Purchases and Sales Made in Q4 2023 in Marsh & Mclennan Companies, Inc. (MMC)
This table provides information about the institutional ownership of Marsh & Mclennan Companies, Inc. (MMC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
214+ 7.61% |
$39.6K - $43.2K
|
3.03K
$637K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
212+ 8.17% |
$39.2K - $42.8K
|
2.81K
$590K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
211+ 8.18% |
$39K - $42.6K
|
2.79K
$587K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
211+ 2.69% |
$39K - $42.6K
|
8.05K
$1.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
210New |
$38.8K - $42.4K
|
210
$44.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
204New |
$37.7K - $41.2K
|
204
$42.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
200+ 0.35% |
$37K - $40.4K
|
56.7K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
200+ 0.66% |
$37K - $40.4K
|
30.4K
$6.39M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
198+ 2.51% |
$36.6K - $40K
|
8.08K
$1.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
192New |
$35.5K - $38.8K
|
192
$40.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
187+ 4.69% |
$34.6K - $37.7K
|
4.17K
$877K
|
|
|
Jan 16, 2024
Q4 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
186+ 0.83% |
$34.4K - $37.5K
|
22.7K
$4.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
185+ 4.03% |
$34.2K - $37.3K
|
4.77K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
185+ 1.08% |
$34.2K - $37.3K
|
17.3K
$3.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
180+ 6.58% |
$33.3K - $36.3K
|
2.92K
$613K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
174New |
$32.2K - $35.1K
|
174
$36.6K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
174+ 33.85% |
$32.2K - $35.1K
|
688
$145K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
171+ 2.18% |
$31.6K - $34.5K
|
8K
$1.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
169+ 0.67% |
$31.2K - $34.1K
|
25.5K
$5.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
166New |
$30.7K - $33.5K
|
166
$34.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
163+ 3.59% |
$30.1K - $32.9K
|
4.71K
$990K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
161+ 2.46% |
$29.8K - $32.5K
|
6.7K
$1.41M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
158New |
$29.2K - $31.9K
|
158
$33.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
154New |
$28.5K - $31.1K
|
154
$32.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
150+ 0.37% |
$27.7K - $30.3K
|
40.8K
$8.57M
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
150New |
$27.7K - $30.3K
|
150
$31.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
150+ 33.56% |
$27.7K - $30.3K
|
597
$126K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
148+ 0.85% |
$27.4K - $29.9K
|
17.6K
$3.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
146+ 7.95% |
$27K - $29.5K
|
1.98K
$417K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
144+ 6.81% |
$26.6K - $29.1K
|
2.26K
$475K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
139New |
$25.7K - $28.1K
|
139
$29.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
136+ 0.76% |
$25.1K - $27.5K
|
18.1K
$3.81M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
135+ 12.33% |
$25K - $27.3K
|
1.23K
$259K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
135+ 11.63% |
$25K - $27.3K
|
1.3K
$273K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
131+ 1.44% |
$24.2K - $26.4K
|
9.22K
$1.94M
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
131New |
$24.2K - $26.4K
|
131
$27.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
129+ 1.36% |
$23.9K - $26K
|
9.62K
$2.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
123+ 83.67% |
$22.7K - $24.8K
|
270
$56.8K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
116+ 10.45% |
$21.4K - $23.4K
|
1.23K
$258K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
115+ 8.89% |
$21.3K - $23.2K
|
1.41K
$296K
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
115+ 1.12% |
$21.3K - $23.2K
|
10.4K
$2.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
114+ 2.78% |
$21.1K - $23K
|
4.21K
$886K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
113+ 50.22% |
$20.9K - $22.8K
|
338
$71.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
113+ 3.11% |
$20.9K - $22.8K
|
3.74K
$787K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
109+ 1.88% |
$20.2K - $22K
|
5.9K
$1.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
106+ 2.26% |
$19.6K - $21.4K
|
4.8K
$1.01M
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
106+ 6.42% |
$19.6K - $21.4K
|
1.76K
$369K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
103+ 343.33% |
$19K - $20.8K
|
133
$28K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
102+ 14.57% |
$18.9K - $20.6K
|
802
$169K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
101+ 2.57% |
$18.7K - $20.4K
|
4.03K
$847K
|