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 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
177+ 1.07% |
$33.7K - $36.8K
|
16.7K
$3.81M
|
|
|
May 10, 2024
Q1 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
172+ 0.01% |
$32.7K - $35.8K
|
1.4M
$320M
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
170+ 8.1% |
$32.3K - $35.3K
|
2.27K
$517K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
170New |
$32.3K - $35.3K
|
170
$38.7K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
169+ 1.54% |
$32.1K - $35.1K
|
11.1K
$2.53M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
166+ 0.41% |
$31.6K - $34.5K
|
40.9K
$9.32M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
160+ 47.9% |
$30.4K - $33.3K
|
494
$113K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
158New |
$30K - $32.8K
|
158
$36K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
157+ 9.82% |
$29.9K - $32.6K
|
1.76K
$400K
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
150+ 2.01% |
$28.5K - $31.2K
|
7.61K
$1.73M
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
149+ 22.96% |
$28.3K - $31K
|
798
$182K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
149+ 63.95% |
$28.3K - $31K
|
382
$87K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
148+ 11.42% |
$28.1K - $30.8K
|
1.44K
$329K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
146+ 3.56% |
$27.8K - $30.4K
|
4.25K
$969K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
145+ 12.3% |
$27.6K - $30.1K
|
1.32K
$302K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
145+ 3.78% |
$27.6K - $30.1K
|
3.99K
$908K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
145+ 7.19% |
$27.6K - $30.1K
|
2.16K
$493K
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
144+ 0.8% |
$27.4K - $29.9K
|
18.2K
$4.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
143+ 1.46% |
$27.2K - $29.7K
|
9.92K
$2.26M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
143+ 3.86% |
$27.2K - $29.7K
|
3.85K
$877K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
141+ 27.98% |
$26.8K - $29.3K
|
645
$147K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
137+ 3.39% |
$26.1K - $28.5K
|
4.18K
$952K
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
134+ 9.13% |
$25.5K - $27.9K
|
1.6K
$365K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
132+ 3.59% |
$25.1K - $27.4K
|
3.81K
$868K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
130+ 9.75% |
$24.7K - $27K
|
1.46K
$334K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
129New |
$24.5K - $26.8K
|
129
$29.4K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
129+ 1.28% |
$24.5K - $26.8K
|
10.2K
$2.33M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
126+ 5.36% |
$24K - $26.2K
|
2.48K
$564K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
126+ 0.87% |
$24K - $26.2K
|
14.7K
$3.35M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
124New |
$23.6K - $25.8K
|
124
$28.2K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
122+ 59.22% |
$23.2K - $25.4K
|
328
$74.7K
|
|
|
May 14, 2024
Q1 2024
|
X Square Capital, LLC
|
BUY
|
- |
121+ 4.34% |
$23K - $25.2K
|
2.91K
$662K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
120New |
$22.8K - $24.9K
|
120
$27.3K
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
120+ 7.54% |
$22.8K - $24.9K
|
1.71K
$390K
|
|
|
May 08, 2024
Q1 2024
|
Humankind Investments LLC
|
BUY
|
- |
119+ 6.98% |
$22.6K - $24.7K
|
1.83K
$416K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
119+ 10.31% |
$22.6K - $24.7K
|
1.27K
$290K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
113+ 7.18% |
$21.5K - $23.5K
|
1.69K
$384K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
106+ 5.61% |
$20.2K - $22K
|
1.99K
$454K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
103+ 7.28% |
$19.6K - $21.4K
|
1.52K
$346K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
103+ 11.38% |
$19.6K - $21.4K
|
1.01K
$230K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
102+ 8.75% |
$19.4K - $21.2K
|
1.27K
$289K
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
97New |
$18.4K - $20.2K
|
97
$22.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
97+ 1.51% |
$18.4K - $20.2K
|
6.51K
$1.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
96+ 1.1% |
$18.3K - $20K
|
8.84K
$2.01M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
92+ 5.05% |
$17.5K - $19.1K
|
1.91K
$436K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
89+ 1.87% |
$16.9K - $18.5K
|
4.86K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
88New |
$16.7K - $18.3K
|
88
$20K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
88New |
$16.7K - $18.3K
|
88
$20K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
87New |
$16.5K - $18.1K
|
87
$19.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
85+ 0.88% |
$16.2K - $17.7K
|
9.76K
$2.22M
|