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 15, 2023
Q2 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
421+ 0.13% |
$70.6K - $79.2K
|
331K
$75.4M
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
BUY
|
- |
409+ 0.71% |
$68.6K - $76.9K
|
58K
$13.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
392+ 17.41% |
$65.7K - $73.7K
|
2.64K
$602K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
386+ 2.29% |
$64.7K - $72.6K
|
17.2K
$3.93M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
384+ 7.25% |
$64.4K - $72.2K
|
5.68K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
369+ 1.31% |
$61.9K - $69.4K
|
28.5K
$6.49M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
368+ 11.61% |
$61.7K - $69.2K
|
3.54K
$806K
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
367+ 10.23% |
$61.6K - $69K
|
3.95K
$901K
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
366+ 6.27% |
$61.4K - $68.8K
|
6.21K
$1.41M
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
363+ 0.82% |
$60.9K - $68.3K
|
44.6K
$10.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
360New |
$60.4K - $67.7K
|
360
$82K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
353+ 18.15% |
$59.2K - $66.4K
|
2.3K
$524K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
339+ 0.89% |
$56.9K - $63.8K
|
38.6K
$8.78M
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
337+ 2.83% |
$56.5K - $63.4K
|
12.2K
$2.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
328+ 0.46% |
$55K - $61.7K
|
71.2K
$16.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
324+ 5.64% |
$54.3K - $60.9K
|
6.07K
$1.38M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
324+ 5.64% |
$54.3K - $60.9K
|
6.07K
$1.38M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
323+ 5.93% |
$54.2K - $60.7K
|
5.77K
$1.31M
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
321+ 3.62% |
$53.8K - $60.4K
|
9.19K
$2.09M
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
319+ 24.39% |
$53.5K - $60K
|
1.63K
$371K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
304+ 1.7% |
$51K - $57.2K
|
18.2K
$4.15M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
302New |
$50.7K - $56.8K
|
302
$68.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
300+ 13.64% |
$50.3K - $56.4K
|
2.5K
$570K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
299+ 6.04% |
$50.1K - $56.2K
|
5.25K
$1.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
289+ 8.42% |
$48.5K - $54.4K
|
3.72K
$848K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
284+ 3.24% |
$47.6K - $53.4K
|
9.05K
$2.06M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
280+ 66.67% |
$47K - $52.7K
|
700
$159K
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
261+ 0.45% |
$43.8K - $49.1K
|
58.6K
$13.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
261+ 1.73% |
$43.8K - $49.1K
|
15.4K
$3.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
261+ 3.15% |
$43.8K - $49.1K
|
8.54K
$1.95M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
261+ 2.62% |
$43.8K - $49.1K
|
10.2K
$2.33M
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
248+ 1.12% |
$41.6K - $46.6K
|
22.3K
$5.08M
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
243+ 6.51% |
$40.8K - $45.7K
|
3.98K
$906K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
240+ 12.55% |
$40.3K - $45.1K
|
2.15K
$490K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
237+ 17.21% |
$39.7K - $44.6K
|
1.61K
$368K
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
231+ 0.59% |
$38.7K - $43.4K
|
39.4K
$8.97M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
231New |
$38.7K - $43.4K
|
231
$52.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
228+ 3.11% |
$38.2K - $42.9K
|
7.57K
$1.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
214+ 1.67% |
$35.9K - $40.2K
|
13.1K
$2.97M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
209+ 3.9% |
$35.1K - $39.3K
|
5.56K
$1.27M
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
205+ 9.79% |
$34.4K - $38.6K
|
2.3K
$524K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
203+ 0.0% |
$34K - $38.2K
|
17.2M
$3.92B
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
201+ 8.75% |
$33.7K - $37.8K
|
2.5K
$569K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
198+ 2.75% |
$33.2K - $37.2K
|
7.41K
$1.69M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
195+ 4.64% |
$32.7K - $36.7K
|
4.4K
$1M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
195+ 0.01% |
$32.7K - $36.7K
|
2.14M
$487M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
191New |
$32K - $35.9K
|
191
$43.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
186+ 0.52% |
$31.2K - $35K
|
35.8K
$8.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
186+ 5.12% |
$31.2K - $35K
|
3.82K
$869K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
186New |
$31.2K - $35K
|
186
$42.4K
|