Purchases and Sales Made in Q1 2023 in Marsh & Mclennan Companies, Inc. (MMC)
This table provides information about the institutional ownership of Marsh & Mclennan Companies, Inc. (MMC) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Torray LLC
|
BUY
|
- |
90+ 0.1% |
$13.9K - $15.8K
|
87K
$20.3M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
90+ 0.63% |
$13.9K - $15.8K
|
14.3K
$3.33M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
88+ 8.37% |
$13.6K - $15.5K
|
1.14K
$265K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
87+ 2.59% |
$13.4K - $15.3K
|
3.44K
$801K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
87+ 8.59% |
$13.4K - $15.3K
|
1.1K
$256K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
87+ 2.53% |
$13.4K - $15.3K
|
3.53K
$821K
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
85+ 5.19% |
$13.1K - $14.9K
|
1.72K
$401K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
82+ 0.83% |
$12.6K - $14.4K
|
9.96K
$2.32M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
81+ 0.66% |
$12.5K - $14.2K
|
12.4K
$2.88M
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
80+ 1.22% |
$12.3K - $14.1K
|
6.65K
$1.55M
|
|
|
Apr 10, 2023
Q1 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
79+ 3.54% |
$12.2K - $13.9K
|
2.31K
$537K
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
79+ 4.56% |
$12.2K - $13.9K
|
1.81K
$422K
|
|
|
May 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
79+ 6.43% |
$12.2K - $13.9K
|
1.31K
$304K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
78+ 1.72% |
$12K - $13.7K
|
4.61K
$1.07M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
77New |
$11.9K - $13.5K
|
77
$17.9K
|
|
|
May 05, 2023
Q1 2023
|
Lindenwold Advisors
|
BUY
|
- |
76+ 0.43% |
$11.7K - $13.4K
|
17.6K
$4.09M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
75+ 9.29% |
$11.6K - $13.2K
|
882
$205K
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
74+ 5.29% |
$11.4K - $13K
|
1.47K
$343K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
72New |
$11.1K - $12.6K
|
72
$16.8K
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
72+ 0.09% |
$11.1K - $12.6K
|
83.9K
$19.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
70+ 4.97% |
$10.8K - $12.3K
|
1.48K
$344K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
70+ 0.52% |
$10.8K - $12.3K
|
13.4K
$3.13M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
69+ 7.98% |
$10.6K - $12.1K
|
934
$217K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
66+ 1.14% |
$10.2K - $11.6K
|
5.85K
$1.36M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
65+ 1.0% |
$10K - $11.4K
|
6.56K
$1.53M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
57+ 23.95% |
$8.78K - $10K
|
295
$68.7K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
56+ 1.14% |
$8.63K - $9.84K
|
4.95K
$1.15M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
53+ 3.41% |
$8.17K - $9.31K
|
1.61K
$374K
|
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
51+ 3.28% |
$7.86K - $8.96K
|
1.61K
$374K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
51+ 2.31% |
$7.86K - $8.96K
|
2.26K
$526K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
48+ 2.78% |
$7.4K - $8.43K
|
1.78K
$414K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
45New |
$6.93K - $7.9K
|
45
$10.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
45+ 13.85% |
$6.93K - $7.9K
|
370
$86.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
BUY
|
- |
44+ 3.27% |
$6.78K - $7.73K
|
1.39K
$323K
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
42+ 3.03% |
$6.47K - $7.38K
|
1.43K
$333K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
41+ 0.24% |
$6.32K - $7.2K
|
16.8K
$3.91M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
41+ 25.31% |
$6.32K - $7.2K
|
203
$47.3K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
41+ 0.01% |
$6.32K - $7.2K
|
318K
$74M
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
40New |
$6.16K - $7.03K
|
40
$9.31K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
39+ 0.66% |
$6.01K - $6.85K
|
5.94K
$1.38M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
36New |
$5.55K - $6.32K
|
36
$8.38K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
35New |
$5.39K - $6.15K
|
35
$8.15K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
34+ 1.14% |
$5.24K - $5.97K
|
3.01K
$701K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
34+ 1.0% |
$5.24K - $5.97K
|
3.43K
$797K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
34+ 3.74% |
$5.24K - $5.97K
|
944
$220K
|
|
|
May 01, 2023
Q1 2023
|
Dillon & Associates Inc
|
BUY
|
- |
31+ 2.04% |
$4.78K - $5.45K
|
1.55K
$360K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
30+ 8.65% |
$4.62K - $5.27K
|
377
$87.8K
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
30+ 0.26% |
$4.62K - $5.27K
|
11.6K
$2.71M
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
BUY
|
- |
27+ 1.99% |
$4.16K - $4.74K
|
1.38K
$322K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
26+ 162.5% |
$4.01K - $4.57K
|
42
$9.78K
|