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
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.87K+ 59.42% |
$1.45M - $1.59M
|
21.1K
$4.8M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
7.84K+ 127.6% |
$1.45M - $1.58M
|
14K
$3.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
7.62K+ 1.15% |
$1.41M - $1.54M
|
672K
$153M
|
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
7.29KNew |
$1.35M - $1.47M
|
7.29K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.05K+ 7.37% |
$1.3M - $1.42M
|
103K
$23.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
6.81KNew |
$1.26M - $1.38M
|
6.81K
$1.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
6.72KNew |
$1.24M - $1.36M
|
6.72K
$1.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
6.71K+ 0.69% |
$1.24M - $1.35M
|
977K
$222M
|
|
|
Feb 13, 2024
Q4 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
6.52KNew |
$1.2M - $1.32M
|
6.52K
$1.48M
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
6.51K+ 150.86% |
$1.2M - $1.31M
|
10.8K
$2.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.45KNew |
$1.19M - $1.3M
|
6.45K
$1.47M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
6.34K+ 7.27% |
$1.17M - $1.28M
|
93.6K
$21.3M
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
BUY
|
- |
6.28K+ 10.6% |
$1.16M - $1.27M
|
65.5K
$14.9M
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
6K+ 3.11% |
$1.11M - $1.21M
|
199K
$45.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
5.94KNew |
$1.1M - $1.2M
|
5.94K
$1.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
5.88K+ 188.1% |
$1.09M - $1.19M
|
9K
$2.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
5.54KNew |
$1.02M - $1.12M
|
5.54K
$1.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
5.48K+ 2.02% |
$1.01M - $1.11M
|
276K
$62.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
BUY
|
- |
5.41KNew |
$1M - $1.09M
|
5.41K
$1.23M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
5.38K+ 19.49% |
$995K - $1.09M
|
33K
$7.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
5.2KNew |
$961K - $1.05M
|
5.2K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
5.12KNew |
$947K - $1.03M
|
5.12K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.06K+ 29.21% |
$936K - $1.02M
|
22.4K
$5.09M
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
5.02KNew |
$927K - $1.01M
|
5.02K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
5K+ 98.91% |
$925K - $1.01M
|
10.1K
$2.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
4.98K+ 2.35% |
$921K - $1.01M
|
217K
$49.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
4.95K+ 1.76% |
$915K - $998K
|
285K
$64.9M
|
|
|
Jan 29, 2025
Q4 2023
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
4.92KNew |
$910K - $994K
|
4.92K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
4.9KNew |
$906K - $989K
|
4.9K
$1.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
4.78KNew |
$884K - $965K
|
4.78K
$1.09M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
4.76K+ 153.5% |
$880K - $961K
|
7.86K
$1.79M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.69K+ 1.59% |
$868K - $947K
|
300K
$68.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
4.69K+ 8.81% |
$867K - $947K
|
57.9K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4.68K+ 74.65% |
$866K - $945K
|
11K
$2.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.59K+ 9.01% |
$848K - $926K
|
55.5K
$12.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.58KNew |
$846K - $924K
|
4.58K
$1.04M
|
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
4.45K+ 157.04% |
$823K - $899K
|
7.29K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
4.4K+ 2.85% |
$814K - $889K
|
159K
$36.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.27K+ 90.88% |
$789K - $861K
|
8.96K
$2.04M
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
4.13K+ 49.79% |
$763K - $833K
|
12.4K
$2.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
4.11KNew |
$759K - $829K
|
4.11K
$933K
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
4.09K+ 14.49% |
$757K - $826K
|
32.3K
$7.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.01K+ 0.67% |
$742K - $810K
|
605K
$138M
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
3.99KNew |
$738K - $806K
|
3.99K
$908K
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.94KNew |
$728K - $795K
|
3.94K
$896K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.94KNew |
$728K - $795K
|
3.94K
$895K
|
|
|
Feb 07, 2024
Q4 2023
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
3.91K+ 35.69% |
$723K - $789K
|
14.9K
$3.38M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.86KNew |
$714K - $780K
|
3.86K
$878K
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
3.85K+ 1.42% |
$711K - $777K
|
275K
$62.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.83K+ 27.39% |
$709K - $774K
|
17.8K
$4.06M
|