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
|
Venture Visionary Partners LLC
|
SELL
|
- |
-296- 2.62% |
$45.6K - $52K
|
11K
$2.68M
|
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
SELL
|
- |
-314- 0.54% |
$48.4K - $55.2K
|
57.6K
$14M
|
|
|
Apr 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-323- 7.85% |
$49.8K - $56.7K
|
3.79K
$925K
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-326- 10.21% |
$50.2K - $57.3K
|
2.87K
$700K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-327- 18.72% |
$50.4K - $57.4K
|
1.42K
$347K
|
|
|
May 12, 2023
Q1 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-330- 0.26% |
$50.8K - $58K
|
127K
$30.9M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-342- 2.69% |
$52.7K - $60.1K
|
12.4K
$3.02M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-346- 2.78% |
$53.3K - $60.8K
|
12.1K
$2.95M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-357- 3.52% |
$55K - $62.7K
|
9.78K
$2.39M
|
|
|
Apr 21, 2023
Q1 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-361- 16.35% |
$55.6K - $63.4K
|
1.85K
$451K
|
|
|
Apr 24, 2023
Q1 2023
|
Strid Group, LLC
|
SELL
|
- |
-364- 11.28% |
$56.1K - $63.9K
|
2.86K
$699K
|
|
|
Apr 12, 2023
Q1 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-368- 3.61% |
$56.7K - $64.6K
|
9.82K
$2.4M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-381- 20.15% |
$58.7K - $66.9K
|
1.51K
$368K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-389- 1.58% |
$59.9K - $68.3K
|
24.3K
$5.93M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-390- 15.66% |
$60.1K - $68.5K
|
2.1K
$513K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-390- 25.57% |
$60.1K - $68.5K
|
1.14K
$277K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-399- 6.55% |
$61.5K - $70.1K
|
5.69K
$1.39M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-400- 99.01% |
$61.6K - $70.3K
|
4
$976
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-406- 10.99% |
$62.6K - $71.3K
|
3.29K
$802K
|
|
|
Apr 20, 2023
Q1 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-425- 1.87% |
$65.5K - $74.7K
|
22.3K
$5.44M
|
|
|
Apr 18, 2023
Q1 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-440- 13.26% |
$67.8K - $77.3K
|
2.88K
$703K
|
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-457- 1.35% |
$70.4K - $80.3K
|
33.4K
$8.14M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-465- 5.71% |
$71.6K - $81.7K
|
7.69K
$1.88M
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-470- 40.69% |
$72.4K - $82.6K
|
685
$167K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-481- 10.26% |
$74.1K - $84.5K
|
4.21K
$1.03M
|
|
|
Apr 14, 2023
Q1 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-493- 50.0% |
$76K - $86.6K
|
493
$120K
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-495- 2.68% |
$76.3K - $87K
|
18K
$4.39M
|
|
|
May 04, 2023
Q1 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-500- 19.51% |
$77K - $87.8K
|
2.06K
$503K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-511- 3.71% |
$78.7K - $89.8K
|
13.2K
$3.23M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-516- 2.29% |
$79.5K - $90.6K
|
22K
$5.37M
|
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-523- 6.15% |
$80.6K - $91.9K
|
7.98K
$1.95M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-531- 21.54% |
$81.8K - $93.3K
|
1.93K
$472K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-532- 1.47% |
$82K - $93.5K
|
35.6K
$8.69M
|
|
|
Apr 17, 2023
Q1 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-533- 8.81% |
$82.1K - $93.6K
|
5.52K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Srb Corp
Boston, MA |
SELL
|
- |
-533- 19.5% |
$82.1K - $93.6K
|
2.2K
$537K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
SELL
|
- |
-537- 0.39% |
$82.7K - $94.3K
|
135K
$33M
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-540- 1.61% |
$83.2K - $94.9K
|
32.9K
$8.03M
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-544- 12.33% |
$83.8K - $95.6K
|
3.87K
$944K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-544- 1.6% |
$83.8K - $95.6K
|
33.5K
$8.18M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-545- 8.66% |
$84K - $95.7K
|
5.75K
$1.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-566- 9.81% |
$87.2K - $99.4K
|
5.21K
$1.27M
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-575- 6.19% |
$88.6K - $101K
|
8.72K
$2.13M
|
|
|
Apr 13, 2023
Q1 2023
|
Churchill Management Corp
|
SELL
|
- |
-579- 1.68% |
$89.2K - $102K
|
33.8K
$8.25M
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-587- 20.37% |
$90.4K - $103K
|
2.29K
$560K
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
SELL
|
- |
-590- 18.5% |
$90.9K - $104K
|
2.6K
$634K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-598- 2.11% |
$92.1K - $105K
|
27.8K
$6.77M
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-600- 66.89% |
$92.4K - $105K
|
297
$72.5K
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-605- 3.62% |
$93.2K - $106K
|
16.1K
$3.93M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-628- 11.69% |
$96.8K - $110K
|
4.74K
$1.16M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-635- 6.37% |
$97.8K - $112K
|
9.34K
$2.28M
|