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
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-139- 4.38% |
$23.3K - $26.1K
|
3.04K
$638K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-141- 4.19% |
$23.6K - $26.5K
|
3.22K
$678K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-142- 99.3% |
$23.8K - $26.7K
|
1
$210
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-145- 3.82% |
$24.3K - $27.3K
|
3.65K
$767K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-148- 1.27% |
$24.8K - $27.8K
|
11.5K
$2.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-150- 1.61% |
$25.2K - $28.2K
|
9.19K
$1.93M
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-151- 4.84% |
$25.3K - $28.4K
|
2.97K
$625K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-151- 8.5% |
$25.3K - $28.4K
|
1.63K
$342K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-158- 1.21% |
$26.5K - $29.7K
|
13K
$2.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-159- 0.41% |
$26.7K - $29.9K
|
39K
$8.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-162- 2.43% |
$27.2K - $30.5K
|
6.49K
$1.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-167- 0.55% |
$28K - $31.4K
|
29.9K
$6.3M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-168- 5.71% |
$28.2K - $31.6K
|
2.77K
$583K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-177- 2.68% |
$29.7K - $33.3K
|
6.43K
$1.35M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-179- 90.86% |
$30K - $33.7K
|
18
$3.79K
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-180- 1.12% |
$30.2K - $33.9K
|
15.9K
$3.35M
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-182- 6.76% |
$30.5K - $34.2K
|
2.51K
$528K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-195- 2.56% |
$32.7K - $36.7K
|
7.41K
$1.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-198- 2.58% |
$33.2K - $37.2K
|
7.47K
$1.57M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-199- 22.56% |
$33.4K - $37.4K
|
683
$144K
|
|
|
Aug 14, 2023
Q2 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-199- 0.13% |
$33.4K - $37.4K
|
158K
$33.1M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-203- 50.0% |
$34K - $38.2K
|
203
$42.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-209- 11.65% |
$35.1K - $39.3K
|
1.59K
$333K
|
|
|
Aug 07, 2023
Q2 2023
|
United Bank
|
SELL
|
- |
-210- 3.21% |
$35.2K - $39.5K
|
6.34K
$1.33M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-214- 15.6% |
$35.9K - $40.2K
|
1.16K
$244K
|
|
|
Jul 14, 2023
Q2 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-216- 28.65% |
$36.2K - $40.6K
|
538
$113K
|
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-220- 0.34% |
$36.9K - $41.4K
|
64.9K
$13.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-225- 85.55% |
$37.7K - $42.3K
|
38
$7.99K
|
|
|
Aug 09, 2023
Q2 2023
|
Beck Bode, LLC
|
SELL
|
- |
-228- 3.92% |
$38.2K - $42.9K
|
5.59K
$1.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-228- 57.14% |
$38.2K - $42.9K
|
171
$36K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-230- 33.58% |
$38.6K - $43.3K
|
455
$95.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-231- 0.22% |
$38.7K - $43.4K
|
103K
$21.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Ridge Investments LLC
|
SELL
|
- |
-238- 1.01% |
$39.9K - $44.8K
|
23.3K
$4.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-246- 3.01% |
$41.3K - $46.3K
|
7.93K
$1.67M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-250- 0.58% |
$41.9K - $47K
|
43K
$9.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-251- 0.44% |
$42.1K - $47.2K
|
56.7K
$11.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-254- 2.92% |
$42.6K - $47.8K
|
8.44K
$1.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-255- 15.52% |
$42.8K - $48K
|
1.39K
$292K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-255- 15.52% |
$42.8K - $48K
|
1.39K
$292K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-262- 10.62% |
$43.9K - $49.3K
|
2.21K
$464K
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-264- 11.76% |
$44.3K - $49.7K
|
1.98K
$416K
|
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-268- 77.68% |
$44.9K - $50.4K
|
77
$16.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-270- 0.48% |
$45.3K - $50.8K
|
56.1K
$11.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-280- 8.81% |
$47K - $52.7K
|
2.9K
$610K
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-285- 4.47% |
$47.8K - $53.6K
|
6.1K
$1.28M
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-291- 0.34% |
$48.8K - $54.7K
|
86.2K
$18.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-293- 17.68% |
$49.1K - $55.1K
|
1.36K
$287K
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-294- 0.96% |
$49.3K - $55.3K
|
30.5K
$6.41M
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-304- 90.48% |
$51K - $57.2K
|
32
$6.73K
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-312- 11.45% |
$52.3K - $58.7K
|
2.41K
$507K
|