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 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-50- 14.12% |
$8.39K - $9.4K
|
304
$63.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-50- 10.14% |
$8.39K - $9.4K
|
443
$93.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-55- 0.69% |
$9.22K - $10.3K
|
7.92K
$1.67M
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-55- 0.93% |
$9.22K - $10.3K
|
5.88K
$1.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
SELL
|
- |
-56- 1.51% |
$9.39K - $10.5K
|
3.65K
$767K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-56- 0.28% |
$9.39K - $10.5K
|
20.3K
$4.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-57- 4.53% |
$9.56K - $10.7K
|
1.2K
$253K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-58- 12.13% |
$9.73K - $10.9K
|
420
$88.3K
|
|
|
May 28, 2025
Q2 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-58- 4.62% |
$9.73K - $10.9K
|
1.2K
$252K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-60- 9.38% |
$10.1K - $11.3K
|
580
$122K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-66- 24.0% |
$11.1K - $12.4K
|
209
$44K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-67- 3.46% |
$11.2K - $12.6K
|
1.87K
$393K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-67- 3.87% |
$11.2K - $12.6K
|
1.66K
$350K
|
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-67- 5.21% |
$11.2K - $12.6K
|
1.22K
$257K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-69- 0.85% |
$11.6K - $13K
|
8.07K
$1.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-74- 5.02% |
$12.4K - $13.9K
|
1.4K
$294K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-74- 5.03% |
$12.4K - $13.9K
|
1.4K
$294K
|
|
|
Jul 26, 2023
Q2 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-75- 0.76% |
$12.6K - $14.1K
|
9.74K
$2.05M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-75- 4.05% |
$12.6K - $14.1K
|
1.78K
$374K
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
SELL
|
- |
-80- 5.27% |
$13.4K - $15K
|
1.44K
$303K
|
|
|
Aug 11, 2023
Q2 2023
|
Bell Asset Management LTD
Melbourne, C3 |
SELL
|
- |
-82- 0.18% |
$13.8K - $15.4K
|
45.8K
$9.63M
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-83- 6.31% |
$13.9K - $15.6K
|
1.23K
$259K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-83- 0.99% |
$13.9K - $15.6K
|
8.32K
$1.75M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-85- 5.41% |
$14.3K - $16K
|
1.49K
$313K
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-86- 1.38% |
$14.4K - $16.2K
|
6.15K
$1.29M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-86- 3.81% |
$14.4K - $16.2K
|
2.17K
$457K
|
|
|
Aug 10, 2023
Q2 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-90- 1.92% |
$15.1K - $16.9K
|
4.61K
$969K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-96- 0.87% |
$16.1K - $18.1K
|
10.9K
$2.3M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-98- 0.81% |
$16.4K - $18.4K
|
12K
$2.52M
|
|
|
Jul 12, 2023
Q2 2023
|
Mu Investments Co., Ltd.
|
SELL
|
- |
-100- 0.54% |
$16.8K - $18.8K
|
18.3K
$3.85M
|
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-100- 1.02% |
$16.8K - $18.8K
|
9.71K
$2.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-100- 4.85% |
$16.8K - $18.8K
|
1.96K
$413K
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-101- 7.27% |
$16.9K - $19K
|
1.29K
$271K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-104- 12.53% |
$17.4K - $19.6K
|
726
$153K
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-104- 1.72% |
$17.4K - $19.6K
|
5.93K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-107- 5.03% |
$17.9K - $20.1K
|
2.02K
$425K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-110- 1.01% |
$18.4K - $20.7K
|
10.8K
$2.26M
|
|
|
Jul 24, 2023
Q2 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-111- 0.5% |
$18.6K - $20.9K
|
22.2K
$4.67M
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-113- 1.19% |
$19K - $21.3K
|
9.41K
$1.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-115- 1.41% |
$19.3K - $21.6K
|
8.06K
$1.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-117- 1.85% |
$19.6K - $22K
|
6.22K
$1.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-118- 0.84% |
$19.8K - $22.2K
|
14K
$2.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-118- 2.02% |
$19.8K - $22.2K
|
5.72K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Ycg, LLC
|
SELL
|
- |
-118- 0.05% |
$19.8K - $22.2K
|
218K
$45.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-119- 6.52% |
$20K - $22.4K
|
1.71K
$359K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-125- 2.98% |
$21K - $23.5K
|
4.07K
$856K
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-132- 3.08% |
$22.1K - $24.8K
|
4.16K
$874K
|
|
|
Jul 17, 2023
Q2 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-133- 0.64% |
$22.3K - $25K
|
20.7K
$4.36M
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-133- 2.26% |
$22.3K - $25K
|
5.74K
$1.21M
|
|
|
Jun 14, 2024
Q2 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-137- 2.93% |
$23K - $25.8K
|
4.55K
$956K
|