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 |
|---|---|---|---|---|---|---|---|
|
Nov 22, 2023
Q2 2023
|
Chelsea Counsel CO
|
BUY
|
- |
950New |
$159K - $179K
|
950
$216K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
937+ 14.4% |
$157K - $176K
|
7.44K
$1.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
931+ 4.16% |
$156K - $175K
|
23.3K
$5.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
919+ 5.66% |
$154K - $173K
|
17.2K
$3.91M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
888+ 11.09% |
$149K - $167K
|
8.9K
$2.03M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
873+ 53.86% |
$146K - $164K
|
2.49K
$568K
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
866+ 0.26% |
$145K - $163K
|
339K
$77.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Covenant Partners, LLC
|
BUY
|
- |
865+ 46.51% |
$145K - $163K
|
2.73K
$621K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
859+ 11.18% |
$144K - $162K
|
8.54K
$1.95M
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
BUY
|
- |
854+ 1.44% |
$143K - $161K
|
60K
$13.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
839+ 9.92% |
$141K - $158K
|
9.3K
$2.12M
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
837+ 20.93% |
$140K - $157K
|
4.84K
$1.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
829+ 1.07% |
$139K - $156K
|
78.3K
$17.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
828+ 53.15% |
$139K - $156K
|
2.39K
$544K
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
808New |
$136K - $152K
|
808
$184K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
777+ 31.82% |
$130K - $146K
|
3.22K
$733K
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
773+ 84.85% |
$130K - $145K
|
1.68K
$384K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
762+ 13.37% |
$128K - $143K
|
6.46K
$1.47M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
761+ 4.72% |
$128K - $143K
|
16.9K
$3.85M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
753New |
$126K - $142K
|
753
$172K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
747+ 14.31% |
$125K - $140K
|
5.97K
$1.36M
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
712+ 0.28% |
$119K - $134K
|
255K
$58.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
708+ 1.32% |
$119K - $133K
|
54.5K
$12.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
692+ 1.24% |
$116K - $130K
|
56.5K
$12.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
687+ 23.58% |
$115K - $129K
|
3.6K
$820K
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
648+ 5.86% |
$109K - $122K
|
11.7K
$2.67M
|
|
|
Aug 09, 2023
Q2 2023
|
Humankind Investments LLC
|
BUY
|
- |
647New |
$109K - $122K
|
647
$147K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
640+ 9.88% |
$107K - $120K
|
7.12K
$1.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
640+ 3.86% |
$107K - $120K
|
17.2K
$3.93M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
639+ 1.63% |
$107K - $120K
|
39.8K
$9.06M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
638+ 550.0% |
$107K - $120K
|
754
$172K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
630+ 10.12% |
$106K - $118K
|
6.86K
$1.56M
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
615+ 1.58% |
$103K - $116K
|
39.6K
$9.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
607+ 2.25% |
$102K - $114K
|
27.6K
$6.28M
|
|
|
Apr 05, 2024
Q2 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
600+ 2.76% |
$101K - $113K
|
22.3K
$5.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
579+ 0.3% |
$97.1K - $109K
|
193K
$43.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
577+ 142.82% |
$96.8K - $109K
|
981
$223K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
574+ 4.71% |
$96.3K - $108K
|
12.8K
$2.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
572+ 7.7% |
$95.9K - $108K
|
8K
$1.82M
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
570+ 6.27% |
$95.6K - $107K
|
9.66K
$2.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
555+ 4.02% |
$93.1K - $104K
|
14.4K
$3.27M
|
|
|
Jul 12, 2023
Q2 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
548+ 18.0% |
$91.9K - $103K
|
3.59K
$818K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
519+ 8.1% |
$87K - $97.6K
|
6.93K
$1.58M
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
502+ 0.4% |
$84.2K - $94.4K
|
126K
$28.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
499+ 1.96% |
$83.7K - $93.9K
|
26K
$5.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
499+ 2.17% |
$83.7K - $93.9K
|
23.5K
$5.36M
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
476+ 10.6% |
$79.8K - $89.5K
|
4.97K
$1.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
456+ 7.44% |
$76.5K - $85.8K
|
6.58K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
439+ 7.31% |
$73.6K - $82.6K
|
6.44K
$1.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
436+ 11.84% |
$73.1K - $82K
|
4.12K
$938K
|