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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
25+ 0.44% |
$3.85K - $4.39K
|
5.7K
$1.3M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
25+ 2.68% |
$3.85K - $4.39K
|
958
$218K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
25New |
$3.85K - $4.39K
|
25
$5.7K
|
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
24+ 0.51% |
$3.7K - $4.22K
|
4.7K
$1.07M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
24+ 0.98% |
$3.7K - $4.22K
|
2.48K
$565K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
23+ 1.59% |
$3.54K - $4.04K
|
1.47K
$335K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
22+ 157.14% |
$3.39K - $3.86K
|
36
$8.2K
|
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
21+ 0.19% |
$3.24K - $3.69K
|
11.1K
$2.53M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
21+ 0.27% |
$3.24K - $3.69K
|
7.67K
$1.75M
|
|
|
Apr 04, 2023
Q1 2023
|
Everence Capital Management Inc
|
BUY
|
- |
20+ 0.18% |
$3.08K - $3.51K
|
11.4K
$2.6M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
20New |
$3.08K - $3.51K
|
20
$4.56K
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
17+ 0.94% |
$2.62K - $2.99K
|
1.83K
$417K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
16+ 28.57% |
$2.47K - $2.81K
|
72
$16.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
16+ 29.09% |
$2.47K - $2.81K
|
71
$16.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
15New |
$2.31K - $2.63K
|
15
$3.42K
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
15+ 0.27% |
$2.31K - $2.63K
|
5.56K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
15+ 1.9% |
$2.31K - $2.63K
|
803
$183K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
14New |
$2.16K - $2.46K
|
14
$3.19K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
14New |
$2.16K - $2.46K
|
14
$3.19K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
13+ 0.69% |
$2K - $2.28K
|
1.89K
$430K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
13+ 1.11% |
$2K - $2.28K
|
1.18K
$269K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
13New |
$2K - $2.28K
|
13
$2.96K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
13+ 0.93% |
$2K - $2.28K
|
1.41K
$322K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
13+ 0.08% |
$2K - $2.28K
|
15.6K
$3.54M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
13+ 0.45% |
$2K - $2.28K
|
2.91K
$662K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
12+ 0.13% |
$1.85K - $2.11K
|
9.52K
$2.17M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
12+ 6.78% |
$1.85K - $2.11K
|
189
$43.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
11+ 0.35% |
$1.69K - $1.93K
|
3.12K
$712K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
11+ 5.14% |
$1.69K - $1.93K
|
225
$51.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
11+ 0.45% |
$1.69K - $1.93K
|
2.43K
$554K
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
11+ 0.19% |
$1.69K - $1.93K
|
5.68K
$1.29M
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 100.0% |
$1.54K - $1.76K
|
20
$4.56K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
9New |
$1.39K - $1.58K
|
9
$2.05K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
9+ 2.38% |
$1.39K - $1.58K
|
387
$88.2K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
9+ 0.12% |
$1.39K - $1.58K
|
7.45K
$1.7M
|
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
9+ 0.26% |
$1.39K - $1.58K
|
3.51K
$800K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8New |
$1.23K - $1.41K
|
8
$1.82K
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
7+ 0.25% |
$1.08K - $1.23K
|
2.86K
$652K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
7+ 35.0% |
$1.08K - $1.23K
|
27
$6.15K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7+ 0.02% |
$1.08K - $1.23K
|
30.1K
$6.86M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
6+ 0.38% |
$924 - $1.05K
|
1.58K
$359K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
6New |
$924 - $1.05K
|
6
$1.37K
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
BUY
|
- |
6+ 0.19% |
$924 - $1.05K
|
3.11K
$708K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
6+ 21.43% |
$924 - $1.05K
|
34
$7.75K
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
6+ 0.13% |
$924 - $1.05K
|
4.49K
$1.02M
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
5+ 0.14% |
$770 - $878
|
3.68K
$838K
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
BUY
|
- |
3+ 0.02% |
$462 - $527
|
18.7K
$4.27M
|
|
|
May 04, 2023
Q1 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
3+ 0.08% |
$462 - $527
|
3.74K
$852K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
3New |
$462 - $527
|
3
$683
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.5% |
$462 - $527
|
604
$138K
|