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 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-16- 22.54% |
$2.68K - $3.01K
|
55
$12.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-16- 0.79% |
$2.68K - $3.01K
|
2.02K
$462K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-16- 0.51% |
$2.68K - $3.01K
|
3.09K
$708K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-16- 0.44% |
$2.68K - $3.01K
|
3.65K
$835K
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-17- 0.55% |
$2.85K - $3.2K
|
3.07K
$703K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-18- 3.1% |
$3.02K - $3.39K
|
562
$129K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-20- 1.08% |
$3.35K - $3.76K
|
1.84K
$421K
|
|
|
Jul 11, 2023
Q2 2023
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-21- 0.91% |
$3.52K - $3.95K
|
2.29K
$523K
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-21- 0.35% |
$3.52K - $3.95K
|
6K
$1.37M
|
|
|
Aug 07, 2023
Q2 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-21- 1.14% |
$3.52K - $3.95K
|
1.82K
$417K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-21- 1.27% |
$3.52K - $3.95K
|
1.64K
$375K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-21- 77.78% |
$3.52K - $3.95K
|
6
$1.37K
|
|
|
Jul 17, 2023
Q2 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-23- 0.69% |
$3.86K - $4.33K
|
3.3K
$756K
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-23- 1.5% |
$3.86K - $4.33K
|
1.51K
$346K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-25- 0.29% |
$4.19K - $4.7K
|
8.7K
$1.99M
|
|
|
Jul 19, 2023
Q2 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-25- 0.45% |
$4.19K - $4.7K
|
5.5K
$1.26M
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
SELL
|
- |
-25- 22.73% |
$4.19K - $4.7K
|
85
$19.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-25- 2.61% |
$4.19K - $4.7K
|
933
$213K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-25- 0.1% |
$4.19K - $4.7K
|
24.3K
$5.55M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-26- 1.5% |
$4.36K - $4.89K
|
1.7K
$390K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-26- 1.33% |
$4.36K - $4.89K
|
1.93K
$441K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-26- 0.68% |
$4.36K - $4.89K
|
3.79K
$868K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-27- 0.58% |
$4.53K - $5.08K
|
4.67K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-28- 7.35% |
$4.7K - $5.27K
|
353
$80.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-29- 1.8% |
$4.86K - $5.45K
|
1.58K
$361K
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-29- 2.64% |
$4.86K - $5.45K
|
1.07K
$245K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-30- 1.17% |
$5.03K - $5.64K
|
2.55K
$582K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-32- 1.59% |
$5.37K - $6.02K
|
1.98K
$452K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-33- 1.44% |
$5.53K - $6.21K
|
2.26K
$517K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-33- 0.18% |
$5.53K - $6.21K
|
18.7K
$4.28M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-33- 0.4% |
$5.53K - $6.21K
|
8.23K
$1.88M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-33- 0.09% |
$5.53K - $6.21K
|
38.6K
$8.84M
|
|
|
Jul 27, 2023
Q2 2023
|
Lgt Group Foundation
|
SELL
|
- |
-35- 0.19% |
$5.87K - $6.58K
|
18.4K
$4.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-35- 2.12% |
$5.87K - $6.58K
|
1.61K
$369K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-36- 5.33% |
$6.04K - $6.77K
|
639
$146K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-37- 39.36% |
$6.21K - $6.96K
|
57
$13K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-39- 17.33% |
$6.54K - $7.34K
|
186
$42.6K
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-41- 1.27% |
$6.88K - $7.71K
|
3.19K
$730K
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-42- 0.18% |
$7.04K - $7.9K
|
23.6K
$5.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-42- 3.68% |
$7.04K - $7.9K
|
1.1K
$251K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-43- 0.45% |
$7.21K - $8.09K
|
9.53K
$2.18M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-44- 0.24% |
$7.38K - $8.28K
|
18.3K
$4.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-46- 1.94% |
$7.72K - $8.65K
|
2.33K
$533K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-46- 1.0% |
$7.72K - $8.65K
|
4.54K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-46- 2.19% |
$7.72K - $8.65K
|
2.05K
$469K
|
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-49- 1.24% |
$8.22K - $9.22K
|
3.89K
$890K
|
|
|
Aug 10, 2023
Q2 2023
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-49- 4.75% |
$8.22K - $9.22K
|
983
$225K
|
|
|
Jul 06, 2023
Q2 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-50- 0.62% |
$8.39K - $9.4K
|
7.99K
$1.83M
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-50- 14.12% |
$8.39K - $9.4K
|
304
$69.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-50- 10.14% |
$8.39K - $9.4K
|
443
$101K
|