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 13, 2024
Q4 2023
|
United Bank
|
SELL
|
- |
-23- 0.38% |
$4.25K - $4.64K
|
6.08K
$1.27M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-24- 1.19% |
$4.44K - $4.84K
|
1.99K
$414K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-24- 0.44% |
$4.44K - $4.84K
|
5.4K
$1.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-24- 0.37% |
$4.44K - $4.84K
|
6.48K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-24- 0.1% |
$4.44K - $4.84K
|
25.1K
$5.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-25- 0.28% |
$4.62K - $5.05K
|
8.93K
$1.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-26- 0.08% |
$4.81K - $5.25K
|
30.6K
$6.37M
|
|
|
Jan 18, 2024
Q4 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-27- 0.8% |
$4.99K - $5.45K
|
3.37K
$702K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-27- 1.98% |
$4.99K - $5.45K
|
1.33K
$278K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-27- 71.05% |
$4.99K - $5.45K
|
11
$2.29K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-28- 0.48% |
$5.18K - $5.65K
|
5.79K
$1.21M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-29- 0.62% |
$5.36K - $5.85K
|
4.61K
$961K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-31- 1.08% |
$5.73K - $6.26K
|
2.84K
$591K
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-31- 1.21% |
$5.73K - $6.26K
|
2.54K
$529K
|
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-31- 1.97% |
$5.73K - $6.26K
|
1.54K
$321K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-32- 9.79% |
$5.92K - $6.46K
|
295
$61.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-32- 2.93% |
$5.92K - $6.46K
|
1.06K
$221K
|
|
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
SELL
|
- |
-32- 0.21% |
$5.92K - $6.46K
|
15.1K
$3.14M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-32Closed |
$5.92K - $6.46K
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-33- 5.18% |
$6.1K - $6.66K
|
604
$126K
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-34- 1.97% |
$6.29K - $6.86K
|
1.69K
$352K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-35- 2.72% |
$6.47K - $7.07K
|
1.25K
$261K
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-35- 0.1% |
$6.47K - $7.07K
|
33.4K
$6.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-35- 0.38% |
$6.47K - $7.07K
|
9.07K
$1.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-35- 0.58% |
$6.47K - $7.07K
|
6.02K
$1.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-36- 3.0% |
$6.66K - $7.27K
|
1.17K
$243K
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-37- 0.32% |
$6.84K - $7.47K
|
11.4K
$2.37M
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
SELL
|
- |
-38- 0.68% |
$7.03K - $7.67K
|
5.54K
$1.15M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-38- 3.31% |
$7.03K - $7.67K
|
1.11K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-38- 1.85% |
$7.03K - $7.67K
|
2.02K
$421K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-40- 40.0% |
$7.4K - $8.07K
|
60
$12.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-40- 2.12% |
$7.4K - $8.07K
|
1.85K
$385K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-41- 4.48% |
$7.58K - $8.28K
|
875
$182K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-41- 0.59% |
$7.58K - $8.28K
|
6.95K
$1.45M
|
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-41- 3.44% |
$7.58K - $8.28K
|
1.15K
$240K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-44- 2.12% |
$8.14K - $8.88K
|
2.03K
$422K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-44- 0.94% |
$8.14K - $8.88K
|
4.64K
$967K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-44- 2.83% |
$8.14K - $8.88K
|
1.51K
$315K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-45- 4.17% |
$8.32K - $9.08K
|
1.03K
$215K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-45- 3.66% |
$8.32K - $9.08K
|
1.18K
$246K
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-45- 0.86% |
$8.32K - $9.08K
|
5.17K
$1.08M
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-46- 2.77% |
$8.51K - $9.29K
|
1.61K
$336K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-47- 0.75% |
$8.69K - $9.49K
|
6.21K
$1.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-48- 1.29% |
$8.88K - $9.69K
|
3.67K
$765K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-50- 3.63% |
$9.25K - $10.1K
|
1.33K
$276K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-50- 2.45% |
$9.25K - $10.1K
|
1.99K
$415K
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-50- 20.0% |
$9.25K - $10.1K
|
200
$41.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-51- 34.46% |
$9.43K - $10.3K
|
97
$20.2K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-52- 89.66% |
$9.61K - $10.5K
|
6
$1.25K
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-58- 2.69% |
$10.7K - $11.7K
|
2.1K
$438K
|