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 08, 2024
Q4 2023
|
Close Asset Management LTD
|
BUY
|
- |
3.83K+ 0.66% |
$708K - $773K
|
583K
$126M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.81K+ 7.45% |
$705K - $769K
|
54.9K
$11.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.78K+ 302.97% |
$699K - $763K
|
5.03K
$1.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.71KNew |
$685K - $748K
|
3.71K
$804K
|
|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
3.6KNew |
$666K - $727K
|
3.6K
$781K
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
3.58K+ 4.35% |
$662K - $722K
|
85.8K
$18.6M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
3.55K+ 93.64% |
$656K - $716K
|
7.34K
$1.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
3.47KNew |
$642K - $701K
|
3.47K
$753K
|
|
|
Jan 29, 2024
Q4 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
3.46K+ 13.47% |
$639K - $698K
|
29.1K
$6.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.43K+ 10.58% |
$633K - $691K
|
35.8K
$7.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.32KNew |
$614K - $670K
|
3.32K
$720K
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.29KNew |
$608K - $664K
|
3.29K
$713K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.22K+ 29.95% |
$596K - $651K
|
14K
$3.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.2K+ 26.57% |
$591K - $645K
|
15.2K
$3.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.11KNew |
$575K - $628K
|
3.11K
$674K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.07K+ 251.89% |
$568K - $620K
|
4.29K
$931K
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.06KNew |
$566K - $618K
|
3.06K
$664K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
3.06K+ 4.14% |
$565K - $617K
|
77K
$16.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.04K+ 7.19% |
$562K - $614K
|
45.3K
$9.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.01K+ 196.16% |
$557K - $608K
|
4.55K
$987K
|
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
BUY
|
- |
3K+ 69.72% |
$555K - $606K
|
7.3K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
3KNew |
$555K - $605K
|
3K
$650K
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2.97KNew |
$550K - $600K
|
2.97K
$645K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
2.96KNew |
$547K - $597K
|
2.96K
$641K
|
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
2.95K+ 2.13% |
$545K - $595K
|
141K
$30.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.91KNew |
$538K - $587K
|
2.91K
$630K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.88K+ 21.13% |
$532K - $580K
|
16.5K
$3.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
2.87K+ 143600.0% |
$531K - $580K
|
2.87K
$623K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
2.84K+ 14.37% |
$525K - $573K
|
22.6K
$4.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2.81KNew |
$520K - $568K
|
2.81K
$610K
|
|
|
Jan 10, 2025
Q4 2023
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.81KNew |
$520K - $568K
|
2.81K
$610K
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.74KNew |
$507K - $554K
|
2.74K
$595K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.71K+ 4.32% |
$500K - $546K
|
65.3K
$14.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Tredje Ap Fonden
|
BUY
|
- |
2.7K+ 3.52% |
$499K - $545K
|
79.5K
$17.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.69K+ 2.24% |
$496K - $542K
|
122K
$26.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
2.65KNew |
$490K - $535K
|
2.65K
$574K
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
2.64KNew |
$487K - $532K
|
2.64K
$571K
|
|
|
Feb 08, 2024
Q4 2023
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
2.54K+ 0.77% |
$469K - $513K
|
330K
$71.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.53K+ 17.55% |
$467K - $510K
|
16.9K
$3.67M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.51K+ 140.92% |
$465K - $507K
|
4.3K
$932K
|
|
|
Jan 10, 2024
Q4 2023
|
Birinyi Associates Inc
|
BUY
|
- |
2.5KNew |
$462K - $505K
|
2.5K
$542K
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
2.41KNew |
$446K - $486K
|
2.41K
$523K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.4KNew |
$444K - $484K
|
2.4K
$520K
|
|
|
Jan 12, 2024
Q4 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
2.39K+ 7.38% |
$442K - $482K
|
34.8K
$7.54M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.39K+ 22.52% |
$441K - $481K
|
13K
$2.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.36K+ 19.37% |
$437K - $477K
|
14.6K
$3.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.32KNew |
$429K - $468K
|
2.32K
$503K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.32K+ 489.64% |
$428K - $468K
|
2.79K
$605K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.23K+ 6.68% |
$413K - $451K
|
35.7K
$7.74M
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.15KNew |
$397K - $434K
|
2.15K
$466K
|