Purchases and Sales Made in Q1 2024 in Merck & Co., Inc. (MRK)
This table provides information about the institutional ownership of Merck & Co., Inc. (MRK) during Q1 2024. 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 10, 2024
Q1 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
1.79KNew |
$203K - $237K
|
1.79K
$161K
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.79K+ 4.19% |
$203K - $237K
|
44.6K
$4M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1.79K+ 58.47% |
$203K - $236K
|
4.86K
$435K
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.79K+ 7.41% |
$203K - $236K
|
26K
$2.32M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
BUY
|
- |
1.79KNew |
$202K - $236K
|
1.79K
$160K
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.79K+ 93.46% |
$202K - $236K
|
3.7K
$331K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.78K+ 0.61% |
$201K - $234K
|
292K
$26.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.78KNew |
$201K - $234K
|
1.78K
$159K
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
1.77KNew |
$200K - $234K
|
1.77K
$158K
|
|
|
May 13, 2024
Q1 2024
|
Gagnon Securities LLC
|
BUY
|
- |
1.77K+ 51.96% |
$200K - $233K
|
5.17K
$463K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.77KNew |
$200K - $233K
|
1.77K
$158K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.77K+ 2.21% |
$200K - $233K
|
81.6K
$7.3M
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.77KNew |
$200K - $233K
|
1.77K
$158K
|
|
|
Apr 15, 2024
Q1 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
1.76KNew |
$199K - $232K
|
1.76K
$157K
|
|
|
May 15, 2024
Q1 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
1.76KNew |
$199K - $232K
|
1.76K
$157K
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.75KNew |
$198K - $231K
|
1.75K
$157K
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.75K+ 40.85% |
$198K - $231K
|
6.03K
$539K
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.75KNew |
$198K - $231K
|
1.75K
$156K
|
|
|
May 08, 2024
Q1 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
1.75K+ 13.31% |
$198K - $230K
|
14.9K
$1.33M
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
1.74KNew |
$197K - $230K
|
1.74K
$156K
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.74KNew |
$197K - $230K
|
1.74K
$156K
|
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
1.74K+ 25.17% |
$197K - $230K
|
8.66K
$775K
|
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
1.74KNew |
$197K - $230K
|
1.74K
$156K
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
BUY
|
- |
1.73KNew |
$196K - $228K
|
1.73K
$155K
|
|
|
May 03, 2024
Q1 2024
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
1.73K+ 9.45% |
$196K - $228K
|
20.1K
$1.79M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.73KNew |
$196K - $228K
|
1.73K
$155K
|
|
|
May 15, 2024
Q1 2024
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
1.73KNew |
$196K - $228K
|
1.73K
$155K
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
1.73K+ 15.88% |
$195K - $228K
|
12.6K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Smh Capital Advisors Inc
|
BUY
|
- |
1.73KNew |
$195K - $228K
|
1.73K
$154K
|
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
1.72K+ 13.29% |
$195K - $227K
|
14.7K
$1.31M
|
|
|
Apr 26, 2024
Q1 2024
|
Harrington Investments, Inc
|
BUY
|
- |
1.72KNew |
$195K - $227K
|
1.72K
$154K
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
1.72KNew |
$195K - $227K
|
1.72K
$154K
|
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
1.72KNew |
$194K - $226K
|
1.72K
$153K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.71K+ 6.89% |
$194K - $226K
|
26.6K
$2.38M
|
|
|
May 23, 2024
Q1 2024
|
Dock Street Asset Management Inc
|
BUY
|
- |
1.71KNew |
$194K - $226K
|
1.71K
$153K
|
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
1.7KNew |
$193K - $225K
|
1.7K
$152K
|
|
|
May 01, 2024
Q1 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.7KNew |
$193K - $224K
|
1.7K
$152K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.7K+ 7.98% |
$193K - $224K
|
23K
$2.06M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.7KNew |
$193K - $224K
|
1.7K
$152K
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.7KNew |
$192K - $224K
|
1.7K
$152K
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.69KNew |
$192K - $224K
|
1.69K
$152K
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
1.69KNew |
$191K - $222K
|
1.69K
$151K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.69KNew |
$191K - $222K
|
1.69K
$151K
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.69K+ 10.56% |
$191K - $222K
|
17.6K
$1.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
1.68KNew |
$190K - $222K
|
1.68K
$151K
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1.68KNew |
$190K - $222K
|
1.68K
$150K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.67KNew |
$189K - $220K
|
1.67K
$150K
|
|
|
Apr 05, 2024
Q1 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.67KNew |
$189K - $220K
|
1.67K
$149K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.67KNew |
$189K - $220K
|
1.67K
$149K
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.66KNew |
$188K - $219K
|
1.66K
$149K
|