Purchases and Sales Made in Q2 2023 in Marsh & Mclennan Companies, Inc. (MMC)
This table provides information about the institutional ownership of Marsh & Mclennan Companies, Inc. (MMC) during Q2 2023. The information is specifically focused on institutions that hold shares of MARSH & MCLENNAN COMPANIES, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
BUY
|
- |
80+ 5.78% |
$13.4K - $15K
|
1.46K
$308K
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
79+ 5.53% |
$13.2K - $14.9K
|
1.51K
$317K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
78+ 0.99% |
$13.1K - $14.7K
|
7.98K
$1.68M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
77+ 0.85% |
$12.9K - $14.5K
|
9.19K
$1.93M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
77New |
$12.9K - $14.5K
|
77
$16.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
77+ 1.66% |
$12.9K - $14.5K
|
4.72K
$992K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
77+ 3.32% |
$12.9K - $14.5K
|
2.4K
$504K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
74New |
$12.4K - $13.9K
|
74
$15.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
73+ 5.17% |
$12.2K - $13.7K
|
1.49K
$313K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
72+ 40.0% |
$12.1K - $13.5K
|
252
$53K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
72+ 2.39% |
$12.1K - $13.5K
|
3.08K
$648K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
71+ 0.88% |
$11.9K - $13.4K
|
8.1K
$1.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
70New |
$11.7K - $13.2K
|
70
$14.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
65New |
$10.9K - $12.2K
|
65
$13.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
62+ 2.83% |
$10.4K - $11.7K
|
2.26K
$474K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
55+ 9.34% |
$9.22K - $10.3K
|
644
$135K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
53+ 40.46% |
$8.89K - $9.97K
|
184
$38.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Citizens & Northern Corp
|
BUY
|
- |
53+ 0.8% |
$8.89K - $9.97K
|
6.7K
$1.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
53+ 4.67% |
$8.89K - $9.97K
|
1.19K
$250K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
52+ 0.82% |
$8.72K - $9.78K
|
6.39K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
52+ 0.57% |
$8.72K - $9.78K
|
9.1K
$1.91M
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
51New |
$8.55K - $9.59K
|
51
$10.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
49+ 0.75% |
$8.22K - $9.22K
|
6.61K
$1.39M
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
48+ 1.52% |
$8.05K - $9.03K
|
3.2K
$672K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
48New |
$8.05K - $9.03K
|
48
$10.1K
|
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
48+ 1.11% |
$8.05K - $9.03K
|
4.38K
$921K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
46+ 2.87% |
$7.72K - $8.65K
|
1.65K
$346K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
46+ 0.3% |
$7.72K - $8.65K
|
15.6K
$3.28M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
45+ 0.21% |
$7.55K - $8.46K
|
22K
$4.62M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
43+ 31.16% |
$7.21K - $8.09K
|
181
$38.1K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
43+ 55.84% |
$7.21K - $8.09K
|
120
$25.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
41+ 0.37% |
$6.88K - $7.71K
|
11.1K
$2.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
41+ 11.33% |
$6.88K - $7.71K
|
403
$84.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
BUY
|
- |
40+ 160.0% |
$6.71K - $7.52K
|
65
$13.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
38+ 2.51% |
$6.37K - $7.15K
|
1.55K
$326K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
38+ 2.51% |
$6.37K - $7.15K
|
1.55K
$326K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
35+ 51.47% |
$5.87K - $6.58K
|
103
$21.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
34+ 6.36% |
$5.7K - $6.39K
|
569
$120K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
34+ 3.6% |
$5.7K - $6.39K
|
978
$206K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
32+ 0.24% |
$5.37K - $6.02K
|
13.5K
$2.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
32+ 1.5% |
$5.37K - $6.02K
|
2.17K
$457K
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
29+ 1.68% |
$4.86K - $5.45K
|
1.75K
$368K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
29+ 4.83% |
$4.86K - $5.45K
|
629
$132K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
26+ 8.67% |
$4.36K - $4.89K
|
326
$68.6K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
26+ 0.56% |
$4.36K - $4.89K
|
4.68K
$985K
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
26+ 0.95% |
$4.36K - $4.89K
|
2.77K
$582K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
23New |
$3.86K - $4.33K
|
23
$4.84K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
23+ 0.64% |
$3.86K - $4.33K
|
3.61K
$759K
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
22+ 0.85% |
$3.69K - $4.14K
|
2.62K
$552K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
22+ 1.46% |
$3.69K - $4.14K
|
1.53K
$322K
|