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 |
---|---|---|---|---|---|---|---|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
408New |
$62.9K - $71.7K
|
408
$92.8K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
404New |
$62.2K - $71K
|
404
$91.9K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
404+ 5.83% |
$62.2K - $71K
|
7.34K
$1.67M
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
401+ 0.19% |
$61.8K - $70.4K
|
217K
$49.3M
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
400+ 3.75% |
$61.6K - $70.3K
|
11.1K
$2.52M
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
399+ 40.97% |
$61.5K - $70.1K
|
1.37K
$312K
|
|
Apr 27, 2023
Q1 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
395+ 0.45% |
$60.9K - $69.4K
|
88.8K
$20.2M
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
391+ 18.76% |
$60.2K - $68.7K
|
2.48K
$563K
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
389+ 20.17% |
$59.9K - $68.3K
|
2.32K
$527K
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
383+ 2.48% |
$59K - $67.3K
|
15.8K
$3.59M
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
376+ 46.94% |
$57.9K - $66K
|
1.18K
$268K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
353+ 18.64% |
$54.4K - $62K
|
2.25K
$511K
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
BUY
|
- |
346+ 23.9% |
$53.3K - $60.8K
|
1.79K
$408K
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
338New |
$52.1K - $59.4K
|
338
$76.9K
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
335+ 5.61% |
$51.6K - $58.8K
|
6.31K
$1.43M
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
326+ 0.2% |
$50.2K - $57.3K
|
163K
$37M
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
318+ 8.18% |
$49K - $55.9K
|
4.21K
$956K
|
|
Apr 13, 2023
Q1 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
315+ 1.89% |
$48.5K - $55.3K
|
17K
$3.87M
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
309+ 0.79% |
$47.6K - $54.3K
|
39.2K
$8.92M
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
301+ 0.51% |
$46.4K - $52.9K
|
59.5K
$13.5M
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 0.34% |
$46.2K - $52.7K
|
88.2K
$20.1M
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
297+ 0.34% |
$45.8K - $52.2K
|
86.5K
$19.7M
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
292+ 10.15% |
$45K - $51.3K
|
3.17K
$721K
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
289+ 20.69% |
$44.5K - $50.8K
|
1.69K
$383K
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
285+ 5.77% |
$43.9K - $50.1K
|
5.23K
$1.19M
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
282+ 15.28% |
$43.5K - $49.5K
|
2.13K
$484K
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
280+ 5.15% |
$43.1K - $49.2K
|
5.72K
$1.3M
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
275+ 3.56% |
$42.4K - $48.3K
|
8.01K
$1.82M
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
275New |
$42.4K - $48.3K
|
275
$62.5K
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
271+ 7.29% |
$41.8K - $47.6K
|
3.99K
$907K
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
259+ 0.67% |
$39.9K - $45.5K
|
39.1K
$8.9M
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
249+ 0.43% |
$38.4K - $43.7K
|
58.3K
$13.3M
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
BUY
|
- |
246+ 10.69% |
$37.9K - $43.2K
|
2.55K
$579K
|
|
Apr 28, 2023
Q1 2023
|
Harrington Investments, Inc
|
BUY
|
- |
245+ 0.9% |
$37.7K - $43K
|
27.5K
$6.26M
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
242+ 3.23% |
$37.3K - $42.5K
|
7.74K
$1.76M
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
236+ 0.77% |
$36.4K - $41.5K
|
30.7K
$6.99M
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
232+ 3.09% |
$35.7K - $40.8K
|
7.74K
$1.76M
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
BUY
|
- |
231+ 1.16% |
$35.6K - $40.6K
|
20.1K
$4.56M
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
231+ 7.33% |
$35.6K - $40.6K
|
3.38K
$770K
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
229+ 5.26% |
$35.3K - $40.2K
|
4.59K
$1.04M
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
228+ 2.1% |
$35.1K - $40.1K
|
11.1K
$2.52M
|
|
Dec 09, 2024
Q1 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
227+ 0.08% |
$35K - $39.9K
|
298K
$67.9M
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
225+ 592.11% |
$34.7K - $39.5K
|
263
$59.8K
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
225+ 5.75% |
$34.7K - $39.5K
|
4.14K
$941K
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
223+ 8.43% |
$34.4K - $39.2K
|
2.87K
$652K
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
220+ 2.48% |
$33.9K - $38.6K
|
9.09K
$2.07M
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
218+ 0.53% |
$33.6K - $38.3K
|
41.6K
$9.46M
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
217+ 7.4% |
$33.4K - $38.1K
|
3.15K
$716K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
215+ 30.03% |
$33.1K - $37.8K
|
931
$212K
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
213+ 10.76% |
$32.8K - $37.4K
|
2.19K
$499K
|