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 04, 2023
Q1 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
460+ 20.54% |
$47.4K - $52.8K
|
2.7K
$246K
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
458+ 12.51% |
$47.1K - $52.6K
|
4.12K
$376K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
454+ 2.65% |
$46.7K - $52.1K
|
17.6K
$1.6M
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
448+ 28.96% |
$46.1K - $51.5K
|
2K
$182K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
446+ 14.14% |
$45.9K - $51.2K
|
3.6K
$329K
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
444+ 1.9% |
$45.7K - $51K
|
23.8K
$2.18M
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
442+ 3.32% |
$45.5K - $50.8K
|
13.8K
$1.26M
|
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
440+ 7.23% |
$45.3K - $50.5K
|
6.53K
$596K
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
438+ 11.36% |
$45.1K - $50.3K
|
4.29K
$392K
|
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
436+ 1.4% |
$44.9K - $50.1K
|
31.6K
$2.89M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
427+ 12.66% |
$44K - $49K
|
3.8K
$347K
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
423+ 10.0% |
$43.5K - $48.6K
|
4.65K
$425K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
411+ 3.55% |
$42.3K - $47.2K
|
12K
$1.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
410+ 21.49% |
$42.2K - $47.1K
|
2.32K
$212K
|
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
401+ 1.84% |
$41.3K - $46.1K
|
22.2K
$2.02M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
397+ 1.84% |
$40.9K - $45.6K
|
22K
$2.01M
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
392+ 6.32% |
$40.4K - $45K
|
6.59K
$602K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
392+ 5.32% |
$40.4K - $45K
|
7.76K
$708K
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
391+ 3.6% |
$40.2K - $44.9K
|
11.3K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
390+ 13.38% |
$40.1K - $44.8K
|
3.31K
$302K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
387+ 0.95% |
$39.8K - $44.5K
|
41.1K
$3.75M
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
386+ 0.6% |
$39.7K - $44.3K
|
64.3K
$5.87M
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
385+ 14.18% |
$39.6K - $44.2K
|
3.1K
$283K
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
384+ 8.21% |
$39.5K - $44.1K
|
5.06K
$462K
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
384+ 5.63% |
$39.5K - $44.1K
|
7.21K
$658K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
383+ 9.16% |
$39.4K - $44K
|
4.57K
$417K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
383+ 7.59% |
$39.4K - $44K
|
5.43K
$495K
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
381+ 15.38% |
$39.2K - $43.8K
|
2.86K
$261K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
BUY
|
- |
381+ 7.9% |
$39.2K - $43.8K
|
5.21K
$475K
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
380+ 13.45% |
$39.1K - $43.6K
|
3.21K
$293K
|
|
|
May 02, 2023
Q1 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
379+ 2.59% |
$39K - $43.5K
|
15K
$1.37M
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
378+ 2.12% |
$38.9K - $43.4K
|
18.2K
$1.66M
|
|
|
May 12, 2023
Q1 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
376New |
$38.7K - $43.2K
|
376
$34.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
375+ 18.46% |
$38.6K - $43.1K
|
2.41K
$220K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
374+ 0.28% |
$38.5K - $43K
|
134K
$12.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
370+ 13.44% |
$38.1K - $42.5K
|
3.12K
$285K
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
361+ 4.82% |
$37.2K - $41.5K
|
7.86K
$717K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
360+ 2.1% |
$37.1K - $41.3K
|
17.5K
$1.6M
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
360+ 0.78% |
$37.1K - $41.3K
|
46.4K
$4.24M
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
357+ 4.52% |
$36.7K - $41K
|
8.25K
$753K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
351+ 44.37% |
$36.1K - $40.3K
|
1.14K
$104K
|
|
|
May 09, 2023
Q1 2023
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
350+ 0.68% |
$36K - $40.2K
|
51.6K
$4.71M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
348+ 2.8% |
$35.8K - $40K
|
12.8K
$1.17M
|
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
347+ 19.12% |
$35.7K - $39.9K
|
2.16K
$197K
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
BUY
|
- |
345+ 8.95% |
$35.5K - $39.6K
|
4.2K
$383K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
345+ 3.44% |
$35.5K - $39.6K
|
10.4K
$947K
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
341+ 7.66% |
$35.1K - $39.2K
|
4.79K
$438K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
338+ 8.47% |
$34.8K - $38.8K
|
4.33K
$395K
|
|
|
May 01, 2023
Q1 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
336+ 15.85% |
$34.6K - $38.6K
|
2.46K
$224K
|
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
BUY
|
- |
336+ 0.34% |
$34.6K - $38.6K
|
99.8K
$9.11M
|