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 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-436- 4.81% |
$82.9K - $90.6K
|
8.64K
$2.05M
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-443- 2.93% |
$84.2K - $92.1K
|
14.7K
$3.49M
|
|
|
Apr 18, 2024
Q1 2024
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-444- 2.98% |
$84.4K - $92.3K
|
14.5K
$3.43M
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-444- 0.45% |
$84.4K - $92.3K
|
97.2K
$23.1M
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-446- 31.3% |
$84.8K - $92.7K
|
979
$232K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-473- 12.97% |
$90K - $98.3K
|
3.17K
$753K
|
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-477- 22.61% |
$90.7K - $99.2K
|
1.63K
$388K
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-500- 0.11% |
$95.1K - $104K
|
438K
$104M
|
|
|
May 06, 2024
Q1 2024
|
Ycg, LLC
|
SELL
|
- |
-504- 0.23% |
$95.8K - $105K
|
216K
$51.4M
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-506- 2.51% |
$96.2K - $105K
|
19.6K
$4.66M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-513- 9.07% |
$97.6K - $107K
|
5.14K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-517- 31.95% |
$98.3K - $107K
|
1.1K
$261K
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-530- 5.11% |
$101K - $110K
|
9.84K
$2.34M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-531- 5.55% |
$101K - $110K
|
9.03K
$2.14M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-558- 18.67% |
$106K - $116K
|
2.43K
$577K
|
|
|
Apr 29, 2024
Q1 2024
|
Northcape Capital Pty LTD
|
SELL
|
- |
-565- 2.65% |
$107K - $117K
|
20.8K
$4.93M
|
|
|
May 09, 2024
Q1 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-565- 0.39% |
$107K - $117K
|
143K
$33.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-573- 12.85% |
$109K - $119K
|
3.89K
$922K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-588- 14.61% |
$112K - $122K
|
3.44K
$816K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-606- 5.17% |
$115K - $126K
|
11.1K
$2.64M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-606- 36.4% |
$115K - $126K
|
1.06K
$251K
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-610- 1.5% |
$116K - $127K
|
40.1K
$9.53M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-622- 6.3% |
$118K - $129K
|
9.26K
$2.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-628- 14.14% |
$119K - $131K
|
3.81K
$905K
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-628- 35.04% |
$119K - $131K
|
1.16K
$276K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-631- 9.52% |
$120K - $131K
|
6K
$1.42M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-661- 4.19% |
$126K - $137K
|
15.1K
$3.59M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-674- 0.65% |
$128K - $140K
|
104K
$24.6M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-675- 25.39% |
$128K - $140K
|
1.98K
$471K
|
|
|
Apr 08, 2024
Q1 2024
|
Pensionfund Sabic
|
SELL
|
- |
-700- 7.22% |
$133K - $146K
|
9K
$2.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-712- 30.7% |
$135K - $148K
|
1.61K
$381K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-735- 4.22% |
$140K - $153K
|
16.7K
$3.96M
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-740- 0.29% |
$141K - $154K
|
255K
$60.4M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-741- 18.6% |
$141K - $154K
|
3.24K
$770K
|
|
|
Apr 08, 2025
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-751- 6.49% |
$143K - $156K
|
10.8K
$2.57M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-759- 5.01% |
$144K - $158K
|
14.4K
$3.41M
|
|
|
May 09, 2024
Q1 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-765- 6.64% |
$145K - $159K
|
10.8K
$2.55M
|
|
|
Apr 16, 2024
Q1 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-779- 2.96% |
$148K - $162K
|
25.5K
$6.05M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-782- 16.38% |
$149K - $163K
|
3.99K
$947K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-801- 21.0% |
$152K - $167K
|
3.01K
$715K
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-810- 1.37% |
$154K - $168K
|
58.2K
$13.8M
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-811- 8.34% |
$154K - $169K
|
8.91K
$2.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-815- 2.45% |
$155K - $169K
|
32.5K
$7.7M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-825- 38.32% |
$157K - $172K
|
1.33K
$315K
|
|
|
Apr 26, 2024
Q1 2024
|
James Hambro & Partners
|
SELL
|
- |
-826- 31.23% |
$157K - $172K
|
1.82K
$432K
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-838- 2.59% |
$159K - $174K
|
31.5K
$7.48M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-844- 36.95% |
$161K - $175K
|
1.44K
$342K
|
|
|
May 13, 2024
Q1 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-869- 0.46% |
$165K - $181K
|
190K
$45M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-891- 0.66% |
$169K - $185K
|
133K
$31.6M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-915- 0.62% |
$174K - $190K
|
147K
$34.8M
|