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 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-11- 0.6% |
$2.02K - $2.18K
|
1.83K
$361K
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
SELL
|
- |
-12- 0.73% |
$2.21K - $2.38K
|
1.64K
$323K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-12- 5.94% |
$2.21K - $2.38K
|
190
$37.5K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-13- 0.81% |
$2.39K - $2.58K
|
1.6K
$316K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
SELL
|
- |
-13- 0.13% |
$2.39K - $2.58K
|
9.65K
$1.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-14- 0.62% |
$2.58K - $2.78K
|
2.24K
$442K
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-14- 1.3% |
$2.58K - $2.78K
|
1.06K
$209K
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-14- 1.28% |
$2.58K - $2.78K
|
1.08K
$214K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-14- 0.68% |
$2.58K - $2.78K
|
2.04K
$402K
|
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
SELL
|
- |
-15- 1.33% |
$2.76K - $2.98K
|
1.11K
$219K
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-15- 0.4% |
$2.76K - $2.98K
|
3.73K
$737K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-15- 0.47% |
$2.76K - $2.98K
|
3.2K
$632K
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-15- 23.08% |
$2.76K - $2.98K
|
50
$9.87K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-15- 12.5% |
$2.76K - $2.98K
|
105
$20.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-16- 0.78% |
$2.94K - $3.18K
|
2.04K
$403K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-16- 0.1% |
$2.94K - $3.18K
|
15.6K
$3.08M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-17- 0.15% |
$3.13K - $3.38K
|
11.7K
$2.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-17- 1.12% |
$3.13K - $3.38K
|
1.5K
$296K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-19- 50.0% |
$3.5K - $3.77K
|
19
$3.75K
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-19- 0.36% |
$3.5K - $3.77K
|
5.22K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-20- 1.29% |
$3.68K - $3.97K
|
1.53K
$302K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-20- 0.23% |
$3.68K - $3.97K
|
8.75K
$1.73M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-21- 3.62% |
$3.86K - $4.17K
|
559
$110K
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-21- 1.06% |
$3.86K - $4.17K
|
1.95K
$386K
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-21- 0.33% |
$3.86K - $4.17K
|
6.34K
$1.25M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-22- 6.83% |
$4.05K - $4.37K
|
300
$59.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-22- 0.07% |
$4.05K - $4.37K
|
33.5K
$6.61M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-24- 1.52% |
$4.42K - $4.77K
|
1.56K
$307K
|
|
|
Nov 09, 2023
Q3 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-24- 0.64% |
$4.42K - $4.77K
|
3.72K
$734K
|
|
|
Nov 14, 2023
Q3 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-24- 1.41% |
$4.42K - $4.77K
|
1.68K
$332K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-25- 1.57% |
$4.6K - $4.96K
|
1.57K
$310K
|
|
|
Nov 22, 2023
Q3 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-25- 2.63% |
$4.6K - $4.96K
|
925
$183K
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-26- 1.88% |
$4.78K - $5.16K
|
1.36K
$267K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-27- 2.2% |
$4.97K - $5.36K
|
1.2K
$237K
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-28- 2.31% |
$5.15K - $5.56K
|
1.19K
$234K
|
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-29- 1.25% |
$5.34K - $5.76K
|
2.3K
$454K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-30- 1.47% |
$5.52K - $5.96K
|
2.01K
$397K
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-30- 1.84% |
$5.52K - $5.96K
|
1.6K
$315K
|
|
|
Oct 18, 2023
Q3 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-31- 1.93% |
$5.7K - $6.16K
|
1.57K
$310K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-31- 1.2% |
$5.7K - $6.16K
|
2.55K
$502K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-31- 1.92% |
$5.7K - $6.16K
|
1.58K
$312K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-32- 0.24% |
$5.89K - $6.35K
|
13.4K
$2.65M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-32- 76.19% |
$5.89K - $6.35K
|
10
$1.97K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-32- 17.2% |
$5.89K - $6.35K
|
154
$30.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-33- 14.16% |
$6.07K - $6.55K
|
200
$39.5K
|
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-37- 0.1% |
$6.81K - $7.35K
|
36.6K
$7.22M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-37- 0.91% |
$6.81K - $7.35K
|
4.03K
$796K
|
|
|
Nov 13, 2023
Q3 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-37- 1.75% |
$6.81K - $7.35K
|
2.08K
$410K
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
SELL
|
- |
-40- 1.06% |
$7.36K - $7.94K
|
3.73K
$736K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-42- 0.57% |
$7.73K - $8.34K
|
7.37K
$1.45M
|