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 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
61+ 0.88% |
$6.91K - $8.05K
|
7.03K
$629K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
61+ 0.71% |
$6.91K - $8.05K
|
8.63K
$773K
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
61+ 0.85% |
$6.91K - $8.05K
|
7.25K
$649K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
57+ 1.22% |
$6.45K - $7.52K
|
4.71K
$422K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
56+ 0.66% |
$6.34K - $7.39K
|
8.51K
$762K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
56New |
$6.34K - $7.39K
|
56
$5.01K
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
55+ 0.72% |
$6.23K - $7.26K
|
7.69K
$688K
|
|
|
May 03, 2024
Q1 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
54+ 0.86% |
$6.11K - $7.13K
|
6.36K
$569K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
53+ 0.92% |
$6K - $6.99K
|
5.81K
$520K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
53+ 0.46% |
$6K - $6.99K
|
11.6K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
53+ 1.25% |
$6K - $6.99K
|
4.3K
$385K
|
|
|
Apr 22, 2024
Q1 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
52+ 2.8% |
$5.89K - $6.86K
|
1.91K
$171K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
52+ 12.29% |
$5.89K - $6.86K
|
475
$42.5K
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
52+ 0.18% |
$5.89K - $6.86K
|
28.7K
$2.57M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
52+ 2.0% |
$5.89K - $6.86K
|
2.65K
$237K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
51+ 0.85% |
$5.78K - $6.73K
|
6.02K
$539K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
50+ 1.34% |
$5.66K - $6.6K
|
3.79K
$339K
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
50+ 2.4% |
$5.66K - $6.6K
|
2.13K
$191K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
50+ 0.29% |
$5.66K - $6.6K
|
17.5K
$1.56M
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
50+ 0.5% |
$5.66K - $6.6K
|
10.1K
$902K
|
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
49+ 0.19% |
$5.55K - $6.47K
|
25.8K
$2.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
48+ 0.42% |
$5.44K - $6.33K
|
11.5K
$1.03M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
48+ 1.05% |
$5.44K - $6.33K
|
4.6K
$412K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
47+ 1.51% |
$5.32K - $6.2K
|
3.16K
$282K
|
|
|
Apr 30, 2024
Q1 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
47+ 0.19% |
$5.32K - $6.2K
|
24.5K
$2.19M
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
47+ 79.66% |
$5.32K - $6.2K
|
106
$9.49K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
47+ 5.72% |
$5.32K - $6.2K
|
869
$77.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
46+ 0.19% |
$5.21K - $6.07K
|
24.1K
$2.15M
|
|
|
Apr 11, 2024
Q1 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
45+ 1.25% |
$5.1K - $5.94K
|
3.64K
$326K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
45+ 0.31% |
$5.1K - $5.94K
|
14.5K
$1.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
45+ 1.3% |
$5.1K - $5.94K
|
3.5K
$313K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
43+ 8.08% |
$4.87K - $5.67K
|
575
$51.5K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
43+ 0.94% |
$4.87K - $5.67K
|
4.64K
$415K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
43+ 0.62% |
$4.87K - $5.67K
|
6.96K
$622K
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
43+ 0.78% |
$4.87K - $5.67K
|
5.55K
$496K
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
42+ 0.14% |
$4.76K - $5.54K
|
30.6K
$2.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
BUY
|
- |
42+ 1.18% |
$4.76K - $5.54K
|
3.59K
$321K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
41+ 0.36% |
$4.64K - $5.41K
|
11.4K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
41+ 0.46% |
$4.64K - $5.41K
|
8.92K
$798K
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
40+ 1.47% |
$4.53K - $5.28K
|
2.75K
$246K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
40+ 0.09% |
$4.53K - $5.28K
|
44K
$3.94M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
39+ 0.45% |
$4.42K - $5.15K
|
8.68K
$776K
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
39+ 0.85% |
$4.42K - $5.15K
|
4.62K
$414K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
39+ 2.61% |
$4.42K - $5.15K
|
1.53K
$137K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
38+ 0.72% |
$4.3K - $5.01K
|
5.35K
$479K
|
|
|
May 13, 2024
Q1 2024
|
Sl Advisors, LLC
|
BUY
|
- |
38+ 1.72% |
$4.3K - $5.01K
|
2.25K
$201K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
37+ 0.95% |
$4.19K - $4.88K
|
3.92K
$351K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
37+ 0.67% |
$4.19K - $4.88K
|
5.59K
$500K
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
37+ 0.91% |
$4.19K - $4.88K
|
4.08K
$365K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
36+ 0.39% |
$4.08K - $4.75K
|
9.34K
$836K
|