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 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.5K+ 26.49% |
$277K - $299K
|
7.18K
$1.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.49K+ 21.7% |
$274K - $296K
|
8.35K
$1.94M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.48KNew |
$272K - $293K
|
1.48K
$344K
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.46K+ 31.23% |
$269K - $290K
|
6.14K
$1.43M
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.43K+ 2.24% |
$263K - $284K
|
65.4K
$15.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.42K+ 21.99% |
$261K - $282K
|
7.88K
$1.83M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.41K+ 15.55% |
$259K - $280K
|
10.5K
$2.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.38KNew |
$255K - $275K
|
1.38K
$322K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.36KNew |
$251K - $271K
|
1.36K
$317K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
1.35K+ 15.82% |
$249K - $268K
|
9.9K
$2.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
1.35KNew |
$248K - $267K
|
1.35K
$313K
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
1.35KNew |
$247K - $267K
|
1.35K
$313K
|
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.34K+ 45.19% |
$247K - $266K
|
4.31K
$1M
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.32KNew |
$243K - $262K
|
1.32K
$307K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.32KNew |
$242K - $261K
|
1.32K
$306K
|
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.31KNew |
$242K - $261K
|
1.31K
$306K
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.3KNew |
$240K - $259K
|
1.3K
$304K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.3K+ 93.8% |
$240K - $259K
|
2.69K
$626K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.3K+ 93.8% |
$240K - $259K
|
2.69K
$626K
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.26K+ 12.06% |
$232K - $251K
|
11.7K
$2.73M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.23K+ 0.97% |
$227K - $245K
|
128K
$29.8M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
1.23K+ 7.84% |
$226K - $244K
|
16.9K
$3.94M
|
|
|
Nov 02, 2023
Q3 2023
|
West Coast Financial LLC
|
BUY
|
- |
1.22K+ 2.11% |
$225K - $242K
|
59.2K
$13.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.21KNew |
$222K - $240K
|
1.21K
$281K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
1.21KNew |
$222K - $239K
|
1.21K
$280K
|
|
|
Oct 10, 2023
Q3 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
1.19K+ 68.95% |
$219K - $236K
|
2.91K
$678K
|
|
|
Dec 18, 2023
Q3 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
1.19K+ 68.95% |
$219K - $236K
|
2.91K
$678K
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.18KNew |
$218K - $235K
|
1.18K
$275K
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.18KNew |
$217K - $234K
|
1.18K
$275K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.16KNew |
$214K - $231K
|
1.16K
$271K
|
|
|
Nov 14, 2023
Q3 2023
|
Trust Investment Advisors
|
BUY
|
- |
1.16KNew |
$213K - $230K
|
1.16K
$270K
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
1.15KNew |
$211K - $228K
|
1.15K
$267K
|
|
|
Oct 27, 2023
Q3 2023
|
Australian Super Pty LTD
|
BUY
|
- |
1.13K+ 2.86% |
$208K - $225K
|
40.7K
$9.48M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
1.11KNew |
$205K - $221K
|
1.11K
$259K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.1KNew |
$201K - $217K
|
1.1K
$255K
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
1.09K+ 26.7% |
$201K - $216K
|
5.17K
$1.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
1.09K+ 0.34% |
$200K - $216K
|
320K
$74.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.06K+ 7.53% |
$196K - $211K
|
15.2K
$3.54M
|
|
|
Nov 07, 2023
Q3 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
1.06K+ 0.74% |
$195K - $210K
|
145K
$33.8M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.06KNew |
$195K - $210K
|
1.06K
$247K
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
993+ 50.25% |
$183K - $197K
|
2.97K
$691K
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
925+ 10.07% |
$170K - $184K
|
10.1K
$2.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
914+ 2.5% |
$168K - $181K
|
37.5K
$8.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
906+ 6.18% |
$167K - $180K
|
15.6K
$3.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
900+ 18.75% |
$166K - $179K
|
5.7K
$1.33M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
889New |
$164K - $177K
|
889
$207K
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
878+ 23.01% |
$162K - $174K
|
4.69K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
873+ 19.17% |
$161K - $173K
|
5.43K
$1.26M
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
872+ 1.21% |
$160K - $173K
|
73.2K
$17M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
866+ 5.13% |
$159K - $172K
|
17.8K
$4.13M
|