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
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
2.68K+ 65.08% |
$450K - $505K
|
6.81K
$1.55M
|
|
Jul 18, 2023
Q2 2023
|
Ckw Financial Group
|
BUY
|
- |
2.63K+ 137.47% |
$442K - $495K
|
4.55K
$1.04M
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
2.54KNew |
$427K - $478K
|
2.54K
$580K
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.5K+ 42.14% |
$420K - $471K
|
8.44K
$1.92M
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
2.47K+ 19.01% |
$415K - $465K
|
15.5K
$3.53M
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
2.37K+ 2.82% |
$397K - $445K
|
86.3K
$19.7M
|
|
Aug 07, 2023
Q2 2023
|
Ing Groep Nv
|
BUY
|
- |
2.31K+ 76.48% |
$387K - $434K
|
5.32K
$1.21M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.27K+ 8.19% |
$381K - $428K
|
30K
$6.84M
|
|
Aug 14, 2023
Q2 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
2.22K+ 0.73% |
$371K - $417K
|
306K
$69.7M
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.21K+ 10.35% |
$371K - $416K
|
23.6K
$5.38M
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.19K+ 92.27% |
$366K - $411K
|
4.55K
$1.04M
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.18KNew |
$366K - $410K
|
2.18K
$497K
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.18K+ 4.2% |
$365K - $409K
|
54K
$12.3M
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.17K+ 9.86% |
$364K - $408K
|
24.2K
$5.5M
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
2.04K+ 1.87% |
$342K - $384K
|
112K
$25.4M
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.03K+ 4.75% |
$340K - $382K
|
44.8K
$10.2M
|
|
Aug 14, 2023
Q2 2023
|
Manatuck Hill Partners, LLC
Westport, CT |
BUY
|
- |
2KNew |
$335K - $376K
|
2K
$456K
|
|
Aug 14, 2023
Q2 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
2KNew |
$335K - $376K
|
2K
$456K
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2K+ 0.41% |
$335K - $375K
|
485K
$110M
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
1.98K+ 14.39% |
$331K - $371K
|
15.7K
$3.58M
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.89K+ 30.98% |
$317K - $356K
|
8K
$1.82M
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.85KNew |
$309K - $347K
|
1.85K
$420K
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
1.84K+ 45.72% |
$308K - $346K
|
5.86K
$1.34M
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.83K+ 418.99% |
$307K - $344K
|
2.27K
$517K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.83K+ 4.69% |
$307K - $344K
|
40.8K
$9.31M
|
|
Aug 02, 2023
Q2 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
1.8K+ 1.11% |
$302K - $339K
|
164K
$37.4M
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.8KNew |
$302K - $339K
|
1.8K
$410K
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.8K+ 1.24% |
$302K - $338K
|
147K
$33.6M
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.79KNew |
$301K - $337K
|
1.79K
$408K
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
1.76K+ 12.61% |
$296K - $331K
|
15.7K
$3.59M
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.73K+ 45.33% |
$291K - $326K
|
5.56K
$1.27M
|
|
Aug 09, 2023
Q2 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
1.7K+ 4.19% |
$285K - $320K
|
42.3K
$9.64M
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.67KNew |
$280K - $314K
|
1.67K
$380K
|
|
Aug 17, 2023
Q2 2023
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
1.64K+ 4.71% |
$274K - $308K
|
36.3K
$8.28M
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.63KNew |
$274K - $307K
|
1.63K
$372K
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
1.63K+ 66.45% |
$273K - $307K
|
4.08K
$930K
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.62K+ 3.19% |
$272K - $305K
|
52.5K
$12M
|
|
Sep 08, 2023
Q2 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
1.62KNew |
$272K - $305K
|
1.62K
$370K
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.6K+ 81.47% |
$268K - $300K
|
3.56K
$810K
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
1.6KNew |
$268K - $300K
|
1.6K
$364K
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.58K+ 0.91% |
$264K - $297K
|
174K
$39.8M
|
|
Aug 14, 2023
Q2 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
1.54K+ 27.58% |
$259K - $290K
|
7.14K
$1.63M
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.53K+ 10.59% |
$257K - $288K
|
16K
$3.64M
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.53KNew |
$256K - $287K
|
1.53K
$348K
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.52K+ 3.78% |
$256K - $287K
|
41.8K
$9.52M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.49K+ 9.12% |
$250K - $280K
|
17.8K
$4.06M
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.49K+ 5511.11% |
$250K - $280K
|
1.52K
$345K
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.48K+ 33.75% |
$248K - $279K
|
5.87K
$1.34M
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
1.43KNew |
$241K - $270K
|
1.43K
$327K
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.43K+ 0.86% |
$240K - $269K
|
169K
$38.4M
|