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 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
333+ 4.3% |
$34.3K - $38.2K
|
8.09K
$738K
|
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
326+ 2.41% |
$33.6K - $37.4K
|
13.8K
$1.26M
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
324+ 4.22% |
$33.4K - $37.2K
|
8K
$730K
|
|
|
May 15, 2023
Q1 2023
|
Bellevue Group Ag
Kuesnacht, V8 |
BUY
|
- |
324+ 4.8% |
$33.4K - $37.2K
|
7.08K
$646K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
324+ 830.77% |
$33.4K - $37.2K
|
363
$33.1K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
321+ 1.49% |
$33K - $36.9K
|
21.8K
$1.99M
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
316+ 31.6% |
$32.5K - $36.3K
|
1.32K
$120K
|
|
|
Apr 19, 2023
Q1 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
315+ 4.82% |
$32.4K - $36.2K
|
6.84K
$625K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
314+ 0.07% |
$32.3K - $36.1K
|
479K
$43.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
310+ 9.3% |
$31.9K - $35.6K
|
3.65K
$333K
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
307+ 2.78% |
$31.6K - $35.3K
|
11.4K
$1.04M
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
304+ 5.66% |
$31.3K - $34.9K
|
5.67K
$518K
|
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
302+ 0.49% |
$31.1K - $34.7K
|
61.8K
$5.64M
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
299+ 0.13% |
$30.8K - $34.3K
|
232K
$21.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
297+ 3.64% |
$30.6K - $34.1K
|
8.45K
$771K
|
|
|
May 10, 2023
Q1 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
297+ 8.3% |
$30.6K - $34.1K
|
3.88K
$354K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
BUY
|
- |
295+ 1.84% |
$30.4K - $33.9K
|
16.3K
$1.49M
|
|
|
May 02, 2023
Q1 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
294+ 2.32% |
$30.3K - $33.8K
|
12.9K
$1.18M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
290+ 1.91% |
$29.9K - $33.3K
|
15.5K
$1.42M
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
290+ 8.26% |
$29.9K - $33.3K
|
3.8K
$347K
|
|
|
May 15, 2023
Q1 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
290+ 2.33% |
$29.9K - $33.3K
|
12.7K
$1.16M
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
288+ 4.48% |
$29.6K - $33.1K
|
6.72K
$614K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
288+ 0.91% |
$29.6K - $33.1K
|
31.9K
$2.91M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
286+ 0.96% |
$29.4K - $32.8K
|
30.2K
$2.76M
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
284+ 12.59% |
$29.2K - $32.6K
|
2.54K
$232K
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
284+ 3.93% |
$29.2K - $32.6K
|
7.52K
$686K
|
|
|
Apr 12, 2023
Q1 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
274+ 0.53% |
$28.2K - $31.5K
|
52.1K
$4.76M
|
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
274+ 4.95% |
$28.2K - $31.5K
|
5.81K
$530K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
274+ 0.07% |
$28.2K - $31.5K
|
404K
$36.9M
|
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
274+ 15.08% |
$28.2K - $31.5K
|
2.09K
$191K
|
|
|
Dec 14, 2023
Q1 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
269New |
$27.7K - $30.9K
|
269
$24.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
266+ 0.76% |
$27.4K - $30.6K
|
35.2K
$3.21M
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
265+ 9.26% |
$27.3K - $30.4K
|
3.13K
$285K
|
|
|
Apr 24, 2023
Q1 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
264+ 5.62% |
$27.2K - $30.3K
|
4.96K
$453K
|
|
|
Apr 11, 2023
Q1 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
263+ 1.29% |
$27.1K - $30.2K
|
20.7K
$1.89M
|
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
260+ 0.07% |
$26.8K - $29.9K
|
351K
$32M
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
259+ 4.91% |
$26.7K - $29.7K
|
5.54K
$505K
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
259+ 1.16% |
$26.7K - $29.7K
|
22.5K
$2.05M
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
258+ 7.76% |
$26.6K - $29.6K
|
3.58K
$327K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
257+ 0.56% |
$26.5K - $29.5K
|
45.8K
$4.18M
|
|
|
May 12, 2023
Q1 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
256+ 2.4% |
$26.4K - $29.4K
|
10.9K
$998K
|
|
|
May 05, 2023
Q1 2023
|
Lindenwold Advisors
|
BUY
|
- |
254+ 1.54% |
$26.1K - $29.2K
|
16.8K
$1.53M
|
|
|
Apr 13, 2023
Q1 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
250+ 0.89% |
$25.7K - $28.7K
|
28.5K
$2.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
250+ 0.44% |
$25.7K - $28.7K
|
57.3K
$5.23M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
250+ 1.11% |
$25.7K - $28.7K
|
22.9K
$2.09M
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
250+ 12.17% |
$25.7K - $28.7K
|
2.3K
$210K
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
250+ 2.59% |
$25.7K - $28.7K
|
9.91K
$904K
|
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
BUY
|
- |
249+ 4.96% |
$25.6K - $28.6K
|
5.27K
$481K
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
248+ 5.73% |
$25.5K - $28.5K
|
4.58K
$418K
|
|
|
Jan 29, 2025
Q1 2023
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
244+ 6.98% |
$25.1K - $28K
|
3.74K
$342K
|