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 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-268- 1.22% |
$49.3K - $53.2K
|
21.7K
$5.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-278- 4.69% |
$51.1K - $55.2K
|
5.65K
$1.32M
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-279- 10.07% |
$51.3K - $55.4K
|
2.49K
$580K
|
|
|
Oct 12, 2023
Q3 2023
|
Churchill Management Corp
|
SELL
|
- |
-289- 0.85% |
$53.2K - $57.4K
|
33.6K
$7.82M
|
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-289- 0.94% |
$53.2K - $57.4K
|
30.6K
$7.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-291- 1.23% |
$53.5K - $57.8K
|
23.3K
$5.43M
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-300- 0.78% |
$55.2K - $59.6K
|
38.2K
$8.89M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-302- 18.57% |
$55.6K - $60K
|
1.32K
$308K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-309- 12.76% |
$56.9K - $61.4K
|
2.11K
$492K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-311- 5.5% |
$57.2K - $61.7K
|
5.35K
$1.24M
|
|
|
Oct 31, 2023
Q3 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-315- 0.49% |
$58K - $62.5K
|
64.6K
$15M
|
|
|
Nov 07, 2023
Q3 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-315- 9.54% |
$58K - $62.5K
|
2.99K
$695K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-320- 0.16% |
$58.9K - $63.5K
|
204K
$47.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-323- 1.26% |
$59.4K - $64.1K
|
25.3K
$5.89M
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
SELL
|
- |
-330- 0.55% |
$60.7K - $65.5K
|
59.6K
$13.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-332- 1.02% |
$61.1K - $65.9K
|
32.4K
$7.54M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-338- 3.39% |
$62.2K - $67.1K
|
9.64K
$2.24M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-341- 1.92% |
$62.7K - $67.7K
|
17.4K
$4.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-342- 2.32% |
$62.9K - $67.9K
|
14.4K
$3.35M
|
|
|
Oct 12, 2023
Q3 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-350- 15.84% |
$64.4K - $69.5K
|
1.86K
$433K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-356- 17.84% |
$65.5K - $70.7K
|
1.64K
$382K
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-357- 2.35% |
$65.7K - $70.9K
|
14.8K
$3.45M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-364- 1.33% |
$67K - $72.3K
|
27K
$6.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-364- 4.52% |
$67K - $72.3K
|
7.69K
$1.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-371- 3.45% |
$68.3K - $73.7K
|
10.4K
$2.42M
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-382- 0.64% |
$70.3K - $75.8K
|
59.2K
$13.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-391- 3.96% |
$71.9K - $77.6K
|
9.49K
$2.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-393- 0.39% |
$72.3K - $78K
|
99.4K
$23.1M
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-394- 36.89% |
$72.5K - $78.2K
|
674
$157K
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-398- 0.89% |
$73.2K - $79K
|
44.4K
$10.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-402- 1.58% |
$74K - $79.8K
|
25.1K
$5.84M
|
|
|
Oct 24, 2023
Q3 2023
|
Walter Public Investments Inc.
Westmount, Z4 |
SELL
|
- |
-410- 0.48% |
$75.4K - $81.4K
|
85.6K
$19.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-410- 5.64% |
$75.4K - $81.4K
|
6.85K
$1.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-421- 25.15% |
$77.5K - $83.6K
|
1.25K
$292K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-421- 5.22% |
$77.5K - $83.6K
|
7.65K
$1.78M
|
|
|
Nov 09, 2023
Q3 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-434- 4.06% |
$79.9K - $86.2K
|
10.3K
$2.39M
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-435- 2.33% |
$80K - $86.4K
|
18.3K
$4.25M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-435- 28.39% |
$80K - $86.4K
|
1.1K
$255K
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-437- 11.16% |
$80.4K - $86.8K
|
3.48K
$810K
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-449- 1.14% |
$82.6K - $89.1K
|
38.9K
$9.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-459- 2.12% |
$84.5K - $91.1K
|
21.2K
$4.93M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-464- 5.5% |
$85.4K - $92.1K
|
7.98K
$1.86M
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-497- 7.22% |
$91.4K - $98.7K
|
6.39K
$1.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-503- 23.41% |
$92.5K - $99.9K
|
1.65K
$383K
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-504- 16.4% |
$92.7K - $100K
|
2.57K
$598K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-517- 4.06% |
$95.1K - $103K
|
12.2K
$2.84M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-523- 12.59% |
$96.2K - $104K
|
3.63K
$845K
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-524- 8.05% |
$96.4K - $104K
|
5.98K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-541- 1.25% |
$99.5K - $107K
|
42.9K
$9.99M
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-555- 6.38% |
$102K - $110K
|
8.14K
$1.89M
|