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 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1New |
$185 - $202
|
1
$208
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$185 - $202
|
1.64K
$341K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 1.43% |
$185 - $202
|
71
$14.8K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 0.01% |
$185 - $202
|
12.1K
$2.53M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.95% |
$185 - $202
|
106
$22.1K
|
|
|
Feb 15, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1- 0.03% |
$185 - $202
|
3.29K
$684K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1- 0.09% |
$185 - $202
|
1.11K
$231K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-1- 0.43% |
$185 - $202
|
233
$48.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2- 5.56% |
$370 - $404
|
34
$7.08K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2- 0.04% |
$370 - $404
|
4.96K
$1.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2- 0.1% |
$370 - $404
|
2.05K
$428K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-2- 0.62% |
$370 - $404
|
319
$66.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
SELL
|
- |
-3- 0.21% |
$555 - $606
|
1.44K
$299K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-3- 14.29% |
$555 - $606
|
18
$3.75K
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-3- 0.11% |
$555 - $606
|
2.83K
$589K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 1.5% |
$555 - $606
|
197
$41K
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-3- 0.05% |
$555 - $606
|
6.09K
$1.27M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-4- 0.14% |
$740 - $807
|
2.86K
$596K
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-4- 0.34% |
$740 - $807
|
1.18K
$246K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-6- 0.1% |
$1.11K - $1.21K
|
5.82K
$1.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-6- 1.89% |
$1.11K - $1.21K
|
311
$64.8K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-7- 3.24% |
$1.29K - $1.41K
|
209
$43.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-8- 0.32% |
$1.48K - $1.61K
|
2.51K
$523K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-9- 2.0% |
$1.66K - $1.82K
|
441
$91.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-10- 0.38% |
$1.85K - $2.02K
|
2.61K
$544K
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-10- 7.14% |
$1.85K - $2.02K
|
130
$27.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-10- 0.14% |
$1.85K - $2.02K
|
7.29K
$1.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-10- 0.16% |
$1.85K - $2.02K
|
6.42K
$1.34M
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10- 0.86% |
$1.85K - $2.02K
|
1.15K
$240K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-11- 30.56% |
$2.03K - $2.22K
|
25
$5.21K
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-11- 0.28% |
$2.03K - $2.22K
|
3.9K
$812K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-11- 4.89% |
$2.03K - $2.22K
|
214
$44.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-11- 18.03% |
$2.03K - $2.22K
|
50
$10.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-11- 0.54% |
$2.03K - $2.22K
|
2.03K
$423K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.6% |
$2.22K - $2.42K
|
1.98K
$413K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-12- 92.31% |
$2.22K - $2.42K
|
1
$208
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-13- 0.15% |
$2.4K - $2.62K
|
8.92K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-13- 0.6% |
$2.4K - $2.62K
|
2.16K
$450K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-14- 0.25% |
$2.59K - $2.83K
|
5.66K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-16- 5.78% |
$2.96K - $3.23K
|
261
$54.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-18- 0.13% |
$3.33K - $3.63K
|
13.4K
$2.79M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-18- 10.59% |
$3.33K - $3.63K
|
152
$31.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-20- 1.2% |
$3.7K - $4.04K
|
1.64K
$342K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
SELL
|
- |
-20- 0.26% |
$3.7K - $4.04K
|
7.7K
$1.6M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
SELL
|
- |
-20- 20.2% |
$3.7K - $4.04K
|
79
$16.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-20- 0.9% |
$3.7K - $4.04K
|
2.19K
$456K
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-20- 0.24% |
$3.7K - $4.04K
|
8.38K
$1.75M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-22- 1.61% |
$4.07K - $4.44K
|
1.34K
$280K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-22- 1.24% |
$4.07K - $4.44K
|
1.75K
$365K
|