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 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5+ 3.5% |
$920 - $993
|
148
$33.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
5New |
$920 - $993
|
5
$1.14K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4+ 0.03% |
$736 - $794
|
14.4K
$3.29M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
4+ 0.25% |
$736 - $794
|
1.59K
$363K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 1.06% |
$736 - $794
|
380
$87K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
2New |
$368 - $397
|
2
$458
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.45% |
$368 - $397
|
450
$103K
|
|
|
Oct 16, 2023
Q3 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
2+ 0.12% |
$368 - $397
|
1.63K
$372K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.56% |
$368 - $397
|
359
$82.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
BUY
|
- |
2+ 0.14% |
$368 - $397
|
1.47K
$335K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
2+ 0.06% |
$368 - $397
|
3.26K
$746K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2+ 0.03% |
$368 - $397
|
7.45K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.33% |
$368 - $397
|
613
$140K
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
1+ 0.09% |
$184 - $199
|
1.08K
$248K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 1.35% |
$184 - $199
|
75
$17.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1+ 0.05% |
$184 - $199
|
1.98K
$453K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1+ 0.06% |
$184 - $199
|
1.79K
$410K
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.08% |
$184 - $199
|
1.28K
$293K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1+ 100.0% |
$184 - $199
|
2
$458
|
|
|
Nov 02, 2023
Q3 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1+ 0.01% |
$184 - $199
|
7.16K
$1.64M
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.18% |
$184 - $199
|
542
$124K
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$184 - $199
|
1.63K
$374K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1+ 0.04% |
$184 - $199
|
2.4K
$549K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.58% |
$184 - $199
|
170
$38.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-2- 0.06% |
$368 - $397
|
3.59K
$821K
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
SELL
|
- |
-2- 0.08% |
$368 - $397
|
2.62K
$600K
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-2- 0.07% |
$368 - $397
|
2.87K
$656K
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-2- 0.16% |
$368 - $397
|
1.27K
$290K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-3- 0.02% |
$552 - $596
|
12.8K
$2.92M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-3- 0.41% |
$552 - $596
|
723
$165K
|
|
|
Oct 16, 2023
Q3 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-4- 0.05% |
$736 - $794
|
7.99K
$1.83M
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-4- 0.25% |
$736 - $794
|
1.61K
$368K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-4- 3.31% |
$736 - $794
|
117
$26.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-4- 0.88% |
$736 - $794
|
450
$103K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-6- 0.09% |
$1.1K - $1.19K
|
6.38K
$1.46M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6- 0.08% |
$1.1K - $1.19K
|
7.41K
$1.69M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6- 0.71% |
$1.1K - $1.19K
|
841
$192K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-7- 5.56% |
$1.29K - $1.39K
|
119
$27.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-7- 0.31% |
$1.29K - $1.39K
|
2.28K
$523K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-7- 0.28% |
$1.29K - $1.39K
|
2.54K
$581K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-8- 0.56% |
$1.47K - $1.59K
|
1.43K
$326K
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-9- 0.66% |
$1.66K - $1.79K
|
1.36K
$311K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-9- 1.95% |
$1.66K - $1.79K
|
453
$104K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-10- 1.33% |
$1.84K - $1.99K
|
744
$170K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-10- 0.61% |
$1.84K - $1.99K
|
1.63K
$373K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-11- 0.6% |
$2.02K - $2.18K
|
1.83K
$418K
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
SELL
|
- |
-12- 0.73% |
$2.21K - $2.38K
|
1.64K
$374K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-12- 5.94% |
$2.21K - $2.38K
|
190
$43.5K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-13- 0.81% |
$2.39K - $2.58K
|
1.6K
$366K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
SELL
|
- |
-13- 0.13% |
$2.39K - $2.58K
|
9.65K
$2.21M
|