Purchases and Sales Made in Q1 2023 in Merck & Co., Inc. (MRK)
This table provides information about the institutional ownership of Merck & Co., Inc. (MRK) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.21K+ 11.7% |
$433K - $484K
|
40.2K
$3.6M
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
4.19K+ 52.1% |
$431K - $481K
|
12.2K
$1.09M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.12K+ 7.62% |
$424K - $473K
|
58.2K
$5.21M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.03K+ 4.44% |
$414K - $462K
|
94.6K
$8.47M
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
4.02K+ 22.1% |
$413K - $461K
|
22.2K
$1.99M
|
|
|
May 11, 2023
Q1 2023
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
4.01K+ 11.94% |
$413K - $460K
|
37.6K
$3.36M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
3.96K+ 3.27% |
$407K - $454K
|
125K
$11.2M
|
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
3.93KNew |
$405K - $452K
|
3.93K
$352K
|
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
3.87KNew |
$398K - $445K
|
3.87K
$346K
|
|
|
Apr 27, 2023
Q1 2023
|
River Road Asset Management, LLC
|
BUY
|
- |
3.86K+ 4.36% |
$397K - $443K
|
92.3K
$8.26M
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
3.83K+ 5.75% |
$394K - $440K
|
70.4K
$6.3M
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
3.78K+ 9.69% |
$389K - $434K
|
42.8K
$3.83M
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.75K+ 7.37% |
$386K - $430K
|
54.5K
$4.88M
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
3.74K+ 39.27% |
$385K - $430K
|
13.3K
$1.19M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
3.72K+ 48.23% |
$383K - $428K
|
11.4K
$1.02M
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
3.7K+ 16.27% |
$381K - $425K
|
26.4K
$2.37M
|
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
3.64K+ 80.12% |
$375K - $419K
|
8.19K
$733K
|
|
|
May 15, 2023
Q1 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.63KNew |
$374K - $417K
|
3.63K
$325K
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
3.59K+ 11.47% |
$369K - $412K
|
34.8K
$3.12M
|
|
|
May 02, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
3.57K+ 133.81% |
$368K - $411K
|
6.25K
$559K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.56K+ 3.82% |
$367K - $409K
|
96.9K
$8.67M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.55K+ 0.09% |
$366K - $408K
|
4.07M
$365M
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.54KNew |
$364K - $406K
|
3.54K
$316K
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
3.5KNew |
$360K - $402K
|
3.5K
$313K
|
|
|
May 11, 2023
Q1 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
3.49K+ 12.52% |
$359K - $401K
|
31.4K
$2.81M
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
3.47K+ 1.85% |
$358K - $399K
|
191K
$17.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
3.45K+ 6.17% |
$355K - $396K
|
59.4K
$5.32M
|
|
|
Apr 17, 2023
Q1 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
3.45KNew |
$355K - $396K
|
3.45K
$309K
|
|
|
May 11, 2023
Q1 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
3.45KNew |
$355K - $396K
|
3.45K
$309K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.45K+ 1.3% |
$355K - $396K
|
268K
$24M
|
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
3.43KNew |
$353K - $394K
|
3.43K
$307K
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
3.39KNew |
$349K - $389K
|
3.39K
$303K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.36K+ 49.65% |
$346K - $386K
|
10.1K
$907K
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.35K+ 56.65% |
$345K - $385K
|
9.27K
$829K
|
|
|
Apr 18, 2023
Q1 2023
|
Community Trust & Investment CO
|
BUY
|
- |
3.34K+ 12.9% |
$344K - $384K
|
29.3K
$2.62M
|
|
|
May 02, 2023
Q1 2023
|
Jacobsen Capital Management
|
BUY
|
- |
3.34KNew |
$344K - $384K
|
3.34K
$299K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
3.34K+ 0.5% |
$344K - $383K
|
668K
$59.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3.33K+ 29.38% |
$342K - $382K
|
14.6K
$1.31M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.33K+ 61.07% |
$342K - $382K
|
8.77K
$785K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
3.29K+ 2.72% |
$339K - $378K
|
124K
$11.1M
|
|
|
May 12, 2023
Q1 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
3.28KNew |
$337K - $376K
|
3.28K
$293K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
3.2K+ 11.11% |
$330K - $368K
|
32.1K
$2.87M
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.18K+ 60.55% |
$328K - $366K
|
8.44K
$755K
|
|
|
May 04, 2023
Q1 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
3.17KNew |
$327K - $364K
|
3.17K
$284K
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.17K+ 7.29% |
$326K - $364K
|
46.6K
$4.17M
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.09K+ 29.41% |
$318K - $355K
|
13.6K
$1.22M
|
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
3.09K+ 63.95% |
$318K - $354K
|
7.91K
$708K
|
|
|
Apr 20, 2023
Q1 2023
|
Lgt Group Foundation
|
BUY
|
- |
3.08K+ 0.85% |
$317K - $353K
|
364K
$32.6M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.04K+ 4.24% |
$313K - $349K
|
74.7K
$6.69M
|
|
|
Apr 18, 2023
Q1 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
3K+ 18.75% |
$309K - $345K
|
19K
$1.7M
|