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 12, 2023
Q3 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-589- 15.32% |
$60.6K - $67.3K
|
3.26K
$291K
|
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-594- 0.83% |
$61.2K - $67.9K
|
71.3K
$6.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-597- 3.08% |
$61.5K - $68.3K
|
18.8K
$1.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Penbrook Management LLC
|
SELL
|
- |
-600- 14.27% |
$61.8K - $68.6K
|
3.61K
$323K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-606- 12.08% |
$62.4K - $69.3K
|
4.41K
$395K
|
|
|
Nov 01, 2023
Q3 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-607- 8.63% |
$62.5K - $69.4K
|
6.42K
$575K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-609- 2.54% |
$62.7K - $69.6K
|
23.4K
$2.09M
|
|
|
Oct 30, 2023
Q3 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-611- 4.98% |
$62.9K - $69.9K
|
11.7K
$1.04M
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-612- 8.07% |
$63K - $70K
|
6.97K
$624K
|
|
|
Nov 13, 2023
Q3 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-614- 0.35% |
$63.2K - $70.2K
|
174K
$15.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-616- 1.51% |
$63.4K - $70.4K
|
40.2K
$3.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-616- 7.49% |
$63.4K - $70.4K
|
7.61K
$681K
|
|
|
Oct 27, 2023
Q3 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-618- 0.2% |
$63.6K - $70.7K
|
315K
$28.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-621- 5.13% |
$63.9K - $71K
|
11.5K
$1.03M
|
|
|
Oct 18, 2023
Q3 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-625- 0.55% |
$64.3K - $71.5K
|
114K
$10.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-625- 1.42% |
$64.3K - $71.5K
|
43.4K
$3.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-625- 9.43% |
$64.3K - $71.5K
|
6K
$537K
|
|
|
Oct 10, 2023
Q3 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-629- 13.92% |
$64.8K - $71.9K
|
3.89K
$348K
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-630- 2.64% |
$64.9K - $72K
|
23.3K
$2.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-632- 4.65% |
$65.1K - $72.3K
|
13K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-634- 1.96% |
$65.3K - $72.5K
|
31.8K
$2.84M
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-634- 1.96% |
$65.3K - $72.5K
|
31.8K
$2.84M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-638- 7.36% |
$65.7K - $72.9K
|
8.03K
$719K
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-639- 0.68% |
$65.8K - $73.1K
|
92.9K
$8.31M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-640- 9.67% |
$65.9K - $73.2K
|
5.98K
$535K
|
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-640- 2.47% |
$65.9K - $73.2K
|
25.2K
$2.26M
|
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-645- 6.54% |
$66.4K - $73.7K
|
9.22K
$825K
|
|
|
Nov 14, 2023
Q3 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-649- 3.48% |
$66.8K - $74.2K
|
18K
$1.61M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-650- 9.06% |
$66.9K - $74.3K
|
6.53K
$584K
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-656- 11.37% |
$67.5K - $75K
|
5.11K
$458K
|
|
|
Nov 09, 2023
Q3 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-661- 24.2% |
$68K - $75.6K
|
2.07K
$185K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-666Closed |
$68.6K - $76.1K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-672- 3.13% |
$69.2K - $76.8K
|
20.8K
$1.86M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-674- 0.23% |
$69.4K - $77.1K
|
296K
$26.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-676- 0.27% |
$69.6K - $77.3K
|
253K
$22.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-680- 0.97% |
$70K - $77.7K
|
69.5K
$6.22M
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-680- 1.82% |
$70K - $77.7K
|
36.6K
$3.28M
|
|
|
Feb 13, 2025
Q3 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-682- 10.63% |
$70.2K - $78K
|
5.73K
$513K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-686- 2.69% |
$70.6K - $78.4K
|
24.9K
$2.22M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-687- 2.53% |
$70.7K - $78.5K
|
26.5K
$2.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-687- 22.25% |
$70.7K - $78.5K
|
2.4K
$215K
|
|
|
Nov 07, 2023
Q3 2023
|
Univest Financial Corp
|
SELL
|
- |
-688- 6.98% |
$70.8K - $78.7K
|
9.16K
$820K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-693- 2.44% |
$71.3K - $79.2K
|
27.7K
$2.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-696- 3.19% |
$71.7K - $79.6K
|
21.1K
$1.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
SELL
|
- |
-701- 3.38% |
$72.2K - $80.1K
|
20K
$1.79M
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-702- 1.99% |
$72.3K - $80.3K
|
34.5K
$3.09M
|
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-706- 3.02% |
$72.7K - $80.7K
|
22.6K
$2.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-707- 13.78% |
$72.8K - $80.8K
|
4.43K
$396K
|
|
|
Nov 13, 2023
Q3 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-707- 7.39% |
$72.8K - $80.8K
|
8.86K
$793K
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-709- 2.39% |
$73K - $81.1K
|
28.9K
$2.59M
|