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 |
---|---|---|---|---|---|---|---|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
718+ 1.2% |
$73.9K - $82.5K
|
60.7K
$5.54M
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
714+ 23.83% |
$73.5K - $82K
|
3.71K
$339K
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
711+ 1.61% |
$73.2K - $81.7K
|
44.9K
$4.09M
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
710+ 1.35% |
$73.1K - $81.6K
|
53.4K
$4.87M
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
709+ 0.55% |
$73K - $81.4K
|
130K
$11.9M
|
|
May 15, 2023
Q1 2023
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
701+ 3.67% |
$72.2K - $80.5K
|
19.8K
$1.81M
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
692+ 9.7% |
$71.2K - $79.5K
|
7.83K
$714K
|
|
May 15, 2023
Q1 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
689+ 0.65% |
$70.9K - $79.1K
|
106K
$9.67M
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
680+ 11.76% |
$70K - $78.1K
|
6.46K
$590K
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
676+ 14.1% |
$69.6K - $77.6K
|
5.47K
$499K
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
672+ 1.23% |
$69.2K - $77.2K
|
55.3K
$5.05M
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
668+ 8.59% |
$68.8K - $76.7K
|
8.45K
$771K
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
BUY
|
- |
667+ 6.68% |
$68.7K - $76.6K
|
10.6K
$972K
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
666+ 9.69% |
$68.6K - $76.5K
|
7.54K
$688K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
665+ 315.17% |
$68.5K - $76.4K
|
876
$80K
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Services
|
BUY
|
- |
662+ 6.18% |
$68.1K - $76K
|
11.4K
$1.04M
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
662+ 23.09% |
$68.1K - $76K
|
3.53K
$322K
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
661+ 3.22% |
$68K - $75.9K
|
21.2K
$1.94M
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
661+ 2.11% |
$68K - $75.9K
|
32K
$2.92M
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
650+ 2.25% |
$66.9K - $74.7K
|
29.6K
$2.7M
|
|
May 04, 2023
Q1 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
650+ 7.45% |
$66.9K - $74.7K
|
9.37K
$855K
|
|
May 15, 2023
Q1 2023
|
Family Legacy, Inc.
|
BUY
|
- |
648+ 1.82% |
$66.7K - $74.4K
|
36.2K
$3.3M
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
647+ 2.85% |
$66.6K - $74.3K
|
23.4K
$2.13M
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
645+ 1.6% |
$66.4K - $74.1K
|
40.9K
$3.73M
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
644+ 9.38% |
$66.3K - $74K
|
7.51K
$686K
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
643+ 5.43% |
$66.2K - $73.9K
|
12.5K
$1.14M
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
642+ 0.99% |
$66.1K - $73.7K
|
65.2K
$5.95M
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
639+ 2.99% |
$65.8K - $73.4K
|
22K
$2.01M
|
|
Apr 05, 2023
Q1 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
633+ 0.53% |
$65.2K - $72.7K
|
120K
$10.9M
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
631+ 11.9% |
$65K - $72.5K
|
5.93K
$542K
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
BUY
|
- |
630+ 19.57% |
$64.9K - $72.4K
|
3.85K
$351K
|
|
May 15, 2023
Q1 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
630+ 9.62% |
$64.9K - $72.4K
|
7.18K
$655K
|
|
May 15, 2023
Q1 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
618+ 8.1% |
$63.6K - $71K
|
8.25K
$753K
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
608+ 0.17% |
$62.6K - $69.8K
|
362K
$33.1M
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
605+ 4.79% |
$62.3K - $69.5K
|
13.2K
$1.21M
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
604New |
$62.2K - $69.4K
|
604
$55.1K
|
|
Apr 20, 2023
Q1 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
598+ 9.97% |
$61.6K - $68.7K
|
6.6K
$602K
|
|
Feb 13, 2025
Q1 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
597+ 11.77% |
$61.5K - $68.6K
|
5.67K
$517K
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
592+ 4.39% |
$60.9K - $68K
|
14.1K
$1.28M
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
589+ 1.84% |
$60.6K - $67.7K
|
32.7K
$2.98M
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
586+ 1.7% |
$60.3K - $67.3K
|
35.1K
$3.21M
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
580+ 3.2% |
$59.7K - $66.6K
|
18.7K
$1.71M
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
578+ 9.77% |
$59.5K - $66.4K
|
6.49K
$593K
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
BUY
|
- |
578+ 2.68% |
$59.5K - $66.4K
|
22.1K
$2.02M
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
576+ 2.07% |
$59.3K - $66.2K
|
28.4K
$2.59M
|
|
May 03, 2023
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
575+ 1.47% |
$59.2K - $66K
|
39.6K
$3.62M
|
|
May 20, 2024
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
575+ 1.47% |
$59.2K - $66K
|
39.6K
$3.62M
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
568+ 1.99% |
$58.5K - $65.2K
|
29.1K
$2.66M
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
566+ 2.64% |
$58.3K - $65K
|
22K
$2.01M
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
554+ 22.12% |
$57K - $63.6K
|
3.06K
$279K
|