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 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-639- 32.14% |
$118K - $129K
|
1.35K
$307K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-654- 4.21% |
$121K - $132K
|
14.9K
$3.38M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-673- 13.5% |
$124K - $136K
|
4.31K
$981K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-697- 0.34% |
$129K - $141K
|
201K
$45.8M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-703- 89.21% |
$130K - $142K
|
85
$19.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-707- 33.48% |
$131K - $143K
|
1.41K
$319K
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-712- 0.84% |
$132K - $144K
|
84.1K
$19.1M
|
|
|
Sep 30, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-722- 36.46% |
$133K - $146K
|
1.26K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-726- 39.14% |
$134K - $147K
|
1.13K
$257K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-745- 0.26% |
$138K - $150K
|
286K
$65.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-759- 13.93% |
$140K - $153K
|
4.69K
$1.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-776- 6.06% |
$143K - $157K
|
12K
$2.74M
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-779- 0.79% |
$144K - $157K
|
97.6K
$22.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-790- 1.36% |
$146K - $159K
|
57.2K
$13M
|
|
|
Jan 16, 2024
Q4 2023
|
Churchill Management Corp
|
SELL
|
- |
-797- 2.37% |
$147K - $161K
|
32.8K
$7.45M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-800- 2.61% |
$148K - $161K
|
29.8K
$6.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-800- 5.32% |
$148K - $161K
|
14.2K
$3.24M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-820- 2.93% |
$152K - $166K
|
27.2K
$6.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-825- 4.52% |
$153K - $167K
|
17.4K
$3.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-856- 8.13% |
$158K - $173K
|
9.68K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-873- 16.33% |
$161K - $176K
|
4.47K
$1.02M
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-885- 1.5% |
$164K - $179K
|
58.3K
$13.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-894- 2.17% |
$165K - $180K
|
40.4K
$9.18M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-914- 5.23% |
$169K - $185K
|
16.6K
$3.76M
|
|
|
Jan 11, 2024
Q4 2023
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-947- 5.97% |
$175K - $191K
|
14.9K
$3.39M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-998- 90.98% |
$185K - $201K
|
99
$22.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-1.04K- 8.64% |
$192K - $209K
|
11K
$2.49M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-1.06K- 0.76% |
$196K - $214K
|
139K
$31.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-1.09K- 6.35% |
$201K - $219K
|
16K
$3.64M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-1.1K- 82.36% |
$203K - $221K
|
235
$53.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.12K- 10.01% |
$207K - $226K
|
10.1K
$2.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Beck Bode, LLC
|
SELL
|
- |
-1.13K- 19.39% |
$209K - $228K
|
4.7K
$1.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-1.14K- 0.38% |
$211K - $230K
|
296K
$67.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-1.15K- 33.96% |
$213K - $233K
|
2.24K
$509K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.15K- 7.78% |
$213K - $233K
|
13.7K
$3.11M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.18K- 1.38% |
$218K - $238K
|
84.5K
$19.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.21K- 49.47% |
$224K - $245K
|
1.24K
$282K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.23K- 24.26% |
$227K - $247K
|
3.83K
$870K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.23K- 1.18% |
$228K - $249K
|
103K
$23.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.24K- 8.92% |
$229K - $250K
|
12.7K
$2.88M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-1.25K- 12.05% |
$231K - $252K
|
9.12K
$2.07M
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-1.29K- 1.82% |
$239K - $261K
|
69.8K
$15.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-1.3K- 4.48% |
$240K - $262K
|
27.7K
$6.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.33K- 87.52% |
$245K - $268K
|
189
$43K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.33K- 10.5% |
$246K - $268K
|
11.3K
$2.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-1.34K- 2.36% |
$248K - $271K
|
55.6K
$12.6M
|
|
|
Feb 14, 2024
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-1.35K- 12.16% |
$249K - $272K
|
9.72K
$2.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.36K- 2.25% |
$251K - $274K
|
58.9K
$13.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Jlb & Associates Inc
|
SELL
|
- |
-1.37K- 1.91% |
$252K - $276K
|
70.1K
$15.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.37K- 1.43% |
$254K - $277K
|
94.4K
$21.5M
|