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 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
14+ 1.27% |
$2.66K - $2.91K
|
1.12K
$254K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
14+ 0.32% |
$2.66K - $2.91K
|
4.33K
$986K
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
BUY
|
- |
14+ 0.46% |
$2.66K - $2.91K
|
3.03K
$690K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
13+ 0.26% |
$2.47K - $2.7K
|
4.93K
$1.12M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
12+ 0.37% |
$2.28K - $2.49K
|
3.3K
$751K
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
12+ 0.57% |
$2.28K - $2.49K
|
2.11K
$482K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12+ 0.05% |
$2.28K - $2.49K
|
22.3K
$5.09M
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
11+ 0.35% |
$2.09K - $2.29K
|
3.17K
$722K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10+ 250.0% |
$1.9K - $2.08K
|
14
$3.19K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
9+ 19.57% |
$1.71K - $1.87K
|
55
$12.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
9+ 50.0% |
$1.71K - $1.87K
|
27
$6.15K
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
9+ 0.53% |
$1.71K - $1.87K
|
1.7K
$387K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
9+ 0.2% |
$1.71K - $1.87K
|
4.44K
$1.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
8New |
$1.52K - $1.66K
|
8
$1.82K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8+ 0.5% |
$1.52K - $1.66K
|
1.61K
$367K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8+ 0.17% |
$1.52K - $1.66K
|
4.65K
$1.06M
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
8+ 0.42% |
$1.52K - $1.66K
|
1.89K
$431K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
7+ 1.79% |
$1.33K - $1.46K
|
398
$90.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 3.66% |
$1.33K - $1.46K
|
198
$45.1K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7+ 0.25% |
$1.33K - $1.46K
|
2.8K
$637K
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
6+ 0.16% |
$1.14K - $1.25K
|
3.68K
$837K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
5+ 0.08% |
$951 - $1.04K
|
6.22K
$1.42M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5+ 0.3% |
$951 - $1.04K
|
1.7K
$387K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
5+ 0.37% |
$951 - $1.04K
|
1.35K
$307K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 14.71% |
$951 - $1.04K
|
39
$8.88K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
5New |
$951 - $1.04K
|
5
$1.14K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
5+ 10.0% |
$951 - $1.04K
|
55
$12.5K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5+ 0.04% |
$951 - $1.04K
|
13.7K
$3.13M
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5+ 1.78% |
$951 - $1.04K
|
286
$65.2K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
5+ 0.03% |
$951 - $1.04K
|
15.6K
$3.56M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4+ 0.2% |
$761 - $832
|
2.04K
$465K
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
BUY
|
- |
3+ 0.16% |
$571 - $624
|
1.93K
$440K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.06% |
$571 - $624
|
4.8K
$1.09M
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3New |
$571 - $624
|
3
$683
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 0.36% |
$571 - $624
|
825
$188K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.11% |
$380 - $416
|
1.83K
$417K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
2+ 0.12% |
$380 - $416
|
1.62K
$368K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
2+ 0.18% |
$380 - $416
|
1.14K
$259K
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
2+ 0.12% |
$380 - $416
|
1.63K
$371K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2+ 0.08% |
$380 - $416
|
2.4K
$546K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
2+ 5.88% |
$380 - $416
|
36
$8.2K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
2+ 0.07% |
$380 - $416
|
2.97K
$676K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
2+ 1.68% |
$380 - $416
|
121
$27.6K
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
2New |
$380 - $416
|
2
$456
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.44% |
$380 - $416
|
453
$103K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.12% |
$380 - $416
|
1.64K
$373K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2+ 1.04% |
$380 - $416
|
194
$44.2K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2+ 0.08% |
$380 - $416
|
2.46K
$560K
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2+ 0.15% |
$380 - $416
|
1.34K
$305K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1+ 0.06% |
$190 - $208
|
1.81K
$413K
|