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
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.53KNew |
$256K - $287K
|
1.53K
$301K
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.52K+ 3.78% |
$256K - $287K
|
41.8K
$8.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.49K+ 9.12% |
$250K - $280K
|
17.8K
$3.52M
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.49K+ 5511.11% |
$250K - $280K
|
1.52K
$299K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.48K+ 33.75% |
$248K - $279K
|
5.87K
$1.16M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
1.43KNew |
$241K - $270K
|
1.43K
$283K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.43K+ 0.86% |
$240K - $269K
|
169K
$33.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.42KNew |
$239K - $268K
|
1.42K
$281K
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.42K+ 2.27% |
$238K - $267K
|
64K
$12.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.42KNew |
$238K - $267K
|
1.42K
$280K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.35K+ 70.09% |
$227K - $254K
|
3.28K
$648K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
1.35K+ 0.83% |
$226K - $253K
|
164K
$32.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
1.33KNew |
$224K - $251K
|
1.33K
$263K
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.31KNew |
$220K - $246K
|
1.31K
$258K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.3KNew |
$218K - $244K
|
1.3K
$256K
|
|
|
Aug 11, 2023
Q2 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.28KNew |
$214K - $240K
|
1.28K
$252K
|
|
|
Aug 18, 2023
Q2 2023
|
Humankind Investments LLC
|
BUY
|
- |
1.26K+ 194.74% |
$211K - $237K
|
1.91K
$376K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.22KNew |
$204K - $229K
|
1.22K
$240K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
1.22KNew |
$204K - $229K
|
1.22K
$240K
|
|
|
Aug 01, 2023
Q2 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
1.21KNew |
$203K - $227K
|
1.21K
$239K
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.2KNew |
$201K - $226K
|
1.2K
$237K
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.2KNew |
$201K - $226K
|
1.2K
$237K
|
|
|
Jul 18, 2023
Q2 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.2KNew |
$201K - $226K
|
1.2K
$237K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.2KNew |
$201K - $226K
|
1.2K
$237K
|
|
|
Aug 02, 2023
Q2 2023
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
1.2KNew |
$201K - $226K
|
1.2K
$237K
|
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.2KNew |
$201K - $226K
|
1.2K
$237K
|
|
|
Aug 14, 2023
Q2 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
1.2KNew |
$201K - $226K
|
1.2K
$237K
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.19KNew |
$199K - $223K
|
1.19K
$234K
|
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
BUY
|
- |
1.18KNew |
$198K - $222K
|
1.18K
$233K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.18K+ 59.17% |
$198K - $222K
|
3.17K
$626K
|
|
|
Aug 07, 2023
Q2 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.17KNew |
$196K - $220K
|
1.17K
$231K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.17K+ 6.56% |
$196K - $220K
|
19K
$3.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.15K+ 55.56% |
$193K - $216K
|
3.22K
$635K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.15KNew |
$192K - $216K
|
1.15K
$226K
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.14KNew |
$192K - $215K
|
1.14K
$226K
|
|
|
Aug 14, 2023
Q2 2023
|
Uss Investment Management LTD
|
BUY
|
- |
1.14K+ 1.15% |
$191K - $214K
|
101K
$19.8M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.14KNew |
$191K - $214K
|
1.14K
$224K
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.13K+ 2.86% |
$190K - $213K
|
40.7K
$8.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
1.12KNew |
$188K - $211K
|
1.12K
$221K
|
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
1.12K+ 34.53% |
$187K - $210K
|
4.35K
$858K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.11KNew |
$186K - $209K
|
1.11K
$219K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.1KNew |
$185K - $207K
|
1.1K
$217K
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.1K+ 4.79% |
$184K - $207K
|
24K
$4.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
BUY
|
- |
1.1KNew |
$184K - $206K
|
1.1K
$217K
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
BUY
|
- |
1.1KNew |
$184K - $206K
|
1.1K
$216K
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.09K+ 1.57% |
$183K - $205K
|
70.5K
$13.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.09K+ 20.49% |
$183K - $205K
|
6.4K
$1.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.08KNew |
$181K - $204K
|
1.08K
$214K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
1.08KNew |
$181K - $203K
|
1.08K
$213K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.07KNew |
$180K - $202K
|
1.07K
$212K
|