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 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
20+ 2.14% |
$3.35K - $3.76K
|
954
$222K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
20New |
$3.35K - $3.76K
|
20
$4.66K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
18+ 4.13% |
$3.02K - $3.39K
|
454
$106K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
18+ 0.29% |
$3.02K - $3.39K
|
6.26K
$1.46M
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
17+ 0.87% |
$2.85K - $3.2K
|
1.97K
$459K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
17+ 0.41% |
$2.85K - $3.2K
|
4.15K
$967K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
16+ 57.14% |
$2.68K - $3.01K
|
44
$10.2K
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
16+ 0.21% |
$2.68K - $3.01K
|
7.69K
$1.79M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
16+ 0.65% |
$2.68K - $3.01K
|
2.49K
$581K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
16+ 3.59% |
$2.68K - $3.01K
|
462
$108K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
15+ 115.38% |
$2.52K - $2.82K
|
28
$6.52K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15+ 4.9% |
$2.52K - $2.82K
|
321
$74.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
15+ 0.16% |
$2.52K - $2.82K
|
9.6K
$2.23M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
14+ 1.1% |
$2.35K - $2.63K
|
1.29K
$300K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
13New |
$2.18K - $2.45K
|
13
$3.03K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.49% |
$2.18K - $2.45K
|
2.65K
$617K
|
|
|
Jul 05, 2023
Q2 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
10+ 0.32% |
$1.68K - $1.88K
|
3.13K
$730K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 333.33% |
$1.68K - $1.88K
|
13
$3.03K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10+ 0.21% |
$1.68K - $1.88K
|
4.73K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 1.19% |
$1.68K - $1.88K
|
847
$197K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
9+ 0.44% |
$1.51K - $1.69K
|
2.04K
$475K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.4% |
$1.34K - $1.5K
|
2K
$465K
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
8+ 0.21% |
$1.34K - $1.5K
|
3.86K
$899K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 0.68% |
$1.34K - $1.5K
|
1.19K
$276K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
8+ 0.32% |
$1.34K - $1.5K
|
2.52K
$586K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8+ 6.5% |
$1.34K - $1.5K
|
131
$30.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
7New |
$1.17K - $1.32K
|
7
$1.63K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
7+ 25.93% |
$1.17K - $1.32K
|
34
$7.91K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7+ 1.16% |
$1.17K - $1.32K
|
611
$142K
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
7+ 0.36% |
$1.17K - $1.32K
|
1.94K
$451K
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
6+ 0.07% |
$1.01K - $1.13K
|
8.85K
$2.06M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
6+ 0.38% |
$1.01K - $1.13K
|
1.58K
$369K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
6+ 1.62% |
$1.01K - $1.13K
|
376
$87.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
6+ 8.82% |
$1.01K - $1.13K
|
74
$17.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
6New |
$1.01K - $1.13K
|
6
$1.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 4.26% |
$1.01K - $1.13K
|
147
$34.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
5+ 0.36% |
$839 - $940
|
1.38K
$321K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
5New |
$839 - $940
|
5
$1.16K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 21.05% |
$671 - $752
|
23
$5.35K
|
|
|
Jul 25, 2023
Q2 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
4+ 0.11% |
$671 - $752
|
3.74K
$871K
|
|
|
Aug 04, 2023
Q2 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
4+ 0.07% |
$671 - $752
|
5.72K
$1.33M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3+ 0.15% |
$503 - $564
|
2.04K
$475K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.18% |
$503 - $564
|
1.63K
$380K
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
3+ 0.1% |
$503 - $564
|
2.87K
$667K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
3+ 0.04% |
$503 - $564
|
7.45K
$1.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3New |
$503 - $564
|
3
$698
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 8.33% |
$335 - $376
|
26
$6.05K
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2+ 0.06% |
$335 - $376
|
3.31K
$771K
|
|
|
Jul 21, 2023
Q2 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2+ 0.03% |
$335 - $376
|
7.15K
$1.67M
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$335 - $376
|
3.1K
$721K
|