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
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
53+ 0.08% |
$5.46K - $6.06K
|
65.9K
$5.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
52+ 0.81% |
$5.35K - $5.95K
|
6.5K
$582K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
52+ 0.06% |
$5.35K - $5.95K
|
80.1K
$7.17M
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
51+ 0.45% |
$5.25K - $5.83K
|
11.5K
$1.02M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
51+ 0.05% |
$5.25K - $5.83K
|
105K
$9.35M
|
|
|
Oct 16, 2023
Q3 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
50+ 0.33% |
$5.15K - $5.72K
|
15.1K
$1.35M
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
BUY
|
- |
50+ 0.44% |
$5.15K - $5.72K
|
11.4K
$1.02M
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
50+ 1.15% |
$5.15K - $5.72K
|
4.42K
$395K
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
49+ 1.87% |
$5.04K - $5.6K
|
2.67K
$239K
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
48+ 0.64% |
$4.94K - $5.49K
|
7.58K
$678K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
48+ 1.73% |
$4.94K - $5.49K
|
2.83K
$253K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
47+ 0.42% |
$4.84K - $5.37K
|
11.2K
$998K
|
|
|
Oct 16, 2023
Q3 2023
|
Community Trust & Investment CO
|
BUY
|
- |
47+ 0.16% |
$4.84K - $5.37K
|
29.4K
$2.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
47+ 2.07% |
$4.84K - $5.37K
|
2.31K
$207K
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
46+ 0.29% |
$4.74K - $5.26K
|
16K
$1.43M
|
|
|
Oct 25, 2023
Q3 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
45+ 0.36% |
$4.63K - $5.14K
|
12.6K
$1.13M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
45+ 0.09% |
$4.63K - $5.14K
|
48.9K
$4.38M
|
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
45+ 1.57% |
$4.63K - $5.14K
|
2.91K
$260K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
44+ 1.14% |
$4.53K - $5.03K
|
3.92K
$351K
|
|
|
Oct 27, 2023
Q3 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
44New |
$4.53K - $5.03K
|
44
$3.94K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
43New |
$4.43K - $4.92K
|
43
$3.85K
|
|
|
Nov 13, 2023
Q3 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
42New |
$4.32K - $4.8K
|
42
$3.76K
|
|
|
Nov 07, 2023
Q3 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
41+ 0.47% |
$4.22K - $4.69K
|
8.81K
$789K
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
41+ 0.61% |
$4.22K - $4.69K
|
6.71K
$601K
|
|
|
Feb 13, 2025
Q3 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
41+ 0.65% |
$4.22K - $4.69K
|
6.31K
$565K
|
|
|
Oct 16, 2023
Q3 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
40+ 0.64% |
$4.12K - $4.57K
|
6.27K
$561K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
40+ 0.34% |
$4.12K - $4.57K
|
11.9K
$1.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
37+ 0.43% |
$3.81K - $4.23K
|
8.62K
$771K
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
37+ 0.32% |
$3.81K - $4.23K
|
11.7K
$1.05M
|
|
|
Oct 19, 2023
Q3 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
37+ 0.7% |
$3.81K - $4.23K
|
5.36K
$480K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
37New |
$3.81K - $4.23K
|
37
$3.31K
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
37+ 0.55% |
$3.81K - $4.23K
|
6.71K
$601K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
36+ 0.98% |
$3.71K - $4.12K
|
3.7K
$331K
|
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
36+ 0.48% |
$3.71K - $4.12K
|
7.54K
$675K
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
36+ 0.05% |
$3.71K - $4.12K
|
73.6K
$6.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
36+ 0.77% |
$3.71K - $4.12K
|
4.7K
$421K
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
BUY
|
- |
35+ 0.12% |
$3.6K - $4K
|
30.1K
$2.69M
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
35+ 0.54% |
$3.6K - $4K
|
6.55K
$586K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
35+ 2.16% |
$3.6K - $4K
|
1.66K
$148K
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
35+ 1.79% |
$3.6K - $4K
|
2K
$179K
|
|
|
Nov 03, 2023
Q3 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
35+ 0.47% |
$3.6K - $4K
|
7.53K
$674K
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
35+ 1.22% |
$3.6K - $4K
|
2.91K
$260K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
35+ 7.97% |
$3.6K - $4K
|
474
$42.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
35+ 0.4% |
$3.6K - $4K
|
8.89K
$795K
|
|
|
Nov 13, 2023
Q3 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
35+ 0.45% |
$3.6K - $4K
|
7.79K
$697K
|
|
|
Oct 25, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
34+ 0.8% |
$3.5K - $3.89K
|
4.29K
$384K
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
34+ 1.19% |
$3.5K - $3.89K
|
2.9K
$260K
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
34+ 1.35% |
$3.5K - $3.89K
|
2.56K
$229K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
34+ 1.81% |
$3.5K - $3.89K
|
1.92K
$171K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
33+ 0.21% |
$3.4K - $3.77K
|
15.5K
$1.38M
|