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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
119+ 0.67% |
$12.3K - $13.6K
|
17.8K
$1.59M
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
119+ 0.71% |
$12.3K - $13.6K
|
16.9K
$1.51M
|
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
BUY
|
- |
118+ 0.21% |
$12.1K - $13.5K
|
56.8K
$5.08M
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
BUY
|
- |
116+ 2.15% |
$11.9K - $13.3K
|
5.52K
$494K
|
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
BUY
|
- |
111+ 5.21% |
$11.4K - $12.7K
|
2.24K
$201K
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
111+ 4.97% |
$11.4K - $12.7K
|
2.34K
$210K
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
110+ 0.8% |
$11.3K - $12.6K
|
13.8K
$1.24M
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
108+ 0.46% |
$11.1K - $12.3K
|
23.6K
$2.11M
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
107+ 0.58% |
$11K - $12.2K
|
18.7K
$1.67M
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
105+ 0.48% |
$10.8K - $12K
|
22K
$1.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
105+ 2.31% |
$10.8K - $12K
|
4.65K
$416K
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
105+ 0.29% |
$10.8K - $12K
|
35.8K
$3.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
103+ 4.84% |
$10.6K - $11.8K
|
2.23K
$199K
|
|
|
Oct 16, 2023
Q3 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
102+ 1.43% |
$10.5K - $11.7K
|
7.22K
$646K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
102+ 0.75% |
$10.5K - $11.7K
|
13.8K
$1.23M
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
101+ 1.79% |
$10.4K - $11.5K
|
5.75K
$515K
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
101+ 1.3% |
$10.4K - $11.5K
|
7.88K
$706K
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
100+ 1.32% |
$10.3K - $11.4K
|
7.67K
$686K
|
|
|
Oct 12, 2023
Q3 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
100+ 0.34% |
$10.3K - $11.4K
|
29.7K
$2.66M
|
|
|
Oct 13, 2023
Q3 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
100+ 0.16% |
$10.3K - $11.4K
|
63.9K
$5.72M
|
|
|
Oct 17, 2023
Q3 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
100+ 0.04% |
$10.3K - $11.4K
|
232K
$20.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
100+ 0.73% |
$10.3K - $11.4K
|
13.8K
$1.24M
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
100+ 3.69% |
$10.3K - $11.4K
|
2.81K
$251K
|
|
|
Nov 09, 2023
Q3 2023
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
100+ 4.64% |
$10.3K - $11.4K
|
2.26K
$202K
|
|
|
Nov 14, 2023
Q3 2023
|
Petix & Botte CO
|
BUY
|
- |
100+ 2.94% |
$10.3K - $11.4K
|
3.5K
$313K
|
|
|
Dec 05, 2023
Q3 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
100+ 1.33% |
$10.3K - $11.4K
|
7.63K
$683K
|
|
|
Mar 07, 2024
Q3 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
100+ 0.04% |
$10.3K - $11.4K
|
232K
$20.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
99+ 0.1% |
$10.2K - $11.3K
|
103K
$9.2M
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
99+ 1.35% |
$10.2K - $11.3K
|
7.44K
$666K
|
|
|
Nov 21, 2023
Q3 2023
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
98+ 0.08% |
$10.1K - $11.2K
|
124K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
95+ 2.1% |
$9.78K - $10.9K
|
4.63K
$414K
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
94+ 2.87% |
$9.68K - $10.7K
|
3.37K
$301K
|
|
|
Oct 11, 2023
Q3 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
93+ 0.48% |
$9.57K - $10.6K
|
19.5K
$1.74M
|
|
|
Oct 10, 2023
Q3 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
92+ 1.94% |
$9.47K - $10.5K
|
4.83K
$432K
|
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
92+ 3.05% |
$9.47K - $10.5K
|
3.11K
$278K
|
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
92+ 3.46% |
$9.47K - $10.5K
|
2.75K
$246K
|
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
91+ 5.68% |
$9.37K - $10.4K
|
1.69K
$152K
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
91+ 0.06% |
$9.37K - $10.4K
|
143K
$12.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
90+ 0.84% |
$9.27K - $10.3K
|
10.8K
$964K
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
88+ 0.73% |
$9.06K - $10.1K
|
12.1K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
88+ 1.33% |
$9.06K - $10.1K
|
6.69K
$598K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
86+ 1.74% |
$8.85K - $9.83K
|
5.03K
$450K
|
|
|
Oct 10, 2023
Q3 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
85+ 0.34% |
$8.75K - $9.72K
|
25K
$2.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
BUY
|
- |
84+ 2.83% |
$8.65K - $9.6K
|
3.05K
$273K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
83+ 1.77% |
$8.54K - $9.49K
|
4.78K
$428K
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
82+ 2.01% |
$8.44K - $9.38K
|
4.17K
$373K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
81+ 0.46% |
$8.34K - $9.26K
|
17.9K
$1.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Allen Investment Management LLC
|
BUY
|
- |
80+ 0.22% |
$8.24K - $9.15K
|
36.4K
$3.26M
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
79+ 0.05% |
$8.13K - $9.03K
|
152K
$13.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
78+ 1.23% |
$8.03K - $8.92K
|
6.4K
$573K
|