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 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-23- 10.09% |
$4.37K - $4.78K
|
205
$47.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-25- 1.89% |
$4.75K - $5.2K
|
1.3K
$303K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-26- 0.35% |
$4.94K - $5.41K
|
7.44K
$1.73M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-26- 7.08% |
$4.94K - $5.41K
|
341
$79.4K
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-26- 0.4% |
$4.94K - $5.41K
|
6.45K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-26- 2.4% |
$4.94K - $5.41K
|
1.06K
$246K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-27- 0.52% |
$5.13K - $5.61K
|
5.15K
$1.2M
|
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-27- 13.24% |
$5.13K - $5.61K
|
177
$41.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-28- 2.06% |
$5.32K - $5.82K
|
1.33K
$310K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-28- 16.0% |
$5.32K - $5.82K
|
147
$34.2K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-28- 0.46% |
$5.32K - $5.82K
|
6.08K
$1.42M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-28- 0.46% |
$5.32K - $5.82K
|
6.06K
$1.41M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-28- 2.11% |
$5.32K - $5.82K
|
1.3K
$303K
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-29- 0.46% |
$5.51K - $6.03K
|
6.24K
$1.45M
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-29- 5.35% |
$5.51K - $6.03K
|
513
$119K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-31- 10.51% |
$5.9K - $6.44K
|
264
$61.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-33- 0.35% |
$6.28K - $6.86K
|
9.44K
$2.2M
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-35- 20.11% |
$6.66K - $7.28K
|
139
$32.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-36- 5.75% |
$6.85K - $7.48K
|
590
$137K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-36- 0.92% |
$6.85K - $7.48K
|
3.87K
$902K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-37- 1.16% |
$7.04K - $7.69K
|
3.16K
$734K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-38- 0.83% |
$7.23K - $7.9K
|
4.56K
$1.06M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-39- 0.18% |
$7.42K - $8.11K
|
21.4K
$4.98M
|
|
|
Nov 13, 2024
Q1 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-39- 2.99% |
$7.42K - $8.11K
|
1.27K
$295K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-41- 0.61% |
$7.8K - $8.52K
|
6.66K
$1.55M
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-41- 19.34% |
$7.8K - $8.52K
|
171
$39.8K
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-41- 3.76% |
$7.8K - $8.52K
|
1.05K
$244K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-42- 0.11% |
$7.99K - $8.73K
|
38.5K
$8.96M
|
|
|
May 15, 2024
Q1 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-43- 9.62% |
$8.18K - $8.94K
|
404
$94K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-44- 1.2% |
$8.37K - $9.15K
|
3.62K
$844K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-44- 16.3% |
$8.37K - $9.15K
|
226
$52.6K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-44- 1.68% |
$8.37K - $9.15K
|
2.57K
$599K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-45- 0.59% |
$8.56K - $9.36K
|
7.62K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-45- 2.64% |
$8.56K - $9.36K
|
1.66K
$386K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-45- 0.49% |
$8.56K - $9.36K
|
9.2K
$2.14M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-46- 0.43% |
$8.75K - $9.56K
|
10.7K
$2.48M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-47- 0.3% |
$8.94K - $9.77K
|
15.7K
$3.66M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-49- 0.21% |
$9.32K - $10.2K
|
23.4K
$5.45M
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-50- 0.9% |
$9.51K - $10.4K
|
5.49K
$1.28M
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-50- 25.0% |
$9.51K - $10.4K
|
150
$34.9K
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-50- 0.23% |
$9.51K - $10.4K
|
22.1K
$5.14M
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-52- 0.19% |
$9.89K - $10.8K
|
27K
$6.28M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-53- 1.2% |
$10.1K - $11K
|
4.38K
$1.02M
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-54- 4.79% |
$10.3K - $11.2K
|
1.07K
$250K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-54- 2.7% |
$10.3K - $11.2K
|
1.95K
$453K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-55- 8.53% |
$10.5K - $11.4K
|
590
$137K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-58- 1.45% |
$11K - $12.1K
|
3.93K
$915K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-58- 1.61% |
$11K - $12.1K
|
3.54K
$823K
|
|
|
May 03, 2024
Q1 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-59- 1.89% |
$11.2K - $12.3K
|
3.07K
$715K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-60- 0.47% |
$11.4K - $12.5K
|
12.7K
$2.96M
|