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 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-146- 3.26% |
$27.8K - $30.4K
|
4.33K
$987K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-148- 0.8% |
$28.1K - $30.8K
|
18.4K
$4.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-150- 6.63% |
$28.5K - $31.2K
|
2.11K
$481K
|
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-150- 11.11% |
$28.5K - $31.2K
|
1.2K
$273K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-152- 9.03% |
$28.9K - $31.6K
|
1.53K
$349K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-152- 12.85% |
$28.9K - $31.6K
|
1.03K
$235K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-153- 39.64% |
$29.1K - $31.8K
|
233
$53.1K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-155- 2.66% |
$29.5K - $32.2K
|
5.68K
$1.29M
|
|
|
Apr 11, 2024
Q1 2024
|
Churchill Management Corp
|
SELL
|
- |
-157- 0.48% |
$29.9K - $32.6K
|
32.6K
$7.43M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-158- 0.99% |
$30K - $32.8K
|
15.9K
$3.61M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-160- 1.16% |
$30.4K - $33.3K
|
13.6K
$3.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-162- 2.99% |
$30.8K - $33.7K
|
5.25K
$1.2M
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-164- 2.79% |
$31.2K - $34.1K
|
5.71K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
SELL
|
- |
-166- 4.38% |
$31.6K - $34.5K
|
3.62K
$825K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-167- 3.48% |
$31.8K - $34.7K
|
4.63K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-171- 2.95% |
$32.5K - $35.6K
|
5.62K
$1.28M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-172- 8.43% |
$32.7K - $35.8K
|
1.87K
$426K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-173- 2.35% |
$32.9K - $36K
|
7.19K
$1.64M
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-175- 12.46% |
$33.3K - $36.4K
|
1.23K
$280K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-176- 7.46% |
$33.5K - $36.6K
|
2.18K
$498K
|
|
|
May 09, 2024
Q1 2024
|
Lindenwold Advisors
|
SELL
|
- |
-176- 1.17% |
$33.5K - $36.6K
|
14.9K
$3.39M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-176- 38.77% |
$33.5K - $36.6K
|
278
$63.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-180- 2.03% |
$34.2K - $37.4K
|
8.67K
$1.98M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-187- 15.56% |
$35.6K - $38.9K
|
1.02K
$231K
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-188- 5.76% |
$35.8K - $39.1K
|
3.07K
$700K
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-188- 9.03% |
$35.8K - $39.1K
|
1.89K
$431K
|
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-190- 4.78% |
$36.1K - $39.5K
|
3.79K
$863K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-191- 5.59% |
$36.3K - $39.7K
|
3.22K
$734K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-192- 7.82% |
$36.5K - $39.9K
|
2.26K
$515K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-193- 89.77% |
$36.7K - $40.1K
|
22
$5.01K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-197- 6.78% |
$37.5K - $41K
|
2.71K
$617K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-198- 2.2% |
$37.7K - $41.2K
|
8.82K
$2.01M
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.14% |
$38K - $41.6K
|
143K
$32.5M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-200- 1.76% |
$38K - $41.6K
|
11.2K
$2.55M
|
|
|
May 06, 2024
Q1 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-200- 1.4% |
$38K - $41.6K
|
14K
$3.2M
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-200- 0.56% |
$38K - $41.6K
|
35.6K
$8.11M
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-200- 40.0% |
$38K - $41.6K
|
300
$68.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-202- 2.57% |
$38.4K - $42K
|
7.66K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-204- 7.27% |
$38.8K - $42.4K
|
2.6K
$593K
|
|
|
Apr 23, 2024
Q1 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-205- 7.25% |
$39K - $42.6K
|
2.62K
$597K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-210- 6.94% |
$39.9K - $43.7K
|
2.82K
$642K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-216- 2.25% |
$41.1K - $44.9K
|
9.4K
$2.14M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-216- 0.37% |
$41.1K - $44.9K
|
58.6K
$13.3M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-219- 88.66% |
$41.6K - $45.5K
|
28
$6.38K
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-223- 53.22% |
$42.4K - $46.4K
|
196
$44.7K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-224- 12.08% |
$42.6K - $46.6K
|
1.63K
$371K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-225- 9.86% |
$42.8K - $46.8K
|
2.06K
$468K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-226- 1.51% |
$43K - $47K
|
14.8K
$3.37M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-226- 1.13% |
$43K - $47K
|
19.8K
$4.52M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-234- 15.55% |
$44.5K - $48.6K
|
1.27K
$290K
|