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 15, 2024
Q1 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-11- 8.46% |
$2.09K - $2.29K
|
119
$23.5K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-11- 0.17% |
$2.09K - $2.29K
|
6.37K
$1.26M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-12- 12.37% |
$2.28K - $2.49K
|
85
$16.8K
|
|
|
Jan 29, 2025
Q1 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-13- 0.26% |
$2.47K - $2.7K
|
4.91K
$969K
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-14- 0.37% |
$2.66K - $2.91K
|
3.82K
$754K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-15- 1.21% |
$2.85K - $3.12K
|
1.22K
$241K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-15- 2.64% |
$2.85K - $3.12K
|
554
$109K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-16- 0.43% |
$3.04K - $3.33K
|
3.73K
$736K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-16- 1.03% |
$3.04K - $3.33K
|
1.53K
$303K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-17- 12.78% |
$3.23K - $3.53K
|
116
$22.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-18- 1.63% |
$3.42K - $3.74K
|
1.08K
$214K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-19- 3.69% |
$3.61K - $3.95K
|
496
$97.9K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-19- 1.22% |
$3.61K - $3.95K
|
1.54K
$303K
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-19- 0.83% |
$3.61K - $3.95K
|
2.27K
$447K
|
|
|
Apr 09, 2024
Q1 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-20- 1.07% |
$3.8K - $4.16K
|
1.85K
$365K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-20- 15.27% |
$3.8K - $4.16K
|
111
$21.9K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-21- 0.79% |
$3.99K - $4.37K
|
2.63K
$519K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-21- 77.78% |
$3.99K - $4.37K
|
6
$1.18K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-23- 10.09% |
$4.37K - $4.78K
|
205
$40.5K
|
|
|
Aug 15, 2025
Q1 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-23- 48.94% |
$4.37K - $4.78K
|
24
$4.74K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-25- 1.89% |
$4.75K - $5.2K
|
1.3K
$257K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-26- 0.35% |
$4.94K - $5.41K
|
7.44K
$1.47M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-26- 7.08% |
$4.94K - $5.41K
|
341
$67.3K
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-26- 0.4% |
$4.94K - $5.41K
|
6.45K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-26- 2.4% |
$4.94K - $5.41K
|
1.06K
$209K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-27- 0.52% |
$5.13K - $5.61K
|
5.15K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-27- 13.24% |
$5.13K - $5.61K
|
177
$34.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-28- 2.06% |
$5.32K - $5.82K
|
1.33K
$263K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-28- 16.0% |
$5.32K - $5.82K
|
147
$29K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-28- 0.46% |
$5.32K - $5.82K
|
6.08K
$1.2M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-28- 0.46% |
$5.32K - $5.82K
|
6.06K
$1.2M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-28- 2.11% |
$5.32K - $5.82K
|
1.3K
$257K
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-29- 0.46% |
$5.51K - $6.03K
|
6.24K
$1.23M
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-29- 5.35% |
$5.51K - $6.03K
|
513
$101K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-31- 10.51% |
$5.9K - $6.44K
|
264
$52.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-33- 0.35% |
$6.28K - $6.86K
|
9.44K
$1.86M
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-35- 20.11% |
$6.66K - $7.28K
|
139
$27.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-36- 5.75% |
$6.85K - $7.48K
|
590
$116K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-36- 0.92% |
$6.85K - $7.48K
|
3.87K
$765K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-37- 1.16% |
$7.04K - $7.69K
|
3.16K
$623K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-38- 0.83% |
$7.23K - $7.9K
|
4.56K
$900K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-39- 0.18% |
$7.42K - $8.11K
|
21.4K
$4.23M
|
|
|
Nov 13, 2024
Q1 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-39- 2.99% |
$7.42K - $8.11K
|
1.27K
$250K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-41- 0.61% |
$7.8K - $8.52K
|
6.66K
$1.31M
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-41- 19.34% |
$7.8K - $8.52K
|
171
$33.8K
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-41- 3.76% |
$7.8K - $8.52K
|
1.05K
$207K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-42- 0.11% |
$7.99K - $8.73K
|
38.5K
$7.6M
|
|
|
May 15, 2024
Q1 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-43- 9.62% |
$8.18K - $8.94K
|
404
$79.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-44- 1.2% |
$8.37K - $9.15K
|
3.62K
$715K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-44- 16.3% |
$8.37K - $9.15K
|
226
$44.6K
|