Purchases and Sales Made in Q2 2023 in Marsh & Mclennan Companies, Inc. (MMC)
This table provides information about the institutional ownership of Marsh & Mclennan Companies, Inc. (MMC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
13.2K+ 9.9% |
$2.21M - $2.48M
|
147K
$35.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
13K+ 4.33% |
$2.18M - $2.44M
|
312K
$74.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.8K+ 7.76% |
$2.15M - $2.41M
|
178K
$42.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
12.8K+ 9.54% |
$2.14M - $2.4M
|
147K
$35.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
12.8KNew |
$2.14M - $2.4M
|
12.8K
$3.06M
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
12.6K+ 3238.14% |
$2.11M - $2.36M
|
13K
$3.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Jupiter Asset Management LTD
|
BUY
|
- |
12.3K+ 36.87% |
$2.06M - $2.31M
|
45.5K
$10.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
11.9K+ 0.74% |
$1.99M - $2.24M
|
1.61M
$385M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
11.8K+ 0.06% |
$1.97M - $2.21M
|
20.4M
$4.89B
|
|
|
Aug 14, 2023
Q2 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
11.5KNew |
$1.93M - $2.17M
|
11.5K
$2.76M
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
11.1K+ 357.45% |
$1.85M - $2.08M
|
14.1K
$3.39M
|
|
|
Jul 13, 2023
Q2 2023
|
Walter Public Investments Inc.
Westmount, Z4 |
BUY
|
- |
11K+ 14.64% |
$1.84M - $2.07M
|
86K
$20.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
10.9K+ 29.42% |
$1.83M - $2.05M
|
48K
$11.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
10.7K+ 1.7% |
$1.8M - $2.02M
|
644K
$154M
|
|
|
Jul 19, 2023
Q2 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
10.7K+ 5.34% |
$1.79M - $2.01M
|
211K
$50.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.6K+ 1.18% |
$1.78M - $2M
|
910K
$218M
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
10.4K+ 104.21% |
$1.75M - $1.96M
|
20.5K
$4.9M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
9.94K+ 6.04% |
$1.67M - $1.87M
|
175K
$41.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
9.88KNew |
$1.66M - $1.86M
|
9.88K
$2.37M
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
9K+ 3.59% |
$1.51M - $1.69M
|
259K
$62.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Tom Gayner
Markel Corp
|
BUY
|
- |
9K+ 1.38% |
$1.51M - $1.69M
|
660K
$158M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.83K+ 186.27% |
$1.48M - $1.66M
|
13.6K
$3.25M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.57KNew |
$1.44M - $1.61M
|
8.57K
$2.05M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
8.53KNew |
$1.43M - $1.6M
|
8.53K
$2.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
8.51K+ 662.46% |
$1.43M - $1.6M
|
9.79K
$2.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
8.41KNew |
$1.41M - $1.58M
|
8.41K
$2.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
8.35K+ 9.11% |
$1.4M - $1.57M
|
100K
$24M
|
|
|
Aug 14, 2023
Q2 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
8.28K+ 287.8% |
$1.39M - $1.56M
|
11.2K
$2.67M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.7K+ 15.43% |
$1.29M - $1.45M
|
57.6K
$13.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
7.62KNew |
$1.28M - $1.43M
|
7.62K
$1.82M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.28K+ 16.11% |
$1.22M - $1.37M
|
52.5K
$12.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.21K+ 148.41% |
$1.21M - $1.36M
|
12.1K
$2.89M
|
|
|
Jul 19, 2023
Q2 2023
|
Artemis Investment Management LLP
|
BUY
|
- |
7.17K+ 4.47% |
$1.2M - $1.35M
|
167K
$40.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
7.08K+ 10.23% |
$1.19M - $1.33M
|
76.3K
$18.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
6.88K+ 1.75% |
$1.15M - $1.29M
|
399K
$95.6M
|
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
6.87K+ 3.73% |
$1.15M - $1.29M
|
191K
$45.8M
|
|
|
Dec 09, 2024
Q2 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
6.81K+ 2.28% |
$1.14M - $1.28M
|
305K
$73.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
6.69K+ 4.15% |
$1.12M - $1.26M
|
168K
$40.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Fcf Advisors LLC
|
BUY
|
- |
6.61KNew |
$1.11M - $1.24M
|
6.61K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Teewinot Capital Advisers, L.L.C.
New York, NY |
BUY
|
- |
6.58K+ 9.54% |
$1.1M - $1.24M
|
75.5K
$18.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
6.38K+ 1.64% |
$1.07M - $1.2M
|
397K
$95M
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
6.34K+ 6.78% |
$1.06M - $1.19M
|
99.8K
$23.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
6.32K+ 28.36% |
$1.06M - $1.19M
|
28.6K
$6.85M
|
|
|
Nov 15, 2023
Q2 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
6.32KNew |
$1.06M - $1.19M
|
6.32K
$1.51M
|
|
|
Aug 03, 2023
Q2 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
6.16K+ 10.13% |
$1.03M - $1.16M
|
67K
$16M
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
BUY
|
- |
6.08K+ 4.49% |
$1.02M - $1.14M
|
142K
$33.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
6.02KNew |
$1.01M - $1.13M
|
6.02K
$1.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
5.9KNew |
$990K - $1.11M
|
5.9K
$1.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
5.89K+ 2.09% |
$988K - $1.11M
|
288K
$68.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
5.85KNew |
$981K - $1.1M
|
5.85K
$1.4M
|