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 26, 2023
Q1 2023
|
Q3 Asset Management
|
BUY
|
- |
9.59KNew |
$987K - $1.1M
|
9.59K
$858K
|
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
9.53KNew |
$981K - $1.09M
|
9.53K
$852K
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
9.51K+ 146.97% |
$979K - $1.09M
|
16K
$1.43M
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
9.45K+ 18.77% |
$973K - $1.09M
|
59.8K
$5.35M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.43K+ 8.4% |
$971K - $1.08M
|
122K
$10.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.39K+ 34.03% |
$967K - $1.08M
|
37K
$3.31M
|
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
9.35K+ 33.73% |
$963K - $1.07M
|
37.1K
$3.32M
|
|
|
Apr 20, 2023
Q1 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
9.35KNew |
$963K - $1.07M
|
9.35K
$837K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
9.34K+ 94.4% |
$961K - $1.07M
|
19.2K
$1.72M
|
|
|
Apr 11, 2023
Q1 2023
|
Orser Capital Management, LLC
|
BUY
|
- |
9.31KNew |
$958K - $1.07M
|
9.31K
$833K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
9.19K+ 4.62% |
$946K - $1.06M
|
208K
$18.6M
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
9.17K+ 3.35% |
$944K - $1.05M
|
283K
$25.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
9.07K+ 107.44% |
$933K - $1.04M
|
17.5K
$1.57M
|
|
|
May 10, 2023
Q1 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
9.04KNew |
$931K - $1.04M
|
9.04K
$809K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
8.92KNew |
$919K - $1.03M
|
8.92K
$799K
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
8.91K+ 28.46% |
$917K - $1.02M
|
40.2K
$3.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
8.89K+ 167.05% |
$915K - $1.02M
|
14.2K
$1.27M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.88K+ 3.39% |
$914K - $1.02M
|
271K
$24.2M
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
8.84K+ 174.49% |
$910K - $1.02M
|
13.9K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
8.8KNew |
$906K - $1.01M
|
8.8K
$788K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
8.79K+ 15.79% |
$905K - $1.01M
|
64.4K
$5.77M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
8.76K+ 1.98% |
$901K - $1.01M
|
451K
$40.3M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.73K+ 18.69% |
$899K - $1M
|
55.4K
$4.96M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
8.58K+ 19.23% |
$883K - $985K
|
53.2K
$4.76M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
8.58KNew |
$883K - $985K
|
8.58K
$768K
|
|
|
May 12, 2023
Q1 2023
|
Blackhill Capital Inc
Morristown, NJ |
BUY
|
- |
8.5K+ 3.92% |
$875K - $976K
|
225K
$20.1M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.48K+ 1.61% |
$873K - $974K
|
535K
$47.9M
|
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
8.48K+ 3.84% |
$873K - $974K
|
229K
$20.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.25K+ 2.96% |
$849K - $948K
|
287K
$25.7M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
8.25K+ 0.0% |
$849K - $948K
|
244M
$21.8B
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.24K+ 1.22% |
$848K - $947K
|
682K
$61M
|
|
|
Apr 19, 2023
Q1 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
8.17KNew |
$841K - $938K
|
8.17K
$731K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
8.16K+ 26.89% |
$840K - $937K
|
38.5K
$3.45M
|
|
|
May 15, 2023
Q1 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
8.14KNew |
$838K - $935K
|
8.14K
$729K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
8.12K+ 101.64% |
$836K - $933K
|
16.1K
$1.44M
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
7.97K+ 23.44% |
$821K - $916K
|
42K
$3.76M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.87K+ 19.59% |
$811K - $904K
|
48.1K
$4.3M
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
7.79K+ 73.86% |
$802K - $895K
|
18.3K
$1.64M
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
7.75K+ 37.87% |
$798K - $890K
|
28.2K
$2.52M
|
|
|
May 15, 2023
Q1 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
7.72K+ 1.79% |
$795K - $887K
|
439K
$39.3M
|
|
|
May 04, 2023
Q1 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
7.72KNew |
$794K - $886K
|
7.72K
$691K
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
7.71K+ 1.01% |
$794K - $886K
|
774K
$69.3M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.71K+ 26.01% |
$794K - $885K
|
37.3K
$3.34M
|
|
|
May 19, 2023
Q1 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
7.65KNew |
$787K - $879K
|
7.65K
$685K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
7.62K+ 4.37% |
$785K - $876K
|
182K
$16.3M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
7.62K+ 4.37% |
$785K - $876K
|
182K
$16.3M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
7.61K+ 2.53% |
$784K - $874K
|
309K
$27.6M
|
|
|
May 25, 2023
Q1 2023
|
Legato Capital Management LLC
|
BUY
|
- |
7.5K+ 26.95% |
$772K - $861K
|
35.3K
$3.16M
|
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
7.49K+ 20.31% |
$771K - $860K
|
44.4K
$3.97M
|
|
|
Apr 26, 2023
Q1 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.44KNew |
$766K - $855K
|
7.44K
$666K
|