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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-56- 0.28% |
$9.39K - $10.5K
|
20.3K
$4.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-57- 4.53% |
$9.56K - $10.7K
|
1.2K
$280K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-58- 12.13% |
$9.73K - $10.9K
|
420
$97.8K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-60- 9.38% |
$10.1K - $11.3K
|
580
$135K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-66- 24.0% |
$11.1K - $12.4K
|
209
$48.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-67- 3.46% |
$11.2K - $12.6K
|
1.87K
$435K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-67- 3.87% |
$11.2K - $12.6K
|
1.66K
$387K
|
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-67- 5.21% |
$11.2K - $12.6K
|
1.22K
$284K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-69- 0.85% |
$11.6K - $13K
|
8.07K
$1.88M
|
|
|
Aug 04, 2023
Q2 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-74- 5.02% |
$12.4K - $13.9K
|
1.4K
$326K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-74- 5.03% |
$12.4K - $13.9K
|
1.4K
$325K
|
|
|
Jul 26, 2023
Q2 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-75- 0.76% |
$12.6K - $14.1K
|
9.74K
$2.27M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-75- 4.05% |
$12.6K - $14.1K
|
1.78K
$414K
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
SELL
|
- |
-80- 5.27% |
$13.4K - $15K
|
1.44K
$335K
|
|
|
Aug 11, 2023
Q2 2023
|
Bell Asset Management LTD
Melbourne, C3 |
SELL
|
- |
-82- 0.18% |
$13.8K - $15.4K
|
45.8K
$10.7M
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-83- 6.31% |
$13.9K - $15.6K
|
1.23K
$287K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-83- 0.99% |
$13.9K - $15.6K
|
8.32K
$1.94M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-85- 5.41% |
$14.3K - $16K
|
1.49K
$346K
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-86- 1.38% |
$14.4K - $16.2K
|
6.15K
$1.43M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-86- 3.81% |
$14.4K - $16.2K
|
2.17K
$506K
|
|
|
Aug 10, 2023
Q2 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-90- 1.92% |
$15.1K - $16.9K
|
4.61K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-96- 0.87% |
$16.1K - $18.1K
|
10.9K
$2.54M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-98- 0.81% |
$16.4K - $18.4K
|
12K
$2.79M
|
|
|
Jul 12, 2023
Q2 2023
|
Mu Investments Co., Ltd.
|
SELL
|
- |
-100- 0.54% |
$16.8K - $18.8K
|
18.3K
$4.26M
|
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-100- 1.02% |
$16.8K - $18.8K
|
9.71K
$2.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-100- 4.85% |
$16.8K - $18.8K
|
1.96K
$457K
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-101- 7.27% |
$16.9K - $19K
|
1.29K
$300K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-104- 12.53% |
$17.4K - $19.6K
|
726
$169K
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-104- 1.72% |
$17.4K - $19.6K
|
5.93K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-107- 5.03% |
$17.9K - $20.1K
|
2.02K
$470K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-110- 1.01% |
$18.4K - $20.7K
|
10.8K
$2.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-111- 0.5% |
$18.6K - $20.9K
|
22.2K
$5.16M
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-113- 1.19% |
$19K - $21.3K
|
9.41K
$2.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-115- 1.41% |
$19.3K - $21.6K
|
8.06K
$1.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-117- 1.85% |
$19.6K - $22K
|
6.22K
$1.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-118- 0.84% |
$19.8K - $22.2K
|
14K
$3.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-118- 2.02% |
$19.8K - $22.2K
|
5.72K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Ycg, LLC
|
SELL
|
- |
-118- 0.05% |
$19.8K - $22.2K
|
218K
$50.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-119- 6.52% |
$20K - $22.4K
|
1.71K
$397K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-125- 2.98% |
$21K - $23.5K
|
4.07K
$947K
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-132- 3.08% |
$22.1K - $24.8K
|
4.16K
$968K
|
|
|
Jul 17, 2023
Q2 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-133- 0.64% |
$22.3K - $25K
|
20.7K
$4.83M
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-133- 2.26% |
$22.3K - $25K
|
5.74K
$1.34M
|
|
|
Jun 14, 2024
Q2 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-137- 2.93% |
$23K - $25.8K
|
4.55K
$1.06M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-139- 4.38% |
$23.3K - $26.1K
|
3.04K
$707K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-141- 4.19% |
$23.6K - $26.5K
|
3.22K
$750K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-142- 99.3% |
$23.8K - $26.7K
|
1
$233
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-145- 3.82% |
$24.3K - $27.3K
|
3.65K
$849K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-148- 1.27% |
$24.8K - $27.8K
|
11.5K
$2.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-150- 1.61% |
$25.2K - $28.2K
|
9.19K
$2.14M
|