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 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-317- 0.88% |
$58.6K - $64K
|
35.8K
$8.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-320- 1.43% |
$59.2K - $64.6K
|
22.1K
$5.03M
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
SELL
|
- |
-323- 13.57% |
$59.7K - $65.2K
|
2.06K
$468K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-328- 0.91% |
$60.6K - $66.2K
|
35.7K
$8.12M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-330- 7.44% |
$61K - $66.6K
|
4.11K
$934K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-336- 1.89% |
$62.1K - $67.8K
|
17.4K
$3.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-341- 1.45% |
$63.1K - $68.8K
|
23.2K
$5.27M
|
|
|
Jan 30, 2024
Q4 2023
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-342- 13.21% |
$63.2K - $69K
|
2.25K
$511K
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-346- 16.34% |
$64K - $69.8K
|
1.77K
$403K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-347- 22.4% |
$64.2K - $70K
|
1.2K
$273K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-367- 1.8% |
$67.9K - $74.1K
|
20.1K
$4.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-368- 98.92% |
$68K - $74.3K
|
4
$910
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-374- 19.39% |
$69.2K - $75.5K
|
1.56K
$354K
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-375- 4.88% |
$69.3K - $75.7K
|
7.31K
$1.66M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-377- 2.45% |
$69.7K - $76.1K
|
15K
$3.41M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-381- 8.28% |
$70.4K - $76.9K
|
4.22K
$959K
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-383- 0.98% |
$70.8K - $77.3K
|
38.5K
$8.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-402- 2.4% |
$74.3K - $81.1K
|
16.3K
$3.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-410- 0.67% |
$75.8K - $82.8K
|
60.7K
$13.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-412- 3.93% |
$76.2K - $83.2K
|
10.1K
$2.29M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-419- 0.75% |
$77.5K - $84.6K
|
55.1K
$12.5M
|
|
|
Feb 21, 2024
Q4 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-425- 45.95% |
$78.6K - $85.8K
|
500
$114K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-442- 1.07% |
$81.7K - $89.2K
|
40.9K
$9.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-442- 1.92% |
$81.7K - $89.2K
|
22.6K
$5.14M
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-448- 8.38% |
$82.8K - $90.4K
|
4.9K
$1.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-449- 1.33% |
$83K - $90.6K
|
33.3K
$7.57M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-456- 8.03% |
$84.3K - $92K
|
5.22K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-460- 0.5% |
$85.1K - $92.9K
|
91.9K
$20.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-473- 12.28% |
$87.5K - $95.5K
|
3.38K
$769K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-480- 5.9% |
$88.8K - $96.9K
|
7.66K
$1.74M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-499- 0.31% |
$92.3K - $101K
|
162K
$36.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-500- 20.96% |
$92.5K - $101K
|
1.89K
$429K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-515- 12.38% |
$95.2K - $104K
|
3.65K
$829K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-524- 11.6% |
$96.9K - $106K
|
3.99K
$908K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-536- 17.64% |
$99.1K - $108K
|
2.5K
$569K
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-540- 2.71% |
$99.8K - $109K
|
19.4K
$4.41M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-543- 3.46% |
$100K - $110K
|
15.1K
$3.44M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-551- 3.7% |
$102K - $111K
|
14.4K
$3.26M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-555- 10.2% |
$103K - $112K
|
4.89K
$1.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-559- 4.43% |
$103K - $113K
|
12.1K
$2.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-559- 1.83% |
$103K - $113K
|
30K
$6.82M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-587- 1.34% |
$109K - $118K
|
43.1K
$9.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-590- 4.87% |
$109K - $119K
|
11.5K
$2.62M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-591- 18.46% |
$109K - $119K
|
2.61K
$594K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-596- 1.86% |
$110K - $120K
|
31.4K
$7.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-610- 27.5% |
$113K - $123K
|
1.61K
$366K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-626- 25.13% |
$116K - $126K
|
1.87K
$424K
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-630- 6.05% |
$116K - $127K
|
9.79K
$2.23M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-632- 26.85% |
$117K - $128K
|
1.72K
$392K
|
|
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-633- 13.66% |
$117K - $128K
|
4K
$910K
|