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 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.34KNew |
$248K - $270K
|
1.34K
$327K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.32KNew |
$244K - $267K
|
1.32K
$322K
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.32KNew |
$243K - $265K
|
1.32K
$321K
|
|
|
Nov 13, 2024
Q4 2023
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
1.31KNew |
$241K - $263K
|
1.31K
$318K
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1.29KNew |
$238K - $260K
|
1.29K
$315K
|
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
1.29K+ 0.65% |
$238K - $260K
|
199K
$48.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.26K+ 30.38% |
$233K - $255K
|
5.42K
$1.32M
|
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.26KNew |
$233K - $254K
|
1.26K
$307K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.25K+ 661.9% |
$231K - $253K
|
1.44K
$351K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.22K+ 394.52% |
$226K - $247K
|
1.53K
$374K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.22K+ 15.95% |
$226K - $247K
|
8.89K
$2.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.22KNew |
$226K - $247K
|
1.22K
$298K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.21K+ 1.85% |
$223K - $244K
|
66.6K
$16.3M
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
1.21KNew |
$223K - $243K
|
1.21K
$294K
|
|
|
Feb 14, 2024
Q4 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.19KNew |
$220K - $240K
|
1.19K
$290K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
1.19KNew |
$220K - $240K
|
1.19K
$290K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.18KNew |
$218K - $238K
|
1.18K
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.17K+ 3.46% |
$216K - $236K
|
34.9K
$8.51M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.17KNew |
$216K - $235K
|
1.17K
$285K
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1.16KNew |
$215K - $235K
|
1.16K
$284K
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.14K+ 8.25% |
$211K - $230K
|
14.9K
$3.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
1.14KNew |
$210K - $229K
|
1.14K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.13KNew |
$210K - $229K
|
1.13K
$277K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.13K+ 1.45% |
$209K - $229K
|
79.4K
$19.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.12K+ 53.1% |
$207K - $226K
|
3.24K
$789K
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1.11K+ 13.04% |
$206K - $225K
|
9.65K
$2.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.1KNew |
$204K - $222K
|
1.1K
$269K
|
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
1.1KNew |
$204K - $222K
|
1.1K
$269K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.09KNew |
$202K - $220K
|
1.09K
$266K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.07KNew |
$198K - $216K
|
1.07K
$261K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.07KNew |
$197K - $216K
|
1.07K
$261K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.06K+ 20.91% |
$196K - $214K
|
6.14K
$1.5M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.06K+ 20.91% |
$196K - $214K
|
6.14K
$1.5M
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.06K+ 21.33% |
$196K - $214K
|
6.04K
$1.47M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.02K+ 1.27% |
$189K - $207K
|
81.8K
$20M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.02K+ 15.04% |
$188K - $205K
|
7.76K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
982+ 17.37% |
$182K - $198K
|
6.63K
$1.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
980New |
$181K - $198K
|
980
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
964+ 191.27% |
$178K - $195K
|
1.47K
$358K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
953+ 10.05% |
$176K - $192K
|
10.4K
$2.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
949+ 58.04% |
$175K - $192K
|
2.58K
$631K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
944+ 78.08% |
$175K - $191K
|
2.15K
$525K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
933+ 6.16% |
$173K - $188K
|
16.1K
$3.92M
|
|
|
Apr 08, 2025
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
925+ 8.69% |
$171K - $187K
|
11.6K
$2.82M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
916+ 61.98% |
$169K - $185K
|
2.39K
$584K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
914+ 25.0% |
$169K - $185K
|
4.57K
$1.12M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
910New |
$168K - $184K
|
910
$222K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
883+ 22.2% |
$163K - $178K
|
4.86K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
879+ 64.87% |
$163K - $177K
|
2.23K
$545K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
869+ 9.73% |
$161K - $175K
|
9.8K
$2.39M
|