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
|
Procyon Advisors, LLC
|
SELL
|
- |
-51- 1.28% |
$9.38K - $10.1K
|
3.93K
$898K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-51- 2.52% |
$9.38K - $10.1K
|
1.97K
$451K
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-52- 1.13% |
$9.57K - $10.3K
|
4.56K
$1.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-52- 10.42% |
$9.57K - $10.3K
|
447
$102K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-53- 3.19% |
$9.75K - $10.5K
|
1.61K
$369K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-54- 0.14% |
$9.94K - $10.7K
|
38.6K
$8.83M
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-54- 17.76% |
$9.94K - $10.7K
|
250
$57.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-54- 0.23% |
$9.94K - $10.7K
|
23.5K
$5.38M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-56- 1.18% |
$10.3K - $11.1K
|
4.67K
$1.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-60- 2.31% |
$11K - $11.9K
|
2.54K
$581K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-65- 3.06% |
$12K - $12.9K
|
2.06K
$471K
|
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-65- 2.83% |
$12K - $12.9K
|
2.23K
$511K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-68- 1.03% |
$12.5K - $13.5K
|
6.54K
$1.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-68- 1.31% |
$12.5K - $13.5K
|
5.11K
$1.17M
|
|
|
Oct 27, 2023
Q3 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-70- 2.41% |
$12.9K - $13.9K
|
2.83K
$648K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-70- 0.64% |
$12.9K - $13.9K
|
10.9K
$2.49M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-73- 0.98% |
$13.4K - $14.5K
|
7.37K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-73- 4.84% |
$13.4K - $14.5K
|
1.44K
$328K
|
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-73- 1.16% |
$13.4K - $14.5K
|
6.25K
$1.43M
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-75- 16.48% |
$13.8K - $14.9K
|
380
$87K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-77- 1.84% |
$14.2K - $15.3K
|
4.1K
$938K
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-78- 0.39% |
$14.4K - $15.5K
|
19.9K
$4.56M
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
SELL
|
- |
-79- 1.56% |
$14.5K - $15.7K
|
4.99K
$1.14M
|
|
|
Oct 10, 2023
Q3 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-80- 1.58% |
$14.7K - $15.9K
|
4.97K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-82- 3.09% |
$15.1K - $16.3K
|
2.57K
$588K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-87- 83.65% |
$16K - $17.3K
|
17
$3.89K
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-89- 2.14% |
$16.4K - $17.7K
|
4.07K
$931K
|
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-90- 4.11% |
$16.6K - $17.9K
|
2.1K
$481K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-99- 0.81% |
$18.2K - $19.7K
|
12.1K
$2.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-100- 2.59% |
$18.4K - $19.9K
|
3.76K
$859K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-100- 1.04% |
$18.4K - $19.9K
|
9.5K
$2.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Humankind Investments LLC
|
SELL
|
- |
-102- 5.35% |
$18.8K - $20.3K
|
1.81K
$413K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-103- 1.21% |
$19K - $20.5K
|
8.41K
$1.92M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-103- 1.21% |
$19K - $20.5K
|
8.41K
$1.92M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-104- 1.15% |
$19.1K - $20.6K
|
8.96K
$2.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-104- 4.31% |
$19.1K - $20.6K
|
2.31K
$528K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-105- 4.02% |
$19.3K - $20.8K
|
2.51K
$574K
|
|
|
Nov 14, 2023
Q3 2023
|
Dempze Nancy E
|
SELL
|
- |
-105- 7.75% |
$19.3K - $20.8K
|
1.25K
$286K
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-107- 1.88% |
$19.7K - $21.2K
|
5.58K
$1.28M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-108- 5.78% |
$19.9K - $21.4K
|
1.76K
$403K
|
|
|
Oct 19, 2023
Q3 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-109- 0.66% |
$20.1K - $21.6K
|
16.4K
$3.76M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-110- 3.02% |
$20.2K - $21.8K
|
3.54K
$809K
|
|
|
Nov 13, 2023
Q3 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-110- 5.79% |
$20.2K - $21.8K
|
1.79K
$410K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-119- 4.77% |
$21.9K - $23.6K
|
2.38K
$543K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-125- 30.64% |
$23K - $24.8K
|
283
$64.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-130- 2.24% |
$23.9K - $25.8K
|
5.68K
$1.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-132- 2.09% |
$24.3K - $26.2K
|
6.18K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-136- 11.45% |
$25K - $27K
|
1.05K
$241K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-137- 24.38% |
$25.2K - $27.2K
|
425
$97.3K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-139- 0.81% |
$25.6K - $27.6K
|
17.1K
$3.91M
|