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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 0.36% |
$571 - $624
|
825
$163K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.11% |
$380 - $416
|
1.83K
$361K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
2+ 0.12% |
$380 - $416
|
1.62K
$319K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
2+ 0.18% |
$380 - $416
|
1.14K
$224K
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
2+ 0.12% |
$380 - $416
|
1.63K
$321K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2+ 0.08% |
$380 - $416
|
2.4K
$473K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
2+ 5.88% |
$380 - $416
|
36
$7.11K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
2+ 0.07% |
$380 - $416
|
2.97K
$586K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
2+ 1.68% |
$380 - $416
|
121
$23.9K
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
2New |
$380 - $416
|
2
$395
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.44% |
$380 - $416
|
453
$89.4K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.12% |
$380 - $416
|
1.64K
$323K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2+ 1.04% |
$380 - $416
|
194
$38.3K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2+ 0.08% |
$380 - $416
|
2.46K
$485K
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2+ 0.15% |
$380 - $416
|
1.34K
$265K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1+ 0.06% |
$190 - $208
|
1.81K
$358K
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1+ 0.01% |
$190 - $208
|
6.91K
$1.36M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 0.32% |
$190 - $208
|
312
$61.6K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
1+ 0.03% |
$190 - $208
|
3.11K
$613K
|
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.08% |
$190 - $208
|
1.28K
$253K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 1.56% |
$190 - $208
|
65
$12.8K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.94% |
$190 - $208
|
107
$21.1K
|
|
|
Aug 07, 2025
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 0.32% |
$190 - $208
|
312
$61.6K
|
|
|
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
$5.72K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1- 0.53% |
$190 - $208
|
189
$37.3K
|
|
|
Apr 12, 2024
Q1 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-2- 0.16% |
$380 - $416
|
1.21K
$239K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 1.16% |
$380 - $416
|
171
$33.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-3- 0.1% |
$571 - $624
|
3.12K
$615K
|
|
|
May 14, 2024
Q1 2024
|
Lgt Group Foundation
|
SELL
|
- |
-3- 0.02% |
$571 - $624
|
18.4K
$3.62M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-4- 1.04% |
$761 - $832
|
379
$74.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-4- 0.04% |
$761 - $832
|
8.93K
$1.76M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4- 0.3% |
$761 - $832
|
1.33K
$262K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4- 6.78% |
$761 - $832
|
55
$10.9K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5- 0.41% |
$951 - $1.04K
|
1.22K
$241K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-6- 0.14% |
$1.14K - $1.25K
|
4.29K
$847K
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-6- 0.44% |
$1.14K - $1.25K
|
1.37K
$270K
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-6- 0.16% |
$1.14K - $1.25K
|
3.79K
$748K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-8- 2.04% |
$1.52K - $1.66K
|
384
$75.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-8- 0.88% |
$1.52K - $1.66K
|
902
$178K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-8- 0.43% |
$1.52K - $1.66K
|
1.85K
$364K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8- 2.33% |
$1.52K - $1.66K
|
335
$66.1K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-8- 0.49% |
$1.52K - $1.66K
|
1.62K
$320K
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-9- 3.05% |
$1.71K - $1.87K
|
286
$56.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-10- 0.16% |
$1.9K - $2.08K
|
6.13K
$1.21M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-10- 6.76% |
$1.9K - $2.08K
|
138
$27.2K
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-10- 0.17% |
$1.9K - $2.08K
|
6.03K
$1.19M
|
|
|
Apr 11, 2024
Q1 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-11- 0.11% |
$2.09K - $2.29K
|
9.67K
$1.91M
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-11- 3.25% |
$2.09K - $2.29K
|
327
$64.5K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-11- 21.15% |
$2.09K - $2.29K
|
41
$8.09K
|