Dark
Light
System
Security
MARSH & MCLENNAN COS INC
MARSH & MCLENNAN COS INC. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 759 Institutional holders with a total value of $29,570,142,414.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CUTLER GROUP LLC / CA 200 0 0.00% Call
2 CREATIVE FINANCIAL DESIGNS INC /ADV 2 0 0.00%
3 CUTLER GROUP LLC / CA 1,800 0 0.00% Put
4 KANALY TRUST CO 10 1,000 0.00%
5 SRS CAPITAL ADVISORS, INC. 19 1,000 0.00% SH
6 FineMark National Bank & Trust 15 1,000 0.00%
7 INDEPENDENT ADVISOR ALLIANCE 19 1,292 0.00%
8 Vantage Investment Advisors, LLC 30 2,000 0.00%
9 FIRST INTERSTATE BANK 35 2,000 0.00%
10 Archford Capital Strategies, LLC 40 2,000 0.00%
11 Avior Wealth Management, LLC 32 2,000 0.00%
12 BNP PARIBAS FINANCIAL MARKETS 100 2,000 0.00% Call
13 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 44 3,000 0.00%
14 Transamerica Financial Advisors, LLC 34 3,000 0.00%
15 Mitsubishi UFJ Securities Holdings Co., Ltd. 40 3,000 0.00%
16 ISRAEL DISCOUNT BANK OF NEW YORK 40 3,000 0.00%
17 FT OPTIONS LLC 10,000 3,000 0.00% Put
18 Sunbelt Securities, Inc. 55 3,717 0.00%
19 Cable Hill Partners, LLC 65 4,000 0.00%
20 Allworth Financial LP 66 4,000 0.00%
21 Financial Management Professionals, Inc. 62 4,000 0.00%
22 THOMPSON DAVIS & CO., INC. 56 4,000 0.00%
23 CWM, LLC 63 4,000 0.00%
24 Catamount Wealth Management 59 4,000 0.00%
25 Hillsdale Investment Management Inc. 75 5,000 0.00%
26 OMNIA FAMILY WEALTH, LLC 74 5,000 0.00%
27 ATWOOD & PALMER INC 75 5,000 0.00%
28 Barnett & Company, Inc. 80 5,000 0.00%
29 First Horizon Advisors, Inc. 94 6,000 0.00%
30 FUSION FAMILY WEALTH, LLC 102 6,000 0.00% SH
31 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 106 7,000 0.00%
32 PFLUG KOORY, LLC 100 7,000 0.00%
33 MV CAPITAL MANAGEMENT, INC. 103 7,000 0.00%
34 HOWE & RUSLING INC 105 7,000 0.00%
35 Private Ocean, LLC 100 7,000 0.00%
36 BARCLAYS PLC 100 7,000 0.00% Put
37 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 133 8,000 0.00%
38 EDMOND DE ROTHSCHILD HOLDING S.A. 111 8,000 0.00%
39 Parkside Financial Bank & Trust 113 8,000 0.00%
40 FRED ALGER MANAGEMENT, LLC 119 8,000 0.00%
41 NewSquare Capital LLC 133 9,000 0.00%
42 Oakworth Capital, Inc. 135 9,000 0.00%
43 SMITH ASSET MANAGEMENT GROUP LP 150 10,000 0.00%
44 WESTSIDE INVESTMENT MANAGEMENT, INC. 155 10,453 0.00%
45 TRUST DEPARTMENT MB FINANCIAL BANK N A 159 11,000 0.00%
46 DELTA ASSET MANAGEMENT LLC/TN 170 11,000 0.00%
47 M&R CAPITAL MANAGEMENT INC 181 12,000 0.00%
48 FT OPTIONS LLC 27,500 13,000 0.00% Call
49 ALPHA OMEGA WEALTH MANAGEMENT LLC 185 13,000 0.00%
50 BNP PARIBAS FINANCIAL MARKETS 409 13,009 0.00% Put
Page 1 of 16

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.