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 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.57K+ 46.51% |
$241K - $275K
|
4.94K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.54K+ 1.42% |
$237K - $270K
|
110K
$26.8M
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.51K+ 17.77% |
$233K - $265K
|
10K
$2.44M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.51K+ 1.76% |
$233K - $265K
|
87.2K
$21.2M
|
|
|
May 15, 2023
Q1 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.5KNew |
$231K - $264K
|
1.5K
$365K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.47KNew |
$226K - $258K
|
1.47K
$357K
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.41K+ 36.22% |
$218K - $248K
|
5.31K
$1.29M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.4K+ 5.46% |
$215K - $245K
|
27K
$6.56M
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.37KNew |
$212K - $241K
|
1.37K
$334K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.37K+ 16.69% |
$211K - $240K
|
9.57K
$2.33M
|
|
|
May 15, 2023
Q1 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.36KNew |
$210K - $240K
|
1.36K
$332K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.35K+ 10.88% |
$208K - $237K
|
13.8K
$3.35M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.34K+ 68.51% |
$206K - $235K
|
3.29K
$801K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.33K+ 1.78% |
$206K - $234K
|
76.4K
$18.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.32KNew |
$204K - $233K
|
1.32K
$322K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.31KNew |
$202K - $230K
|
1.31K
$318K
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.31K+ 12.87% |
$201K - $229K
|
11.4K
$2.79M
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.3KNew |
$201K - $229K
|
1.3K
$317K
|
|
|
May 12, 2023
Q1 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
1.28KNew |
$198K - $226K
|
1.28K
$313K
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.27KNew |
$196K - $223K
|
1.27K
$309K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.27K+ 60.45% |
$195K - $223K
|
3.36K
$819K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.25K+ 3.38% |
$192K - $219K
|
38.2K
$9.3M
|
|
|
May 03, 2023
Q1 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
1.25K+ 0.08% |
$192K - $219K
|
1.5M
$366M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
1.24KNew |
$191K - $218K
|
1.24K
$302K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.24KNew |
$191K - $218K
|
1.24K
$302K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.22K+ 38.6% |
$188K - $215K
|
4.39K
$1.07M
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.21KNew |
$186K - $212K
|
1.21K
$294K
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
1.2K+ 0.76% |
$185K - $211K
|
160K
$38.9M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.18K+ 377.56% |
$182K - $207K
|
1.49K
$363K
|
|
|
May 10, 2023
Q1 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
1.18K+ 7.62% |
$181K - $206K
|
16.6K
$4.04M
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.12K+ 41.5% |
$173K - $197K
|
3.82K
$930K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.12K+ 2.01% |
$173K - $197K
|
57K
$13.9M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.12K+ 10.65% |
$172K - $197K
|
11.6K
$2.83M
|
|
|
May 03, 2023
Q1 2023
|
Beck Bode, LLC
|
BUY
|
- |
1.11K+ 23.67% |
$171K - $196K
|
5.82K
$1.42M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.09K+ 7.19% |
$168K - $191K
|
16.2K
$3.95M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.08K+ 11.06% |
$167K - $190K
|
10.9K
$2.64M
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.07KNew |
$165K - $188K
|
1.07K
$260K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.03KNew |
$159K - $181K
|
1.03K
$251K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
1.01K+ 65.91% |
$156K - $178K
|
2.55K
$619K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
994+ 0.81% |
$153K - $175K
|
123K
$30M
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
980+ 68.44% |
$151K - $172K
|
2.41K
$587K
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
976+ 2.53% |
$150K - $171K
|
39.6K
$9.64M
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
959+ 20.53% |
$148K - $168K
|
5.63K
$1.37M
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
944+ 11.91% |
$145K - $166K
|
8.87K
$2.16M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
939+ 4.47% |
$145K - $165K
|
21.9K
$5.34M
|
|
|
May 15, 2023
Q1 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
922+ 0.61% |
$142K - $162K
|
152K
$36.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Eulav Asset Management
|
BUY
|
- |
900+ 0.69% |
$139K - $158K
|
132K
$32.1M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
898+ 6.63% |
$138K - $158K
|
14.4K
$3.52M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
893+ 13.75% |
$138K - $157K
|
7.39K
$1.8M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
861+ 6.36% |
$133K - $151K
|
14.4K
$3.5M
|