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
Oct 18, 2023 Q3 2023
Umb Bank, N.A.

BUY
 -
76
+ 5.9%
$14K - $15.1K
1.37K $296K
Nov 03, 2023 Q3 2023
Larson Financial Group LLC

BUY
 -
74
+ 40.44%
$13.6K - $14.7K
257 $55.7K
Oct 25, 2023 Q3 2023
Sage Mountain Advisors LLC

BUY
 -
72
+ 2.88%
$13.2K - $14.3K
2.57K $558K
Nov 14, 2023 Q3 2023
Ascent Group, LLC

BUY
 -
72
+ 0.48%
$13.2K - $14.3K
15.1K $3.29M
Oct 30, 2023 Q3 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
71
+ 4.77%
$13.1K - $14.1K
1.56K $338K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
70
+ 17.37%
$12.9K - $13.9K
473 $103K
Nov 06, 2023 Q3 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
70
+ 6.04%
$12.9K - $13.9K
1.23K $266K
Nov 13, 2023 Q3 2023
Thomas J. Herzfeld Advisors, Inc.

Miami Beach, FL
BUY
 -
68
New
$12.5K - $13.5K
68 $14.7K
Feb 21, 2024 Q3 2023
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
68
+ 0.58%
$12.5K - $13.5K
11.8K $2.56M
Oct 26, 2023 Q3 2023
Graypoint LLC

BUY
 -
67
+ 1.89%
$12.3K - $13.3K
3.6K $782K
Nov 08, 2023 Q3 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
66
+ 1.4%
$12.1K - $13.1K
4.79K $1.04M
Oct 10, 2023 Q3 2023
Quent Capital, LLC

BUY
 -
63
+ 34.24%
$11.6K - $12.5K
247 $53.6K
Jun 14, 2024 Q3 2023
Quent Capital, LLC

BUY
 -
63
+ 34.24%
$11.6K - $12.5K
247 $53.6K
Oct 16, 2023 Q3 2023
Bristlecone Advisors, LLC

BUY
 -
59
+ 5.16%
$10.9K - $11.7K
1.2K $261K
Nov 13, 2023 Q3 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
59
+ 3.96%
$10.9K - $11.7K
1.55K $336K
Oct 20, 2023 Q3 2023
Pds Planning, Inc

BUY
 -
57
+ 2.65%
$10.5K - $11.3K
2.21K $479K
Oct 20, 2023 Q3 2023
Brookstone Capital Management

BUY
 -
55
+ 2.73%
$10.1K - $10.9K
2.07K $449K
Nov 13, 2023 Q3 2023
Clearstead Trust, LLC

Portland, ME
BUY
 -
55
New
$10.1K - $10.9K
55 $11.9K
Nov 13, 2023 Q3 2023
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
55
New
$10.1K - $10.9K
55 $11.9K
Oct 10, 2023 Q3 2023
Ignite Planners, LLC

BUY
 -
52
+ 4.28%
$9.57K - $10.3K
1.27K $275K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
52
+ 11.5%
$9.57K - $10.3K
504 $109K
Oct 28, 2024 Q3 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
52
+ 866.67%
$9.57K - $10.3K
58 $12.6K
Oct 10, 2023 Q3 2023
American National Bank

BUY
 -
46
New
$8.46K - $9.13K
46 $9.98K
Oct 25, 2023 Q3 2023
Waypoint Capital Advisors, LLC

BUY
 -
46
+ 1.19%
$8.46K - $9.13K
3.91K $848K
Nov 03, 2023 Q3 2023
Briaud Financial Planning, Inc

College Station, TX
BUY
 -
44
New
$8.1K - $8.74K
44 $9.54K
Nov 02, 2023 Q3 2023
Ml & R Wealth Management LLC

BUY
 -
42
+ 3.0%
$7.73K - $8.34K
1.44K $313K
Oct 11, 2023 Q3 2023
Perkins Coie Trust CO

BUY
 -
41
+ 14.34%
$7.54K - $8.14K
327 $70.9K
Nov 14, 2023 Q3 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
40
+ 44.94%
$7.36K - $7.94K
129 $28K
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
39
+ 29.77%
$7.18K - $7.74K
170 $36.9K
Nov 13, 2023 Q3 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
38
+ 1.25%
$6.99K - $7.54K
3.07K $667K
Nov 14, 2023 Q3 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
38
+ 2.56%
$6.99K - $7.54K
1.52K $331K
Dec 06, 2023 Q3 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
38
New
$6.99K - $7.54K
38 $8.24K
Nov 03, 2023 Q3 2023
New Square Capital LLC

BUY
 -
37
+ 19.58%
$6.81K - $7.35K
226 $49K
Nov 06, 2023 Q3 2023
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
36
+ 0.82%
$6.62K - $7.15K
4.44K $962K
Nov 06, 2023 Q3 2023
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
36
+ 1.78%
$6.62K - $7.15K
2.06K $446K
Nov 08, 2023 Q3 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
36
+ 1.0%
$6.62K - $7.15K
3.65K $791K
Oct 26, 2023 Q3 2023
Cambridge Trust CO

Boston, MA
BUY
 -
35
+ 1.97%
$6.44K - $6.95K
1.82K $394K
Oct 27, 2023 Q3 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
35
+ 0.06%
$6.44K - $6.95K
56.5K $12.3M
Oct 23, 2023 Q3 2023
Everett Harris & CO

BUY
 -
33
+ 2.69%
$6.07K - $6.55K
1.26K $274K
Nov 09, 2023 Q3 2023
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
33
+ 1.87%
$6.07K - $6.55K
1.8K $390K
Nov 14, 2023 Q3 2023
Syntax Research, Inc.

Boca Raton, FL
BUY
 -
33
New
$6.07K - $6.55K
33 $7.16K
Oct 19, 2023 Q3 2023
Grimes & Company, Inc.

BUY
 -
30
+ 0.32%
$5.52K - $5.96K
9.44K $2.05M
Oct 20, 2023 Q3 2023
Lantz Financial LLC

BUY
 -
30
+ 0.39%
$5.52K - $5.96K
7.72K $1.67M
Nov 06, 2023 Q3 2023
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
29
+ 0.44%
$5.34K - $5.76K
6.67K $1.45M
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
28
+ 0.7%
$5.15K - $5.56K
4.03K $875K
Nov 02, 2023 Q3 2023
Jnba Financial Advisors

BUY
 -
27
New
$4.97K - $5.36K
27 $5.86K
Nov 13, 2023 Q3 2023
Asset Dedication, LLC

BUY
 -
27
+ 30.68%
$4.97K - $5.36K
115 $24.9K
Nov 15, 2023 Q3 2023
Elmwood Wealth Management, Inc.

BUY
 -
27
+ 0.42%
$4.97K - $5.36K
6.52K $1.41M
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
26
+ 0.56%
$4.78K - $5.16K
4.69K $1.02M

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