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 |
|---|---|---|---|---|---|---|---|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.18KNew |
$489K - $558K
|
3.18K
$723K
|
|
|
Apr 24, 2023
Q1 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
3.12KNew |
$481K - $548K
|
3.12K
$711K
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.11KNew |
$479K - $546K
|
3.11K
$708K
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
3.06K+ 4.21% |
$472K - $538K
|
75.8K
$17.3M
|
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
BUY
|
- |
3.02KNew |
$465K - $530K
|
3.02K
$687K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.99K+ 11.43% |
$461K - $525K
|
29.2K
$6.64M
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.93K+ 15.06% |
$451K - $514K
|
22.4K
$5.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.89K+ 2.13% |
$445K - $507K
|
139K
$31.6M
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.88K+ 7.96% |
$443K - $506K
|
39K
$8.89M
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.83KNew |
$436K - $497K
|
2.83K
$645K
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.65K+ 3.05% |
$408K - $465K
|
89.3K
$20.3M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.6KNew |
$400K - $456K
|
2.6K
$592K
|
|
|
May 01, 2023
Q1 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
2.54K+ 13.85% |
$391K - $446K
|
20.9K
$4.76M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.54K+ 6.24% |
$391K - $446K
|
43.2K
$9.85M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.52K+ 29.47% |
$388K - $442K
|
11.1K
$2.52M
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.49K+ 3.56% |
$384K - $438K
|
72.5K
$16.5M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.49K+ 1.97% |
$384K - $438K
|
129K
$29.4M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.49KNew |
$384K - $437K
|
2.49K
$567K
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.47K+ 67.95% |
$381K - $434K
|
6.11K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.47KNew |
$380K - $433K
|
2.47K
$562K
|
|
|
May 15, 2023
Q1 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
2.45K+ 7.08% |
$378K - $431K
|
37.1K
$8.45M
|
|
|
Apr 25, 2023
Q1 2023
|
Jlb & Associates Inc
|
BUY
|
- |
2.41K+ 3.07% |
$371K - $423K
|
80.9K
$18.4M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.36K+ 6.63% |
$364K - $415K
|
38K
$8.66M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.32KNew |
$357K - $407K
|
2.32K
$528K
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.23K+ 3.78% |
$344K - $392K
|
61.3K
$14M
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
2.19K+ 104.28% |
$338K - $385K
|
4.29K
$978K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.09KNew |
$323K - $368K
|
2.09K
$477K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.09K+ 47.32% |
$322K - $367K
|
6.51K
$1.48M
|
|
|
May 15, 2023
Q1 2023
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
2.07KNew |
$318K - $363K
|
2.07K
$471K
|
|
|
May 15, 2023
Q1 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
2.06K+ 1.32% |
$318K - $362K
|
158K
$35.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
1.99K+ 1.95% |
$306K - $349K
|
104K
$23.6M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.98K+ 12.48% |
$305K - $348K
|
17.8K
$4.07M
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
1.97K+ 46.79% |
$304K - $346K
|
6.19K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.89K+ 3.8% |
$292K - $333K
|
51.8K
$11.8M
|
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.84KNew |
$284K - $323K
|
1.84K
$419K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.8K+ 3.33% |
$277K - $316K
|
55.8K
$12.7M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.8K+ 1.02% |
$277K - $316K
|
177K
$40.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.78K+ 31.45% |
$274K - $312K
|
7.43K
$1.69M
|
|
|
May 12, 2023
Q1 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
1.75KNew |
$270K - $308K
|
1.75K
$399K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.71K+ 47.77% |
$264K - $301K
|
5.29K
$1.21M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1.68K+ 25.62% |
$259K - $296K
|
8.26K
$1.88M
|
|
|
May 10, 2023
Q1 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
1.68K+ 15.6% |
$259K - $296K
|
12.5K
$2.84M
|
|
|
May 05, 2023
Q1 2023
|
Mqs Management LLC
|
BUY
|
- |
1.66KNew |
$256K - $292K
|
1.66K
$379K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.66KNew |
$256K - $292K
|
1.66K
$379K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.62KNew |
$250K - $285K
|
1.62K
$369K
|
|
|
May 15, 2023
Q1 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
1.61K+ 126.28% |
$247K - $282K
|
2.88K
$655K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.57K+ 46.51% |
$241K - $275K
|
4.94K
$1.12M
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.54K+ 1.42% |
$237K - $270K
|
110K
$25.1M
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.51K+ 17.77% |
$233K - $265K
|
10K
$2.28M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.51K+ 1.76% |
$233K - $265K
|
87.2K
$19.9M
|