Purchases and Sales Made in Q3 2023 in Marsh & Mclennan Companies, Inc. (MMC)

MMC Quotes by TradingView

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 14, 2023 Q3 2023
Rogco, LP

Claremore, OK
BUY
 -
419
New
$77.1K - $83.2K
419 $97.5K
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
414
+ 18.98%
$76.2K - $82.2K
2.6K $604K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
410
New
$75.4K - $81.4K
410 $95.4K
Oct 19, 2023 Q3 2023
Valeo Financial Advisors, LLC

BUY
 -
399
+ 8.74%
$73.4K - $79.2K
4.96K $1.16M
Oct 27, 2023 Q3 2023
Dubuque Bank & Trust CO

BUY
 -
397
+ 29.78%
$73K - $78.8K
1.73K $403K
Nov 13, 2023 Q3 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
395
New
$72.7K - $78.4K
395 $91.9K
Oct 10, 2023 Q3 2023
Bouvel Investment Partners, LLC

BUY
 -
393
+ 3.08%
$72.3K - $78K
13.2K $3.06M
Oct 30, 2023 Q3 2023
First Citizens Bank & Trust CO

BUY
 -
388
+ 26.43%
$71.4K - $77K
1.86K $432K
Oct 23, 2023 Q3 2023
Sumitomo Life Insurance CO

BUY
 -
387
+ 2.67%
$71.2K - $76.8K
14.9K $3.47M
Nov 15, 2023 Q3 2023
Toroso Investments, LLC

Massapequa, NY
BUY
 -
375
+ 5.51%
$69K - $74.5K
7.18K $1.67M
Nov 08, 2023 Q3 2023
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
354
+ 29.57%
$65.1K - $70.3K
1.55K $361K
Nov 14, 2023 Q3 2023
Cwa Asset Management Group, LLC

BUY
 -
353
+ 15.35%
$64.9K - $70.1K
2.65K $617K
Nov 14, 2023 Q3 2023
Ccla Investment Management LTD

London, X0
BUY
 -
351
+ 0.11%
$64.6K - $69.7K
328K $76.3M
Nov 08, 2023 Q3 2023
Banco Santander, S.A.

BUY
 -
350
+ 4.49%
$64.4K - $69.5K
8.14K $1.9M
Nov 14, 2023 Q3 2023
Gries Financial LLC

Cleveland, OH
BUY
 -
348
+ 5.68%
$64K - $69.1K
6.48K $1.51M
Oct 27, 2023 Q3 2023
Carmel Capital Partners, LLC

BUY
 -
341
New
$62.7K - $67.7K
341 $79.4K
Nov 14, 2023 Q3 2023
British Columbia Investment Management Corp

Victoria, A1
BUY
 -
338
+ 0.76%
$62.2K - $67.1K
45K $10.5M
Nov 13, 2023 Q3 2023
Pegasus Partners Ltd.

Mequon, WI
BUY
 -
331
+ 2.65%
$60.9K - $65.7K
12.8K $2.98M
Nov 06, 2023 Q3 2023
Parsons Capital Management Inc

BUY
 -
323
+ 17.87%
$59.4K - $64.1K
2.13K $496K
Nov 08, 2023 Q3 2023
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
321
New
$59.1K - $63.7K
321 $74.7K
Oct 24, 2023 Q3 2023
North Rock Partners, LLC

BUY
 -
315
+ 12.56%
$58K - $62.5K
2.82K $657K
Oct 23, 2023 Q3 2023
Maryland State Retirement & Pension System

BUY
 -
311
+ 0.82%
$57.2K - $61.7K
38.1K $8.87M
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
310
New
$57K - $61.6K
310 $72.2K
Nov 14, 2023 Q3 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
307
+ 5.15%
$56.5K - $61K
6.27K $1.46M
Nov 06, 2023 Q3 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
306
+ 2.15%
$56.3K - $60.8K
14.5K $3.38M
Oct 17, 2023 Q3 2023
Amplius Wealth Advisors, LLC

BUY
 -
301
+ 7.8%
$55.4K - $59.8K
4.16K $969K
Oct 24, 2023 Q3 2023
Drake & Associates, LLC

Waukesha, WI
BUY
 -
301
+ 13.16%
$55.4K - $59.8K
2.59K $602K
Oct 30, 2023 Q3 2023
Summit Trail Advisors, LLC

New York, NY
BUY
 -
298
+ 8.38%
$54.8K - $59.2K
3.85K $897K
Nov 07, 2023 Q3 2023
Motco

BUY
 -
298
+ 402.7%
$54.8K - $59.2K
372 $86.6K
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
285
+ 2.92%
$52.4K - $56.6K
10.1K $2.34M
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
279
+ 19.97%
$51.3K - $55.4K
1.68K $390K
Oct 11, 2023 Q3 2023
Schaper Benz & Wise Investment Counsel Inc

BUY
 -
277
+ 1.34%
$51K - $55K
21K $4.89M
Oct 26, 2023 Q3 2023
Park Avenue Securities LLC

BUY
 -
277
+ 2.69%
$51K - $55K
10.6K $2.46M
Oct 26, 2023 Q3 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
275
+ 0.93%
$50.6K - $54.6K
29.9K $6.96M
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
275
+ 21.01%
$50.6K - $54.6K
1.58K $369K
Oct 23, 2023 Q3 2023
Atlas Private Wealth Management

BUY
 -
270
+ 7.5%
$49.7K - $53.6K
3.87K $901K
Oct 13, 2023 Q3 2023
Janiczek Wealth Management, LLC

BUY
 -
264
+ 201.53%
$48.6K - $52.4K
395 $91.9K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
262
+ 14.13%
$48.2K - $52K
2.12K $493K
Nov 14, 2023 Q3 2023
Texas Capital Bank Wealth Management Services Inc

BUY
 -
258
+ 5.96%
$47.5K - $51.2K
4.59K $1.07M
Oct 19, 2023 Q3 2023
Aries Wealth Management

BUY
 -
250
+ 4.52%
$46K - $49.6K
5.79K $1.35M
Nov 02, 2023 Q3 2023
Beck Bode, LLC

BUY
 -
246
+ 4.4%
$45.3K - $48.8K
5.83K $1.36M
Nov 09, 2023 Q3 2023
Greenleaf Trust

Kalamazoo, MI
BUY
 -
228
+ 2.45%
$41.9K - $45.3K
9.52K $2.22M
Oct 24, 2023 Q3 2023
Arlington Trust CO LLC

Birmingham, AL
BUY
 -
225
New
$41.4K - $44.7K
225 $52.4K
Oct 20, 2023 Q3 2023
Avestar Capital, LLC

BUY
 -
206
+ 11.47%
$37.9K - $40.9K
2K $466K
Dec 06, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
206
+ 80.78%
$37.9K - $40.9K
461 $107K
Oct 23, 2023 Q3 2023
Fsc Wealth Advisors, LLC

BUY
 -
204
New
$37.5K - $40.5K
204 $47.5K
Nov 07, 2023 Q3 2023
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
201
+ 5.08%
$37K - $39.9K
4.15K $967K
Oct 19, 2023 Q3 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
199
+ 11.74%
$36.6K - $39.5K
1.89K $441K
Nov 13, 2023 Q3 2023
Mirabella Financial Services LLP

London, X0
BUY
 -
199
+ 5.56%
$36.6K - $39.5K
3.78K $880K

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