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
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
3K+ 31.42% |
$309K - $345K
|
12.5K
$1.12M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3K+ 5.71% |
$308K - $344K
|
55.5K
$4.97M
|
|
|
Apr 19, 2023
Q1 2023
|
Fcf Advisors LLC
|
BUY
|
- |
2.97K+ 25.76% |
$306K - $341K
|
14.5K
$1.3M
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
2.95K+ 8.74% |
$303K - $338K
|
36.6K
$3.28M
|
|
|
May 10, 2023
Q1 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
2.88K+ 2.35% |
$296K - $330K
|
125K
$11.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.87K+ 6.84% |
$296K - $330K
|
44.9K
$4.02M
|
|
|
Apr 17, 2023
Q1 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2.87K+ 2.4% |
$295K - $330K
|
122K
$10.9M
|
|
|
May 10, 2023
Q1 2023
|
Fulcrum Capital LLC
|
BUY
|
- |
2.86KNew |
$294K - $328K
|
2.86K
$256K
|
|
|
May 10, 2023
Q1 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
2.85KNew |
$293K - $327K
|
2.85K
$255K
|
|
|
May 15, 2023
Q1 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
2.85KNew |
$293K - $327K
|
2.85K
$255K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.85K+ 94.36% |
$293K - $327K
|
5.86K
$524K
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.84K+ 10.19% |
$293K - $327K
|
30.8K
$2.75M
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.83KNew |
$291K - $325K
|
2.83K
$253K
|
|
|
May 11, 2023
Q1 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
2.8KNew |
$288K - $322K
|
2.8K
$251K
|
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2.77K+ 20.82% |
$285K - $318K
|
16.1K
$1.44M
|
|
|
Apr 20, 2023
Q1 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
2.77K+ 0.94% |
$285K - $318K
|
296K
$26.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.74KNew |
$282K - $314K
|
2.74K
$245K
|
|
|
May 15, 2023
Q1 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
2.69K+ 1.28% |
$277K - $309K
|
212K
$19M
|
|
|
May 04, 2023
Q1 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
2.68K+ 5.06% |
$276K - $308K
|
55.7K
$4.98M
|
|
|
Apr 18, 2023
Q1 2023
|
Parkside Investments, LLC
|
BUY
|
- |
2.65KNew |
$273K - $304K
|
2.65K
$237K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.64K+ 16.86% |
$272K - $303K
|
18.3K
$1.64M
|
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
2.63K+ 25.48% |
$271K - $302K
|
12.9K
$1.16M
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
2.63KNew |
$271K - $302K
|
2.63K
$235K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.62K+ 26.64% |
$270K - $301K
|
12.5K
$1.12M
|
|
|
May 12, 2023
Q1 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
2.61K+ 2.04% |
$269K - $300K
|
131K
$11.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
2.59K+ 56.2% |
$267K - $298K
|
7.21K
$645K
|
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2.58KNew |
$266K - $297K
|
2.58K
$231K
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
2.58K+ 48.92% |
$265K - $296K
|
7.85K
$702K
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
2.57K+ 11.42% |
$265K - $296K
|
25.1K
$2.25M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.57K+ 16.99% |
$264K - $295K
|
17.7K
$1.58M
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.55KNew |
$263K - $293K
|
2.55K
$229K
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.55KNew |
$262K - $292K
|
2.55K
$228K
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
2.54K+ 24.09% |
$261K - $292K
|
13.1K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.53K+ 49.77% |
$261K - $291K
|
7.62K
$682K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.53KNew |
$260K - $290K
|
2.53K
$226K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.53K+ 5.48% |
$260K - $290K
|
48.6K
$4.35M
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.53KNew |
$260K - $290K
|
2.53K
$226K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2.51K+ 27.59% |
$258K - $288K
|
11.6K
$1.04M
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.49KNew |
$256K - $286K
|
2.49K
$223K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
BUY
|
- |
2.47K+ 2.74% |
$254K - $283K
|
92.6K
$8.29M
|
|
|
Apr 17, 2023
Q1 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
2.46K+ 16.23% |
$253K - $282K
|
17.6K
$1.57M
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2.45K+ 78.22% |
$253K - $282K
|
5.59K
$500K
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.41K+ 17.58% |
$248K - $277K
|
16.1K
$1.44M
|
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
2.39KNew |
$246K - $274K
|
2.39K
$214K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.38K+ 4.66% |
$245K - $274K
|
53.5K
$4.79M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.38KNew |
$245K - $273K
|
2.38K
$213K
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.37K+ 0.75% |
$244K - $272K
|
318K
$28.5M
|
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
2.36K+ 43.02% |
$243K - $272K
|
7.86K
$703K
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.36KNew |
$243K - $271K
|
2.36K
$211K
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
BUY
|
- |
2.33K+ 1.41% |
$240K - $268K
|
167K
$15M
|