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 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-1.29K- 1.17% |
$237K - $256K
|
108K
$24.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.31K- 1.52% |
$240K - $260K
|
84.9K
$19.4M
|
|
|
Nov 07, 2023
Q3 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-1.32K- 8.28% |
$244K - $263K
|
14.7K
$3.36M
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.34K- 35.3% |
$246K - $266K
|
2.45K
$562K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.35K- 41.21% |
$249K - $268K
|
1.93K
$441K
|
|
|
Nov 07, 2023
Q3 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-1.38K- 20.28% |
$254K - $274K
|
5.43K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.43K- 20.9% |
$264K - $285K
|
5.42K
$1.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-1.44K- 46.54% |
$266K - $287K
|
1.66K
$380K
|
|
|
Oct 24, 2023
Q3 2023
|
Ycg, LLC
|
SELL
|
- |
-1.47K- 0.67% |
$271K - $292K
|
217K
$49.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-1.48K- 1.05% |
$272K - $294K
|
140K
$32M
|
|
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.58K- 6.58% |
$291K - $314K
|
22.4K
$5.13M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-1.62K- 13.54% |
$299K - $322K
|
10.4K
$2.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.62K- 3.09% |
$299K - $322K
|
50.9K
$11.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-1.67K- 23.51% |
$308K - $332K
|
5.44K
$1.25M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.7K- 1.73% |
$312K - $337K
|
96.2K
$22M
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.76K- 1.08% |
$324K - $350K
|
162K
$37.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.78K- 3.24% |
$328K - $353K
|
53.2K
$12.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.79K- 23.11% |
$329K - $355K
|
5.94K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-1.79K- 9.65% |
$329K - $355K
|
16.7K
$3.83M
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.79K- 3.95% |
$330K - $356K
|
43.6K
$9.99M
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.04K- 2.86% |
$375K - $405K
|
69.1K
$15.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-2.04K- 36.72% |
$376K - $405K
|
3.52K
$805K
|
|
|
Nov 13, 2023
Q3 2023
|
Bell Asset Management LTD
Melbourne, C3 |
SELL
|
- |
-2.1K- 4.58% |
$386K - $416K
|
43.7K
$10M
|
|
|
Nov 13, 2023
Q3 2023
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-2.11K- 57.8% |
$388K - $419K
|
1.54K
$352K
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-2.21K- 1.75% |
$407K - $439K
|
124K
$28.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-2.22K- 45.8% |
$408K - $440K
|
2.62K
$600K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2.32K- 3.04% |
$426K - $460K
|
73.9K
$16.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.33K- 68.88% |
$429K - $463K
|
1.05K
$241K
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.53K- 3.49% |
$465K - $501K
|
69.8K
$16M
|
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-2.53K- 3.44% |
$465K - $502K
|
71.1K
$16.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.53K- 6.57% |
$466K - $503K
|
36K
$8.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.54K- 5.8% |
$467K - $504K
|
41.3K
$9.44M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.54K- 51.33% |
$468K - $505K
|
2.41K
$551K
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-2.6K- 1.78% |
$478K - $516K
|
143K
$32.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-2.62K- 0.96% |
$482K - $520K
|
271K
$62M
|
|
|
Oct 19, 2023
Q3 2023
|
Ckw Financial Group
|
SELL
|
- |
-2.63K- 57.74% |
$483K - $522K
|
1.92K
$440K
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.65K- 3.38% |
$488K - $526K
|
75.7K
$17.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.68K- 1.15% |
$493K - $533K
|
231K
$53M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-2.72K- 2.86% |
$501K - $540K
|
92.4K
$21.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-2.74K- 2.46% |
$504K - $544K
|
109K
$24.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-2.76K- 72.1% |
$508K - $548K
|
1.07K
$245K
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-2.87K- 45.83% |
$528K - $570K
|
3.39K
$776K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.88K- 2.66% |
$531K - $573K
|
106K
$24.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
SELL
|
- |
-2.89K- 1.39% |
$532K - $574K
|
205K
$47M
|
|
|
Nov 15, 2023
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-3.01K- 21.36% |
$553K - $597K
|
11.1K
$2.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.03K- 5.35% |
$558K - $602K
|
53.7K
$12.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-3.06K- 1.24% |
$562K - $607K
|
244K
$55.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-3.1K- 0.59% |
$571K - $616K
|
521K
$119M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.25K- 18.97% |
$599K - $646K
|
13.9K
$3.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.38K- 2.38% |
$621K - $670K
|
139K
$31.7M
|