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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
38+ 15.38% |
$7.03K - $7.67K
|
285
$63.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
38+ 0.49% |
$7.03K - $7.67K
|
7.85K
$1.74M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
38+ 15.38% |
$7.03K - $7.67K
|
285
$63.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
37+ 1.42% |
$6.84K - $7.47K
|
2.64K
$586K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
36New |
$6.66K - $7.27K
|
36
$8K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
34+ 11.33% |
$6.29K - $6.86K
|
334
$74.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
33+ 0.55% |
$6.1K - $6.66K
|
6.02K
$1.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
33+ 3.14% |
$6.1K - $6.66K
|
1.09K
$241K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
32+ 2.86% |
$5.92K - $6.46K
|
1.15K
$255K
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
32+ 1.54% |
$5.92K - $6.46K
|
2.11K
$469K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
31+ 0.82% |
$5.73K - $6.26K
|
3.79K
$842K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
30+ 3.75% |
$5.55K - $6.06K
|
830
$184K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
30New |
$5.55K - $6.06K
|
30
$6.66K
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
29+ 2.01% |
$5.36K - $5.85K
|
1.47K
$327K
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
29New |
$5.36K - $5.85K
|
29
$6.44K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
29New |
$5.36K - $5.85K
|
29
$6.44K
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
26+ 4.17% |
$4.81K - $5.25K
|
649
$144K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
26New |
$4.81K - $5.25K
|
26
$5.78K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
25New |
$4.62K - $5.05K
|
25
$5.55K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
25+ 1.97% |
$4.62K - $5.05K
|
1.29K
$287K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
25+ 1.6% |
$4.62K - $5.05K
|
1.58K
$352K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
23+ 1.17% |
$4.25K - $4.64K
|
1.99K
$443K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
23+ 0.8% |
$4.25K - $4.64K
|
2.89K
$641K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
23New |
$4.25K - $4.64K
|
23
$5.11K
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
21+ 0.34% |
$3.88K - $4.24K
|
6.27K
$1.39M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
21+ 0.58% |
$3.88K - $4.24K
|
3.67K
$815K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
21+ 13.64% |
$3.88K - $4.24K
|
175
$38.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
21+ 5.75% |
$3.88K - $4.24K
|
386
$85.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
19+ 0.24% |
$3.51K - $3.84K
|
7.99K
$1.78M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
19+ 0.24% |
$3.51K - $3.84K
|
7.99K
$1.78M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
18New |
$3.33K - $3.63K
|
18
$4K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
18+ 0.14% |
$3.33K - $3.63K
|
12.8K
$2.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
18+ 1.12% |
$3.33K - $3.63K
|
1.63K
$362K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
18+ 15.13% |
$3.33K - $3.63K
|
137
$30.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
17+ 1.16% |
$3.14K - $3.43K
|
1.48K
$328K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
17+ 0.97% |
$3.14K - $3.43K
|
1.78K
$395K
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
17+ 1.38% |
$3.14K - $3.43K
|
1.25K
$277K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
17+ 0.11% |
$3.14K - $3.43K
|
15.6K
$3.47M
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
16+ 0.02% |
$2.96K - $3.23K
|
86.4K
$19.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
16New |
$2.96K - $3.23K
|
16
$3.55K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
16+ 1.17% |
$2.96K - $3.23K
|
1.38K
$307K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
14New |
$2.59K - $2.83K
|
14
$3.11K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
14+ 0.22% |
$2.59K - $2.83K
|
6.49K
$1.44M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13+ 3.94% |
$2.4K - $2.62K
|
343
$76.2K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
13New |
$2.4K - $2.62K
|
13
$2.89K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
12+ 4.24% |
$2.22K - $2.42K
|
295
$65.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
12+ 4.32% |
$2.22K - $2.42K
|
290
$64.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
12+ 0.3% |
$2.22K - $2.42K
|
4.01K
$891K
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
11+ 0.35% |
$2.03K - $2.22K
|
3.16K
$701K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
11+ 1.04% |
$2.03K - $2.22K
|
1.06K
$236K
|