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
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
33+ 1.16% |
$3.4K - $3.77K
|
2.88K
$258K
|
|
|
Jan 15, 2025
Q3 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
33+ 0.92% |
$3.4K - $3.77K
|
3.61K
$323K
|
|
|
Oct 13, 2023
Q3 2023
|
Martin Capital Partners, LLC
|
BUY
|
- |
32+ 0.05% |
$3.29K - $3.66K
|
67.8K
$6.07M
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
32+ 0.17% |
$3.29K - $3.66K
|
19K
$1.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
32+ 0.28% |
$3.29K - $3.66K
|
11.3K
$1.01M
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
31+ 0.3% |
$3.19K - $3.54K
|
10.4K
$933K
|
|
|
Oct 30, 2023
Q3 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
31+ 0.27% |
$3.19K - $3.54K
|
11.7K
$1.05M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
31+ 1.2% |
$3.19K - $3.54K
|
2.62K
$234K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
31+ 0.04% |
$3.19K - $3.54K
|
73.3K
$6.56M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
30+ 0.89% |
$3.09K - $3.43K
|
3.4K
$304K
|
|
|
Nov 13, 2023
Q3 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
30+ 0.25% |
$3.09K - $3.43K
|
12.2K
$1.09M
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
30+ 0.59% |
$3.09K - $3.43K
|
5.09K
$456K
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
28+ 0.76% |
$2.88K - $3.2K
|
3.73K
$334K
|
|
|
Oct 12, 2023
Q3 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
26+ 0.34% |
$2.68K - $2.97K
|
7.7K
$689K
|
|
|
Oct 18, 2023
Q3 2023
|
Ballast, Inc.
|
BUY
|
- |
26+ 0.75% |
$2.68K - $2.97K
|
3.51K
$314K
|
|
|
Nov 02, 2023
Q3 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
26+ 1.28% |
$2.68K - $2.97K
|
2.06K
$185K
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
25+ 0.12% |
$2.57K - $2.86K
|
20.7K
$1.86M
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
25+ 0.16% |
$2.57K - $2.86K
|
16.1K
$1.44M
|
|
|
Nov 06, 2023
Q3 2023
|
Reik & Co., LLC
|
BUY
|
- |
25+ 0.87% |
$2.57K - $2.86K
|
2.91K
$261K
|
|
|
Oct 19, 2023
Q3 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
24+ 0.59% |
$2.47K - $2.74K
|
4.09K
$366K
|
|
|
Nov 09, 2023
Q3 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
24+ 0.24% |
$2.47K - $2.74K
|
10.2K
$910K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
24+ 0.7% |
$2.47K - $2.74K
|
3.43K
$307K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
24+ 0.24% |
$2.47K - $2.74K
|
10.1K
$906K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
23+ 1.44% |
$2.37K - $2.63K
|
1.62K
$145K
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
22+ 0.35% |
$2.26K - $2.52K
|
6.38K
$571K
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
22+ 0.34% |
$2.26K - $2.52K
|
6.57K
$588K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
22+ 0.52% |
$2.26K - $2.52K
|
4.24K
$380K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
22+ 0.61% |
$2.26K - $2.52K
|
3.61K
$323K
|
|
|
Oct 18, 2023
Q3 2023
|
Papp L Roy & Associates
|
BUY
|
- |
21+ 0.22% |
$2.16K - $2.4K
|
9.5K
$850K
|
|
|
Nov 09, 2023
Q3 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
21+ 0.58% |
$2.16K - $2.4K
|
3.65K
$327K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
21+ 5.79% |
$2.16K - $2.4K
|
384
$34.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
20+ 0.49% |
$2.06K - $2.29K
|
4.11K
$368K
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
20+ 24.39% |
$2.06K - $2.29K
|
102
$9.13K
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
19+ 0.28% |
$1.96K - $2.17K
|
6.9K
$617K
|
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
19+ 0.71% |
$1.96K - $2.17K
|
2.71K
$242K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
19+ 0.6% |
$1.96K - $2.17K
|
3.18K
$284K
|
|
|
Nov 07, 2023
Q3 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
18+ 0.83% |
$1.85K - $2.06K
|
2.2K
$197K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
18+ 0.89% |
$1.85K - $2.06K
|
2.03K
$182K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
17+ 0.08% |
$1.75K - $1.94K
|
21.7K
$1.94M
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
17+ 0.39% |
$1.75K - $1.94K
|
4.36K
$390K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
17+ 0.11% |
$1.75K - $1.94K
|
16.1K
$1.44M
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
17+ 0.35% |
$1.75K - $1.94K
|
4.81K
$431K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
17+ 0.24% |
$1.75K - $1.94K
|
7.15K
$640K
|
|
|
Oct 03, 2023
Q3 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
16+ 0.04% |
$1.65K - $1.83K
|
38.4K
$3.44M
|
|
|
Oct 25, 2023
Q3 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
16+ 0.22% |
$1.65K - $1.83K
|
7.33K
$656K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
16+ 0.23% |
$1.65K - $1.83K
|
6.93K
$620K
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
16+ 0.1% |
$1.65K - $1.83K
|
16.8K
$1.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
15+ 0.71% |
$1.54K - $1.71K
|
2.13K
$190K
|
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
15+ 0.51% |
$1.54K - $1.71K
|
2.97K
$266K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
15+ 0.15% |
$1.54K - $1.71K
|
9.79K
$876K
|