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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-45- 0.49% |
$8.56K - $9.36K
|
9.2K
$1.93M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-46- 0.43% |
$8.75K - $9.56K
|
10.7K
$2.24M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-47- 0.3% |
$8.94K - $9.77K
|
15.7K
$3.31M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-49- 0.21% |
$9.32K - $10.2K
|
23.4K
$4.92M
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-50- 0.9% |
$9.51K - $10.4K
|
5.49K
$1.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-50- 25.0% |
$9.51K - $10.4K
|
150
$31.5K
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-50- 0.23% |
$9.51K - $10.4K
|
22.1K
$4.64M
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-52- 0.19% |
$9.89K - $10.8K
|
27K
$5.68M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-53- 1.2% |
$10.1K - $11K
|
4.38K
$921K
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-54- 4.79% |
$10.3K - $11.2K
|
1.07K
$226K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-54- 2.7% |
$10.3K - $11.2K
|
1.95K
$409K
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-54- 1.92% |
$10.3K - $11.2K
|
2.76K
$580K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-55- 8.53% |
$10.5K - $11.4K
|
590
$124K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-58- 1.45% |
$11K - $12.1K
|
3.93K
$826K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-58- 1.61% |
$11K - $12.1K
|
3.54K
$744K
|
|
|
May 03, 2024
Q1 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-59- 1.89% |
$11.2K - $12.3K
|
3.07K
$646K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-60- 0.47% |
$11.4K - $12.5K
|
12.7K
$2.67M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-63- 39.87% |
$12K - $13.1K
|
95
$20K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-67- 1.51% |
$12.7K - $13.9K
|
4.38K
$920K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-68- 6.39% |
$12.9K - $14.1K
|
996
$209K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-69- 0.89% |
$13.1K - $14.3K
|
7.72K
$1.62M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-70- 0.5% |
$13.3K - $14.6K
|
13.9K
$2.93M
|
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-71- 4.05% |
$13.5K - $14.8K
|
1.68K
$354K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-71- 0.69% |
$13.5K - $14.8K
|
10.2K
$2.15M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-71- 0.8% |
$13.5K - $14.8K
|
8.82K
$1.85M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-73- 0.41% |
$13.9K - $15.2K
|
17.8K
$3.73M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-74- 4.8% |
$14.1K - $15.4K
|
1.47K
$309K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-74- 25.34% |
$14.1K - $15.4K
|
218
$45.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-77- 2.48% |
$14.6K - $16K
|
3.03K
$636K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-78- 6.23% |
$14.8K - $16.2K
|
1.18K
$247K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-78- 0.07% |
$14.8K - $16.2K
|
109K
$22.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-79- 1.46% |
$15K - $16.4K
|
5.34K
$1.12M
|
|
|
Apr 10, 2024
Q1 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-80- 1.33% |
$15.2K - $16.6K
|
5.94K
$1.25M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-81- 4.25% |
$15.4K - $16.8K
|
1.83K
$384K
|
|
|
May 28, 2025
Q1 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-82- 6.94% |
$15.6K - $17K
|
1.1K
$231K
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-83- 5.78% |
$15.8K - $17.3K
|
1.35K
$285K
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-84- 0.35% |
$16K - $17.5K
|
23.6K
$4.97M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-85- 0.62% |
$16.2K - $17.7K
|
13.6K
$2.86M
|
|
|
Apr 26, 2024
Q1 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-88- 19.86% |
$16.7K - $18.3K
|
355
$74.7K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-88- 6.34% |
$16.7K - $18.3K
|
1.3K
$273K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-89- 5.17% |
$16.9K - $18.5K
|
1.63K
$343K
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-90- 2.41% |
$17.1K - $18.7K
|
3.64K
$765K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-92- 0.72% |
$17.5K - $19.1K
|
12.8K
$2.69M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-95- 2.22% |
$18.1K - $19.8K
|
4.18K
$879K
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-96- 2.85% |
$18.3K - $20K
|
3.27K
$688K
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-97- 6.01% |
$18.4K - $20.2K
|
1.52K
$319K
|
|
|
May 13, 2024
Q1 2024
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
SELL
|
- |
-98- 26.34% |
$18.6K - $20.4K
|
274
$57.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-100- 1.1% |
$19K - $20.8K
|
8.97K
$1.89M
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-100- 43.67% |
$19K - $20.8K
|
129
$27.1K
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-100- 1.37% |
$19K - $20.8K
|
7.19K
$1.51M
|