Purchases and Sales Made in Q1 2024 in Marsh & Mclennan Companies, Inc. (MMC)
This table provides information about the institutional ownership of Marsh & Mclennan Companies, Inc. (MMC) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
435+ 10.69% |
$82.7K - $90.4K
|
4.5K
$947K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
430+ 8.83% |
$81.8K - $89.4K
|
5.3K
$1.11M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
BUY
|
- |
419+ 24.88% |
$79.7K - $87.1K
|
2.1K
$442K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
415+ 10.74% |
$78.9K - $86.3K
|
4.28K
$900K
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
401+ 0.52% |
$76.3K - $83.4K
|
77.5K
$16.3M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
400+ 1.32% |
$76.1K - $83.2K
|
30.8K
$6.47M
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
389+ 3.23% |
$74K - $80.9K
|
12.4K
$2.61M
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
376+ 31.18% |
$71.5K - $78.2K
|
1.58K
$333K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
363+ 7.71% |
$69K - $75.5K
|
5.07K
$1.07M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
362+ 23.49% |
$68.8K - $75.3K
|
1.9K
$400K
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
361+ 0.52% |
$68.7K - $75.1K
|
70.1K
$14.7M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
360+ 112.85% |
$68.5K - $74.8K
|
679
$143K
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
355+ 612.07% |
$67.5K - $73.8K
|
413
$86.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
BUY
|
- |
350+ 6.02% |
$66.6K - $72.8K
|
6.17K
$1.3M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
348+ 15.89% |
$66.2K - $72.3K
|
2.54K
$534K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
343+ 6.46% |
$65.2K - $71.3K
|
5.65K
$1.19M
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
335+ 18.8% |
$63.7K - $69.6K
|
2.12K
$445K
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
330+ 0.86% |
$62.8K - $68.6K
|
38.9K
$8.17M
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
328+ 0.81% |
$62.4K - $68.2K
|
41K
$8.62M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
326+ 2.13% |
$62K - $67.8K
|
15.6K
$3.29M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
322+ 2.48% |
$61.2K - $66.9K
|
13.3K
$2.8M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
322+ 15.93% |
$61.2K - $66.9K
|
2.34K
$493K
|
|
|
May 15, 2024
Q1 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
320+ 3.88% |
$60.9K - $66.5K
|
8.57K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
312+ 16.37% |
$59.3K - $64.9K
|
2.22K
$466K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
312+ 7.41% |
$59.3K - $64.9K
|
4.52K
$951K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
303+ 16.92% |
$57.6K - $63K
|
2.09K
$440K
|
|
|
Apr 30, 2024
Q1 2024
|
Dillon & Associates Inc
|
BUY
|
- |
300+ 20.0% |
$57.1K - $62.4K
|
1.8K
$379K
|
|
|
May 09, 2024
Q1 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
300+ 18.62% |
$57.1K - $62.4K
|
1.91K
$402K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
298New |
$56.7K - $62K
|
298
$62.7K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
298+ 0.4% |
$56.7K - $62K
|
75.2K
$15.8M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
291+ 3.75% |
$55.3K - $60.5K
|
8.06K
$1.69M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
290+ 10.26% |
$55.1K - $60.3K
|
3.12K
$655K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
283+ 4.86% |
$53.8K - $58.8K
|
6.1K
$1.28M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
276+ 5.11% |
$52.5K - $57.4K
|
5.68K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
269+ 3.0% |
$51.2K - $55.9K
|
9.23K
$1.94M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
262+ 16.56% |
$49.8K - $54.5K
|
1.84K
$388K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
256+ 5.3% |
$48.7K - $53.2K
|
5.09K
$1.07M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
253New |
$48.1K - $52.6K
|
253
$53.2K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
250New |
$47.5K - $52K
|
250
$52.6K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
245+ 7.57% |
$46.6K - $50.9K
|
3.48K
$732K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
243+ 18.13% |
$46.2K - $50.5K
|
1.58K
$333K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
239+ 1.27% |
$45.5K - $49.7K
|
19.1K
$4.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
235+ 0.8% |
$44.7K - $48.9K
|
29.6K
$6.23M
|
|
|
May 15, 2024
Q1 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
235+ 1.57% |
$44.7K - $48.9K
|
15.2K
$3.19M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
228New |
$43.4K - $47.4K
|
228
$47.9K
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
225New |
$42.8K - $46.8K
|
225
$47.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
220+ 19.66% |
$41.8K - $45.7K
|
1.34K
$282K
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
216New |
$41.1K - $44.9K
|
216
$45.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
214+ 4.31% |
$40.7K - $44.5K
|
5.18K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
214+ 0.14% |
$40.7K - $44.5K
|
152K
$32M
|