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 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
83+ 0.11% |
$8.54K - $9.53K
|
75K
$6.85M
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
82+ 3.12% |
$8.44K - $9.42K
|
2.71K
$247K
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
82+ 1.31% |
$8.44K - $9.42K
|
6.33K
$578K
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
82+ 1.4% |
$8.44K - $9.42K
|
5.95K
$543K
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
82+ 0.48% |
$8.44K - $9.42K
|
17K
$1.55M
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
80+ 0.81% |
$8.24K - $9.19K
|
9.99K
$912K
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
80+ 0.89% |
$8.24K - $9.19K
|
9.09K
$829K
|
|
Jun 06, 2023
Q1 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
79+ 1.48% |
$8.13K - $9.07K
|
5.4K
$493K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
78+ 0.42% |
$8.03K - $8.96K
|
18.6K
$1.7M
|
|
May 04, 2023
Q1 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
78+ 3.56% |
$8.03K - $8.96K
|
2.27K
$207K
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
78+ 0.79% |
$8.03K - $8.96K
|
9.98K
$911K
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
75+ 0.67% |
$7.72K - $8.61K
|
11.2K
$1.02M
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
75+ 0.94% |
$7.72K - $8.61K
|
8.1K
$739K
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
75+ 0.45% |
$7.72K - $8.61K
|
16.7K
$1.52M
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
75+ 1.97% |
$7.72K - $8.61K
|
3.89K
$355K
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
75+ 0.94% |
$7.72K - $8.61K
|
8.1K
$739K
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
75+ 7.61% |
$7.72K - $8.61K
|
1.06K
$96.7K
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
74+ 2.32% |
$7.62K - $8.5K
|
3.27K
$298K
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
73+ 1.1% |
$7.51K - $8.38K
|
6.71K
$612K
|
|
May 02, 2023
Q1 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
73+ 0.05% |
$7.51K - $8.38K
|
135K
$12.3M
|
|
Apr 11, 2023
Q1 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
72+ 1.15% |
$7.41K - $8.27K
|
6.34K
$579K
|
|
Apr 24, 2023
Q1 2023
|
Granite Shares Advisors LLC
|
BUY
|
- |
72+ 0.96% |
$7.41K - $8.27K
|
7.6K
$693K
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
71+ 0.07% |
$7.31K - $8.16K
|
102K
$9.27M
|
|
May 11, 2023
Q1 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
71+ 0.82% |
$7.31K - $8.16K
|
8.68K
$792K
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
70+ 1.74% |
$7.21K - $8.04K
|
4.1K
$374K
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
70+ 1.82% |
$7.21K - $8.04K
|
3.91K
$357K
|
|
May 01, 2023
Q1 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
68+ 0.5% |
$7K - $7.81K
|
13.8K
$1.26M
|
|
May 05, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
68+ 0.17% |
$7K - $7.81K
|
40K
$3.65M
|
|
Apr 26, 2023
Q1 2023
|
Fruth Investment Management
|
BUY
|
- |
67+ 0.32% |
$6.9K - $7.7K
|
21.3K
$1.95M
|
|
Apr 19, 2023
Q1 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
66+ 1.96% |
$6.79K - $7.58K
|
3.44K
$314K
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
BUY
|
- |
66+ 1.11% |
$6.79K - $7.58K
|
6.01K
$549K
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
65+ 0.14% |
$6.69K - $7.47K
|
48.1K
$4.39M
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
BUY
|
- |
63+ 1.62% |
$6.49K - $7.24K
|
3.94K
$360K
|
|
May 09, 2023
Q1 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
63+ 1.1% |
$6.49K - $7.24K
|
5.81K
$530K
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
63+ 1.28% |
$6.49K - $7.24K
|
4.98K
$455K
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
BUY
|
- |
61+ 0.2% |
$6.28K - $7.01K
|
30.9K
$2.82M
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
61+ 1.32% |
$6.28K - $7.01K
|
4.69K
$428K
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
61+ 0.3% |
$6.28K - $7.01K
|
20.1K
$1.84M
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
61+ 0.38% |
$6.28K - $7.01K
|
16K
$1.46M
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
60+ 0.9% |
$6.18K - $6.89K
|
6.7K
$611K
|
|
May 09, 2023
Q1 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
60+ 0.15% |
$6.18K - $6.89K
|
41.1K
$3.75M
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
59+ 1.24% |
$6.07K - $6.78K
|
4.82K
$440K
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
59+ 14.75% |
$6.07K - $6.78K
|
459
$41.9K
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
58+ 0.34% |
$5.97K - $6.66K
|
17.1K
$1.56M
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
57+ 0.84% |
$5.87K - $6.55K
|
6.86K
$626K
|
|
Apr 12, 2023
Q1 2023
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
56+ 1.88% |
$5.76K - $6.43K
|
3.03K
$277K
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
55+ 1.74% |
$5.66K - $6.32K
|
3.22K
$293K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
52+ 0.6% |
$5.35K - $5.97K
|
8.67K
$791K
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
52+ 0.43% |
$5.35K - $5.97K
|
12.2K
$1.11M
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
51+ 0.87% |
$5.25K - $5.86K
|
5.9K
$539K
|