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 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
195+ 6.41% |
$35.9K - $38.7K
|
3.24K
$753K
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
195+ 6.41% |
$35.9K - $38.7K
|
3.24K
$753K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
194+ 4.28% |
$35.7K - $38.5K
|
4.73K
$1.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
193+ 6.24% |
$35.5K - $38.3K
|
3.29K
$765K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
191+ 5.13% |
$35.1K - $37.9K
|
3.91K
$911K
|
|
|
Nov 14, 2023
Q3 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
190+ 11.18% |
$35K - $37.7K
|
1.89K
$440K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
187+ 20.11% |
$34.4K - $37.1K
|
1.12K
$260K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
186+ 2.0% |
$34.2K - $36.9K
|
9.48K
$2.21M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
181+ 12.72% |
$33.3K - $35.9K
|
1.6K
$373K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
180+ 11.45% |
$33.1K - $35.7K
|
1.75K
$408K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
177+ 2.34% |
$32.6K - $35.1K
|
7.74K
$1.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
171+ 0.42% |
$31.5K - $34K
|
40.4K
$9.41M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
169New |
$31.1K - $33.6K
|
169
$39.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
161+ 1.05% |
$29.6K - $32K
|
15.5K
$3.61M
|
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
158New |
$29.1K - $31.4K
|
158
$36.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
151+ 5.68% |
$27.8K - $30K
|
2.81K
$654K
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
150+ 107.91% |
$27.6K - $29.8K
|
289
$67.3K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
150New |
$27.6K - $29.8K
|
150
$34.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
147+ 9.01% |
$27K - $29.2K
|
1.78K
$414K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
146+ 15.65% |
$26.9K - $29K
|
1.08K
$251K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
145+ 1.58% |
$26.7K - $28.8K
|
9.33K
$2.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
143+ 476.67% |
$26.3K - $28.4K
|
173
$40.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
140New |
$25.8K - $27.8K
|
140
$32.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
140+ 8.84% |
$25.8K - $27.8K
|
1.72K
$401K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
127+ 0.22% |
$23.4K - $25.2K
|
57.3K
$13.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
127+ 7.06% |
$23.4K - $25.2K
|
1.93K
$449K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
124+ 1.41% |
$22.8K - $24.6K
|
8.93K
$2.08M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
124+ 0.91% |
$22.8K - $24.6K
|
13.7K
$3.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
115+ 6.68% |
$21.2K - $22.8K
|
1.84K
$428K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
114+ 6.84% |
$21K - $22.6K
|
1.78K
$415K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
114+ 11.66% |
$21K - $22.6K
|
1.09K
$254K
|
|
|
Nov 08, 2023
Q3 2023
|
Tealwood Asset Management Inc
|
BUY
|
- |
112+ 1.15% |
$20.6K - $22.2K
|
9.86K
$2.29M
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
109+ 9.2% |
$20.1K - $21.6K
|
1.29K
$301K
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
109+ 2.99% |
$20.1K - $21.6K
|
3.76K
$875K
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
108+ 1.76% |
$19.9K - $21.4K
|
6.26K
$1.46M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
103+ 4.67% |
$19K - $20.5K
|
2.31K
$537K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
100+ 5.87% |
$18.4K - $19.9K
|
1.8K
$420K
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
100New |
$18.4K - $19.9K
|
100
$23.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
100+ 8.72% |
$18.4K - $19.9K
|
1.25K
$290K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
96+ 3.47% |
$17.7K - $19.1K
|
2.86K
$666K
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
95+ 2.97% |
$17.5K - $18.9K
|
3.29K
$766K
|
|
|
Oct 19, 2023
Q3 2023
|
Harrington Investments, Inc
|
BUY
|
- |
95+ 0.36% |
$17.5K - $18.9K
|
26.6K
$6.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
95+ 1.13% |
$17.5K - $18.9K
|
8.53K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
93+ 50.54% |
$17.1K - $18.5K
|
277
$64.5K
|
|
|
Jun 14, 2024
Q3 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
88+ 1.94% |
$16.2K - $17.5K
|
4.63K
$1.08M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
86+ 3.45% |
$15.8K - $17.1K
|
2.58K
$601K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
85+ 7.17% |
$15.6K - $16.9K
|
1.27K
$296K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
83+ 6.82% |
$15.3K - $16.5K
|
1.3K
$303K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
83+ 6.03% |
$15.3K - $16.5K
|
1.46K
$340K
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
BUY
|
- |
79+ 395.0% |
$14.5K - $15.7K
|
99
$23K
|