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 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-155- 39.24% |
$28.7K - $31.3K
|
240
$50.5K
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
SELL
|
- |
-160- 21.62% |
$29.6K - $32.3K
|
580
$122K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-162Closed |
$30K - $32.7K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-164- 10.16% |
$30.3K - $33.1K
|
1.45K
$305K
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-170- 10.64% |
$31.4K - $34.3K
|
1.43K
$300K
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-170- 8.58% |
$31.4K - $34.3K
|
1.81K
$381K
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-175- 3.83% |
$32.4K - $35.3K
|
4.4K
$925K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-178- 6.12% |
$32.9K - $35.9K
|
2.73K
$575K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-180- 2.64% |
$33.3K - $36.3K
|
6.63K
$1.39M
|
|
|
Jan 08, 2024
Q4 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-180- 1.83% |
$33.3K - $36.3K
|
9.68K
$2.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-187- 7.37% |
$34.6K - $37.7K
|
2.35K
$494K
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-190- 3.39% |
$35.1K - $38.4K
|
5.42K
$1.14M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-193- 4.79% |
$35.7K - $39K
|
3.84K
$808K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-199- 0.03% |
$36.8K - $40.2K
|
590K
$124M
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.14% |
$37K - $40.4K
|
143K
$30.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-200- 1.98% |
$37K - $40.4K
|
9.88K
$2.08M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-200- 10.56% |
$37K - $40.4K
|
1.69K
$356K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-200- 31.8% |
$37K - $40.4K
|
429
$90.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-200- 8.7% |
$37K - $40.4K
|
2.1K
$442K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-201- 5.58% |
$37.2K - $40.6K
|
3.4K
$716K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
SELL
|
- |
-204- 94.88% |
$37.7K - $41.2K
|
11
$2.31K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-211- 1.25% |
$39K - $42.6K
|
16.7K
$3.52M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-211- 12.87% |
$39K - $42.6K
|
1.43K
$301K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-212- 1.37% |
$39.2K - $42.8K
|
15.3K
$3.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-215- 11.82% |
$39.8K - $43.4K
|
1.6K
$337K
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-217- 1.82% |
$40.1K - $43.8K
|
11.7K
$2.47M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-218- 6.26% |
$40.3K - $44K
|
3.26K
$686K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-218- 2.43% |
$40.3K - $44K
|
8.75K
$1.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-218- 9.75% |
$40.3K - $44K
|
2.02K
$424K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-221- 3.65% |
$40.9K - $44.6K
|
5.84K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-231- 3.0% |
$42.7K - $46.6K
|
7.46K
$1.57M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-235- 2.44% |
$43.5K - $47.4K
|
9.4K
$1.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-238- 5.1% |
$44K - $48K
|
4.43K
$932K
|
|
|
Jan 19, 2024
Q4 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-240- 4.83% |
$44.4K - $48.4K
|
4.73K
$995K
|
|
|
Feb 07, 2024
Q4 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-240- 8.24% |
$44.4K - $48.4K
|
2.67K
$562K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-240- 4.08% |
$44.4K - $48.4K
|
5.64K
$1.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-242- 3.74% |
$44.7K - $48.9K
|
6.23K
$1.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-251- 3.51% |
$46.4K - $50.7K
|
6.9K
$1.45M
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-253- 3.06% |
$46.8K - $51.1K
|
8.01K
$1.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-253- 1.63% |
$46.8K - $51.1K
|
15.3K
$3.22M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-253- 2.66% |
$46.8K - $51.1K
|
9.24K
$1.94M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-255- 2.46% |
$47.1K - $51.5K
|
10.1K
$2.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-255- 5.26% |
$47.1K - $51.5K
|
4.6K
$967K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-258- 1.19% |
$47.7K - $52.1K
|
21.4K
$4.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-259- 0.25% |
$47.9K - $52.3K
|
102K
$21.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-261- 13.55% |
$48.3K - $52.7K
|
1.67K
$350K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-264- 12.46% |
$48.8K - $53.3K
|
1.85K
$390K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-266- 1.68% |
$49.2K - $53.7K
|
15.6K
$3.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-271- 4.99% |
$50.1K - $54.7K
|
5.16K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-284- 49.31% |
$52.5K - $57.3K
|
292
$61.4K
|