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MARSH & MCLENNAN COS INC
MARSH & MCLENNAN COS INC. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 743 Institutional holders with a total value of $32,604,469,368.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CUTLER GROUP LLC / CA 2,400 0 0.00% Put
2 BNP PARIBAS FINANCIAL MARKETS 10 170 0.00% Put
3 Baystate Wealth Management LLC 10 1,000 0.00%
4 SRS CAPITAL ADVISORS, INC. 19 1,000 0.00% SH
5 Mitsubishi UFJ Securities Holdings Co., Ltd. 20 1,000 0.00%
6 PATHSTONE FAMILY OFFICE, LLC 23 2,000 0.00%
7 NEXT Financial Group, Inc 30 2,000 0.00%
8 Vantage Investment Advisors, LLC 30 2,000 0.00%
9 Transamerica Financial Advisors, LLC 20 2,000 0.00%
10 PINNACLE BANCORP, INC. 32 2,000 0.00% SH
11 FIRST INTERSTATE BANK 35 3,000 0.00%
12 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 44 3,000 0.00%
13 CENTRAL BANK & TRUST CO 36 3,000 0.00%
14 Harbour Capital Advisors, LLC 45 3,325 0.00%
15 Whitnell & Co. 56 4,000 0.00%
16 Oakworth Capital, Inc. 55 4,000 0.00%
17 THOMPSON DAVIS & CO., INC. 56 4,000 0.00%
18 Financial Management Professionals, Inc. 62 4,000 0.00%
19 Catamount Wealth Management 59 4,000 0.00%
20 Cable Hill Partners, LLC 65 5,000 0.00%
21 OMNIA FAMILY WEALTH, LLC 74 5,000 0.00%
22 Hillsdale Investment Management Inc. 80 6,000 0.00%
23 Barnett & Company, Inc. 80 6,000 0.00%
24 ATWOOD & PALMER INC 75 6,000 0.00%
25 HOWE & RUSLING INC 99 7,000 0.00%
26 MOTCO 98 7,000 0.00%
27 Allworth Financial LP 93 7,000 0.00%
28 STUART CHAUSSEE & ASSOCIATES, INC. 97 7,000 0.00%
29 Private Ocean, LLC 100 7,000 0.00%
30 MCF Advisors LLC 100 7,000 0.00%
31 PFLUG KOORY, LLC 100 7,000 0.00%
32 MV CAPITAL MANAGEMENT, INC. 103 8,000 0.00%
33 QCI ASSET MANAGEMENT INC/NY 112 8,000 0.00%
34 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 106 8,000 0.00%
35 Parkside Financial Bank & Trust 113 8,000 0.00%
36 MEEDER ASSET MANAGEMENT INC 127 9,000 0.00%
37 FRED ALGER MANAGEMENT, LLC 119 9,000 0.00%
38 TRUST DEPARTMENT MB FINANCIAL BANK N A 130 10,000 0.00%
39 NewSquare Capital LLC 133 10,000 0.00%
40 M&R CAPITAL MANAGEMENT INC 162 11,000 0.00%
41 WESTSIDE INVESTMENT MANAGEMENT, INC. 155 11,374 0.00%
42 Hanson & Doremus Investment Management 163 12,000 0.00%
43 ALPHA OMEGA WEALTH MANAGEMENT LLC 185 14,000 0.00%
44 EDMOND DE ROTHSCHILD HOLDING S.A. 184 14,000 0.00%
45 Apriem Advisors 200 15,000 0.00%
46 SMITH ASSET MANAGEMENT GROUP LP 210 15,000 0.00%
47 KRILOGY FINANCIAL LLC 239 16,000 0.00%
48 DELTA ASSET MANAGEMENT LLC/TN 224 17,000 0.00%
49 ALPHA WINDWARD LLC 240 18,000 0.00%
50 Tarbox Family Office, Inc. 272 20,000 0.00%
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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.