Latest Institutional Transactions on Merck & Co., Inc. (MRK)
This table provides information on the latest institutional transactions involving Merck & Co., Inc. (MRK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-391- 17.23% |
$44.3K - $51.6K
|
1.88K
$159K
|
|
|
Apr 15, 2024
Q1 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-425- 12.93% |
$48.1K - $56.1K
|
2.86K
$242K
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.18K+ 40.65% |
$134K - $156K
|
4.08K
$345K
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.75KNew |
$198K - $231K
|
1.75K
$148K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
495+ 82.78% |
$56.1K - $65.3K
|
1.09K
$92.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
17.1K+ 454.81% |
$1.93M - $2.25M
|
20.8K
$1.76M
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.46K+ 15.4% |
$165K - $193K
|
11K
$924K
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
1.6KNew |
$182K - $212K
|
1.6K
$135K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.55K+ 34.29% |
$175K - $204K
|
6.07K
$512K
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
1.1K+ 29.79% |
$125K - $146K
|
4.81K
$406K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
85+ 35.27% |
$9.63K - $11.2K
|
326
$27.5K
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
BUY
|
- |
1.52KNew |
$173K - $201K
|
1.52K
$129K
|
|
|
Apr 10, 2024
Q1 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
211+ 10.32% |
$23.9K - $27.8K
|
2.26K
$190K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
150+ 25.86% |
$17K - $19.8K
|
730
$61.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
1.72KNew |
$194K - $226K
|
1.72K
$145K
|
|
|
Apr 10, 2024
Q1 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1.6KNew |
$181K - $211K
|
1.6K
$135K
|
|
|
Apr 09, 2024
Q1 2024
|
Madden Securities Corp
|
SELL
|
- |
-500- 21.53% |
$56.6K - $66K
|
1.82K
$154K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-210- 2.89% |
$23.8K - $27.7K
|
7.04K
$595K
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-223- 19.39% |
$25.3K - $29.4K
|
927
$78.3K
|
|
|
Apr 05, 2024
Q1 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
164+ 6.32% |
$18.6K - $21.6K
|
2.76K
$233K
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
1.62KNew |
$184K - $214K
|
1.62K
$137K
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
1.74KNew |
$197K - $230K
|
1.74K
$147K
|
|
| Q4 2023 | |||||||
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
100+ 4.68% |
$10K - $10.9K
|
2.24K
$189K
|
|
|
Aug 15, 2024
Q4 2023
|
Sofinnova Investments, Inc.
Menlo Park, CA |
BUY
|
- |
858KNew |
$86M - $93.5M
|
858K
$72.4M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
300New |
$30.1K - $32.7K
|
300
$25.3K
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
1.93KNew |
$193K - $210K
|
1.93K
$163K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-16- 0.95% |
$1.6K - $1.74K
|
1.67K
$141K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
781+ 28.4% |
$78.2K - $85.1K
|
3.53K
$298K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
1.36KNew |
$136K - $148K
|
1.36K
$114K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
515New |
$51.6K - $56.1K
|
515
$43.5K
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
5.23KNew |
$524K - $570K
|
5.23K
$441K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-149- 6.46% |
$14.9K - $16.2K
|
2.16K
$182K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
1+ 0.02% |
$100 - $109
|
5.32K
$449K
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
1.88KNew |
$188K - $205K
|
1.88K
$159K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
2KNew |
$200K - $218K
|
2K
$169K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
184New |
$18.4K - $20.1K
|
184
$15.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
38New |
$3.81K - $4.14K
|
38
$3.21K
|
|
|
Feb 14, 2024
Q4 2023
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
15.5KNew |
$1.55M - $1.69M
|
15.5K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
9.95KNew |
$996K - $1.08M
|
9.95K
$840K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
2KNew |
$200K - $218K
|
2K
$169K
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-480- 2.08% |
$48.1K - $52.3K
|
22.6K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
SELL
|
- |
-436K- 3.07% |
$43.7M - $47.6M
|
13.8M
$1.16B
|
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
12.6KNew |
$1.26M - $1.37M
|
12.6K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
115K+ 460.0% |
$11.5M - $12.5M
|
140K
$11.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
328K+ 4.04% |
$32.9M - $35.8M
|
8.46M
$714M
|
|
|
Feb 14, 2024
Q4 2023
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
6.48KNew |
$649K - $706K
|
6.48K
$547K
|
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
39.3K+ 965.67% |
$3.94M - $4.29M
|
43.4K
$3.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
1.45M+ 561.05% |
$145M - $158M
|
1.71M
$144M
|
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-17.3K- 41.84% |
$1.73M - $1.89M
|
24.1K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
818New |
$81.9K - $89.2K
|
818
$69.1K
|
|