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 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-304- 90.48% |
$51K - $57.2K
|
32
$6.32K
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-312- 11.45% |
$52.3K - $58.7K
|
2.41K
$476K
|
|
|
Aug 08, 2023
Q2 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-321- 3.21% |
$53.8K - $60.4K
|
9.67K
$1.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-325- 33.47% |
$54.5K - $61.1K
|
646
$128K
|
|
|
Jul 11, 2023
Q2 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-330- 1.0% |
$55.3K - $62.1K
|
32.7K
$6.46M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-341- 1.02% |
$57.2K - $64.1K
|
33.2K
$6.55M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-345- 7.63% |
$57.9K - $64.9K
|
4.18K
$824K
|
|
|
Aug 01, 2023
Q2 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-347- 12.05% |
$58.2K - $65.3K
|
2.53K
$500K
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-348- 4.71% |
$58.4K - $65.5K
|
7.04K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-351- 14.18% |
$58.9K - $66K
|
2.12K
$419K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-367- 0.64% |
$61.6K - $69K
|
57.2K
$11.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-368- 12.34% |
$61.7K - $69.2K
|
2.61K
$516K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-368- 2.37% |
$61.7K - $69.2K
|
15.2K
$3M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-368- 5.07% |
$61.7K - $69.2K
|
6.89K
$1.36M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-372- 7.54% |
$62.4K - $70K
|
4.56K
$901K
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-374- 3.4% |
$62.7K - $70.3K
|
10.6K
$2.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-390- 4.77% |
$65.4K - $73.4K
|
7.79K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-400- 12.56% |
$67.1K - $75.2K
|
2.78K
$550K
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-409- 11.65% |
$68.6K - $76.9K
|
3.1K
$613K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-417- 0.54% |
$69.9K - $78.4K
|
77.1K
$15.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-419- 2.81% |
$70.3K - $78.8K
|
14.5K
$2.87M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-419- 0.7% |
$70.3K - $78.8K
|
59K
$11.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-419- 3.77% |
$70.3K - $78.8K
|
10.7K
$2.11M
|
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-420- 22.74% |
$70.4K - $79K
|
1.43K
$282K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-428- 2.84% |
$71.8K - $80.5K
|
14.7K
$2.89M
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
SELL
|
- |
-440- 10.46% |
$73.8K - $82.8K
|
3.77K
$744K
|
|
|
Jul 28, 2023
Q2 2023
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-440- 2.7% |
$73.8K - $82.8K
|
15.9K
$3.13M
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-444- 2.47% |
$74.5K - $83.5K
|
17.6K
$3.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-448- 0.31% |
$75.1K - $84.3K
|
144K
$28.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-460- 2.71% |
$77.2K - $86.5K
|
16.5K
$3.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-467- 8.93% |
$78.3K - $87.8K
|
4.76K
$940K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-485- 1.87% |
$81.3K - $91.2K
|
25.5K
$5.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-489- 9.39% |
$82K - $92K
|
4.72K
$931K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-489- 0.97% |
$82K - $92K
|
49.9K
$9.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-491- 3.72% |
$82.4K - $92.3K
|
12.7K
$2.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
SELL
|
- |
-496- 8.92% |
$83.2K - $93.3K
|
5.06K
$1M
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-516- 1.24% |
$86.5K - $97K
|
41.1K
$8.11M
|
|
|
Jul 25, 2023
Q2 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-519- 19.7% |
$87K - $97.6K
|
2.12K
$418K
|
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-547- 1.93% |
$91.7K - $103K
|
27.8K
$5.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-581- 2.62% |
$97.4K - $109K
|
21.6K
$4.26M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-583- 22.88% |
$97.8K - $110K
|
1.97K
$388K
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-599- 19.29% |
$100K - $113K
|
2.51K
$495K
|
|
|
Aug 10, 2023
Q2 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-600- 3.62% |
$101K - $113K
|
16K
$3.16M
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-600- 33.33% |
$101K - $113K
|
1.2K
$237K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-602- 6.09% |
$101K - $113K
|
9.29K
$1.83M
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-633- 11.22% |
$106K - $119K
|
5.01K
$988K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-634- 1.67% |
$106K - $119K
|
37.4K
$7.38M
|
|
|
Aug 08, 2023
Q2 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-642- 27.28% |
$108K - $121K
|
1.71K
$338K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-668- 96.95% |
$112K - $126K
|
21
$4.15K
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-680- 0.3% |
$114K - $128K
|
223K
$44M
|