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 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1+ 0.01% |
$190 - $208
|
6.91K
$1.57M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 0.32% |
$190 - $208
|
312
$71.1K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
1+ 0.03% |
$190 - $208
|
3.11K
$708K
|
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.08% |
$190 - $208
|
1.28K
$292K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 1.56% |
$190 - $208
|
65
$14.8K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.94% |
$190 - $208
|
107
$24.4K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 3.33% |
$190 - $208
|
29
$6.61K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1- 0.53% |
$190 - $208
|
189
$43.1K
|
|
|
Apr 12, 2024
Q1 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-2- 0.16% |
$380 - $416
|
1.21K
$276K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 1.16% |
$380 - $416
|
171
$39K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-3- 0.1% |
$571 - $624
|
3.12K
$710K
|
|
|
May 14, 2024
Q1 2024
|
Lgt Group Foundation
|
SELL
|
- |
-3- 0.02% |
$571 - $624
|
18.4K
$4.18M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-4- 1.04% |
$761 - $832
|
379
$86.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-4- 0.04% |
$761 - $832
|
8.93K
$2.03M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4- 0.3% |
$761 - $832
|
1.33K
$302K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4- 6.78% |
$761 - $832
|
55
$12.5K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5- 0.41% |
$951 - $1.04K
|
1.22K
$278K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-6- 0.14% |
$1.14K - $1.25K
|
4.29K
$978K
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-6- 0.44% |
$1.14K - $1.25K
|
1.37K
$312K
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-6- 0.16% |
$1.14K - $1.25K
|
3.79K
$863K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-8- 2.04% |
$1.52K - $1.66K
|
384
$87.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-8- 0.88% |
$1.52K - $1.66K
|
902
$205K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-8- 0.43% |
$1.52K - $1.66K
|
1.85K
$421K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8- 2.33% |
$1.52K - $1.66K
|
335
$76.3K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-8- 0.49% |
$1.52K - $1.66K
|
1.62K
$369K
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-9- 3.05% |
$1.71K - $1.87K
|
286
$65.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-10- 0.16% |
$1.9K - $2.08K
|
6.13K
$1.4M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-10- 6.76% |
$1.9K - $2.08K
|
138
$31.4K
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-10- 0.17% |
$1.9K - $2.08K
|
6.03K
$1.37M
|
|
|
Apr 11, 2024
Q1 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-11- 0.11% |
$2.09K - $2.29K
|
9.67K
$2.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-11- 3.25% |
$2.09K - $2.29K
|
327
$74.5K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-11- 21.15% |
$2.09K - $2.29K
|
41
$9.34K
|
|
|
May 15, 2024
Q1 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-11- 8.46% |
$2.09K - $2.29K
|
119
$27.1K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-11- 0.17% |
$2.09K - $2.29K
|
6.37K
$1.45M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-12- 12.37% |
$2.28K - $2.49K
|
85
$19.4K
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-14- 0.37% |
$2.66K - $2.91K
|
3.82K
$870K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-15- 1.21% |
$2.85K - $3.12K
|
1.22K
$278K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-15- 2.64% |
$2.85K - $3.12K
|
554
$126K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-16- 0.43% |
$3.04K - $3.33K
|
3.73K
$849K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-16- 1.03% |
$3.04K - $3.33K
|
1.53K
$349K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-17- 12.78% |
$3.23K - $3.53K
|
116
$26.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-18- 1.63% |
$3.42K - $3.74K
|
1.08K
$247K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-19- 3.69% |
$3.61K - $3.95K
|
496
$113K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-19- 1.22% |
$3.61K - $3.95K
|
1.54K
$350K
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-19- 0.83% |
$3.61K - $3.95K
|
2.27K
$516K
|
|
|
Apr 09, 2024
Q1 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-20- 1.07% |
$3.8K - $4.16K
|
1.85K
$421K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-21- 0.79% |
$3.99K - $4.37K
|
2.63K
$598K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-21- 77.78% |
$3.99K - $4.37K
|
6
$1.37K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-23- 10.09% |
$4.37K - $4.78K
|
205
$46.7K
|