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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-139- 10.36% |
$25.6K - $27.6K
|
1.2K
$275K
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-140- 3.4% |
$25.8K - $27.8K
|
3.98K
$910K
|
|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-141- 9.7% |
$25.9K - $28K
|
1.31K
$300K
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-142- 3.01% |
$26.1K - $28.2K
|
4.57K
$1.05M
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-143- 5.72% |
$26.3K - $28.4K
|
2.36K
$539K
|
|
|
Oct 27, 2023
Q3 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-146- 2.54% |
$26.9K - $29K
|
5.61K
$1.28M
|
|
|
Oct 16, 2023
Q3 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-150- 2.73% |
$27.6K - $29.8K
|
5.35K
$1.22M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-155- 2.79% |
$28.5K - $30.8K
|
5.41K
$1.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-156- 3.12% |
$28.7K - $31K
|
4.85K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-156- 0.55% |
$28.7K - $31K
|
28.3K
$6.48M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-158- 2.4% |
$29.1K - $31.4K
|
6.43K
$1.47M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-164- 2.2% |
$30.2K - $32.6K
|
7.3K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-166- 2.67% |
$30.5K - $33K
|
6.06K
$1.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-175- 2.65% |
$32.2K - $34.7K
|
6.43K
$1.47M
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-175Closed |
$32.2K - $34.7K
|
0
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-179- 0.03% |
$32.9K - $35.5K
|
664K
$152M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-181- 53.71% |
$33.3K - $35.9K
|
156
$35.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-184- 18.59% |
$33.9K - $36.5K
|
806
$184K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-186- 44.29% |
$34.2K - $36.9K
|
234
$53.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-188- 5.67% |
$34.6K - $37.3K
|
3.13K
$715K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-188Closed |
$34.6K - $37.3K
|
0
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-194- 2.43% |
$35.7K - $38.5K
|
7.79K
$1.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-194- 3.19% |
$35.7K - $38.5K
|
5.88K
$1.35M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-194- 3.19% |
$35.7K - $38.5K
|
5.88K
$1.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-199- 4.63% |
$36.6K - $39.5K
|
4.1K
$938K
|
|
|
Nov 07, 2023
Q3 2023
|
Mu Investments Co., Ltd.
|
SELL
|
- |
-200- 1.09% |
$36.8K - $39.7K
|
18.1K
$4.14M
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-200- 10.19% |
$36.8K - $39.7K
|
1.76K
$403K
|
|
|
Nov 14, 2023
Q3 2023
|
Sonnipe LTD
Douglas, Y8 |
SELL
|
- |
-203- 4.39% |
$37.3K - $40.3K
|
4.42K
$1.01M
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-206- 1.94% |
$37.9K - $40.9K
|
10.4K
$2.38M
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-209- 3.55% |
$38.5K - $41.5K
|
5.67K
$1.3M
|
|
|
Nov 21, 2023
Q3 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-210- 0.58% |
$38.6K - $41.7K
|
36.1K
$8.27M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-213- 4.06% |
$39.2K - $42.3K
|
5.03K
$1.15M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-216- 4.54% |
$39.7K - $42.9K
|
4.54K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-219- 6.0% |
$40.3K - $43.5K
|
3.43K
$784K
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-223- 15.72% |
$41K - $44.3K
|
1.2K
$274K
|
|
|
Nov 09, 2023
Q3 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-226- 8.93% |
$41.6K - $44.9K
|
2.31K
$528K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-227- 2.47% |
$41.8K - $45.1K
|
8.96K
$2.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-231- 0.56% |
$42.5K - $45.9K
|
41.3K
$9.46M
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-232- 3.29% |
$42.7K - $46.1K
|
6.81K
$1.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-236- 3.52% |
$43.4K - $46.9K
|
6.47K
$1.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-238- 11.57% |
$43.8K - $47.3K
|
1.82K
$416K
|
|
|
Oct 24, 2023
Q3 2023
|
James Hambro & Partners
|
SELL
|
- |
-240- 8.32% |
$44.2K - $47.7K
|
2.65K
$605K
|
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-240- 3.03% |
$44.2K - $47.7K
|
7.68K
$1.76M
|
|
|
Oct 27, 2023
Q3 2023
|
United Bank
|
SELL
|
- |
-241- 3.8% |
$44.3K - $47.9K
|
6.1K
$1.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-245- 9.43% |
$45.1K - $48.6K
|
2.35K
$539K
|
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-247- 0.1% |
$45.4K - $49K
|
255K
$58.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-252- 0.02% |
$46.4K - $50K
|
1.17M
$268M
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-259- 1.62% |
$47.7K - $51.4K
|
15.7K
$3.59M
|
|
|
Nov 21, 2023
Q3 2023
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-264- 17.05% |
$48.6K - $52.4K
|
1.28K
$294K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-267- 7.5% |
$49.1K - $53K
|
3.3K
$754K
|