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 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-825- 38.32% |
$157K - $172K
|
1.33K
$279K
|
|
|
Apr 26, 2024
Q1 2024
|
James Hambro & Partners
|
SELL
|
- |
-826- 31.23% |
$157K - $172K
|
1.82K
$383K
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-838- 2.59% |
$159K - $174K
|
31.5K
$6.63M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-844- 36.95% |
$161K - $175K
|
1.44K
$303K
|
|
|
May 13, 2024
Q1 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-869- 0.46% |
$165K - $181K
|
190K
$39.9M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-891- 0.66% |
$169K - $185K
|
133K
$28M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-915- 0.62% |
$174K - $190K
|
147K
$30.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-922- 1.1% |
$175K - $192K
|
83.2K
$17.5M
|
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-922- 13.12% |
$175K - $192K
|
6.1K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-924- 71.96% |
$176K - $192K
|
360
$75.7K
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-925- 19.03% |
$176K - $192K
|
3.94K
$828K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-932- 1.63% |
$177K - $194K
|
56.3K
$11.8M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-935- 1.45% |
$178K - $194K
|
63.4K
$13.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-943- 3.0% |
$179K - $196K
|
30.5K
$6.41M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-946- 0.92% |
$180K - $197K
|
102K
$21.5M
|
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-946- 2.34% |
$180K - $197K
|
39.5K
$8.3M
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-955- 4.93% |
$182K - $199K
|
18.4K
$3.88M
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-979- 45.64% |
$186K - $204K
|
1.17K
$245K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.03K- 1.85% |
$195K - $214K
|
54.4K
$11.4M
|
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.04K- 4.7% |
$198K - $216K
|
21.1K
$4.43M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.06K- 26.67% |
$202K - $221K
|
2.92K
$613K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.11K- 69.02% |
$212K - $232K
|
500
$105K
|
|
|
May 09, 2024
Q1 2024
|
Tcw Group Inc
|
SELL
|
- |
-1.15K- 9.37% |
$218K - $238K
|
11.1K
$2.33M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.15K- 11.75% |
$219K - $239K
|
8.65K
$1.82M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.2K- 4.03% |
$228K - $249K
|
28.6K
$6.01M
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-1.22K- 23.87% |
$232K - $254K
|
3.9K
$820K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.27K- 9.53% |
$241K - $263K
|
12K
$2.53M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.27K- 79.36% |
$242K - $265K
|
331
$69.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.28K- 24.62% |
$243K - $266K
|
3.92K
$824K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.29K- 13.25% |
$245K - $267K
|
8.42K
$1.77M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.31K- 42.22% |
$250K - $273K
|
1.8K
$378K
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.33K- 7.57% |
$253K - $277K
|
16.2K
$3.41M
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.36K- 0.13% |
$258K - $283K
|
1.03M
$217M
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.38K- 99.78% |
$262K - $286K
|
3
$631
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.41K- 1.93% |
$267K - $292K
|
71.3K
$15M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.48K- 1.12% |
$281K - $307K
|
130K
$27.4M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.48K- 2.24% |
$282K - $308K
|
64.5K
$13.6M
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-1.5K- 23.9% |
$286K - $313K
|
4.79K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.52K- 5.08% |
$289K - $316K
|
28.4K
$5.98M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.53K- 9.29% |
$291K - $319K
|
15K
$3.14M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.54K- 50.51% |
$293K - $320K
|
1.51K
$318K
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.55K- 3.62% |
$295K - $322K
|
41.3K
$8.67M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.72K- 4.81% |
$326K - $357K
|
34K
$7.15M
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-1.72K- 0.98% |
$327K - $357K
|
173K
$36.4M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.76K- 0.8% |
$334K - $365K
|
216K
$45.5M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.78K- 0.6% |
$339K - $371K
|
298K
$62.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-1.84K- 2.62% |
$350K - $382K
|
68.2K
$14.4M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.85K- 3.15% |
$352K - $385K
|
57K
$12M
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.93K- 6.92% |
$366K - $400K
|
25.9K
$5.44M
|
|
|
May 07, 2024
Q1 2024
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-1.94K- 3.5% |
$370K - $404K
|
53.6K
$11.3M
|