Purchases and Sales Made in Q3 2023 in Marsh & Mclennan Companies, Inc. (MMC)
This table provides information about the institutional ownership of Marsh & Mclennan Companies, Inc. (MMC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
25+ 32.47% |
$4.6K - $4.96K
|
102
$23.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
25+ 2.2% |
$4.6K - $4.96K
|
1.16K
$270K
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
25+ 1.43% |
$4.6K - $4.96K
|
1.78K
$413K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
24New |
$4.42K - $4.77K
|
24
$5.59K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
22+ 0.71% |
$4.05K - $4.37K
|
3.1K
$722K
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
22+ 1.66% |
$4.05K - $4.37K
|
1.35K
$313K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21+ 0.66% |
$3.86K - $4.17K
|
3.19K
$743K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
20+ 35.09% |
$3.68K - $3.97K
|
77
$17.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
19+ 1.58% |
$3.5K - $3.77K
|
1.22K
$284K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
18+ 9.68% |
$3.31K - $3.57K
|
204
$47.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
17New |
$3.13K - $3.38K
|
17
$3.96K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
17+ 0.15% |
$3.13K - $3.38K
|
11.2K
$2.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
17+ 9.55% |
$3.13K - $3.38K
|
195
$45.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
17+ 130.77% |
$3.13K - $3.38K
|
30
$6.98K
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
16+ 0.52% |
$2.94K - $3.18K
|
3.11K
$725K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
16+ 0.27% |
$2.94K - $3.18K
|
6K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
15+ 1.37% |
$2.76K - $2.98K
|
1.11K
$258K
|
|
|
Oct 27, 2023
Q3 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
14+ 0.06% |
$2.58K - $2.78K
|
22.2K
$5.17M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
14New |
$2.58K - $2.78K
|
14
$3.26K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
13New |
$2.39K - $2.58K
|
13
$3.03K
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
13+ 0.06% |
$2.39K - $2.58K
|
23.3K
$5.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
13+ 0.33% |
$2.39K - $2.58K
|
3.98K
$927K
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
13+ 0.33% |
$2.39K - $2.58K
|
4K
$931K
|
|
|
Oct 18, 2023
Q3 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
12+ 0.38% |
$2.21K - $2.38K
|
3.15K
$732K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
12+ 3.4% |
$2.21K - $2.38K
|
365
$85K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
12+ 0.32% |
$2.21K - $2.38K
|
3.79K
$882K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
11+ 22.0% |
$2.02K - $2.18K
|
61
$14.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
11+ 1.0% |
$2.02K - $2.18K
|
1.11K
$259K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
10+ 13.89% |
$1.84K - $1.99K
|
82
$19.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
10+ 0.14% |
$1.84K - $1.99K
|
7.3K
$1.7M
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
10+ 0.93% |
$1.84K - $1.99K
|
1.08K
$251K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9+ 2.8% |
$1.66K - $1.79K
|
330
$76.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
9+ 0.19% |
$1.66K - $1.79K
|
4.77K
$1.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
9+ 0.74% |
$1.66K - $1.79K
|
1.23K
$286K
|
|
|
Nov 13, 2023
Q3 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
9+ 0.09% |
$1.66K - $1.79K
|
9.68K
$2.25M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
8+ 0.25% |
$1.47K - $1.59K
|
3.16K
$735K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 28.57% |
$1.47K - $1.59K
|
36
$8.38K
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
8+ 0.32% |
$1.47K - $1.59K
|
2.52K
$586K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
8+ 1.55% |
$1.47K - $1.59K
|
523
$122K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
8+ 61.54% |
$1.47K - $1.59K
|
21
$4.89K
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
7+ 0.11% |
$1.29K - $1.39K
|
6.21K
$1.45M
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7New |
$1.29K - $1.39K
|
7
$1.63K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
7+ 0.26% |
$1.29K - $1.39K
|
2.74K
$637K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7+ 0.23% |
$1.29K - $1.39K
|
3.09K
$719K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
7+ 1.07% |
$1.29K - $1.39K
|
662
$154K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
7+ 3.35% |
$1.29K - $1.39K
|
216
$50.3K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 26.09% |
$1.1K - $1.19K
|
29
$6.75K
|
|
|
Oct 27, 2023
Q3 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
6+ 0.44% |
$1.1K - $1.19K
|
1.38K
$320K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6+ 1.93% |
$1.1K - $1.19K
|
317
$73.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
6+ 0.31% |
$1.1K - $1.19K
|
1.95K
$455K
|