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 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.63K+ 76.51% |
$484K - $523K
|
6.07K
$1.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
2.6K+ 0.6% |
$479K - $517K
|
438K
$86.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
2.59K+ 320.67% |
$477K - $514K
|
3.4K
$671K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
2.56K+ 232.97% |
$471K - $508K
|
3.66K
$722K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.55K+ 6.79% |
$469K - $506K
|
40K
$7.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
2.52KNew |
$464K - $500K
|
2.52K
$497K
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
2.5K+ 3.14% |
$461K - $497K
|
82.3K
$16.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.47K+ 28.85% |
$455K - $491K
|
11K
$2.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
2.46K+ 88.33% |
$452K - $488K
|
5.24K
$1.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Fluent Financial, LLC
|
BUY
|
- |
2.44KNew |
$448K - $483K
|
2.44K
$481K
|
|
|
Oct 10, 2023
Q3 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
2.43K+ 13.6% |
$447K - $482K
|
20.3K
$4M
|
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.42KNew |
$446K - $481K
|
2.42K
$478K
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.41KNew |
$442K - $478K
|
2.41K
$475K
|
|
|
Oct 26, 2023
Q3 2023
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
2.37K+ 4.34% |
$435K - $470K
|
56.9K
$11.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.33K+ 0.38% |
$429K - $463K
|
618K
$122M
|
|
|
Apr 08, 2025
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
2.31K+ 21.71% |
$425K - $459K
|
13K
$2.56M
|
|
|
Nov 14, 2023
Q3 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
2.16K+ 18.77% |
$398K - $429K
|
13.7K
$2.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.15K+ 2.83% |
$396K - $427K
|
78.2K
$15.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.14K+ 0.98% |
$394K - $425K
|
221K
$43.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2.12K+ 37.13% |
$390K - $421K
|
7.84K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
2.11K+ 1.11% |
$389K - $420K
|
193K
$38.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
2.11KNew |
$388K - $419K
|
2.11K
$417K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.11K+ 5.25% |
$388K - $419K
|
42.2K
$8.34M
|
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.1KNew |
$387K - $418K
|
2.1K
$415K
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
BUY
|
- |
2.09KNew |
$384K - $414K
|
2.09K
$412K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.08K+ 13.03% |
$383K - $413K
|
18.1K
$3.56M
|
|
|
Nov 08, 2023
Q3 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
2.08KNew |
$382K - $412K
|
2.08K
$410K
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
2.05K+ 9.92% |
$376K - $406K
|
22.7K
$4.47M
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
BUY
|
- |
2.02K+ 535.28% |
$371K - $401K
|
2.4K
$473K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
1.96K+ 0.09% |
$361K - $390K
|
2.14M
$423M
|
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
1.92K+ 17.19% |
$353K - $381K
|
13.1K
$2.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.86KNew |
$341K - $368K
|
1.86K
$366K
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.81K+ 3.26% |
$332K - $359K
|
57.2K
$11.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.78KNew |
$328K - $354K
|
1.78K
$352K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.76K+ 22.05% |
$325K - $350K
|
9.76K
$1.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
1.75KNew |
$321K - $347K
|
1.75K
$345K
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.73K+ 14.28% |
$317K - $342K
|
13.8K
$2.72M
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.7K+ 7.07% |
$313K - $338K
|
25.7K
$5.08M
|
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
1.68KNew |
$308K - $333K
|
1.68K
$331K
|
|
|
Nov 01, 2023
Q3 2023
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
1.64K+ 17.62% |
$302K - $326K
|
11K
$2.16M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.61K+ 134.42% |
$297K - $320K
|
2.81K
$555K
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
1.61KNew |
$297K - $320K
|
1.61K
$318K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.57KNew |
$289K - $312K
|
1.57K
$310K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
1.57K+ 9.95% |
$288K - $311K
|
17.3K
$3.42M
|
|
|
Nov 01, 2023
Q3 2023
|
Quilter PLC
|
BUY
|
- |
1.55K+ 0.38% |
$286K - $308K
|
413K
$81.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.55K+ 2.6% |
$285K - $308K
|
61.1K
$12.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.54KNew |
$283K - $305K
|
1.54K
$303K
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.53K+ 10.96% |
$282K - $304K
|
15.5K
$3.06M
|
|
|
Oct 19, 2023
Q3 2023
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
1.53KNew |
$282K - $304K
|
1.53K
$302K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.53K+ 2.02% |
$282K - $304K
|
77.3K
$15.3M
|