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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
191New |
$32K - $35.9K
|
191
$46.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
186+ 0.52% |
$31.2K - $35K
|
35.8K
$8.73M
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
186+ 5.12% |
$31.2K - $35K
|
3.82K
$931K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
186New |
$31.2K - $35K
|
186
$45.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
184+ 7.23% |
$30.9K - $34.6K
|
2.73K
$666K
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
184+ 1.55% |
$30.9K - $34.6K
|
12.1K
$2.95M
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
176+ 3.13% |
$29.5K - $33.1K
|
5.81K
$1.42M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
175+ 7.79% |
$29.4K - $32.9K
|
2.42K
$591K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
175+ 6.1% |
$29.4K - $32.9K
|
3.04K
$742K
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
175+ 6.1% |
$29.4K - $32.9K
|
3.04K
$742K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
172+ 10.62% |
$28.8K - $32.3K
|
1.79K
$437K
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
167+ 0.44% |
$28K - $31.4K
|
38.5K
$9.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
164+ 1.49% |
$27.5K - $30.8K
|
11.2K
$2.72M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
159+ 11.25% |
$26.7K - $29.9K
|
1.57K
$384K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
159+ 2.79% |
$26.7K - $29.9K
|
5.85K
$1.43M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
155+ 9.42% |
$26K - $29.2K
|
1.8K
$439K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
152+ 3.3% |
$25.5K - $28.6K
|
4.76K
$1.16M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
150+ 1.79% |
$25.2K - $28.2K
|
8.52K
$2.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
146+ 0.83% |
$24.5K - $27.5K
|
17.8K
$4.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
139+ 3.63% |
$23.3K - $26.1K
|
3.97K
$969K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
137+ 1.35% |
$23K - $25.8K
|
10.3K
$2.52M
|
|
|
Jul 18, 2023
Q2 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
134+ 0.37% |
$22.5K - $25.2K
|
36.6K
$8.93M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
131+ 86.75% |
$22K - $24.6K
|
282
$68.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
127+ 6.72% |
$21.3K - $23.9K
|
2.02K
$492K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
125+ 8.39% |
$21K - $23.5K
|
1.61K
$394K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
121+ 2.39% |
$20.3K - $22.8K
|
5.18K
$1.26M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Advisors LLC
|
BUY
|
- |
116+ 0.04% |
$19.5K - $21.8K
|
311K
$75.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
114+ 0.34% |
$19.1K - $21.4K
|
33.5K
$8.17M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
110+ 6.52% |
$18.4K - $20.7K
|
1.8K
$438K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
109+ 0.69% |
$18.3K - $20.5K
|
15.9K
$3.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
105New |
$17.6K - $19.7K
|
105
$25.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
104New |
$17.4K - $19.6K
|
104
$25.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
102+ 2.59% |
$17.1K - $19.2K
|
4.04K
$986K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
102+ 8.23% |
$17.1K - $19.2K
|
1.34K
$327K
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
100+ 4.07% |
$16.8K - $18.8K
|
2.56K
$625K
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
99+ 5.41% |
$16.6K - $18.6K
|
1.93K
$470K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
98+ 2.17% |
$16.4K - $18.4K
|
4.62K
$1.13M
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
94New |
$15.8K - $17.7K
|
94
$22.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
94+ 7.19% |
$15.8K - $17.7K
|
1.4K
$342K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
92+ 270.59% |
$15.4K - $17.3K
|
126
$30.7K
|
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
90New |
$15.1K - $16.9K
|
90
$22K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
89+ 3.69% |
$14.9K - $16.7K
|
2.5K
$610K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
89New |
$14.9K - $16.7K
|
89
$21.7K
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
89+ 6.45% |
$14.9K - $16.7K
|
1.47K
$358K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
86+ 5.86% |
$14.4K - $16.2K
|
1.55K
$379K
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
86+ 3.45% |
$14.4K - $16.2K
|
2.58K
$629K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
83+ 2.47% |
$13.9K - $15.6K
|
3.44K
$839K
|
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
83+ 5.53% |
$13.9K - $15.6K
|
1.58K
$387K
|
|
|
Jul 18, 2023
Q2 2023
|
Churchill Management Corp
|
BUY
|
- |
80+ 0.24% |
$13.4K - $15K
|
33.9K
$8.26M
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
BUY
|
- |
80+ 5.78% |
$13.4K - $15K
|
1.46K
$357K
|