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 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
850+ 27.48% |
$156K - $169K
|
3.94K
$918K
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
845+ 1.43% |
$155K - $168K
|
59.9K
$13.9M
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
830+ 0.37% |
$153K - $165K
|
224K
$52.1M
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
827+ 31.29% |
$152K - $164K
|
3.47K
$808K
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
812+ 3.36% |
$149K - $161K
|
25K
$5.81M
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
796+ 43.14% |
$146K - $158K
|
2.64K
$615K
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
773+ 2.54% |
$142K - $153K
|
31.3K
$7.27M
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
762+ 9.61% |
$140K - $151K
|
8.69K
$2.02M
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
750+ 13.0% |
$138K - $149K
|
6.52K
$1.52M
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
744+ 17.33% |
$137K - $148K
|
5.04K
$1.17M
|
|
Oct 19, 2023
Q3 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
743+ 0.54% |
$137K - $148K
|
138K
$32.2M
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
733+ 51.37% |
$135K - $146K
|
2.16K
$503K
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
713+ 2.38% |
$131K - $142K
|
30.7K
$7.14M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
706New |
$130K - $140K
|
706
$164K
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
706+ 13.64% |
$130K - $140K
|
5.88K
$1.37M
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
681+ 43.82% |
$125K - $135K
|
2.24K
$520K
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
673+ 4.46% |
$124K - $134K
|
15.8K
$3.67M
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
666+ 1.63% |
$123K - $132K
|
41.4K
$9.64M
|
|
Nov 14, 2023
Q3 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
653+ 13.94% |
$120K - $130K
|
5.34K
$1.24M
|
|
Oct 30, 2023
Q3 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
650+ 2.79% |
$120K - $129K
|
24K
$5.58M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
637New |
$117K - $126K
|
637
$148K
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
636+ 8.84% |
$117K - $126K
|
7.83K
$1.82M
|
|
Oct 11, 2023
Q3 2023
|
Close Asset Management LTD
|
BUY
|
- |
629+ 0.11% |
$116K - $125K
|
579K
$135M
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
624+ 9.69% |
$115K - $124K
|
7.07K
$1.64M
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
618+ 3.52% |
$114K - $123K
|
18.2K
$4.23M
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
589+ 0.28% |
$108K - $117K
|
209K
$48.6M
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
585+ 7.92% |
$108K - $116K
|
7.98K
$1.86M
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
BUY
|
- |
581+ 1.87% |
$107K - $115K
|
31.7K
$7.39M
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
558+ 3100.0% |
$103K - $111K
|
576
$134K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
554+ 4.24% |
$102K - $110K
|
13.6K
$3.17M
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
548+ 6.42% |
$101K - $109K
|
9.09K
$2.11M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
547+ 0.38% |
$101K - $109K
|
146K
$34M
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
529+ 562.77% |
$97.3K - $105K
|
623
$145K
|
|
Nov 14, 2023
Q3 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
525+ 0.18% |
$96.6K - $104K
|
294K
$68.4M
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
523+ 20.79% |
$96.2K - $104K
|
3.04K
$707K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
512New |
$94.2K - $102K
|
512
$119K
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
501New |
$92.2K - $99.5K
|
501
$117K
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
500+ 0.59% |
$92K - $99.3K
|
85.4K
$19.9M
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
496+ 0.18% |
$91.3K - $98.5K
|
280K
$65.3M
|
|
Nov 14, 2023
Q3 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
464+ 6.5% |
$85.4K - $92.1K
|
7.61K
$1.77M
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
462+ 0.74% |
$85K - $91.7K
|
62.6K
$14.6M
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
446+ 7.61% |
$82.1K - $88.6K
|
6.31K
$1.47M
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
441+ 11.09% |
$81.1K - $87.6K
|
4.42K
$1.03M
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
440+ 594.59% |
$81K - $87.4K
|
514
$120K
|
|
Oct 19, 2023
Q3 2023
|
Lindenwold Advisors
|
BUY
|
- |
437+ 2.98% |
$80.4K - $86.8K
|
15.1K
$3.51M
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
428+ 15.43% |
$78.7K - $85K
|
3.2K
$745K
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
426+ 23.77% |
$78.4K - $84.6K
|
2.22K
$516K
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
425+ 2.84% |
$78.2K - $84.4K
|
15.4K
$3.58M
|
|
Nov 14, 2023
Q3 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
423+ 1.52% |
$77.8K - $84K
|
28.3K
$6.58M
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
420+ 5.92% |
$77.3K - $83.4K
|
7.51K
$1.75M
|