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
|
Avestar Capital, LLC
|
BUY
|
- |
393+ 19.63% |
$72.7K - $79.3K
|
2.4K
$504K
|
|
|
Jan 11, 2024
Q4 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
391+ 2.97% |
$72.3K - $78.9K
|
13.5K
$2.85M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
387+ 29.41% |
$71.6K - $78.1K
|
1.7K
$358K
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
383+ 1.64% |
$70.8K - $77.3K
|
23.7K
$4.98M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
383New |
$70.8K - $77.3K
|
383
$80.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
376+ 10.69% |
$69.5K - $75.9K
|
3.89K
$819K
|
|
|
Feb 12, 2024
Q4 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
372New |
$68.8K - $75.1K
|
372
$78.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
361+ 13.42% |
$66.7K - $72.9K
|
3.05K
$642K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
361+ 13.42% |
$66.7K - $72.9K
|
3.05K
$642K
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
355+ 0.36% |
$65.6K - $71.7K
|
99.7K
$21M
|
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
350+ 14.46% |
$64.7K - $70.7K
|
2.77K
$583K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
346+ 28.76% |
$64K - $69.8K
|
1.55K
$326K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
344New |
$63.6K - $69.4K
|
344
$72.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
341+ 0.57% |
$63.1K - $68.8K
|
60K
$12.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
340+ 9.44% |
$62.9K - $68.6K
|
3.94K
$829K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
339+ 3.63% |
$62.7K - $68.4K
|
9.67K
$2.03M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
336+ 1.14% |
$62.1K - $67.8K
|
29.8K
$6.26M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
332+ 0.43% |
$61.4K - $67K
|
76.8K
$16.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
331+ 30.59% |
$61.2K - $66.8K
|
1.41K
$297K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
326+ 3.75% |
$60.3K - $65.8K
|
9.01K
$1.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
320+ 3.66% |
$59.2K - $64.6K
|
9.07K
$1.91M
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
319+ 16.05% |
$59K - $64.4K
|
2.31K
$485K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
315+ 82.89% |
$58.2K - $63.6K
|
695
$146K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
315+ 0.82% |
$58.2K - $63.6K
|
38.5K
$8.1M
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
312+ 16.13% |
$57.7K - $63K
|
2.25K
$472K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
304+ 2.91% |
$56.2K - $61.4K
|
10.8K
$2.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
298New |
$55.1K - $60.2K
|
298
$62.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
297+ 3.56% |
$54.9K - $60K
|
8.65K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
290+ 7.08% |
$53.6K - $58.5K
|
4.39K
$923K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
281New |
$52K - $56.7K
|
281
$59.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
277+ 7.16% |
$51.2K - $55.9K
|
4.15K
$872K
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
277+ 285.57% |
$51.2K - $55.9K
|
374
$78.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
276+ 5.48% |
$51K - $55.7K
|
5.31K
$1.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
273+ 0.93% |
$50.5K - $55.1K
|
29.7K
$6.25M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
268+ 8.68% |
$49.6K - $54.1K
|
3.36K
$706K
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
259+ 0.82% |
$47.9K - $52.3K
|
32K
$6.73M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
257+ 11.47% |
$47.5K - $51.9K
|
2.5K
$525K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
256+ 2.69% |
$47.3K - $51.7K
|
9.77K
$2.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
255+ 6.09% |
$47.1K - $51.5K
|
4.44K
$934K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
255New |
$47.1K - $51.5K
|
255
$53.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
250+ 40.45% |
$46.2K - $50.5K
|
868
$183K
|
|
|
Jan 08, 2024
Q4 2023
|
Fluent Financial, LLC
|
BUY
|
- |
247+ 10.14% |
$45.7K - $49.9K
|
2.68K
$564K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
239+ 3.67% |
$44.2K - $48.2K
|
6.76K
$1.42M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
239+ 3.94% |
$44.2K - $48.2K
|
6.31K
$1.33M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
230+ 2.29% |
$42.5K - $46.4K
|
10.3K
$2.16M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
228New |
$42.2K - $46K
|
228
$47.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
226+ 1.45% |
$41.8K - $45.6K
|
15.8K
$3.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
225+ 14.2% |
$41.6K - $45.4K
|
1.81K
$380K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
224+ 30.11% |
$41.4K - $45.2K
|
968
$204K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
220+ 2.7% |
$40.7K - $44.4K
|
8.36K
$1.76M
|