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
|
Legacy Advisors, LLC
|
SELL
|
- |
-9.68K- 25.83% |
$1.79M - $1.95M
|
27.8K
$5.85M
|
|
|
Jan 25, 2024
Q4 2023
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-10K- 62.5% |
$1.85M - $2.02M
|
6K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-10.2K- 10.38% |
$1.89M - $2.06M
|
88.1K
$18.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.5K- 11.66% |
$1.95M - $2.13M
|
79.7K
$16.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-11K- 7.16% |
$2.03M - $2.22M
|
143K
$30M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-12.5K- 4.33% |
$2.31M - $2.52M
|
276K
$58.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-12.6K- 97.17% |
$2.33M - $2.54M
|
367
$77.2K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-12.6K- 97.37% |
$2.33M - $2.55M
|
341
$71.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-12.8K- 18.84% |
$2.37M - $2.59M
|
55.3K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-13K- 49.39% |
$2.4M - $2.62M
|
13.3K
$2.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-13K- 0.35% |
$2.41M - $2.63M
|
3.75M
$788M
|
|
|
Feb 01, 2024
Q4 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-13.5K- 29.21% |
$2.5M - $2.73M
|
32.7K
$6.88M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-13.6K- 44.16% |
$2.51M - $2.74M
|
17.2K
$3.61M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.7K- 22.99% |
$2.53M - $2.76M
|
45.8K
$9.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-13.7K- 87.22% |
$2.54M - $2.78M
|
2.01K
$424K
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-13.8K- 3.52% |
$2.55M - $2.78M
|
377K
$79.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-13.9K- 48.6% |
$2.57M - $2.8M
|
14.7K
$3.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-14.2K- 20.12% |
$2.62M - $2.86M
|
56.3K
$11.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-14.5K- 2.92% |
$2.67M - $2.92M
|
480K
$101M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-14.8K- 0.95% |
$2.75M - $3M
|
1.54M
$324M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-15.5K- 4.03% |
$2.86M - $3.12M
|
368K
$77.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-15.6K- 2.41% |
$2.89M - $3.16M
|
633K
$133M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-16K- 1.25% |
$2.96M - $3.24M
|
1.26M
$265M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-16.2K- 4.95% |
$2.99M - $3.27M
|
311K
$65.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-16.8K- 73.72% |
$3.11M - $3.39M
|
5.99K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-17K- 36.13% |
$3.15M - $3.44M
|
30.1K
$6.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-18.6K- 19.08% |
$3.44M - $3.76M
|
79K
$16.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-20.3K- 2.44% |
$3.76M - $4.11M
|
812K
$171M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-20.7K- 10.09% |
$3.82M - $4.17M
|
184K
$38.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Qsemble Capital Management, LP
New York, NY |
SELL
|
- |
-22.4K- 88.24% |
$4.14M - $4.52M
|
2.99K
$628K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.7K- 14.52% |
$4.19M - $4.58M
|
133K
$28.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-23K- 63.08% |
$4.25M - $4.64M
|
13.5K
$2.83M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-23.6K- 11.2% |
$4.37M - $4.77M
|
187K
$39.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-23.7K- 3.84% |
$4.39M - $4.79M
|
594K
$125M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-23.8K- 0.56% |
$4.4M - $4.8M
|
4.24M
$891M
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-23.8K- 32.57% |
$4.4M - $4.81M
|
49.3K
$10.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-24.7K- 2.89% |
$4.57M - $4.99M
|
829K
$174M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-25.5K- 19.7% |
$4.72M - $5.15M
|
104K
$21.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-25.8K- 20.11% |
$4.76M - $5.2M
|
102K
$21.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-26K- 17.33% |
$4.81M - $5.25M
|
124K
$26.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-26.3K- 0.9% |
$4.85M - $5.3M
|
2.91M
$611M
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-28.2K- 16.63% |
$5.21M - $5.68M
|
141K
$29.7M
|
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-28.5K- 6.15% |
$5.26M - $5.75M
|
435K
$91.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Intermede Investment Partners LTD
|
SELL
|
- |
-28.7K- 4.65% |
$5.31M - $5.8M
|
589K
$124M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-30K- 22.82% |
$5.55M - $6.05M
|
101K
$21.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-30.1K- 5.86% |
$5.57M - $6.08M
|
484K
$102M
|
|
|
Feb 01, 2024
Q4 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-31.1K- 0.95% |
$5.75M - $6.28M
|
3.25M
$683M
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-31.3K- 53.67% |
$5.79M - $6.33M
|
27.1K
$5.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-33.8K- 84.32% |
$6.26M - $6.83M
|
6.29K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-37.3K- 32.6% |
$6.9M - $7.53M
|
77.1K
$16.2M
|