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 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.15K+ 1.32% |
$125K - $136K
|
88.5K
$7.92M
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
1.14K+ 30.78% |
$124K - $135K
|
4.84K
$433K
|
|
Jul 31, 2023
Q2 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
1.14K+ 18.45% |
$124K - $135K
|
7.31K
$654K
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
1.13KNew |
$123K - $134K
|
1.13K
$101K
|
|
Aug 17, 2023
Q2 2023
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
1.13K+ 0.92% |
$123K - $134K
|
124K
$11.1M
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.13K+ 14.18% |
$122K - $133K
|
9.06K
$811K
|
|
Jul 20, 2023
Q2 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
1.12K+ 18.64% |
$122K - $132K
|
7.12K
$637K
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.11K+ 16.16% |
$121K - $132K
|
8K
$716K
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.11K+ 3.22% |
$121K - $132K
|
35.7K
$3.19M
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
1.1K+ 0.58% |
$120K - $130K
|
192K
$17.2M
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.1K+ 3.88% |
$120K - $130K
|
29.5K
$2.64M
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
BUY
|
- |
1.1K+ 5.43% |
$119K - $130K
|
21.3K
$1.91M
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.09KNew |
$119K - $130K
|
1.09K
$97.9K
|
|
Aug 10, 2023
Q2 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.09K+ 1.82% |
$118K - $129K
|
60.9K
$5.45M
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.08K+ 10.1% |
$118K - $128K
|
11.8K
$1.06M
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
1.08K+ 221.31% |
$117K - $128K
|
1.57K
$140K
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.08K+ 1.27% |
$117K - $128K
|
86K
$7.7M
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.07K+ 6.95% |
$117K - $127K
|
16.5K
$1.48M
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.06K+ 12.49% |
$115K - $125K
|
9.5K
$851K
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.05K+ 0.65% |
$114K - $125K
|
163K
$14.6M
|
|
Aug 09, 2023
Q2 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1.05K+ 42.56% |
$114K - $124K
|
3.52K
$315K
|
|
Aug 02, 2023
Q2 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1.02K+ 26.35% |
$111K - $121K
|
4.9K
$439K
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.01K+ 0.43% |
$110K - $120K
|
237K
$21.3M
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.01K+ 6.02% |
$109K - $119K
|
17.8K
$1.59M
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.01K+ 24.35% |
$109K - $119K
|
5.13K
$459K
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1K+ 8.35% |
$109K - $119K
|
13K
$1.17M
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1K+ 1.7% |
$109K - $119K
|
60.1K
$5.37M
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
BUY
|
- |
1K+ 25.22% |
$109K - $118K
|
4.97K
$444K
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
BUY
|
- |
1K+ 23.81% |
$109K - $118K
|
5.2K
$465K
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1KNew |
$109K - $118K
|
1K
$89.5K
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1K+ 15.32% |
$109K - $118K
|
7.53K
$674K
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
BUY
|
- |
987+ 2.01% |
$107K - $117K
|
50.1K
$4.48M
|
|
Aug 11, 2023
Q2 2023
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
987+ 26.68% |
$107K - $117K
|
4.69K
$419K
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
967+ 4.11% |
$105K - $114K
|
24.5K
$2.19M
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
963+ 7.87% |
$105K - $114K
|
13.2K
$1.18M
|
|
Aug 10, 2023
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
958+ 9.27% |
$104K - $113K
|
11.3K
$1.01M
|
|
Apr 25, 2024
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
958+ 22.09% |
$104K - $113K
|
5.29K
$474K
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
BUY
|
- |
956+ 0.66% |
$104K - $113K
|
146K
$13.1M
|
|
Jul 06, 2023
Q2 2023
|
Centre Asset Management, LLC
|
BUY
|
- |
953+ 3.36% |
$104K - $113K
|
29.3K
$2.62M
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
951+ 1.88% |
$103K - $113K
|
51.6K
$4.61M
|
|
Aug 14, 2023
Q2 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
946+ 33.18% |
$103K - $112K
|
3.8K
$340K
|
|
Aug 14, 2023
Q2 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
946+ 7.44% |
$103K - $112K
|
13.7K
$1.22M
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
945+ 7.77% |
$103K - $112K
|
13.1K
$1.17M
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
941+ 1.26% |
$102K - $111K
|
75.7K
$6.78M
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
938+ 16.78% |
$102K - $111K
|
6.53K
$584K
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
937+ 7.23% |
$102K - $111K
|
13.9K
$1.24M
|
|
Aug 08, 2023
Q2 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
936+ 0.48% |
$102K - $111K
|
194K
$17.4M
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
930+ 15.67% |
$101K - $110K
|
6.86K
$614K
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
921+ 4.51% |
$100K - $109K
|
21.4K
$1.91M
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
915+ 1.02% |
$99.4K - $108K
|
91K
$8.15M
|