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 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.13K+ 3.56% |
$394K - $430K
|
62K
$13.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.11KNew |
$391K - $426K
|
2.11K
$469K
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
2.04KNew |
$377K - $412K
|
2.04K
$453K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
2.04KNew |
$377K - $411K
|
2.04K
$452K
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2.04KNew |
$376K - $411K
|
2.04K
$452K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.03K+ 3.28% |
$376K - $410K
|
64.1K
$14.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
2.03K+ 25.37% |
$375K - $409K
|
10K
$2.22M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.98K+ 2.7% |
$366K - $399K
|
75.2K
$16.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.92K+ 3.38% |
$356K - $388K
|
58.8K
$13.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.91K+ 3.56% |
$353K - $386K
|
55.6K
$12.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.91KNew |
$352K - $385K
|
1.91K
$423K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.86K+ 1.24% |
$345K - $376K
|
152K
$33.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
1.84KNew |
$341K - $372K
|
1.84K
$410K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.84K+ 3.45% |
$340K - $371K
|
55.2K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.82K+ 3.18% |
$337K - $367K
|
59K
$13.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.79K+ 23.15% |
$332K - $362K
|
9.54K
$2.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.79KNew |
$331K - $362K
|
1.79K
$398K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.79KNew |
$331K - $362K
|
1.79K
$398K
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.77K+ 33.99% |
$327K - $357K
|
6.98K
$1.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.74KNew |
$322K - $352K
|
1.74K
$387K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.74K+ 6.0% |
$322K - $351K
|
30.7K
$6.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.72KNew |
$319K - $348K
|
1.72K
$383K
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.72K+ 4.15% |
$318K - $347K
|
43.1K
$9.58M
|
|
|
Jan 12, 2024
Q4 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
1.67K+ 10.18% |
$309K - $338K
|
18.1K
$4.02M
|
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
1.63K+ 8.06% |
$302K - $330K
|
21.9K
$4.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.63K+ 6.53% |
$301K - $329K
|
26.6K
$5.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.62K+ 16.13% |
$300K - $327K
|
11.7K
$2.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.61KNew |
$298K - $325K
|
1.61K
$358K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.61KNew |
$298K - $325K
|
1.61K
$357K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.58KNew |
$293K - $319K
|
1.58K
$351K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.56K+ 7.5% |
$288K - $314K
|
22.3K
$4.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.54K+ 55.93% |
$285K - $311K
|
4.3K
$956K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.54KNew |
$285K - $311K
|
1.54K
$342K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.54KNew |
$285K - $311K
|
1.54K
$342K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.53K+ 0.95% |
$283K - $309K
|
163K
$36.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
1.52KNew |
$281K - $307K
|
1.52K
$337K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
1.5K+ 15.17% |
$278K - $303K
|
11.4K
$2.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.5KNew |
$277K - $302K
|
1.5K
$333K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.48K+ 1.3% |
$273K - $298K
|
115K
$25.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.47KNew |
$271K - $296K
|
1.47K
$326K
|
|
|
Feb 13, 2024
Q4 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.45K+ 1005.56% |
$268K - $292K
|
1.59K
$354K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
1.44K+ 1.0% |
$266K - $290K
|
145K
$32.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.43KNew |
$263K - $288K
|
1.43K
$317K
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
1.42KNew |
$263K - $287K
|
1.42K
$315K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
1.39K+ 51.62% |
$256K - $280K
|
4.07K
$904K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
1.37KNew |
$254K - $277K
|
1.37K
$305K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.34KNew |
$248K - $270K
|
1.34K
$298K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.32KNew |
$244K - $267K
|
1.32K
$293K
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.32KNew |
$243K - $265K
|
1.32K
$292K
|
|
|
Nov 13, 2024
Q4 2023
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
1.31KNew |
$241K - $263K
|
1.31K
$290K
|