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 |
---|---|---|---|---|---|---|---|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
15+ 0.2% |
$1.7K - $1.98K
|
7.51K
$672K
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
15+ 1.26% |
$1.7K - $1.98K
|
1.21K
$108K
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
15+ 0.1% |
$1.7K - $1.98K
|
14.7K
$1.31M
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
15New |
$1.7K - $1.98K
|
15
$1.34K
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
14+ 0.46% |
$1.59K - $1.85K
|
3.04K
$272K
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
14+ 0.26% |
$1.59K - $1.85K
|
5.46K
$489K
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
BUY
|
- |
14+ 0.46% |
$1.59K - $1.85K
|
3.08K
$276K
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
BUY
|
- |
14+ 0.39% |
$1.59K - $1.85K
|
3.63K
$324K
|
|
May 02, 2024
Q1 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
14+ 0.53% |
$1.59K - $1.85K
|
2.65K
$237K
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
14+ 0.6% |
$1.59K - $1.85K
|
2.36K
$211K
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
14+ 0.68% |
$1.59K - $1.85K
|
2.07K
$185K
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
13+ 0.65% |
$1.47K - $1.72K
|
2.01K
$180K
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
13+ 0.15% |
$1.47K - $1.72K
|
8.41K
$753K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
13+ 0.36% |
$1.47K - $1.72K
|
3.66K
$327K
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
13+ 0.16% |
$1.47K - $1.72K
|
8.07K
$722K
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
13+ 0.29% |
$1.47K - $1.72K
|
4.44K
$397K
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
12+ 0.08% |
$1.36K - $1.58K
|
14.5K
$1.29M
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
12+ 0.24% |
$1.36K - $1.58K
|
5.12K
$458K
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
12+ 0.02% |
$1.36K - $1.58K
|
53.7K
$4.81M
|
|
May 07, 2024
Q1 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
12+ 0.51% |
$1.36K - $1.58K
|
2.36K
$211K
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
11+ 0.3% |
$1.25K - $1.45K
|
3.65K
$326K
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
11+ 0.41% |
$1.25K - $1.45K
|
2.7K
$241K
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
11+ 0.58% |
$1.25K - $1.45K
|
1.89K
$169K
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
11+ 0.17% |
$1.25K - $1.45K
|
6.42K
$575K
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
11+ 0.43% |
$1.25K - $1.45K
|
2.6K
$233K
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
11+ 0.07% |
$1.25K - $1.45K
|
15.2K
$1.36M
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
11+ 0.12% |
$1.25K - $1.45K
|
8.9K
$797K
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
11+ 0.14% |
$1.25K - $1.45K
|
7.71K
$690K
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
10+ 0.17% |
$1.13K - $1.32K
|
5.83K
$521K
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
10+ 0.51% |
$1.13K - $1.32K
|
1.96K
$176K
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
10+ 0.04% |
$1.13K - $1.32K
|
26.7K
$2.39M
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
10+ 0.04% |
$1.13K - $1.32K
|
26.6K
$2.38M
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
10+ 0.49% |
$1.13K - $1.32K
|
2.07K
$185K
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
10+ 0.13% |
$1.13K - $1.32K
|
7.93K
$710K
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.54% |
$1.02K - $1.19K
|
1.69K
$151K
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
9+ 0.07% |
$1.02K - $1.19K
|
12.2K
$1.09M
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
9+ 0.08% |
$1.02K - $1.19K
|
11.2K
$1M
|
|
Apr 23, 2024
Q1 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
9+ 0.14% |
$1.02K - $1.19K
|
6.37K
$570K
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
9+ 0.32% |
$1.02K - $1.19K
|
2.82K
$252K
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
8+ 0.05% |
$906 - $1.06K
|
16.3K
$1.46M
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
8+ 0.17% |
$906 - $1.06K
|
4.85K
$434K
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
8+ 0.23% |
$906 - $1.06K
|
3.42K
$306K
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
8+ 0.17% |
$906 - $1.06K
|
4.68K
$419K
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.3% |
$906 - $1.06K
|
2.69K
$240K
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
8+ 0.06% |
$906 - $1.06K
|
14.3K
$1.28M
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7+ 0.19% |
$793 - $924
|
3.6K
$322K
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
7+ 0.2% |
$793 - $924
|
3.46K
$309K
|
|
Apr 22, 2024
Q1 2024
|
America First Investment Advisors, LLC
|
BUY
|
- |
7+ 0.61% |
$793 - $924
|
1.16K
$103K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
7+ 0.24% |
$793 - $924
|
2.88K
$258K
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
7+ 0.04% |
$793 - $924
|
16.2K
$1.45M
|