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 |
---|---|---|---|---|---|---|---|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
206+ 6.69% |
$22.4K - $24.4K
|
3.28K
$294K
|
|
Aug 11, 2023
Q2 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
205+ 4.44% |
$22.3K - $24.3K
|
4.82K
$431K
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
205+ 0.95% |
$22.3K - $24.3K
|
21.8K
$1.95M
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
203+ 3.7% |
$22K - $24K
|
5.69K
$509K
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
202+ 0.35% |
$21.9K - $23.9K
|
58.3K
$5.22M
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
201+ 7.27% |
$21.8K - $23.8K
|
2.97K
$265K
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
201+ 5.14% |
$21.8K - $23.8K
|
4.11K
$368K
|
|
Jul 14, 2023
Q2 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
199+ 3.88% |
$21.6K - $23.6K
|
5.32K
$476K
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
197+ 3.6% |
$21.4K - $23.3K
|
5.67K
$507K
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
197+ 5.57% |
$21.4K - $23.3K
|
3.73K
$334K
|
|
Aug 14, 2023
Q2 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
197+ 0.84% |
$21.4K - $23.3K
|
23.6K
$2.11M
|
|
Jul 18, 2023
Q2 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
196+ 4.83% |
$21.3K - $23.2K
|
4.25K
$381K
|
|
Jul 27, 2023
Q2 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
196+ 6.31% |
$21.3K - $23.2K
|
3.3K
$295K
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
196+ 10.38% |
$21.3K - $23.2K
|
2.09K
$187K
|
|
Jul 20, 2023
Q2 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
195+ 0.38% |
$21.2K - $23.1K
|
50.9K
$4.56M
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
195+ 0.83% |
$21.2K - $23.1K
|
23.7K
$2.12M
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
194+ 7.51% |
$21.1K - $23K
|
2.78K
$249K
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
193+ 0.14% |
$21K - $22.8K
|
134K
$12M
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
193+ 1.83% |
$21K - $22.8K
|
10.7K
$960K
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
192+ 19.2% |
$20.9K - $22.7K
|
1.19K
$107K
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
190+ 0.88% |
$20.6K - $22.5K
|
21.8K
$1.95M
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
187+ 6.71% |
$20.3K - $22.1K
|
2.97K
$266K
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
185+ 0.44% |
$20.1K - $21.9K
|
42.2K
$3.78M
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
184New |
$20K - $21.8K
|
184
$16.5K
|
|
Aug 18, 2023
Q2 2023
|
Addison Capital CO
|
BUY
|
- |
184+ 3.46% |
$20K - $21.8K
|
5.5K
$492K
|
|
Aug 10, 2023
Q2 2023
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
181+ 9.17% |
$19.7K - $21.4K
|
2.16K
$193K
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
179+ 3.04% |
$19.4K - $21.2K
|
6.07K
$543K
|
|
Aug 10, 2023
Q2 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
179+ 6.61% |
$19.4K - $21.2K
|
2.89K
$258K
|
|
Jul 24, 2023
Q2 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
176+ 5.78% |
$19.1K - $20.8K
|
3.22K
$288K
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
176+ 10.32% |
$19.1K - $20.8K
|
1.88K
$168K
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
175+ 8.37% |
$19K - $20.7K
|
2.27K
$203K
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
175+ 4.67% |
$19K - $20.7K
|
3.92K
$351K
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
174+ 0.91% |
$18.9K - $20.6K
|
19.2K
$1.72M
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
174+ 3.14% |
$18.9K - $20.6K
|
5.71K
$511K
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
173+ 4.22% |
$18.8K - $20.5K
|
4.27K
$382K
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
173+ 2.87% |
$18.8K - $20.5K
|
6.21K
$556K
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
169+ 18.06% |
$18.4K - $20K
|
1.11K
$98.9K
|
|
Aug 10, 2023
Q2 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
166New |
$18K - $19.7K
|
166
$14.9K
|
|
Aug 11, 2023
Q2 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
166+ 2.09% |
$18K - $19.7K
|
8.12K
$726K
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
164+ 0.23% |
$17.8K - $19.4K
|
71K
$6.36M
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
161+ 9.65% |
$17.5K - $19.1K
|
1.83K
$164K
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
160+ 1.46% |
$17.4K - $18.9K
|
11.1K
$994K
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
BUY
|
- |
160+ 7.49% |
$17.4K - $18.9K
|
2.3K
$205K
|
|
Jul 26, 2023
Q2 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
159+ 5.09% |
$17.3K - $18.8K
|
3.28K
$294K
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
157+ 3.72% |
$17.1K - $18.6K
|
4.38K
$392K
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
156+ 3.63% |
$16.9K - $18.5K
|
4.46K
$399K
|
|
Aug 14, 2023
Q2 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
155+ 0.35% |
$16.8K - $18.3K
|
44.2K
$3.96M
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
154+ 1.09% |
$16.7K - $18.2K
|
14.2K
$1.27M
|
|
Jul 11, 2023
Q2 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
152+ 1.49% |
$16.5K - $18K
|
10.3K
$925K
|
|
Jul 17, 2023
Q2 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
152+ 2.78% |
$16.5K - $18K
|
5.63K
$504K
|