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 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
106+ 5.61% |
$20.2K - $22K
|
1.99K
$394K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
103+ 7.28% |
$19.6K - $21.4K
|
1.52K
$299K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
103+ 11.38% |
$19.6K - $21.4K
|
1.01K
$199K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
102+ 8.75% |
$19.4K - $21.2K
|
1.27K
$250K
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
100+ 1.73% |
$19K - $20.8K
|
5.88K
$1.16M
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
99+ 24.57% |
$18.8K - $20.6K
|
502
$99.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
97New |
$18.4K - $20.2K
|
97
$19.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
97+ 1.51% |
$18.4K - $20.2K
|
6.51K
$1.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
96+ 1.1% |
$18.3K - $20K
|
8.84K
$1.75M
|
|
|
Jul 25, 2025
Q1 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
94+ 5.07% |
$17.9K - $19.5K
|
1.95K
$385K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
92+ 5.05% |
$17.5K - $19.1K
|
1.91K
$378K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
89+ 1.87% |
$16.9K - $18.5K
|
4.86K
$959K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
88New |
$16.7K - $18.3K
|
88
$17.4K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
88New |
$16.7K - $18.3K
|
88
$17.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
87New |
$16.5K - $18.1K
|
87
$17.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
85+ 0.88% |
$16.2K - $17.7K
|
9.76K
$1.93M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
83+ 0.32% |
$15.8K - $17.3K
|
25.7K
$5.06M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
82+ 5.68% |
$15.6K - $17K
|
1.53K
$301K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
80+ 1.86% |
$15.2K - $16.6K
|
4.38K
$865K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
80New |
$15.2K - $16.6K
|
80
$15.8K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
80+ 52.63% |
$15.2K - $16.6K
|
232
$45.8K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
80+ 6.36% |
$15.2K - $16.6K
|
1.34K
$264K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
78New |
$14.8K - $16.2K
|
78
$15.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
75+ 20.72% |
$14.3K - $15.6K
|
437
$86.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
74+ 2.96% |
$14.1K - $15.4K
|
2.57K
$508K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
73+ 6.89% |
$13.9K - $15.2K
|
1.13K
$224K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
72+ 22.09% |
$13.7K - $15K
|
398
$78.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
71+ 5.04% |
$13.5K - $14.8K
|
1.48K
$292K
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
71+ 42.26% |
$13.5K - $14.8K
|
239
$47.2K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
71New |
$13.5K - $14.8K
|
71
$14K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
70+ 179.49% |
$13.3K - $14.6K
|
109
$21.5K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
69+ 6.21% |
$13.1K - $14.3K
|
1.18K
$233K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
68+ 3.83% |
$12.9K - $14.1K
|
1.84K
$364K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
68+ 0.69% |
$12.9K - $14.1K
|
9.86K
$1.95M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
68+ 0.09% |
$12.9K - $14.1K
|
77.1K
$15.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
67+ 3.36% |
$12.7K - $13.9K
|
2.06K
$407K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
66+ 10.31% |
$12.6K - $13.7K
|
706
$139K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
65+ 0.97% |
$12.4K - $13.5K
|
6.74K
$1.33M
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
64+ 0.1% |
$12.2K - $13.3K
|
65.5K
$12.9M
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
BUY
|
- |
64+ 1.05% |
$12.2K - $13.3K
|
6.14K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
64+ 1.13% |
$12.2K - $13.3K
|
5.71K
$1.13M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
63+ 2.53% |
$12K - $13.1K
|
2.55K
$504K
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
63+ 2.12% |
$12K - $13.1K
|
3.03K
$599K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
61New |
$11.6K - $12.7K
|
61
$12K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
60+ 3.24% |
$11.4K - $12.5K
|
1.91K
$377K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
59+ 0.87% |
$11.2K - $12.3K
|
6.82K
$1.35M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
59+ 3.51% |
$11.2K - $12.3K
|
1.74K
$344K
|
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
58+ 1.01% |
$11K - $12.1K
|
5.77K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
58+ 42.34% |
$11K - $12.1K
|
195
$38.5K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
57New |
$10.8K - $11.9K
|
57
$11.3K
|