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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
83+ 0.32% |
$15.8K - $17.3K
|
25.7K
$5.84M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
82+ 5.68% |
$15.6K - $17K
|
1.53K
$348K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
80+ 1.86% |
$15.2K - $16.6K
|
4.38K
$998K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
80New |
$15.2K - $16.6K
|
80
$18.2K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
80+ 52.63% |
$15.2K - $16.6K
|
232
$52.9K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
80+ 6.36% |
$15.2K - $16.6K
|
1.34K
$305K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
78New |
$14.8K - $16.2K
|
78
$17.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
75+ 20.72% |
$14.3K - $15.6K
|
437
$99.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
74+ 2.96% |
$14.1K - $15.4K
|
2.57K
$586K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
73+ 6.89% |
$13.9K - $15.2K
|
1.13K
$258K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
72+ 22.09% |
$13.7K - $15K
|
398
$90.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
71+ 5.04% |
$13.5K - $14.8K
|
1.48K
$337K
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
71+ 42.26% |
$13.5K - $14.8K
|
239
$54.4K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
71New |
$13.5K - $14.8K
|
71
$16.2K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
70+ 179.49% |
$13.3K - $14.6K
|
109
$24.8K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
69+ 6.21% |
$13.1K - $14.3K
|
1.18K
$269K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
68+ 3.83% |
$12.9K - $14.1K
|
1.84K
$420K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
68+ 0.69% |
$12.9K - $14.1K
|
9.86K
$2.25M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
68+ 0.09% |
$12.9K - $14.1K
|
77.1K
$17.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
67+ 3.36% |
$12.7K - $13.9K
|
2.06K
$469K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
66+ 10.31% |
$12.6K - $13.7K
|
706
$161K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
65+ 0.97% |
$12.4K - $13.5K
|
6.74K
$1.53M
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
64+ 0.1% |
$12.2K - $13.3K
|
65.5K
$14.9M
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
BUY
|
- |
64+ 1.05% |
$12.2K - $13.3K
|
6.14K
$1.4M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
64+ 1.13% |
$12.2K - $13.3K
|
5.71K
$1.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
63+ 2.53% |
$12K - $13.1K
|
2.55K
$582K
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
63+ 2.12% |
$12K - $13.1K
|
3.03K
$691K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
61New |
$11.6K - $12.7K
|
61
$13.9K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
60+ 3.24% |
$11.4K - $12.5K
|
1.91K
$435K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
59+ 0.87% |
$11.2K - $12.3K
|
6.82K
$1.55M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
59+ 3.51% |
$11.2K - $12.3K
|
1.74K
$397K
|
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
58+ 1.01% |
$11K - $12.1K
|
5.77K
$1.32M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
58+ 42.34% |
$11K - $12.1K
|
195
$44.4K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
57New |
$10.8K - $11.9K
|
57
$13K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
57+ 15.83% |
$10.8K - $11.9K
|
417
$95K
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
56+ 15.56% |
$10.6K - $11.6K
|
416
$94.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
54+ 4.09% |
$10.3K - $11.2K
|
1.38K
$313K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
54+ 1.61% |
$10.3K - $11.2K
|
3.41K
$777K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
53+ 3.1% |
$10.1K - $11K
|
1.76K
$401K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
53+ 2.9% |
$10.1K - $11K
|
1.88K
$428K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
53+ 2.58% |
$10.1K - $11K
|
2.11K
$480K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
53+ 3.54% |
$10.1K - $11K
|
1.55K
$353K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
51+ 0.87% |
$9.7K - $10.6K
|
5.95K
$1.35M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
51+ 2.28% |
$9.7K - $10.6K
|
2.29K
$521K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
48+ 0.64% |
$9.13K - $9.98K
|
7.5K
$1.71M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
47+ 1.17% |
$8.94K - $9.77K
|
4.06K
$924K
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
46+ 2.62% |
$8.75K - $9.56K
|
1.8K
$411K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
46New |
$8.75K - $9.56K
|
46
$10.5K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
46+ 16.14% |
$8.75K - $9.56K
|
331
$75.4K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
45+ 0.18% |
$8.56K - $9.36K
|
25.1K
$5.72M
|