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 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.68K- 0.91% |
$282K - $317K
|
183K
$41.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.72K- 0.39% |
$288K - $323K
|
436K
$99.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.74K- 0.52% |
$292K - $327K
|
336K
$76.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.79K- 5.14% |
$299K - $336K
|
32.9K
$7.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.95K- 3.42% |
$327K - $367K
|
55K
$12.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-1.97K- 1.76% |
$330K - $370K
|
110K
$25.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.98K- 1.54% |
$333K - $373K
|
127K
$29M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.99K- 2.61% |
$333K - $374K
|
74.2K
$17M
|
|
|
Aug 14, 2023
Q2 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-2.01K- 11.99% |
$337K - $377K
|
14.7K
$3.37M
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-2.02K- 6.13% |
$338K - $380K
|
30.9K
$7.07M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-2.02K- 1.42% |
$339K - $380K
|
140K
$32M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.08K- 6.23% |
$349K - $392K
|
31.4K
$7.17M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2.08K- 7.08% |
$350K - $392K
|
27.3K
$6.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.14K- 62.04% |
$358K - $402K
|
1.31K
$299K
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-2.17K- 19.03% |
$364K - $408K
|
9.24K
$2.11M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.23K- 12.83% |
$374K - $419K
|
15.1K
$3.46M
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.38K- 1.13% |
$399K - $448K
|
208K
$47.7M
|
|
|
Jul 31, 2024
Q2 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-2.42K- 3.9% |
$406K - $455K
|
59.6K
$13.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2.49K- 29.38% |
$417K - $468K
|
5.98K
$1.37M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.52K- 22.76% |
$422K - $473K
|
8.54K
$1.95M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.66K- 15.84% |
$446K - $500K
|
14.1K
$3.23M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.77K- 28.73% |
$464K - $520K
|
6.86K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-2.8K- 0.56% |
$470K - $527K
|
493K
$113M
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-2.84K- 1.44% |
$476K - $534K
|
194K
$44.4M
|
|
|
Jul 24, 2023
Q2 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.86K- 3.81% |
$480K - $539K
|
72.3K
$16.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.89K- 9.39% |
$484K - $543K
|
27.8K
$6.37M
|
|
|
Aug 07, 2023
Q2 2023
|
Lindenwold Advisors
|
SELL
|
- |
-2.91K- 16.57% |
$488K - $548K
|
14.7K
$3.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.92K- 0.12% |
$490K - $550K
|
2.5M
$573M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-2.93K- 2.47% |
$491K - $551K
|
116K
$26.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-2.98K- 10.18% |
$499K - $560K
|
26.3K
$6.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-3K- 2.12% |
$503K - $564K
|
138K
$31.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.02K- 5.63% |
$507K - $568K
|
50.6K
$11.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.05K- 1.06% |
$512K - $574K
|
286K
$65.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-3.08K- 3.09% |
$517K - $579K
|
96.7K
$22.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-3.08K- 0.99% |
$517K - $579K
|
309K
$70.6M
|
|
|
Dec 19, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-3.08K- 0.99% |
$517K - $579K
|
309K
$70.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.09K- 6.6% |
$519K - $582K
|
43.8K
$10M
|
|
|
Aug 14, 2023
Q2 2023
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-3.16K- 25.65% |
$530K - $594K
|
9.16K
$2.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-3.21K- 19.96% |
$538K - $603K
|
12.9K
$2.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-3.3K- 3.74% |
$553K - $621K
|
84.9K
$19.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.32K- 2.28% |
$557K - $624K
|
142K
$32.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.45K- 44.56% |
$579K - $649K
|
4.29K
$982K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.52K- 20.33% |
$590K - $661K
|
13.8K
$3.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-3.52K- 2.54% |
$590K - $662K
|
135K
$30.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3.72K- 18.35% |
$623K - $699K
|
16.5K
$3.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-3.81K- 2.51% |
$639K - $717K
|
148K
$33.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-3.83K- 27.72% |
$642K - $719K
|
9.97K
$2.28M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-4.02K- 3.87% |
$674K - $756K
|
99.8K
$22.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.06K- 6.37% |
$680K - $763K
|
59.6K
$13.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-4.07K- 69.61% |
$683K - $766K
|
1.78K
$407K
|