Purchases and Sales Made in Q3 2023 in Merck & Co., Inc. (MRK)
This table provides information about the institutional ownership of Merck & Co., Inc. (MRK) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
563+ 12.84% |
$58K - $64.4K
|
4.95K
$443K
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
562+ 4.1% |
$57.9K - $64.3K
|
14.3K
$1.28M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
562+ 3.97% |
$57.9K - $64.3K
|
14.7K
$1.32M
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
559+ 1.74% |
$57.5K - $63.9K
|
32.7K
$2.93M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
558+ 2.55% |
$57.4K - $63.8K
|
22.4K
$2.01M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
551+ 2.25% |
$56.7K - $63K
|
25.1K
$2.24M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
551+ 0.32% |
$56.7K - $63K
|
175K
$15.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
550+ 13.43% |
$56.6K - $62.9K
|
4.64K
$416K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
550+ 6.51% |
$56.6K - $62.9K
|
9K
$805K
|
|
|
Oct 05, 2023
Q3 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
545+ 0.67% |
$56.1K - $62.3K
|
82.5K
$7.38M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
545+ 19.49% |
$56.1K - $62.3K
|
3.34K
$299K
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
545+ 13.51% |
$56.1K - $62.3K
|
4.58K
$410K
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
543+ 26.97% |
$55.9K - $62.1K
|
2.56K
$229K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
543+ 5.41% |
$55.9K - $62.1K
|
10.6K
$947K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
541+ 5.4% |
$55.7K - $61.9K
|
10.6K
$945K
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
541+ 0.21% |
$55.7K - $61.9K
|
260K
$23.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Cardinal Capital Management
|
BUY
|
- |
540+ 0.79% |
$55.6K - $61.7K
|
68.7K
$6.15M
|
|
|
Jul 12, 2024
Q3 2023
|
Cardinal Capital Management
|
BUY
|
- |
540+ 0.79% |
$55.6K - $61.7K
|
68.7K
$6.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
534+ 30.08% |
$55K - $61.1K
|
2.31K
$207K
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
531+ 2.76% |
$54.7K - $60.7K
|
19.7K
$1.77M
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
526New |
$54.2K - $60.1K
|
526
$47.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Diamant Asset Management, Inc.
|
BUY
|
- |
525+ 2.44% |
$54K - $60K
|
22.1K
$1.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
524+ 18.41% |
$53.9K - $59.9K
|
3.37K
$302K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
521+ 1.82% |
$53.6K - $59.6K
|
29.1K
$2.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
516+ 3.52% |
$53.1K - $59K
|
15.2K
$1.36M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
516+ 23.83% |
$53.1K - $59K
|
2.68K
$240K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
515+ 0.33% |
$53K - $58.9K
|
158K
$14.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
515+ 1.6% |
$53K - $58.9K
|
32.6K
$2.92M
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
508+ 1.1% |
$52.3K - $58.1K
|
46.6K
$4.17M
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
508+ 13.91% |
$52.3K - $58.1K
|
4.16K
$372K
|
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Services
|
BUY
|
- |
508+ 4.76% |
$52.3K - $58.1K
|
11.2K
$1M
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
505+ 4.02% |
$52K - $57.7K
|
13.1K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
503+ 27.03% |
$51.8K - $57.5K
|
2.36K
$212K
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
502+ 1.49% |
$51.7K - $57.4K
|
34.2K
$3.06M
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
500+ 0.75% |
$51.5K - $57.2K
|
67.5K
$6.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
498+ 20.11% |
$51.3K - $56.9K
|
2.97K
$266K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
495+ 12.73% |
$51K - $56.6K
|
4.38K
$392K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
491+ 0.99% |
$50.5K - $56.1K
|
50.2K
$4.49M
|
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
491+ 0.88% |
$50.5K - $56.1K
|
56.5K
$5.05M
|
|
|
Nov 02, 2023
Q3 2023
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
490+ 2.0% |
$50.4K - $56K
|
25K
$2.24M
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
488+ 16.51% |
$50.2K - $55.8K
|
3.44K
$308K
|
|
|
Nov 13, 2023
Q3 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
488+ 2.75% |
$50.2K - $55.8K
|
18.2K
$1.63M
|
|
|
Oct 31, 2023
Q3 2023
|
Wright Investors Service Inc
|
BUY
|
- |
487+ 1.12% |
$50.1K - $55.7K
|
44K
$3.93M
|
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
486New |
$50K - $55.6K
|
486
$43.5K
|
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
486+ 2.33% |
$50K - $55.6K
|
21.3K
$1.91M
|
|
|
Nov 14, 2023
Q3 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
486+ 1.47% |
$50K - $55.6K
|
33.5K
$3M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
479+ 6.07% |
$49.3K - $54.8K
|
8.37K
$749K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
477+ 15.0% |
$49.1K - $54.5K
|
3.66K
$327K
|
|
|
Dec 08, 2023
Q3 2023
|
Ccm Investment Advisers LLC
|
BUY
|
- |
476+ 0.36% |
$49K - $54.4K
|
134K
$12M
|
|
|
Nov 08, 2023
Q3 2023
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
475+ 1.82% |
$48.9K - $54.3K
|
26.6K
$2.38M
|