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 13, 2023
Q2 2023
|
Peterson Wealth Services
|
SELL
|
- |
-694- 6.1% |
$75.4K - $82.2K
|
10.7K
$974K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-697- 3.73% |
$75.7K - $82.5K
|
18K
$1.64M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-699- 10.97% |
$75.9K - $82.7K
|
5.68K
$518K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-700- 17.5% |
$76K - $82.9K
|
3.3K
$301K
|
|
|
Aug 14, 2023
Q2 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-700- 13.24% |
$76K - $82.9K
|
4.59K
$419K
|
|
|
Aug 14, 2023
Q2 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-700- 12.53% |
$76K - $82.9K
|
4.89K
$446K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-703- 4.07% |
$76.4K - $83.2K
|
16.6K
$1.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-703- 1.91% |
$76.4K - $83.2K
|
36.1K
$3.29M
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-706- 17.85% |
$76.7K - $83.6K
|
3.25K
$297K
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-708- 5.85% |
$76.9K - $83.8K
|
11.4K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-719- 0.61% |
$78.1K - $85.1K
|
117K
$10.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-729- 14.68% |
$79.2K - $86.3K
|
4.24K
$387K
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-730- 62.45% |
$79.3K - $86.4K
|
439
$40.1K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-731- 6.79% |
$79.4K - $86.5K
|
10K
$916K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-736- 10.43% |
$79.9K - $87.1K
|
6.32K
$577K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-738- 3.73% |
$80.2K - $87.4K
|
19.1K
$1.74M
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-738- 2.34% |
$80.2K - $87.4K
|
30.8K
$2.81M
|
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-741- 1.2% |
$80.5K - $87.7K
|
61K
$5.57M
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-745- 4.07% |
$80.9K - $88.2K
|
17.6K
$1.6M
|
|
|
Jul 12, 2023
Q2 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-748- 0.4% |
$81.2K - $88.5K
|
186K
$16.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-748- 16.98% |
$81.2K - $88.5K
|
3.66K
$334K
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-750- 11.74% |
$81.5K - $88.8K
|
5.64K
$514K
|
|
|
Aug 14, 2023
Q2 2023
|
Page Arthur B
|
SELL
|
- |
-750- 20.73% |
$81.5K - $88.8K
|
2.87K
$262K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-757- 1.04% |
$82.2K - $89.6K
|
71.9K
$6.57M
|
|
|
Aug 09, 2023
Q2 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-760- 14.86% |
$82.5K - $90K
|
4.36K
$398K
|
|
|
Aug 10, 2023
Q2 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-762- 4.32% |
$82.8K - $90.2K
|
16.9K
$1.54M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-764- 2.69% |
$83K - $90.4K
|
27.6K
$2.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-766- 0.72% |
$83.2K - $90.7K
|
105K
$9.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-768- 2.58% |
$83.4K - $90.9K
|
29K
$2.64M
|
|
|
Aug 10, 2023
Q2 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-768- 22.27% |
$83.4K - $90.9K
|
2.68K
$245K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-769- 0.21% |
$83.5K - $91K
|
368K
$33.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Barings LLC
|
SELL
|
- |
-770- 24.29% |
$83.6K - $91.2K
|
2.4K
$219K
|
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-771- 1.27% |
$83.7K - $91.3K
|
60.1K
$5.48M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-775- 0.72% |
$84.2K - $91.7K
|
106K
$9.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-775- 3.92% |
$84.2K - $91.7K
|
19K
$1.73M
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-776- 1.92% |
$84.3K - $91.9K
|
39.6K
$3.62M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-779- 4.01% |
$84.6K - $92.2K
|
18.6K
$1.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-781- 0.78% |
$84.8K - $92.5K
|
99.4K
$9.08M
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-782- 2.44% |
$84.9K - $92.6K
|
31.2K
$2.85M
|
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
SELL
|
- |
-791- 0.61% |
$85.9K - $93.6K
|
128K
$11.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-792- 1.81% |
$86K - $93.8K
|
42.9K
$3.91M
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-799- 9.49% |
$86.8K - $94.6K
|
7.62K
$696K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-800- 1.32% |
$86.9K - $94.7K
|
60K
$5.48M
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-800- 10.03% |
$86.9K - $94.7K
|
7.18K
$655K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-807- 9.72% |
$87.6K - $95.5K
|
7.5K
$684K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-810- 8.09% |
$88K - $95.9K
|
9.2K
$840K
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-822- 17.73% |
$89.3K - $97.3K
|
3.82K
$348K
|
|
|
Aug 08, 2023
Q2 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-825- 8.5% |
$89.6K - $97.7K
|
8.89K
$811K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-826- 63.05% |
$89.7K - $97.8K
|
484
$44.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-827- 2.3% |
$89.8K - $97.9K
|
35.1K
$3.2M
|