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 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-63- 39.87% |
$12K - $13.1K
|
95
$22.1K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-67- 1.51% |
$12.7K - $13.9K
|
4.38K
$1.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-68- 6.39% |
$12.9K - $14.1K
|
996
$232K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-69- 0.89% |
$13.1K - $14.3K
|
7.72K
$1.8M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-70- 0.5% |
$13.3K - $14.6K
|
13.9K
$3.24M
|
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-71- 4.05% |
$13.5K - $14.8K
|
1.68K
$392K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-71- 0.69% |
$13.5K - $14.8K
|
10.2K
$2.38M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-71- 0.8% |
$13.5K - $14.8K
|
8.82K
$2.05M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-73- 0.41% |
$13.9K - $15.2K
|
17.8K
$4.13M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-74- 4.8% |
$14.1K - $15.4K
|
1.47K
$341K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-74- 25.34% |
$14.1K - $15.4K
|
218
$50.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-77- 2.48% |
$14.6K - $16K
|
3.03K
$704K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-78- 6.23% |
$14.8K - $16.2K
|
1.18K
$274K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-78- 0.07% |
$14.8K - $16.2K
|
109K
$25.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-79- 1.46% |
$15K - $16.4K
|
5.34K
$1.24M
|
|
|
Apr 10, 2024
Q1 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-80- 1.33% |
$15.2K - $16.6K
|
5.94K
$1.38M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-81- 4.25% |
$15.4K - $16.8K
|
1.83K
$425K
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-83- 5.78% |
$15.8K - $17.3K
|
1.35K
$315K
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-84- 0.35% |
$16K - $17.5K
|
23.6K
$5.5M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-85- 0.62% |
$16.2K - $17.7K
|
13.6K
$3.16M
|
|
|
Apr 26, 2024
Q1 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-88- 19.86% |
$16.7K - $18.3K
|
355
$82.6K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-88- 6.34% |
$16.7K - $18.3K
|
1.3K
$302K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-89- 5.17% |
$16.9K - $18.5K
|
1.63K
$380K
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-90- 2.41% |
$17.1K - $18.7K
|
3.64K
$847K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-92- 0.72% |
$17.5K - $19.1K
|
12.8K
$2.97M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-95- 2.22% |
$18.1K - $19.8K
|
4.18K
$973K
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-96- 2.85% |
$18.3K - $20K
|
3.27K
$762K
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-97- 6.01% |
$18.4K - $20.2K
|
1.52K
$353K
|
|
|
May 13, 2024
Q1 2024
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
SELL
|
- |
-98- 26.34% |
$18.6K - $20.4K
|
274
$63.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-100- 1.1% |
$19K - $20.8K
|
8.97K
$2.09M
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-100- 43.67% |
$19K - $20.8K
|
129
$30K
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-100- 1.37% |
$19K - $20.8K
|
7.19K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-100- 6.94% |
$19K - $20.8K
|
1.34K
$312K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-103- 0.1% |
$19.6K - $21.4K
|
102K
$23.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Bennett Selby Investments LP
|
SELL
|
- |
-104- 0.28% |
$19.8K - $21.6K
|
36.5K
$8.49M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-111- 1.1% |
$21.1K - $23.1K
|
9.94K
$2.31M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-114- 0.78% |
$21.7K - $23.7K
|
14.5K
$3.38M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-114- 0.95% |
$21.7K - $23.7K
|
11.9K
$2.78M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-115- 44.06% |
$21.9K - $23.9K
|
146
$34K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-117- 2.45% |
$22.2K - $24.3K
|
4.66K
$1.09M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-117- 2.81% |
$22.2K - $24.3K
|
4.05K
$943K
|
|
|
Apr 15, 2024
Q1 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-122- 0.9% |
$23.2K - $25.4K
|
13.4K
$3.12M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-122- 37.2% |
$23.2K - $25.4K
|
206
$48K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-123- 6.19% |
$23.4K - $25.6K
|
1.86K
$434K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-128- 1.9% |
$24.3K - $26.6K
|
6.61K
$1.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-128- 2.77% |
$24.3K - $26.6K
|
4.49K
$1.04M
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-129- 0.42% |
$24.5K - $26.8K
|
30.4K
$7.09M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-136- 9.34% |
$25.9K - $28.3K
|
1.32K
$307K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-139- 5.54% |
$26.4K - $28.9K
|
2.37K
$552K
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-142- 3.65% |
$27K - $29.5K
|
3.75K
$873K
|