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 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.42K- 22.3% |
$263K - $287K
|
4.96K
$1.13M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.45K- 1.07% |
$267K - $292K
|
134K
$30.5M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.45K- 69.17% |
$268K - $292K
|
645
$147K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.47K- 82.16% |
$273K - $298K
|
320
$72.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-1.48K- 2.69% |
$274K - $299K
|
53.7K
$12.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.5K- 25.25% |
$277K - $303K
|
4.44K
$1.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-1.5K- 12.5% |
$277K - $303K
|
10.5K
$2.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-1.52K- 8.13% |
$281K - $307K
|
17.2K
$3.91M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.58K- 21.48% |
$293K - $320K
|
5.79K
$1.32M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.64K- 11.33% |
$304K - $332K
|
12.9K
$2.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.66K- 2.9% |
$307K - $335K
|
55.7K
$12.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-1.71K- 1.18% |
$316K - $345K
|
143K
$32.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Sonnipe LTD
Douglas, Y8 |
SELL
|
- |
-1.71K- 38.77% |
$317K - $346K
|
2.71K
$615K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.74K- 15.8% |
$322K - $352K
|
9.29K
$2.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.81K- 1.24% |
$334K - $364K
|
144K
$32.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.96K- 21.54% |
$362K - $395K
|
7.13K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-2K- 1.22% |
$369K - $403K
|
162K
$36.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.02K- 17.25% |
$374K - $408K
|
9.71K
$2.21M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-2.06K- 14.91% |
$380K - $415K
|
11.7K
$2.67M
|
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
SELL
|
- |
-2.12K- 15.01% |
$392K - $428K
|
12K
$2.73M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.16K- 0.78% |
$400K - $436K
|
277K
$62.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-2.17K- 8.48% |
$402K - $438K
|
23.4K
$5.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-2.29K- 3.03% |
$423K - $462K
|
73.3K
$16.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-2.39K- 70.23% |
$441K - $482K
|
1.01K
$230K
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-2.4K- 10.64% |
$443K - $484K
|
20.1K
$4.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.43K- 3.14% |
$450K - $491K
|
74.9K
$17M
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-2.46K- 0.46% |
$454K - $496K
|
527K
$120M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.46K- 5.7% |
$456K - $497K
|
40.7K
$9.27M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.55K- 1.15% |
$471K - $514K
|
218K
$49.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.59K- 1.12% |
$479K - $523K
|
229K
$52M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.65K- 1.91% |
$489K - $534K
|
136K
$30.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.94K- 6.63% |
$543K - $593K
|
41.4K
$9.42M
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-2.95K- 45.2% |
$545K - $595K
|
3.57K
$812K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.95K- 26.18% |
$545K - $595K
|
8.31K
$1.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-2.95K- 1.44% |
$546K - $596K
|
202K
$45.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.97K- 3.93% |
$550K - $600K
|
72.7K
$16.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-3K- 10.0% |
$555K - $606K
|
27K
$6.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-3.02K- 2.7% |
$558K - $610K
|
109K
$24.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.02K- 0.55% |
$558K - $610K
|
544K
$124M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.06K- 9.14% |
$565K - $617K
|
30.4K
$6.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.14K- 4.54% |
$581K - $634K
|
66K
$15M
|
|
|
Jan 17, 2024
Q4 2023
|
Northcape Capital Pty LTD
|
SELL
|
- |
-3.16K- 12.91% |
$584K - $638K
|
21.3K
$4.85M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.43K- 5.62% |
$635K - $693K
|
57.7K
$13.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-3.54K- 47.53% |
$655K - $715K
|
3.91K
$889K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-3.55K- 8.41% |
$657K - $717K
|
38.7K
$8.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-3.67K- 6.05% |
$679K - $742K
|
57K
$13M
|
|
|
Feb 15, 2024
Q4 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-3.7K- 16.21% |
$684K - $747K
|
19.1K
$4.35M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-3.96K- 3.66% |
$733K - $800K
|
104K
$23.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-3.96K- 1.38% |
$733K - $800K
|
283K
$64.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-4.07K- 1.65% |
$752K - $821K
|
242K
$55M
|