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 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-60- 4.74% |
$11.1K - $12.1K
|
1.21K
$254K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-65- 1.05% |
$12K - $13.1K
|
6.11K
$1.29M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-65- 4.93% |
$12K - $13.1K
|
1.25K
$264K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
SELL
|
- |
-66- 5.23% |
$12.2K - $13.3K
|
1.2K
$252K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-68- 0.58% |
$12.6K - $13.7K
|
11.7K
$2.46M
|
|
|
Jan 17, 2024
Q4 2023
|
Harrington Investments, Inc
|
SELL
|
- |
-70- 0.26% |
$12.9K - $14.1K
|
26.6K
$5.59M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-70- 2.3% |
$12.9K - $14.1K
|
2.97K
$624K
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-75- 0.34% |
$13.9K - $15.1K
|
22.1K
$4.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-75- 0.74% |
$13.9K - $15.1K
|
10K
$2.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-77- 1.69% |
$14.2K - $15.5K
|
4.48K
$942K
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-77- 3.94% |
$14.2K - $15.5K
|
1.88K
$395K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-78- 1.33% |
$14.4K - $15.7K
|
5.8K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-80- 2.33% |
$14.8K - $16.1K
|
3.35K
$704K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-83- 3.6% |
$15.3K - $16.8K
|
2.23K
$468K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-84- 3.31% |
$15.5K - $17K
|
2.45K
$516K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-88- -0.0% |
$16.3K - $17.8K
|
2.14M
$450M
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-91- 2.24% |
$16.8K - $18.4K
|
3.98K
$836K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-95- 5.27% |
$17.6K - $19.2K
|
1.71K
$359K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-95- 7.9% |
$17.6K - $19.2K
|
1.11K
$233K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-95- 24.05% |
$17.6K - $19.2K
|
300
$63.1K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-98- 1.91% |
$18.1K - $19.8K
|
5.04K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
SELL
|
- |
-99- 5.48% |
$18.3K - $20K
|
1.71K
$359K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-100- 3.04% |
$18.5K - $20.2K
|
3.19K
$671K
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
SELL
|
- |
-100- 8.26% |
$18.5K - $20.2K
|
1.11K
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-100- 5.67% |
$18.5K - $20.2K
|
1.66K
$350K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-105- 3.29% |
$19.4K - $21.2K
|
3.09K
$649K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-110- 7.02% |
$20.3K - $22.2K
|
1.46K
$306K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
SELL
|
- |
-110- 0.34% |
$20.3K - $22.2K
|
32.2K
$6.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-110- 7.22% |
$20.3K - $22.2K
|
1.41K
$297K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-111- 6.19% |
$20.5K - $22.4K
|
1.68K
$354K
|
|
|
May 28, 2025
Q4 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-112- 8.66% |
$20.7K - $22.6K
|
1.18K
$248K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-113- 0.26% |
$20.9K - $22.8K
|
42.8K
$9M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-114- 4.76% |
$21.1K - $23K
|
2.28K
$480K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-116- 1.69% |
$21.4K - $23.4K
|
6.74K
$1.42M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-120- 5.05% |
$22.2K - $24.2K
|
2.26K
$474K
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-121- 0.03% |
$22.4K - $24.4K
|
438K
$92.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-122- 2.42% |
$22.6K - $24.6K
|
4.92K
$1.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-127- 4.34% |
$23.5K - $25.6K
|
2.8K
$589K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
SELL
|
- |
-128- 1.33% |
$23.7K - $25.8K
|
9.52K
$2M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-129- 3.27% |
$23.9K - $26K
|
3.81K
$802K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-132- 4.08% |
$24.4K - $26.6K
|
3.11K
$653K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-132- 4.08% |
$24.4K - $26.6K
|
3.11K
$653K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-134- 1.75% |
$24.8K - $27K
|
7.52K
$1.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-139- 4.52% |
$25.7K - $28.1K
|
2.94K
$617K
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-142- 2.37% |
$26.3K - $28.7K
|
5.86K
$1.23M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-143- 3.24% |
$26.4K - $28.9K
|
4.27K
$899K
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-143- 97.28% |
$26.4K - $28.9K
|
4
$841
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-143- 82.66% |
$26.4K - $28.9K
|
30
$6.31K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-147- 1.35% |
$27.2K - $29.7K
|
10.7K
$2.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-148- 6.64% |
$27.4K - $29.9K
|
2.08K
$438K
|