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 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-134- 2.88% |
$20.6K - $23.5K
|
4.52K
$1.03M
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-134- 1.25% |
$20.6K - $23.5K
|
10.5K
$2.4M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-135- 3.44% |
$20.8K - $23.7K
|
3.79K
$864K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-136- 23.37% |
$21K - $23.9K
|
446
$102K
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-139- 4.86% |
$21.4K - $24.4K
|
2.72K
$621K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-141- 0.94% |
$21.7K - $24.8K
|
14.9K
$3.4M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-141- 1.06% |
$21.7K - $24.8K
|
13.1K
$2.99M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-141- 3.03% |
$21.7K - $24.8K
|
4.52K
$1.03M
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-144- 21.02% |
$22.2K - $25.3K
|
541
$123K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-146- 1.37% |
$22.5K - $25.6K
|
10.5K
$2.4M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-147- 44.41% |
$22.6K - $25.8K
|
184
$41.9K
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-149- 3.59% |
$23K - $26.2K
|
4K
$911K
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-150- 0.51% |
$23.1K - $26.3K
|
29.3K
$6.67M
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-150- 9.52% |
$23.1K - $26.3K
|
1.43K
$325K
|
|
|
Apr 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-163- 3.66% |
$25.1K - $28.6K
|
4.29K
$977K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-164- 32.87% |
$25.3K - $28.8K
|
335
$76.3K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-167- 19.83% |
$25.7K - $29.3K
|
675
$154K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-170- 4.82% |
$26.2K - $29.9K
|
3.36K
$765K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-171- 10.02% |
$26.3K - $30K
|
1.54K
$350K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-175- 1.57% |
$27K - $30.7K
|
11K
$2.51M
|
|
|
Apr 24, 2023
Q1 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-175- 0.27% |
$27K - $30.7K
|
65.1K
$14.8M
|
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-180- 7.53% |
$27.7K - $31.6K
|
2.21K
$503K
|
|
|
May 15, 2023
Q1 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-180- 4.46% |
$27.7K - $31.6K
|
3.86K
$878K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-180- 4.68% |
$27.7K - $31.6K
|
3.66K
$835K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-195- 1.18% |
$30K - $34.3K
|
16.3K
$3.72M
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Ridge Investments LLC
|
SELL
|
- |
-200- 0.84% |
$30.8K - $35.1K
|
23.5K
$5.36M
|
|
|
Apr 19, 2023
Q1 2023
|
Bonness Enterprises Inc
|
SELL
|
- |
-200- 0.78% |
$30.8K - $35.1K
|
25.5K
$5.81M
|
|
|
May 10, 2023
Q1 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-200- 0.49% |
$30.8K - $35.1K
|
40.2K
$9.17M
|
|
|
May 03, 2023
Q1 2023
|
Tobam
|
SELL
|
- |
-205- 7.93% |
$31.6K - $36K
|
2.38K
$542K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-212- 2.5% |
$32.7K - $37.2K
|
8.28K
$1.89M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-213- 0.17% |
$32.8K - $37.4K
|
128K
$29.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-214- 0.64% |
$33K - $37.6K
|
33K
$7.53M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-222- 65.68% |
$34.2K - $39K
|
116
$26.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-223- 55.33% |
$34.4K - $39.2K
|
180
$41K
|
|
|
May 08, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-228- 8.83% |
$35.1K - $40.1K
|
2.35K
$536K
|
|
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-228- 8.83% |
$35.1K - $40.1K
|
2.35K
$536K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-253- 0.19% |
$39K - $44.4K
|
134K
$30.5M
|
|
|
May 11, 2023
Q1 2023
|
X Square Capital, LLC
|
SELL
|
- |
-263- 8.63% |
$40.5K - $46.2K
|
2.79K
$634K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-264- 99.62% |
$40.7K - $46.4K
|
1
$228
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-268- 6.75% |
$41.3K - $47.1K
|
3.71K
$844K
|
|
|
Aug 08, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-269- 2.62% |
$41.4K - $47.3K
|
9.99K
$2.28M
|
|
|
Dec 18, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-269- 9.24% |
$41.4K - $47.3K
|
2.64K
$602K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-270- 1.51% |
$41.6K - $47.4K
|
17.6K
$4.01M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-281- 4.99% |
$43.3K - $49.4K
|
5.35K
$1.22M
|
|
|
May 12, 2023
Q1 2023
|
Bell Asset Management LTD
Melbourne, C3 |
SELL
|
- |
-286- 0.62% |
$44.1K - $50.2K
|
45.9K
$10.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-296- 2.62% |
$45.6K - $52K
|
11K
$2.51M
|
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
SELL
|
- |
-314- 0.54% |
$48.4K - $55.2K
|
57.6K
$13.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-323- 7.85% |
$49.8K - $56.7K
|
3.79K
$863K
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-326- 10.21% |
$50.2K - $57.3K
|
2.87K
$653K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-327- 18.72% |
$50.4K - $57.4K
|
1.42K
$324K
|