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
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
812New |
$150K - $164K
|
812
$180K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
794+ 4.4% |
$147K - $160K
|
18.9K
$4.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
763+ 28.77% |
$141K - $154K
|
3.42K
$759K
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
699+ 0.27% |
$129K - $141K
|
255K
$56.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
665+ 15.81% |
$123K - $134K
|
4.87K
$1.08M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
650+ 96.44% |
$120K - $131K
|
1.32K
$294K
|
|
|
Jan 16, 2024
Q4 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
642+ 2.68% |
$119K - $130K
|
24.6K
$5.46M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
640New |
$118K - $129K
|
640
$142K
|
|
|
Feb 14, 2024
Q4 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
639+ 8.4% |
$118K - $129K
|
8.25K
$1.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
636+ 9.95% |
$118K - $128K
|
7.03K
$1.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
618+ 39.85% |
$114K - $125K
|
2.17K
$482K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
609+ 0.49% |
$113K - $123K
|
125K
$27.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
607+ 8.45% |
$112K - $123K
|
7.79K
$1.73M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
602+ 5.95% |
$111K - $122K
|
10.7K
$2.38M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
587+ 3.86% |
$109K - $118K
|
15.8K
$3.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
583New |
$108K - $118K
|
583
$130K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
572+ 17.85% |
$106K - $115K
|
3.78K
$839K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
529+ 20.56% |
$97.8K - $107K
|
3.1K
$689K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
504+ 36.42% |
$93.2K - $102K
|
1.89K
$419K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
504+ 14.47% |
$93.2K - $102K
|
3.99K
$886K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
500+ 2.21% |
$92.5K - $101K
|
23.2K
$5.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
493New |
$91.2K - $99.5K
|
493
$110K
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
476+ 59.06% |
$88K - $96.1K
|
1.28K
$285K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
458New |
$84.7K - $92.5K
|
458
$102K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
457+ 69.03% |
$84.5K - $92.3K
|
1.12K
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
454New |
$83.9K - $91.6K
|
454
$101K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
451+ 15.98% |
$83.4K - $91K
|
3.27K
$727K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
448+ 12.91% |
$82.8K - $90.4K
|
3.92K
$870K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
440New |
$81.4K - $88.8K
|
440
$97.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
439+ 1.13% |
$81.2K - $88.6K
|
39.5K
$8.76M
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
434+ 61.04% |
$80.2K - $87.6K
|
1.15K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
430+ 2.15% |
$79.5K - $86.8K
|
20.5K
$4.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
427+ 3.65% |
$79K - $86.2K
|
12.1K
$2.69M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
418+ 38.7% |
$77.3K - $84.4K
|
1.5K
$333K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
416+ 35.16% |
$76.9K - $84K
|
1.6K
$355K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
416+ 17.26% |
$76.9K - $84K
|
2.83K
$628K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
414+ 32.6% |
$76.5K - $83.6K
|
1.68K
$374K
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
410+ 1.08% |
$75.8K - $82.8K
|
38.5K
$8.56M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
408+ 2.24% |
$75.4K - $82.4K
|
18.6K
$4.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
400+ 0.47% |
$74K - $80.7K
|
85.8K
$19.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
397+ 24.75% |
$73.4K - $80.1K
|
2K
$445K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
393+ 19.63% |
$72.7K - $79.3K
|
2.4K
$532K
|
|
|
Jan 11, 2024
Q4 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
391+ 2.97% |
$72.3K - $78.9K
|
13.5K
$3.01M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
387+ 29.41% |
$71.6K - $78.1K
|
1.7K
$378K
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
383+ 1.64% |
$70.8K - $77.3K
|
23.7K
$5.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
383New |
$70.8K - $77.3K
|
383
$85.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
376+ 10.69% |
$69.5K - $75.9K
|
3.89K
$865K
|
|
|
Feb 12, 2024
Q4 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
372New |
$68.8K - $75.1K
|
372
$82.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
361+ 13.42% |
$66.7K - $72.9K
|
3.05K
$678K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
361+ 13.42% |
$66.7K - $72.9K
|
3.05K
$678K
|