Purchases and Sales Made in Q2 2023 in Merck & Co., Inc. (MRK)
This table provides information about the institutional ownership of Merck & Co., Inc. (MRK) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
3.35K+ 20.84% |
$364K - $397K
|
19.4K
$1.74M
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.32K+ 1.9% |
$361K - $393K
|
178K
$15.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Twin Capital Management Inc
|
BUY
|
- |
3.28K+ 4.44% |
$356K - $388K
|
77.1K
$6.9M
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
3.22K+ 12.17% |
$350K - $381K
|
29.7K
$2.66M
|
|
|
Jul 25, 2023
Q2 2023
|
Homestead Advisers Corp
|
BUY
|
- |
3.2K+ 0.49% |
$348K - $379K
|
656K
$58.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.2K+ 3.25% |
$347K - $379K
|
102K
$9.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.18K+ 2.81% |
$345K - $376K
|
117K
$10.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.17K+ 15.68% |
$344K - $375K
|
23.4K
$2.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.16K+ 56.07% |
$343K - $373K
|
8.78K
$786K
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3.13K+ 6.53% |
$340K - $371K
|
51.1K
$4.57M
|
|
|
Jul 13, 2023
Q2 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
3.13K+ 2.41% |
$340K - $370K
|
133K
$11.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
3.11K+ 35.39% |
$338K - $368K
|
11.9K
$1.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
BUY
|
- |
3.08K+ 1.72% |
$335K - $365K
|
182K
$16.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
3.04K+ 18.83% |
$330K - $360K
|
19.2K
$1.72M
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.04KNew |
$330K - $359K
|
3.04K
$272K
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
3.01K+ 7.21% |
$327K - $357K
|
44.8K
$4.01M
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3K+ 11.77% |
$326K - $355K
|
28.5K
$2.55M
|
|
|
Jul 07, 2023
Q2 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
3K+ 73.17% |
$326K - $355K
|
7.1K
$635K
|
|
|
Aug 11, 2023
Q2 2023
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
3K+ 8.73% |
$326K - $355K
|
37.4K
$3.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.98K+ 19.07% |
$324K - $353K
|
18.6K
$1.67M
|
|
|
Jul 27, 2023
Q2 2023
|
Wright Investors Service Inc
|
BUY
|
- |
2.94K+ 7.26% |
$320K - $348K
|
43.5K
$3.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.9K+ 151.97% |
$315K - $343K
|
4.81K
$430K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2.9K+ 17.44% |
$314K - $343K
|
19.5K
$1.74M
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
2.87K+ 26.31% |
$312K - $340K
|
13.8K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.85K+ 46.1% |
$310K - $338K
|
9.04K
$809K
|
|
|
Aug 03, 2023
Q2 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
2.85KNew |
$310K - $337K
|
2.85K
$255K
|
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.85K+ 29.11% |
$309K - $337K
|
12.6K
$1.13M
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
BUY
|
- |
2.84K+ 4.42% |
$308K - $336K
|
67.1K
$6.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
2.79KNew |
$303K - $330K
|
2.79K
$250K
|
|
|
Aug 07, 2023
Q2 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
2.76KNew |
$299K - $326K
|
2.76K
$247K
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
2.73K+ 2.04% |
$297K - $324K
|
137K
$12.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
2.73K+ 2.19% |
$297K - $323K
|
128K
$11.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.7KNew |
$293K - $319K
|
2.7K
$241K
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.69K+ 6.05% |
$292K - $318K
|
47.1K
$4.21M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.67K+ 70.11% |
$289K - $315K
|
6.47K
$579K
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.66K+ 26.29% |
$289K - $315K
|
12.8K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.66K+ 4.05% |
$289K - $315K
|
68.3K
$6.12M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
2.66K+ 18.08% |
$288K - $314K
|
17.4K
$1.55M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
2.65KNew |
$287K - $313K
|
2.65K
$237K
|
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
2.63K+ 0.56% |
$286K - $311K
|
469K
$41.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.63K+ 0.85% |
$286K - $311K
|
311K
$27.9M
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
2.62K+ 2.1% |
$285K - $311K
|
128K
$11.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
2.61KNew |
$284K - $309K
|
2.61K
$234K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.6K+ 6.6% |
$282K - $308K
|
42K
$3.76M
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
2.58K+ 1.14% |
$280K - $306K
|
229K
$20.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.57K+ 0.87% |
$279K - $304K
|
297K
$26.6M
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.53KNew |
$275K - $300K
|
2.53K
$226K
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
2.5KNew |
$272K - $296K
|
2.5K
$224K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.5K+ 3.07% |
$271K - $296K
|
84K
$7.52M
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
BUY
|
- |
2.49KNew |
$271K - $295K
|
2.49K
$223K
|