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 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
57+ 15.83% |
$10.8K - $11.9K
|
417
$82.3K
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
56+ 15.56% |
$10.6K - $11.6K
|
416
$82.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
54+ 4.09% |
$10.3K - $11.2K
|
1.38K
$271K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
54+ 1.61% |
$10.3K - $11.2K
|
3.41K
$673K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
53+ 3.1% |
$10.1K - $11K
|
1.76K
$348K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
53+ 2.9% |
$10.1K - $11K
|
1.88K
$371K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
53+ 2.58% |
$10.1K - $11K
|
2.11K
$416K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
53+ 3.54% |
$10.1K - $11K
|
1.55K
$306K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
51+ 0.87% |
$9.7K - $10.6K
|
5.95K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
51+ 2.28% |
$9.7K - $10.6K
|
2.29K
$451K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
48+ 0.64% |
$9.13K - $9.98K
|
7.5K
$1.48M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
47+ 1.17% |
$8.94K - $9.77K
|
4.06K
$801K
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
46+ 2.62% |
$8.75K - $9.56K
|
1.8K
$356K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
46New |
$8.75K - $9.56K
|
46
$9.08K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
46+ 16.14% |
$8.75K - $9.56K
|
331
$65.3K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
45+ 0.18% |
$8.56K - $9.36K
|
25.1K
$4.95M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
44+ 6.33% |
$8.37K - $9.15K
|
739
$146K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
43New |
$8.18K - $8.94K
|
43
$8.49K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
43+ 10.07% |
$8.18K - $8.94K
|
470
$92.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
43+ 2.12% |
$8.18K - $8.94K
|
2.07K
$409K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
43+ 2.84% |
$8.18K - $8.94K
|
1.56K
$307K
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
43+ 2.2% |
$8.18K - $8.94K
|
2K
$394K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
42+ 55.26% |
$7.99K - $8.73K
|
118
$23.3K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
42+ 1.89% |
$7.99K - $8.73K
|
2.27K
$448K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
40New |
$7.61K - $8.32K
|
40
$7.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
39+ 3.23% |
$7.42K - $8.11K
|
1.25K
$246K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
39New |
$7.42K - $8.11K
|
39
$7.7K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
37+ 1.28% |
$7.04K - $7.69K
|
2.92K
$577K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
36+ 0.47% |
$6.85K - $7.48K
|
7.74K
$1.53M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
36New |
$6.85K - $7.48K
|
36
$7.11K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
35+ 11.86% |
$6.66K - $7.28K
|
330
$65.1K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
35+ 1.03% |
$6.66K - $7.28K
|
3.44K
$679K
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
35+ 1.56% |
$6.66K - $7.28K
|
2.28K
$450K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
35+ 1.17% |
$6.66K - $7.28K
|
3.03K
$599K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
34+ 2.38% |
$6.47K - $7.07K
|
1.46K
$289K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
33New |
$6.28K - $6.86K
|
33
$6.51K
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
32+ 0.03% |
$6.09K - $6.65K
|
108K
$21.3M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
32New |
$6.09K - $6.65K
|
32
$6.32K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
31+ 10.44% |
$5.9K - $6.44K
|
328
$64.7K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
31+ 3.73% |
$5.9K - $6.44K
|
861
$170K
|
|
|
Apr 24, 2024
Q1 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
30+ 1.97% |
$5.71K - $6.24K
|
1.55K
$306K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
30+ 1.33% |
$5.71K - $6.24K
|
2.29K
$451K
|
|
|
May 15, 2024
Q1 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
28+ 1.66% |
$5.32K - $5.82K
|
1.71K
$338K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
27+ 12.92% |
$5.13K - $5.61K
|
236
$46.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
25+ 2.55% |
$4.75K - $5.2K
|
1.01K
$198K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
24+ 0.94% |
$4.56K - $4.99K
|
2.57K
$508K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
23+ 7.67% |
$4.37K - $4.78K
|
323
$63.8K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
23+ 0.59% |
$4.37K - $4.78K
|
3.92K
$773K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
22+ 0.77% |
$4.18K - $4.57K
|
2.88K
$569K
|
|
|
Apr 26, 2024
Q1 2024
|
Harrington Investments, Inc
|
BUY
|
- |
22+ 0.08% |
$4.18K - $4.57K
|
26.6K
$5.25M
|