K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-2.32K- 20.92% |
$233K - $253K
|
8.78K
$739K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2.34K- 5.26% |
$235K - $255K
|
42.1K
$3.54M
|