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 13, 2023
Q3 2023
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
5.06KNew |
$930K - $1M
|
5.06K
$1.18M
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.05KNew |
$929K - $1M
|
5.05K
$1.18M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5K+ 5.52% |
$920K - $993K
|
95.6K
$22.3M
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
4.98KNew |
$915K - $988K
|
4.98K
$1.16M
|
|
Nov 02, 2023
Q3 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
4.86K+ 148.59% |
$894K - $965K
|
8.13K
$1.89M
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
4.83K+ 1915.87% |
$888K - $959K
|
5.08K
$1.18M
|
|
Oct 30, 2023
Q3 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
4.78K+ 28.99% |
$879K - $949K
|
21.3K
$4.95M
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
4.66K+ 3755.65% |
$857K - $925K
|
4.78K
$1.11M
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.64KNew |
$854K - $922K
|
4.64K
$1.08M
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4.52KNew |
$831K - $897K
|
4.52K
$1.05M
|
|
Oct 25, 2023
Q3 2023
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
4.5K+ 1.89% |
$828K - $893K
|
242K
$56.4M
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.46K+ 16.96% |
$821K - $886K
|
30.8K
$7.16M
|
|
Nov 14, 2023
Q3 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
4.39K+ 3.62% |
$808K - $872K
|
126K
$29.2M
|
|
Nov 14, 2023
Q3 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
4.36K+ 0.68% |
$802K - $865K
|
649K
$151M
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
4.34K+ 62.62% |
$798K - $861K
|
11.3K
$2.62M
|
|
Nov 06, 2023
Q3 2023
|
Versor Investments LP
|
BUY
|
- |
4.3KNew |
$792K - $854K
|
4.3K
$1M
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.19KNew |
$770K - $831K
|
4.19K
$975K
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
4.18KNew |
$769K - $830K
|
4.18K
$973K
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.03K+ 50.31% |
$741K - $799K
|
12K
$2.8M
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
4KNew |
$736K - $794K
|
4K
$931K
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
3.98KNew |
$732K - $790K
|
3.98K
$926K
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.92K+ 2.9% |
$721K - $778K
|
139K
$32.4M
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
3.9K+ 3.55% |
$717K - $774K
|
114K
$26.4M
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
3.86K+ 24.24% |
$709K - $765K
|
19.8K
$4.6M
|
|
Oct 26, 2023
Q3 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
3.82K+ 4.04% |
$703K - $759K
|
98.4K
$22.9M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.8K+ 28.09% |
$699K - $755K
|
17.3K
$4.03M
|
|
Nov 09, 2023
Q3 2023
|
Tredje Ap Fonden
|
BUY
|
- |
3.68K+ 5.04% |
$678K - $731K
|
76.8K
$17.9M
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
3.6K+ 19.79% |
$663K - $715K
|
21.8K
$5.08M
|
|
Nov 01, 2023
Q3 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
3.58KNew |
$658K - $710K
|
3.58K
$832K
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.54K+ 59.66% |
$652K - $703K
|
9.48K
$2.21M
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.54K+ 12.7% |
$651K - $702K
|
31.4K
$7.31M
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
3.52K+ 2.52% |
$648K - $699K
|
143K
$33.4M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.39K+ 11.29% |
$624K - $673K
|
33.4K
$7.78M
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
3.31K+ 14.86% |
$610K - $658K
|
25.6K
$5.96M
|
|
Nov 03, 2023
Q3 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.25K+ 22.06% |
$598K - $646K
|
18K
$4.19M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.22K+ 54.86% |
$592K - $639K
|
9.09K
$2.12M
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.17K+ 2.0% |
$583K - $629K
|
161K
$37.5M
|
|
Nov 14, 2023
Q3 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
3.07KNew |
$565K - $610K
|
3.07K
$715K
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3.06KNew |
$563K - $608K
|
3.06K
$713K
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.91KNew |
$535K - $578K
|
2.91K
$677K
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.9K+ 221.73% |
$533K - $575K
|
4.21K
$979K
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.86KNew |
$526K - $568K
|
2.86K
$666K
|
|
Nov 01, 2023
Q3 2023
|
Requisite Capital Management, LLC
|
BUY
|
- |
2.81KNew |
$517K - $558K
|
2.81K
$654K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.79K+ 231.86% |
$513K - $553K
|
3.99K
$929K
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.76KNew |
$508K - $548K
|
2.76K
$642K
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.75K+ 5.43% |
$505K - $545K
|
53.3K
$12.4M
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
2.71K+ 29.3% |
$498K - $537K
|
11.9K
$2.78M
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.68K+ 6.76% |
$493K - $532K
|
42.3K
$9.85M
|
|
Nov 14, 2023
Q3 2023
|
Uss Investment Management LTD
|
BUY
|
- |
2.63K+ 2.62% |
$485K - $523K
|
103K
$24M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.63K+ 76.51% |
$484K - $523K
|
6.07K
$1.41M
|