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
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.01K+ 3.67% |
$902K - $982K
|
255K
$19.4M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
8.97K+ 45.06% |
$899K - $978K
|
28.9K
$2.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
8.82K+ 9.76% |
$883K - $961K
|
99.1K
$7.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
8.8KNew |
$881K - $959K
|
8.8K
$671K
|
|
|
Feb 13, 2025
Q4 2023
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
8.66KNew |
$867K - $944K
|
8.66K
$660K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
8.47K+ 140.11% |
$848K - $923K
|
14.5K
$1.11M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
8.42KNew |
$843K - $918K
|
8.42K
$642K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
8.4K+ 5.03% |
$841K - $916K
|
175K
$13.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
8.37K+ 3.05% |
$838K - $912K
|
282K
$21.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
8.28K+ 1.5% |
$829K - $902K
|
562K
$42.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
8.28KNew |
$829K - $902K
|
8.28K
$631K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
8.27K+ 85.56% |
$828K - $901K
|
17.9K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
8.26KNew |
$828K - $901K
|
8.26K
$630K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.24K+ 19.05% |
$826K - $898K
|
51.5K
$3.93M
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
8.24K+ 17.0% |
$825K - $898K
|
56.7K
$4.32M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
8.15K+ 35.86% |
$817K - $889K
|
30.9K
$2.36M
|
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
7.96KNew |
$798K - $868K
|
7.96K
$607K
|
|
|
Feb 14, 2024
Q4 2023
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
7.95KNew |
$796K - $866K
|
7.95K
$606K
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
7.89K+ 42.05% |
$791K - $860K
|
26.7K
$2.03M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.89K+ 52.43% |
$790K - $860K
|
22.9K
$1.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
7.76K+ 17.14% |
$777K - $846K
|
53K
$4.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
7.75K+ 219.68% |
$776K - $845K
|
11.3K
$860K
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
7.72KNew |
$773K - $841K
|
7.72K
$588K
|
|
|
Feb 14, 2024
Q4 2023
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
7.7KNew |
$771K - $839K
|
7.7K
$587K
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
7.65KNew |
$766K - $834K
|
7.65K
$583K
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.63K+ 173.25% |
$764K - $832K
|
12K
$918K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
7.61K+ 35.13% |
$762K - $829K
|
29.3K
$2.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
BUY
|
- |
7.61K+ 4.91% |
$762K - $829K
|
162K
$12.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
7.6K+ 6.56% |
$761K - $828K
|
123K
$9.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
7.47KNew |
$748K - $814K
|
7.47K
$569K
|
|
|
Feb 12, 2024
Q4 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
7.43K+ 5.61% |
$745K - $810K
|
140K
$10.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
7.42K+ 64.22% |
$743K - $809K
|
19K
$1.45M
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
7.4K+ 213.81% |
$741K - $807K
|
10.9K
$828K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
7.33K+ 3.51% |
$734K - $799K
|
216K
$16.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
7.31KNew |
$732K - $797K
|
7.31K
$557K
|
|
|
Jan 31, 2024
Q4 2023
|
Peterson Wealth Services
|
BUY
|
- |
7.23K+ 64.67% |
$725K - $788K
|
18.4K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
7.23K+ 5.27% |
$724K - $788K
|
144K
$11M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
7.18KNew |
$719K - $782K
|
7.18K
$547K
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
7.16KNew |
$717K - $780K
|
7.16K
$546K
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
7.11KNew |
$712K - $775K
|
7.11K
$542K
|
|
|
Jan 30, 2024
Q4 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
7.04K+ 17.6% |
$706K - $768K
|
47.1K
$3.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
7.01K+ 48.42% |
$703K - $765K
|
21.5K
$1.64M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
6.97K+ 1.37% |
$698K - $760K
|
516K
$39.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
6.92K+ 3.75% |
$693K - $754K
|
192K
$14.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
6.9KNew |
$691K - $752K
|
6.9K
$526K
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
6.88KNew |
$689K - $750K
|
6.88K
$525K
|
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
6.84KNew |
$686K - $746K
|
6.84K
$522K
|
|
|
Nov 13, 2024
Q4 2023
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
6.7KNew |
$671K - $731K
|
6.7K
$511K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
6.64K+ 6.77% |
$665K - $723K
|
105K
$7.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Game Creek Capital, LP
Boston, MA |
BUY
|
- |
6.63K+ 110.42% |
$664K - $722K
|
12.6K
$963K
|