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 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-557- 13.78% |
$102K - $111K
|
3.48K
$797K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-564- 1.71% |
$104K - $112K
|
32.4K
$7.41M
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-572- 0.65% |
$105K - $114K
|
87.2K
$19.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-590- 1.05% |
$109K - $117K
|
55.5K
$12.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-595- 6.24% |
$109K - $118K
|
8.94K
$2.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-600- 6.18% |
$110K - $119K
|
9.11K
$2.08M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-629- 0.82% |
$116K - $125K
|
76.5K
$17.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-633- 97.99% |
$116K - $126K
|
13
$2.97K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-639Closed |
$118K - $127K
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-651- 18.5% |
$120K - $129K
|
2.87K
$656K
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-685- 11.42% |
$126K - $136K
|
5.31K
$1.22M
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
SELL
|
- |
-717- 3.82% |
$132K - $142K
|
18.1K
$4.14M
|
|
|
Oct 20, 2023
Q3 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-737- 27.05% |
$136K - $146K
|
1.99K
$455K
|
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-740- 34.34% |
$136K - $147K
|
1.42K
$324K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-750- 0.67% |
$138K - $149K
|
112K
$25.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-765- 1.92% |
$141K - $152K
|
39K
$8.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-779- 2.58% |
$143K - $155K
|
29.4K
$6.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-780- 0.4% |
$144K - $155K
|
192K
$43.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-822- 2.62% |
$151K - $163K
|
30.5K
$6.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-829- 0.68% |
$153K - $165K
|
121K
$27.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-830- 7.16% |
$153K - $165K
|
10.8K
$2.46M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-836- 29.52% |
$154K - $166K
|
2K
$457K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-846- 14.74% |
$156K - $168K
|
4.89K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-852- 10.0% |
$157K - $169K
|
7.67K
$1.75M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-865- 6.73% |
$159K - $172K
|
12K
$2.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-921- 2.66% |
$169K - $183K
|
33.7K
$7.71M
|
|
|
Oct 13, 2023
Q3 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-952- 21.9% |
$175K - $189K
|
3.4K
$777K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-976- 1.01% |
$180K - $194K
|
95.7K
$21.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-981- 11.93% |
$180K - $195K
|
7.24K
$1.66M
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-981- 8.84% |
$180K - $195K
|
10.1K
$2.32M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-993- 69.93% |
$183K - $197K
|
427
$97.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Pensionfund Sabic
|
SELL
|
- |
-1K- 9.35% |
$184K - $199K
|
9.7K
$2.22M
|
|
|
Oct 10, 2023
Q3 2023
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-1K- 5.88% |
$184K - $199K
|
16K
$3.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-1.02K- 4.31% |
$187K - $202K
|
22.5K
$5.15M
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-1.03K- 2.96% |
$190K - $205K
|
33.7K
$7.72M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.06K- 1.79% |
$195K - $210K
|
58K
$13.3M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.06K- 17.29% |
$195K - $211K
|
5.08K
$1.16M
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.08K- 18.5% |
$199K - $215K
|
4.77K
$1.09M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-1.09K- 12.2% |
$200K - $215K
|
7.81K
$1.79M
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.1K- 34.16% |
$202K - $218K
|
2.12K
$485K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.11K- 13.69% |
$204K - $220K
|
6.99K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.12K- 5.2% |
$206K - $223K
|
20.4K
$4.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.13K- 7.44% |
$207K - $224K
|
14K
$3.2M
|
|
|
Nov 08, 2023
Q3 2023
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-1.13K- 88.73% |
$209K - $225K
|
144
$33K
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-1.16K- 46.59% |
$214K - $231K
|
1.33K
$305K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.2K- 6.52% |
$220K - $237K
|
17.1K
$3.92M
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.2K- 2.88% |
$222K - $239K
|
40.6K
$9.29M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-1.21K- 1.18% |
$223K - $241K
|
102K
$23.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.28K- 7.38% |
$235K - $253K
|
16K
$3.67M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.28K- 6.82% |
$235K - $254K
|
17.5K
$4M
|