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 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-13- 0.16% |
$2K - $2.28K
|
8.37K
$2.04M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-14- 0.11% |
$2.16K - $2.46K
|
12.2K
$2.97M
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-15- 0.93% |
$2.31K - $2.63K
|
1.59K
$389K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
SELL
|
- |
-15- 6.73% |
$2.31K - $2.63K
|
208
$50.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-16- 3.54% |
$2.47K - $2.81K
|
436
$106K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-16- 0.65% |
$2.47K - $2.81K
|
2.44K
$596K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-16- 0.32% |
$2.47K - $2.81K
|
5.05K
$1.23M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-17- 1.32% |
$2.62K - $2.99K
|
1.28K
$311K
|
|
|
May 10, 2023
Q1 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-17- 0.64% |
$2.62K - $2.99K
|
2.62K
$639K
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-18- -0.0% |
$2.77K - $3.16K
|
539K
$132M
|
|
|
Apr 13, 2023
Q1 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-19- 0.49% |
$2.93K - $3.34K
|
3.85K
$940K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-19- 0.11% |
$2.93K - $3.34K
|
17.9K
$4.37M
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-19- 0.34% |
$2.93K - $3.34K
|
5.64K
$1.38M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-20- 35.09% |
$3.08K - $3.51K
|
37
$9.03K
|
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-20- 0.62% |
$3.08K - $3.51K
|
3.23K
$788K
|
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-20- 0.39% |
$3.08K - $3.51K
|
5.12K
$1.25M
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-20- 0.41% |
$3.08K - $3.51K
|
4.8K
$1.17M
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
SELL
|
- |
-21- 0.37% |
$3.24K - $3.69K
|
5.69K
$1.39M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-21- 77.78% |
$3.24K - $3.69K
|
6
$1.46K
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-23- 0.52% |
$3.54K - $4.04K
|
4.44K
$1.08M
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-25- 1.39% |
$3.85K - $4.39K
|
1.78K
$434K
|
|
|
Apr 20, 2023
Q1 2023
|
Lgt Group Foundation
|
SELL
|
- |
-25- 0.14% |
$3.85K - $4.39K
|
18.4K
$4.49M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-25- 1.18% |
$3.85K - $4.39K
|
2.1K
$511K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-26- 3.9% |
$4.01K - $4.57K
|
640
$156K
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-26- 8.02% |
$4.01K - $4.57K
|
298
$72.7K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-27- 0.04% |
$4.16K - $4.74K
|
70.8K
$17.3M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-27- 17.09% |
$4.16K - $4.74K
|
131
$32K
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-28- 0.9% |
$4.31K - $4.92K
|
3.09K
$754K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-29- 7.42% |
$4.47K - $5.09K
|
362
$88.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-29- 1.88% |
$4.47K - $5.09K
|
1.51K
$369K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-30- 5.91% |
$4.62K - $5.27K
|
478
$117K
|
|
|
May 02, 2023
Q1 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-31- 2.0% |
$4.78K - $5.45K
|
1.52K
$370K
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-31- 2.2% |
$4.78K - $5.45K
|
1.38K
$336K
|
|
|
May 04, 2023
Q1 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-33- 1.24% |
$5.08K - $5.8K
|
2.63K
$643K
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-34- 2.41% |
$5.24K - $5.97K
|
1.38K
$336K
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-34- 2.03% |
$5.24K - $5.97K
|
1.65K
$401K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-34- 1.8% |
$5.24K - $5.97K
|
1.85K
$452K
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
SELL
|
- |
-35- 0.64% |
$5.39K - $6.15K
|
5.44K
$1.33M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-35- 12.77% |
$5.39K - $6.15K
|
239
$58.3K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-36- 2.32% |
$5.55K - $6.32K
|
1.51K
$369K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-36- 2.32% |
$5.55K - $6.32K
|
1.51K
$369K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-36- 38.3% |
$5.55K - $6.32K
|
58
$14.2K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-39- 1.44% |
$6.01K - $6.85K
|
2.67K
$651K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-43- 3.04% |
$6.63K - $7.55K
|
1.37K
$334K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-44- 6.21% |
$6.78K - $7.73K
|
664
$162K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-44- 1.27% |
$6.78K - $7.73K
|
3.43K
$838K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-44- 23.53% |
$6.78K - $7.73K
|
143
$34.9K
|
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-48- 0.47% |
$7.4K - $8.43K
|
10.3K
$2.5M
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-52- 3.09% |
$8.01K - $9.13K
|
1.63K
$398K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-52- 14.69% |
$8.01K - $9.13K
|
302
$73.7K
|