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 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-60- 2.22% |
$9.24K - $10.5K
|
2.64K
$601K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-60- 0.21% |
$9.24K - $10.5K
|
28.4K
$6.46M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-61- 0.74% |
$9.4K - $10.7K
|
8.17K
$1.86M
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-64- 3.13% |
$9.86K - $11.2K
|
1.98K
$451K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-64- 1.57% |
$9.86K - $11.2K
|
4.02K
$915K
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-65- 2.06% |
$10K - $11.4K
|
3.09K
$705K
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-65- 0.05% |
$10K - $11.4K
|
126K
$28.7M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-68- 3.65% |
$10.5K - $11.9K
|
1.79K
$408K
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-69- 0.58% |
$10.6K - $12.1K
|
11.9K
$2.71M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-72- 0.47% |
$11.1K - $12.6K
|
15.1K
$3.44M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-72- 0.25% |
$11.1K - $12.6K
|
28.6K
$6.52M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-73- 73.0% |
$11.2K - $12.8K
|
27
$6.15K
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-75- 1.27% |
$11.6K - $13.2K
|
5.84K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-77- 16.18% |
$11.9K - $13.5K
|
399
$90.9K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-77- 2.52% |
$11.9K - $13.5K
|
2.98K
$679K
|
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-78- 1.18% |
$12K - $13.7K
|
6.51K
$1.48M
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-80- 3.44% |
$12.3K - $14.1K
|
2.24K
$511K
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-80- 1.08% |
$12.3K - $14.1K
|
7.29K
$1.66M
|
|
|
May 15, 2023
Q1 2023
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-80- -0.0% |
$12.3K - $14.1K
|
2.14M
$487M
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-80- 1.29% |
$12.3K - $14.1K
|
6.13K
$1.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-81- 1.73% |
$12.5K - $14.2K
|
4.6K
$1.05M
|
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-83- 5.7% |
$12.8K - $14.6K
|
1.37K
$313K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-86- 5.19% |
$13.3K - $15.1K
|
1.57K
$358K
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-87- 41.83% |
$13.4K - $15.3K
|
121
$27.6K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-90- 1.45% |
$13.9K - $15.8K
|
6.13K
$1.4M
|
|
|
Jun 14, 2024
Q1 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-94- 1.97% |
$14.5K - $16.5K
|
4.68K
$1.07M
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-96- 5.8% |
$14.8K - $16.9K
|
1.56K
$355K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-96- 0.24% |
$14.8K - $16.9K
|
39.1K
$8.92M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-97- 4.31% |
$14.9K - $17K
|
2.15K
$490K
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-99- 3.55% |
$15.3K - $17.4K
|
2.69K
$613K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-99- 1.35% |
$15.3K - $17.4K
|
7.21K
$1.64M
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-100- 4.04% |
$15.4K - $17.6K
|
2.38K
$541K
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-100- 5.72% |
$15.4K - $17.6K
|
1.65K
$375K
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-100- 3.91% |
$15.4K - $17.6K
|
2.46K
$560K
|
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-102- 0.09% |
$15.7K - $17.9K
|
115K
$26.3M
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-106- 0.24% |
$16.3K - $18.6K
|
44.5K
$10.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-110- 7.03% |
$16.9K - $19.3K
|
1.45K
$331K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-110- 1.64% |
$16.9K - $19.3K
|
6.6K
$1.5M
|
|
|
May 02, 2023
Q1 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-111- 3.23% |
$17.1K - $19.5K
|
3.33K
$758K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-111- 0.71% |
$17.1K - $19.5K
|
15.6K
$3.54M
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-112- 5.14% |
$17.3K - $19.7K
|
2.07K
$471K
|
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-112- 24.51% |
$17.3K - $19.7K
|
345
$78.6K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-114- 0.56% |
$17.6K - $20K
|
20.2K
$4.61M
|
|
|
May 16, 2023
Q1 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-116- 1.4% |
$17.9K - $20.4K
|
8.17K
$1.86M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-117- 1.17% |
$18K - $20.6K
|
9.89K
$2.25M
|
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-119- 1.46% |
$18.3K - $20.9K
|
8.04K
$1.83M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-119- 2.76% |
$18.3K - $20.9K
|
4.2K
$956K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-119- 1.94% |
$18.3K - $20.9K
|
6.02K
$1.37M
|
|
|
May 12, 2023
Q1 2023
|
United Bank
|
SELL
|
- |
-120- 1.8% |
$18.5K - $21.1K
|
6.55K
$1.49M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-126- 2.6% |
$19.4K - $22.1K
|
4.72K
$1.07M
|