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 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-117- 2.45% |
$22.2K - $24.3K
|
4.66K
$1.11M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-117- 2.81% |
$22.2K - $24.3K
|
4.05K
$962K
|
|
|
Apr 15, 2024
Q1 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-122- 0.9% |
$23.2K - $25.4K
|
13.4K
$3.19M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-122- 37.2% |
$23.2K - $25.4K
|
206
$48.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-123- 6.19% |
$23.4K - $25.6K
|
1.86K
$442K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-128- 1.9% |
$24.3K - $26.6K
|
6.61K
$1.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-128- 2.77% |
$24.3K - $26.6K
|
4.49K
$1.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-129- 0.42% |
$24.5K - $26.8K
|
30.4K
$7.23M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-136- 9.34% |
$25.9K - $28.3K
|
1.32K
$313K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-139- 5.54% |
$26.4K - $28.9K
|
2.37K
$563K
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-142- 3.65% |
$27K - $29.5K
|
3.75K
$890K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-146- 2.71% |
$27.8K - $30.4K
|
5.23K
$1.24M
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-146- 3.26% |
$27.8K - $30.4K
|
4.33K
$1.03M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-148- 0.8% |
$28.1K - $30.8K
|
18.4K
$4.38M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-150- 6.63% |
$28.5K - $31.2K
|
2.11K
$501K
|
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-150- 11.11% |
$28.5K - $31.2K
|
1.2K
$285K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-152- 9.03% |
$28.9K - $31.6K
|
1.53K
$364K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-152- 12.85% |
$28.9K - $31.6K
|
1.03K
$245K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-153- 39.64% |
$29.1K - $31.8K
|
233
$55.3K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-155- 2.66% |
$29.5K - $32.2K
|
5.68K
$1.35M
|
|
|
Apr 11, 2024
Q1 2024
|
Churchill Management Corp
|
SELL
|
- |
-157- 0.48% |
$29.9K - $32.6K
|
32.6K
$7.74M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-158- 0.99% |
$30K - $32.8K
|
15.9K
$3.76M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-160- 1.16% |
$30.4K - $33.3K
|
13.6K
$3.23M
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-162- 2.99% |
$30.8K - $33.7K
|
5.25K
$1.25M
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-164- 2.79% |
$31.2K - $34.1K
|
5.71K
$1.36M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
SELL
|
- |
-166- 4.38% |
$31.6K - $34.5K
|
3.62K
$860K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-167- 3.48% |
$31.8K - $34.7K
|
4.63K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-171- 2.95% |
$32.5K - $35.6K
|
5.62K
$1.33M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-172- 8.43% |
$32.7K - $35.8K
|
1.87K
$443K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-173- 2.35% |
$32.9K - $36K
|
7.19K
$1.71M
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-175- 12.46% |
$33.3K - $36.4K
|
1.23K
$292K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-176- 7.46% |
$33.5K - $36.6K
|
2.18K
$518K
|
|
|
May 09, 2024
Q1 2024
|
Lindenwold Advisors
|
SELL
|
- |
-176- 1.17% |
$33.5K - $36.6K
|
14.9K
$3.53M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-176- 38.77% |
$33.5K - $36.6K
|
278
$66K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-180- 2.03% |
$34.2K - $37.4K
|
8.67K
$2.06M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-187- 15.56% |
$35.6K - $38.9K
|
1.02K
$241K
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-188- 5.76% |
$35.8K - $39.1K
|
3.07K
$730K
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-188- 9.03% |
$35.8K - $39.1K
|
1.89K
$449K
|
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-190- 4.78% |
$36.1K - $39.5K
|
3.79K
$899K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-191- 5.59% |
$36.3K - $39.7K
|
3.22K
$765K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-192- 7.82% |
$36.5K - $39.9K
|
2.26K
$537K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-193- 89.77% |
$36.7K - $40.1K
|
22
$5.22K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-197- 6.78% |
$37.5K - $41K
|
2.71K
$643K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-198- 2.2% |
$37.7K - $41.2K
|
8.82K
$2.09M
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.14% |
$38K - $41.6K
|
143K
$33.9M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-200- 1.76% |
$38K - $41.6K
|
11.2K
$2.66M
|
|
|
May 06, 2024
Q1 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-200- 1.4% |
$38K - $41.6K
|
14K
$3.33M
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-200- 0.56% |
$38K - $41.6K
|
35.6K
$8.45M
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-200- 40.0% |
$38K - $41.6K
|
300
$71.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-202- 2.57% |
$38.4K - $42K
|
7.66K
$1.82M
|