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
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
84New |
$15.5K - $17K
|
84
$18.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
82+ 5.35% |
$15.2K - $16.6K
|
1.61K
$350K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
80+ 0.84% |
$14.8K - $16.1K
|
9.56K
$2.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
79+ 2.2% |
$14.6K - $15.9K
|
3.67K
$796K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
76New |
$14.1K - $15.3K
|
76
$16.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
75+ 5.46% |
$13.9K - $15.1K
|
1.45K
$314K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
75+ 4.22% |
$13.9K - $15.1K
|
1.85K
$402K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
74+ 4.6% |
$13.7K - $14.9K
|
1.68K
$365K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
73+ 2.87% |
$13.5K - $14.7K
|
2.62K
$568K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
69+ 0.02% |
$12.8K - $13.9K
|
331K
$71.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
68+ 1.44% |
$12.6K - $13.7K
|
4.8K
$1.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
67+ 6.32% |
$12.4K - $13.5K
|
1.13K
$244K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
66+ 1.24% |
$12.2K - $13.3K
|
5.38K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
65+ 5.19% |
$12K - $13.1K
|
1.32K
$286K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
64New |
$11.8K - $12.9K
|
64
$13.9K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
64+ 7.61% |
$11.8K - $12.9K
|
905
$196K
|
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
63+ 1.67% |
$11.6K - $12.7K
|
3.83K
$831K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
62+ 13.69% |
$11.5K - $12.5K
|
515
$112K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
61+ 4.69% |
$11.3K - $12.3K
|
1.36K
$295K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
61+ 0.22% |
$11.3K - $12.3K
|
28.4K
$6.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
61+ 0.84% |
$11.3K - $12.3K
|
7.37K
$1.6M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
61+ 4.03% |
$11.3K - $12.3K
|
1.57K
$341K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
58+ 1.64% |
$10.7K - $11.7K
|
3.59K
$779K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
58New |
$10.7K - $11.7K
|
58
$12.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
57New |
$10.5K - $11.5K
|
57
$12.4K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
56+ 3.2% |
$10.4K - $11.3K
|
1.81K
$392K
|
|
|
Feb 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
56+ 1.82% |
$10.4K - $11.3K
|
3.13K
$679K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
56+ 2.34% |
$10.4K - $11.3K
|
2.45K
$532K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
56New |
$10.4K - $11.3K
|
56
$12.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
53+ 2.96% |
$9.8K - $10.7K
|
1.84K
$400K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
53+ 4.4% |
$9.8K - $10.7K
|
1.26K
$273K
|
|
|
Jan 29, 2024
Q4 2023
|
Ycg, LLC
|
BUY
|
- |
52+ 0.02% |
$9.61K - $10.5K
|
217K
$47M
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
52New |
$9.61K - $10.5K
|
52
$11.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
52+ 54.17% |
$9.61K - $10.5K
|
148
$32.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
52New |
$9.61K - $10.5K
|
52
$11.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
51+ 2.87% |
$9.43K - $10.3K
|
1.83K
$396K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
50+ 0.68% |
$9.25K - $10.1K
|
7.46K
$1.62M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
50New |
$9.25K - $10.1K
|
50
$10.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
49+ 3.34% |
$9.06K - $9.89K
|
1.51K
$328K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
48+ 266.67% |
$8.88K - $9.69K
|
66
$14.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
48+ 2.49% |
$8.88K - $9.69K
|
1.98K
$428K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
46New |
$8.51K - $9.29K
|
46
$9.98K
|
|
|
Feb 07, 2024
Q4 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
45+ 0.21% |
$8.32K - $9.08K
|
21.1K
$4.57M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
44+ 0.24% |
$8.14K - $8.88K
|
18.1K
$3.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
44+ 0.92% |
$8.14K - $8.88K
|
4.83K
$1.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
43+ 0.31% |
$7.95K - $8.68K
|
13.7K
$2.98M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
43+ 9.33% |
$7.95K - $8.68K
|
504
$109K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
42+ 0.45% |
$7.77K - $8.48K
|
9.48K
$2.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
42+ 0.66% |
$7.77K - $8.48K
|
6.38K
$1.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
42+ 3.12% |
$7.77K - $8.48K
|
1.39K
$301K
|