Purchases and Sales Made in Q1 2023 in Marsh & Mclennan Companies, Inc. (MMC)
This table provides information about the institutional ownership of Marsh & Mclennan Companies, Inc. (MMC) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-650- 6.12% |
$100K - $114K
|
9.97K
$2.27M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-650- 4.69% |
$100K - $114K
|
13.2K
$3M
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-675- 13.7% |
$104K - $119K
|
4.25K
$967K
|
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-678- 42.67% |
$104K - $119K
|
911
$207K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
SELL
|
- |
-682- 8.79% |
$105K - $120K
|
7.08K
$1.61M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-686- 0.45% |
$106K - $121K
|
151K
$34.4M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-694- 3.17% |
$107K - $122K
|
21.2K
$4.83M
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-700- 2.96% |
$108K - $123K
|
22.9K
$5.22M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-701- 1.26% |
$108K - $123K
|
54.8K
$12.5M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-718- 62.16% |
$111K - $126K
|
437
$99.4K
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-750- 11.39% |
$116K - $132K
|
5.83K
$1.33M
|
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-774- 11.65% |
$119K - $136K
|
5.87K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-789- 3.0% |
$122K - $139K
|
25.5K
$5.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-792- 27.82% |
$122K - $139K
|
2.06K
$467K
|
|
|
May 12, 2023
Q1 2023
|
Dundas Partners LLP
Edinburgh, X0 |
SELL
|
- |
-800- 0.45% |
$123K - $141K
|
179K
$40.7M
|
|
|
May 03, 2023
Q1 2023
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-820- 1.5% |
$126K - $144K
|
53.8K
$12.2M
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-873- 1.72% |
$135K - $153K
|
50K
$11.4M
|
|
|
Apr 21, 2023
Q1 2023
|
James Hambro & Partners
|
SELL
|
- |
-889- 16.47% |
$137K - $156K
|
4.51K
$1.03M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-894- 23.31% |
$138K - $157K
|
2.94K
$669K
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-923- 4.34% |
$142K - $162K
|
20.4K
$4.63M
|
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-931- 1.48% |
$143K - $164K
|
62K
$14.1M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-954- 19.17% |
$147K - $168K
|
4.02K
$915K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-977- 43.15% |
$151K - $172K
|
1.29K
$293K
|
|
|
May 09, 2023
Q1 2023
|
Northcape Capital Pty LTD
|
SELL
|
- |
-997- 3.3% |
$154K - $175K
|
29.2K
$6.65M
|
|
|
Apr 11, 2023
Q1 2023
|
Mu Investments Co., Ltd.
|
SELL
|
- |
-1K- 5.15% |
$154K - $176K
|
18.4K
$4.19M
|
|
|
May 02, 2023
Q1 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-1K- 5.88% |
$154K - $176K
|
16K
$3.64M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.02K- 69.14% |
$156K - $178K
|
453
$103K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.03K- 17.81% |
$158K - $181K
|
4.74K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Ycg, LLC
|
SELL
|
- |
-1.07K- 0.49% |
$164K - $187K
|
218K
$49.7M
|
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.08K- 0.16% |
$166K - $190K
|
685K
$156M
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.09K- 35.42% |
$168K - $191K
|
1.99K
$452K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.1K- 10.35% |
$169K - $193K
|
9.53K
$2.17M
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.12K- 33.18% |
$172K - $196K
|
2.25K
$512K
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.16K- 24.79% |
$179K - $204K
|
3.52K
$800K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.17K- 19.96% |
$180K - $205K
|
4.68K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.19K- 2.93% |
$183K - $208K
|
39.2K
$8.92M
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.21K- 1.58% |
$186K - $213K
|
75.1K
$17.1M
|
|
|
May 04, 2023
Q1 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.22K- 19.07% |
$188K - $214K
|
5.18K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.26K- 19.4% |
$194K - $221K
|
5.22K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.32K- 51.11% |
$203K - $231K
|
1.26K
$286K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.44K- 41.42% |
$221K - $252K
|
2.03K
$462K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.5K- 47.98% |
$230K - $263K
|
1.62K
$369K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.53K- 3.48% |
$235K - $268K
|
42.3K
$9.63M
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.54K- 6.1% |
$237K - $270K
|
23.6K
$5.37M
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.55KClosed |
$239K - $272K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.57K- 98.31% |
$242K - $276K
|
27
$6.14K
|
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.7K- 1.82% |
$262K - $298K
|
91.7K
$20.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-1.7K- 55.5% |
$262K - $299K
|
1.36K
$310K
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.73K- 1.18% |
$267K - $304K
|
145K
$33.1M
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.82K- 4.54% |
$281K - $320K
|
38.3K
$8.72M
|