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 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
851+ 53.12% |
$131K - $149K
|
2.45K
$571K
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
830+ 10.97% |
$128K - $146K
|
8.4K
$1.95M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
819+ 46.69% |
$126K - $144K
|
2.57K
$599K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
815+ 21.3% |
$126K - $143K
|
4.64K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
800+ 2.01% |
$123K - $141K
|
40.6K
$9.45M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
800New |
$123K - $141K
|
800
$186K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
792+ 15.22% |
$122K - $139K
|
6K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
768+ 7.49% |
$118K - $135K
|
11K
$2.57M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
754+ 8.41% |
$116K - $132K
|
9.72K
$2.26M
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
743+ 3.19% |
$114K - $131K
|
24K
$5.59M
|
|
|
May 12, 2023
Q1 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
740New |
$114K - $130K
|
740
$172K
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
739+ 25.11% |
$114K - $130K
|
3.68K
$857K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
708+ 10.26% |
$109K - $124K
|
7.61K
$1.77M
|
|
|
Apr 05, 2024
Q1 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
700+ 3.33% |
$108K - $123K
|
21.7K
$5.06M
|
|
|
May 15, 2023
Q1 2023
|
Teewinot Capital Advisers, L.L.C.
New York, NY |
BUY
|
- |
688+ 1.01% |
$106K - $121K
|
68.9K
$16M
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
681+ 75.0% |
$105K - $120K
|
1.59K
$370K
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
673+ 5.06% |
$104K - $118K
|
14K
$3.25M
|
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
656+ 44.2% |
$101K - $115K
|
2.14K
$498K
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
655+ 50.23% |
$101K - $115K
|
1.96K
$456K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
641+ 13.34% |
$98.8K - $113K
|
5.45K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
620+ 16.83% |
$95.5K - $109K
|
4.3K
$1M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
617New |
$95.1K - $108K
|
617
$144K
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
600+ 50.0% |
$92.4K - $105K
|
1.8K
$419K
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
543+ 9.95% |
$83.7K - $95.4K
|
6K
$1.4M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
540+ 26.25% |
$83.2K - $94.9K
|
2.6K
$605K
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
528+ 38.12% |
$81.4K - $92.7K
|
1.91K
$445K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
525+ 3.21% |
$80.9K - $92.2K
|
16.9K
$3.92M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
523+ 6.87% |
$80.6K - $91.9K
|
8.14K
$1.89M
|
|
|
Apr 19, 2023
Q1 2023
|
Covenant Partners, LLC
|
BUY
|
- |
511+ 37.88% |
$78.7K - $89.8K
|
1.86K
$433K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
506+ 8.48% |
$78K - $88.9K
|
6.48K
$1.51M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
501+ 34.53% |
$77.2K - $88K
|
1.95K
$454K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
485+ 14.04% |
$74.7K - $85.2K
|
3.94K
$917K
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
483+ 1.14% |
$74.4K - $84.8K
|
42.7K
$9.94M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
482+ 8.39% |
$74.3K - $84.7K
|
6.23K
$1.45M
|
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
481+ 26.57% |
$74.1K - $84.5K
|
2.29K
$533K
|
|
|
May 15, 2023
Q1 2023
|
Sonnipe LTD
Douglas, Y8 |
BUY
|
- |
481+ 11.62% |
$74.1K - $84.5K
|
4.62K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
470+ 93.81% |
$72.4K - $82.6K
|
971
$226K
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
468+ 0.64% |
$72.1K - $82.2K
|
73.8K
$17.2M
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
465+ 25.37% |
$71.6K - $81.7K
|
2.3K
$535K
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
453+ 36.36% |
$69.8K - $79.6K
|
1.7K
$395K
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
441+ 1.25% |
$67.9K - $77.5K
|
35.7K
$8.31M
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
439+ 6.44% |
$67.6K - $77.1K
|
7.25K
$1.69M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
434+ 2.57% |
$66.9K - $76.2K
|
17.4K
$4.04M
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
430+ 2.93% |
$66.3K - $75.5K
|
15.1K
$3.52M
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
BUY
|
- |
430+ 7.67% |
$66.3K - $75.5K
|
6.03K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
417+ 6.99% |
$64.3K - $73.3K
|
6.38K
$1.49M
|
|
|
Apr 14, 2023
Q1 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
410+ 14.53% |
$63.2K - $72K
|
3.23K
$752K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
408New |
$62.9K - $71.7K
|
408
$95K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
404New |
$62.2K - $71K
|
404
$94K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
404+ 5.83% |
$62.2K - $71K
|
7.34K
$1.71M
|