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 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
210+ 2.69% |
$32.4K - $36.9K
|
8.03K
$1.95M
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
208+ 120.23% |
$32K - $36.5K
|
381
$92.7K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
201+ 13.15% |
$31K - $35.3K
|
1.73K
$421K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
201+ 5.55% |
$31K - $35.3K
|
3.83K
$931K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 0.63% |
$30.8K - $35.1K
|
32.2K
$7.84M
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
198+ 95.19% |
$30.5K - $34.8K
|
406
$98.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
193New |
$29.7K - $33.9K
|
193
$47K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
190+ 8.72% |
$29.3K - $33.4K
|
2.37K
$576K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
187+ 1.46% |
$28.8K - $32.8K
|
13K
$3.17M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
181+ 3.38% |
$27.9K - $31.8K
|
5.54K
$1.35M
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
178+ 5.68% |
$27.4K - $31.3K
|
3.31K
$806K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
173+ 9.19% |
$26.7K - $30.4K
|
2.06K
$500K
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
172+ 11.58% |
$26.5K - $30.2K
|
1.66K
$403K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
171+ 13.77% |
$26.3K - $30K
|
1.41K
$344K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
171+ 8.75% |
$26.3K - $30K
|
2.13K
$517K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
171+ 6.39% |
$26.3K - $30K
|
2.85K
$693K
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
169+ 4.88% |
$26K - $29.7K
|
3.63K
$884K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
165+ 471.43% |
$25.4K - $29K
|
200
$48.7K
|
|
|
Apr 10, 2023
Q1 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
165+ 8.35% |
$25.4K - $29K
|
2.14K
$521K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
161+ 6.98% |
$24.8K - $28.3K
|
2.47K
$600K
|
|
|
May 09, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
160+ 6.45% |
$24.7K - $28.1K
|
2.64K
$643K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
157+ 8.56% |
$24.2K - $27.6K
|
1.99K
$485K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
157+ 0.62% |
$24.2K - $27.6K
|
25.6K
$6.24M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
147New |
$22.6K - $25.8K
|
147
$35.8K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
147+ 48.04% |
$22.6K - $25.8K
|
453
$110K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
143+ 1.59% |
$22K - $25.1K
|
9.11K
$2.22M
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
142+ 5.12% |
$21.9K - $24.9K
|
2.91K
$709K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
138New |
$21.3K - $24.2K
|
138
$33.6K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
133+ 8.81% |
$20.5K - $23.4K
|
1.64K
$400K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
132New |
$20.3K - $23.2K
|
132
$32.1K
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
132+ 5.0% |
$20.3K - $23.2K
|
2.77K
$675K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
131+ 0.38% |
$20.2K - $23K
|
34.7K
$8.45M
|
|
|
May 15, 2023
Q1 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
131+ 2.63% |
$20.2K - $23K
|
5.11K
$1.24M
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
129+ 1.51% |
$19.9K - $22.7K
|
8.69K
$2.12M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
123+ 91.11% |
$19K - $21.6K
|
258
$62.8K
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
120+ 6.61% |
$18.5K - $21.1K
|
1.94K
$471K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
117+ 7.67% |
$18K - $20.6K
|
1.64K
$400K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
113+ 94.17% |
$17.4K - $19.8K
|
233
$56.7K
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
112+ 4.43% |
$17.3K - $19.7K
|
2.64K
$642K
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
BUY
|
- |
110+ 1.36% |
$16.9K - $19.3K
|
8.18K
$1.99M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
106+ 4.29% |
$16.3K - $18.6K
|
2.58K
$627K
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
106+ 6.83% |
$16.3K - $18.6K
|
1.66K
$404K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
103+ 5.46% |
$15.9K - $18.1K
|
1.99K
$484K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
101+ 1.21% |
$15.6K - $17.7K
|
8.47K
$2.06M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
100+ 32.15% |
$15.4K - $17.6K
|
411
$100K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
98+ 4.98% |
$15.1K - $17.2K
|
2.06K
$502K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
98+ 5.05% |
$15.1K - $17.2K
|
2.04K
$496K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
98+ 1400.0% |
$15.1K - $17.2K
|
105
$25.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
96+ 2.28% |
$14.8K - $16.9K
|
4.31K
$1.05M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
96+ 2.8% |
$14.8K - $16.9K
|
3.53K
$859K
|