Purchases and Sales Made in Q2 2023 in Marsh & Mclennan Companies, Inc. (MMC)

MMC Quotes by TradingView

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 08, 2023 Q2 2023
Vigilant Capital Management, LLC

BUY
 -
1.43K
+ 0.86%
$240K - $269K
169K $39.3M
Jul 31, 2023 Q2 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
1.42K
New
$239K - $268K
1.42K $331K
Jul 19, 2023 Q2 2023
Fulton Breakefield Broenniman LLC

BUY
 -
1.42K
+ 2.27%
$238K - $267K
64K $14.9M
Jul 10, 2023 Q2 2023
Telemus Capital, LLC

BUY
 -
1.42K
New
$238K - $267K
1.42K $330K
Dec 12, 2023 Q2 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
1.35K
+ 70.09%
$227K - $254K
3.28K $764K
Aug 04, 2023 Q2 2023
American International Group, Inc.

New York, NY
BUY
 -
1.35K
+ 0.83%
$226K - $253K
164K $38.1M
Jul 17, 2023 Q2 2023
Dubuque Bank & Trust CO

BUY
 -
1.33K
New
$224K - $251K
1.33K $310K
Jul 24, 2023 Q2 2023
Provence Wealth Management Group

BUY
 -
1.31K
New
$220K - $246K
1.31K $305K
Aug 04, 2023 Q2 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
1.3K
New
$218K - $244K
1.3K $302K
Aug 11, 2023 Q2 2023
L2 Asset Management, LLC

Wayland, MA
BUY
 -
1.28K
New
$214K - $240K
1.28K $297K
Jul 14, 2023 Q2 2023
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
1.22K
New
$204K - $229K
1.22K $283K
Jul 11, 2023 Q2 2023
Ignite Planners, LLC

BUY
 -
1.22K
New
$204K - $229K
1.22K $283K
Aug 01, 2023 Q2 2023
Main Line Retirement Advisors, LLC

Radnor, PA
BUY
 -
1.21K
New
$203K - $227K
1.21K $281K
Aug 14, 2023 Q2 2023
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
1.2K
New
$201K - $226K
1.2K $280K
Jul 13, 2023 Q2 2023
Perpetual LTD

Sydney, New South Wales, C3
BUY
 -
1.2K
New
$201K - $226K
1.2K $279K
Jul 18, 2023 Q2 2023
Pathway Financial Advisors LLC

BUY
 -
1.2K
New
$201K - $226K
1.2K $279K
Jul 31, 2023 Q2 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
1.2K
New
$201K - $226K
1.2K $279K
Aug 02, 2023 Q2 2023
New Jersey Better Educational Savings Trust

BUY
 -
1.2K
New
$201K - $226K
1.2K $279K
Aug 09, 2023 Q2 2023
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
1.2K
New
$201K - $226K
1.2K $279K
Aug 14, 2023 Q2 2023
Douglass Winthrop Advisors, LLC

New York, NY
BUY
 -
1.2K
New
$201K - $226K
1.2K $279K
Aug 02, 2023 Q2 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
1.19K
New
$199K - $223K
1.19K $276K
Jul 13, 2023 Q2 2023
Milestone Advisory Partners

BUY
 -
1.18K
New
$198K - $222K
1.18K $274K
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
1.18K
+ 59.17%
$198K - $222K
3.17K $738K
Aug 07, 2023 Q2 2023
Reuter James Wealth Management, LLC

Oklahoma City, OK
BUY
 -
1.17K
New
$196K - $220K
1.17K $273K
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
1.17K
+ 6.56%
$196K - $220K
19K $4.43M
Aug 14, 2023 Q2 2023
Gilbert & Cook, Inc.

BUY
 -
1.15K
+ 55.56%
$193K - $216K
3.22K $749K
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
1.15K
New
$192K - $216K
1.15K $267K
Aug 03, 2023 Q2 2023
Bristlecone Advisors, LLC

BUY
 -
1.14K
New
$192K - $215K
1.14K $266K
Aug 14, 2023 Q2 2023
Uss Investment Management LTD

BUY
 -
1.14K
+ 1.15%
$191K - $214K
101K $23.4M
Jul 12, 2023 Q2 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
1.14K
New
$191K - $214K
1.14K $264K
Aug 14, 2023 Q2 2023
Elo Mutual Pension Insurance CO

BUY
 -
1.13K
+ 2.86%
$190K - $213K
40.7K $9.48M
Aug 08, 2023 Q2 2023
Beck Mack & Oliver LLC

New York, NY
BUY
 -
1.12K
New
$188K - $211K
1.12K $261K
Jul 11, 2023 Q2 2023
Buckley Wealth Management, LLC

BUY
 -
1.12K
+ 34.53%
$187K - $210K
4.35K $1.01M
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
1.11K
New
$186K - $209K
1.11K $259K
Aug 14, 2023 Q2 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
1.1K
New
$185K - $207K
1.1K $256K
Jul 17, 2023 Q2 2023
New Mexico Educational Retirement Board

BUY
 -
1.1K
+ 4.79%
$184K - $207K
24K $5.6M
Aug 11, 2023 Q2 2023
Destination Wealth Management

BUY
 -
1.1K
New
$184K - $206K
1.1K $255K
Jul 19, 2023 Q2 2023
Ballast, Inc.

BUY
 -
1.1K
New
$184K - $206K
1.1K $255K
Aug 14, 2023 Q2 2023
Ethic Inc.

New York, NY
BUY
 -
1.09K
+ 1.57%
$183K - $205K
70.5K $16.4M
Aug 11, 2023 Q2 2023
Pfs Investments Inc.

Duluth, GA
BUY
 -
1.09K
+ 20.49%
$183K - $205K
6.4K $1.49M
Aug 10, 2023 Q2 2023
Angeles Investment Advisors, LLC

BUY
 -
1.08K
New
$181K - $204K
1.08K $252K
Jul 19, 2023 Q2 2023
Essex Savings Bank

BUY
 -
1.08K
New
$181K - $203K
1.08K $252K
Aug 08, 2023 Q2 2023
Gryphon Financial Partners LLC

BUY
 -
1.07K
New
$180K - $202K
1.07K $250K
Aug 11, 2023 Q2 2023
Aureus Asset Management, LLC

Boston, MA
BUY
 -
1.07K
New
$179K - $201K
1.07K $249K
Mar 29, 2024 Q2 2023
Kapitalo Investimentos Ltda

Sao Paulo, D5
BUY
 -
1.07K
New
$179K - $201K
1.07K $249K
Aug 14, 2023 Q2 2023
Whalerock Point Partners, LLC

Providence, RI
BUY
 -
1.06K
New
$178K - $200K
1.06K $247K
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
1.04K
+ 50.51%
$174K - $195K
3.09K $720K
Jul 24, 2023 Q2 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
1.04K
+ 157.6%
$174K - $195K
1.7K $395K
Aug 07, 2023 Q2 2023
Desjardins Global Asset Management Inc.

Montreal, A8
BUY
 -
1.01K
+ 16.28%
$169K - $189K
7.19K $1.67M

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