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 |
---|---|---|---|---|---|---|---|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.83K- 2.82% |
$282K - $322K
|
63.1K
$14.4M
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-1.99K- 7.11% |
$306K - $349K
|
26K
$5.94M
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-1.99K- 58.45% |
$307K - $350K
|
1.42K
$324K
|
|
Apr 03, 2023
Q1 2023
|
Pensionfund Sabic
|
SELL
|
- |
-2K- 15.75% |
$308K - $351K
|
10.7K
$2.45M
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.05K- 9.02% |
$315K - $359K
|
20.6K
$4.72M
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-2.11K- 3.36% |
$325K - $371K
|
60.8K
$13.9M
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-2.19K- 3.74% |
$338K - $385K
|
56.4K
$12.9M
|
|
May 08, 2023
Q1 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-2.19K- 1.49% |
$338K - $385K
|
145K
$33.1M
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-2.23K- 53.46% |
$344K - $392K
|
1.95K
$445K
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-2.25K- 3.83% |
$346K - $394K
|
56.3K
$12.9M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.27K- 6.63% |
$350K - $399K
|
32K
$7.32M
|
|
May 10, 2023
Q1 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-2.33K- 1.25% |
$358K - $408K
|
184K
$42.1M
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.46K- 3.1% |
$379K - $433K
|
76.9K
$17.6M
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-2.5K- 67.39% |
$386K - $440K
|
1.21K
$277K
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2.51K- 93.37% |
$386K - $440K
|
178
$40.7K
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
SELL
|
- |
-2.63K- 3.96% |
$406K - $463K
|
63.8K
$14.6M
|
|
Apr 14, 2023
Q1 2023
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-2.66K- 14.02% |
$409K - $467K
|
16.3K
$3.73M
|
|
May 15, 2023
Q1 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-2.71K- 10.51% |
$417K - $476K
|
23K
$5.27M
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.72K- 25.59% |
$419K - $477K
|
7.91K
$1.81M
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.8K- 2.91% |
$431K - $492K
|
93.4K
$21.4M
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.82K- 28.35% |
$434K - $495K
|
7.12K
$1.63M
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.85K- 20.48% |
$439K - $500K
|
11.1K
$2.53M
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.94K- 7.07% |
$453K - $517K
|
38.7K
$8.85M
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-3.16K- 7.1% |
$487K - $555K
|
41.4K
$9.47M
|
|
May 15, 2023
Q1 2023
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-3.24K- 89.11% |
$499K - $569K
|
396
$90.6K
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-3.27K- 2.37% |
$504K - $575K
|
135K
$30.9M
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-3.41K- 1.33% |
$526K - $600K
|
254K
$58.2M
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-3.49K- 4.11% |
$537K - $612K
|
81.3K
$18.6M
|
|
May 10, 2023
Q1 2023
|
Qsemble Capital Management, LP
New York, NY |
SELL
|
- |
-3.5K- 52.24% |
$539K - $615K
|
3.2K
$732K
|
|
Apr 20, 2023
Q1 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-3.65K- 82.87% |
$562K - $641K
|
754
$173K
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-3.95K- 6.48% |
$608K - $694K
|
57K
$13M
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-3.98K- 15.44% |
$614K - $700K
|
21.8K
$4.99M
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.99K- 4.9% |
$615K - $702K
|
77.5K
$17.7M
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-4.05K- 6.57% |
$624K - $711K
|
57.6K
$13.2M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.09K- 24.14% |
$630K - $718K
|
12.8K
$2.94M
|
|
Apr 28, 2023
Q1 2023
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-4.2K- 13.35% |
$647K - $737K
|
27.2K
$6.23M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.37K- 92.35% |
$673K - $767K
|
362
$82.8K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.39K- 3.44% |
$676K - $771K
|
123K
$28.2M
|
|
May 09, 2023
Q1 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-4.48K- 4.46% |
$690K - $787K
|
95.9K
$21.9M
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.08K- 21.65% |
$783K - $893K
|
18.4K
$4.21M
|
|
May 11, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-5.27K- 0.94% |
$812K - $926K
|
555K
$127M
|
|
Jun 14, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-5.27K- 0.94% |
$812K - $926K
|
555K
$127M
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.66K- 11.13% |
$872K - $994K
|
45.2K
$10.3M
|
|
Apr 21, 2023
Q1 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-5.8K- 3.66% |
$894K - $1.02M
|
153K
$35M
|
|
May 15, 2023
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-5.8K- 56.73% |
$894K - $1.02M
|
4.43K
$1.01M
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-5.8K- 20.77% |
$894K - $1.02M
|
22.1K
$5.07M
|
|
May 05, 2023
Q1 2023
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-6.17K- 2.37% |
$951K - $1.08M
|
254K
$58.1M
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-6.37K- 42.94% |
$981K - $1.12M
|
8.46K
$1.94M
|
|
May 15, 2023
Q1 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-6.55K- 3.88% |
$1.01M - $1.15M
|
162K
$37.1M
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-6.84K- 5.64% |
$1.05M - $1.2M
|
114K
$26.2M
|