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 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-204- 7.27% |
$38.8K - $42.4K
|
2.6K
$618K
|
|
|
Apr 23, 2024
Q1 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-205- 7.25% |
$39K - $42.6K
|
2.62K
$622K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-210- 6.94% |
$39.9K - $43.7K
|
2.82K
$669K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-216- 2.25% |
$41.1K - $44.9K
|
9.4K
$2.23M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-216- 0.37% |
$41.1K - $44.9K
|
58.6K
$13.9M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-219- 88.66% |
$41.6K - $45.5K
|
28
$6.64K
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-223- 53.22% |
$42.4K - $46.4K
|
196
$46.5K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-224- 12.08% |
$42.6K - $46.6K
|
1.63K
$387K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-225- 9.86% |
$42.8K - $46.8K
|
2.06K
$488K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-226- 1.51% |
$43K - $47K
|
14.8K
$3.51M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-226- 1.13% |
$43K - $47K
|
19.8K
$4.71M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-234- 15.55% |
$44.5K - $48.6K
|
1.27K
$302K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-246- 2.67% |
$46.8K - $51.1K
|
8.97K
$2.13M
|
|
|
May 13, 2024
Q1 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-249- 14.97% |
$47.4K - $51.8K
|
1.41K
$336K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-250- 28.8% |
$47.5K - $52K
|
618
$147K
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-250- 9.67% |
$47.5K - $52K
|
2.33K
$554K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-258- 0.46% |
$49.1K - $53.6K
|
55.4K
$13.1M
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-266- 1.55% |
$50.6K - $55.3K
|
16.9K
$4.02M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-267- 2.99% |
$50.8K - $55.5K
|
8.66K
$2.05M
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-270- 4.35% |
$51.3K - $56.1K
|
5.94K
$1.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-275- 28.41% |
$52.3K - $57.2K
|
693
$164K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-278- 2.32% |
$52.9K - $57.8K
|
11.7K
$2.78M
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-282- 64.09% |
$53.6K - $58.6K
|
158
$37.5K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-284- 14.0% |
$54K - $59K
|
1.75K
$414K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-303- 4.67% |
$57.6K - $63K
|
6.19K
$1.47M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-306- 2.7% |
$58.2K - $63.6K
|
11K
$2.62M
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-308- 16.51% |
$58.6K - $64K
|
1.56K
$370K
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-308- 16.42% |
$58.6K - $64K
|
1.57K
$372K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-313- 7.62% |
$59.5K - $65.1K
|
3.79K
$900K
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-315- 12.41% |
$59.9K - $65.5K
|
2.22K
$528K
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-323- 6.46% |
$61.4K - $67.2K
|
4.68K
$1.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-332- 6.7% |
$63.1K - $69K
|
4.63K
$1.1M
|
|
|
Nov 14, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-343- 7.71% |
$65.2K - $71.3K
|
4.1K
$974K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-348- 7.61% |
$66.2K - $72.3K
|
4.22K
$1M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-354- 2.12% |
$67.3K - $73.6K
|
16.4K
$3.88M
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-355- 12.99% |
$67.5K - $73.8K
|
2.38K
$564K
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-357- 4.89% |
$67.9K - $74.2K
|
6.95K
$1.65M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-365- 3.33% |
$69.4K - $75.9K
|
10.6K
$2.51M
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-379- 3.13% |
$72.1K - $78.8K
|
11.7K
$2.79M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-382- 20.72% |
$72.6K - $79.4K
|
1.46K
$347K
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-389- 4.87% |
$74K - $80.9K
|
7.61K
$1.8M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-389- 4.87% |
$74K - $80.9K
|
7.61K
$1.8M
|
|
|
May 03, 2024
Q1 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-392- 7.67% |
$74.5K - $81.5K
|
4.72K
$1.12M
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-393- 3.93% |
$74.7K - $81.7K
|
9.62K
$2.28M
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-402- 2.8% |
$76.4K - $83.6K
|
14K
$3.31M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-403- 39.82% |
$76.6K - $83.8K
|
609
$145K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-412- 4.52% |
$78.4K - $85.7K
|
8.71K
$2.07M
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-412- 5.12% |
$78.4K - $85.7K
|
7.64K
$1.81M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-418- 27.9% |
$79.5K - $86.9K
|
1.08K
$256K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-429- 1.33% |
$81.6K - $89.2K
|
31.7K
$7.53M
|