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 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-70- 2.3% |
$12.9K - $14.1K
|
2.97K
$675K
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-75- 0.34% |
$13.9K - $15.1K
|
22.1K
$5.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-75- 0.74% |
$13.9K - $15.1K
|
10K
$2.28M
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-77- 1.69% |
$14.2K - $15.5K
|
4.48K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-77- 3.94% |
$14.2K - $15.5K
|
1.88K
$427K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-78- 1.33% |
$14.4K - $15.7K
|
5.8K
$1.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-80- 2.33% |
$14.8K - $16.1K
|
3.35K
$761K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-83- 3.6% |
$15.3K - $16.8K
|
2.23K
$506K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-84- 3.31% |
$15.5K - $17K
|
2.45K
$558K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-88- -0.0% |
$16.3K - $17.8K
|
2.14M
$487M
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-91- 2.24% |
$16.8K - $18.4K
|
3.98K
$904K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-95- 5.27% |
$17.6K - $19.2K
|
1.71K
$389K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-95- 7.9% |
$17.6K - $19.2K
|
1.11K
$252K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-95- 24.05% |
$17.6K - $19.2K
|
300
$68.2K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-98- 1.91% |
$18.1K - $19.8K
|
5.04K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
SELL
|
- |
-99- 5.48% |
$18.3K - $20K
|
1.71K
$388K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-100- 3.04% |
$18.5K - $20.2K
|
3.19K
$726K
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
SELL
|
- |
-100- 8.26% |
$18.5K - $20.2K
|
1.11K
$252K
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-100- 5.67% |
$18.5K - $20.2K
|
1.66K
$378K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-105- 3.29% |
$19.4K - $21.2K
|
3.09K
$702K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-110- 7.02% |
$20.3K - $22.2K
|
1.46K
$331K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
SELL
|
- |
-110- 0.34% |
$20.3K - $22.2K
|
32.2K
$7.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-110- 7.22% |
$20.3K - $22.2K
|
1.41K
$322K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-111- 6.19% |
$20.5K - $22.4K
|
1.68K
$382K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-113- 0.26% |
$20.9K - $22.8K
|
42.8K
$9.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-114- 4.76% |
$21.1K - $23K
|
2.28K
$519K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-116- 1.69% |
$21.4K - $23.4K
|
6.74K
$1.53M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-120- 5.05% |
$22.2K - $24.2K
|
2.26K
$513K
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-121- 0.03% |
$22.4K - $24.4K
|
438K
$99.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-122- 2.42% |
$22.6K - $24.6K
|
4.92K
$1.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-127- 4.34% |
$23.5K - $25.6K
|
2.8K
$637K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
SELL
|
- |
-128- 1.33% |
$23.7K - $25.8K
|
9.52K
$2.17M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-129- 3.27% |
$23.9K - $26K
|
3.81K
$867K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-132- 4.08% |
$24.4K - $26.6K
|
3.11K
$706K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-132- 4.08% |
$24.4K - $26.6K
|
3.11K
$706K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-134- 1.75% |
$24.8K - $27K
|
7.52K
$1.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-139- 4.52% |
$25.7K - $28.1K
|
2.94K
$667K
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-142- 2.37% |
$26.3K - $28.7K
|
5.86K
$1.33M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-143- 3.24% |
$26.4K - $28.9K
|
4.27K
$972K
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-143- 97.28% |
$26.4K - $28.9K
|
4
$910
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-143- 82.66% |
$26.4K - $28.9K
|
30
$6.82K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-147- 1.35% |
$27.2K - $29.7K
|
10.7K
$2.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-148- 6.64% |
$27.4K - $29.9K
|
2.08K
$473K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-155- 39.24% |
$28.7K - $31.3K
|
240
$54.6K
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
SELL
|
- |
-160- 21.62% |
$29.6K - $32.3K
|
580
$132K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-162Closed |
$30K - $32.7K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-164- 10.16% |
$30.3K - $33.1K
|
1.45K
$330K
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-170- 10.64% |
$31.4K - $34.3K
|
1.43K
$324K
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-170- 8.58% |
$31.4K - $34.3K
|
1.81K
$412K
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-175- 3.83% |
$32.4K - $35.3K
|
4.4K
$1M
|