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
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
7.06K+ 14.54% |
$1.34M - $1.47M
|
55.6K
$12.7M
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
6.97K+ 7.45% |
$1.33M - $1.45M
|
101K
$22.9M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.81K+ 8.55% |
$1.3M - $1.42M
|
86.6K
$19.7M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.79K+ 2.26% |
$1.29M - $1.41M
|
307K
$70M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
6.63K+ 128.18% |
$1.26M - $1.38M
|
11.8K
$2.69M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.49K+ 90.95% |
$1.23M - $1.35M
|
13.6K
$3.1M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6.44K+ 38.21% |
$1.23M - $1.34M
|
23.3K
$5.31M
|
|
|
May 14, 2024
Q1 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
6.4K+ 0.04% |
$1.22M - $1.33M
|
17.2M
$3.92B
|
|
|
May 15, 2024
Q1 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
6.39K+ 62.27% |
$1.22M - $1.33M
|
16.7K
$3.79M
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
6.24K+ 57.58% |
$1.19M - $1.3M
|
17.1K
$3.89M
|
|
|
May 14, 2024
Q1 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
6.04K+ 2.28% |
$1.15M - $1.25M
|
271K
$61.7M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
6.04KNew |
$1.15M - $1.25M
|
6.04K
$1.37M
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
5.82K+ 2.11% |
$1.11M - $1.21M
|
282K
$64.2M
|
|
|
May 14, 2024
Q1 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
5.8KNew |
$1.1M - $1.21M
|
5.8K
$1.32M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
5.7K+ 68.2% |
$1.08M - $1.19M
|
14.1K
$3.2M
|
|
|
May 15, 2024
Q1 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
5.69K+ 42.3% |
$1.08M - $1.18M
|
19.2K
$4.36M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.55K+ 8.84% |
$1.06M - $1.15M
|
68.4K
$15.6M
|
|
|
May 15, 2024
Q1 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
5.42KNew |
$1.03M - $1.13M
|
5.42K
$1.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
5.39KNew |
$1.03M - $1.12M
|
5.39K
$1.23M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.36K+ 13.85% |
$1.02M - $1.11M
|
44.1K
$10M
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5.31KNew |
$1.01M - $1.1M
|
5.31K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
5.23K+ 2.59% |
$994K - $1.09M
|
207K
$47.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.14KNew |
$978K - $1.07M
|
5.14K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5.14KNew |
$977K - $1.07M
|
5.14K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
5.09K+ 1.76% |
$968K - $1.06M
|
294K
$67M
|
|
|
May 07, 2024
Q1 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
5.05K+ 7.0% |
$961K - $1.05M
|
77.2K
$17.6M
|
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
5.04K+ 20.72% |
$958K - $1.05M
|
29.4K
$6.69M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.87K+ 3.14% |
$926K - $1.01M
|
160K
$36.5M
|
|
|
May 15, 2024
Q1 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
4.69K+ 19.12% |
$891K - $974K
|
29.2K
$6.65M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.62K+ 3.2% |
$878K - $960K
|
149K
$33.9M
|
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
4.58K+ 65.65% |
$872K - $953K
|
11.6K
$2.63M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.57K+ 13.1% |
$869K - $949K
|
39.4K
$8.98M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.52K+ 5.52% |
$859K - $939K
|
86.4K
$19.7M
|
|
|
May 14, 2024
Q1 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
4.46KNew |
$848K - $927K
|
4.46K
$1.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
4.46KNew |
$847K - $926K
|
4.46K
$1.01M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.41K+ 2.19% |
$839K - $918K
|
206K
$46.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
4.23KNew |
$805K - $880K
|
4.23K
$964K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.18KNew |
$795K - $869K
|
4.18K
$952K
|
|
|
Apr 30, 2024
Q1 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
4.17KNew |
$793K - $867K
|
4.17K
$950K
|
|
|
May 15, 2024
Q1 2024
|
L1 Capital International Pty LTD
Sydney Nsw 2000, C3 |
BUY
|
- |
4.15K+ 8.9% |
$790K - $863K
|
50.8K
$11.6M
|
|
|
May 03, 2024
Q1 2024
|
Candriam S.C.A.
|
BUY
|
- |
4.12K+ 7.36% |
$784K - $857K
|
60.2K
$13.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
4.01K+ 4.67% |
$763K - $834K
|
89.8K
$20.5M
|
|
|
May 01, 2024
Q1 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
3.98K+ 26.81% |
$758K - $828K
|
18.8K
$4.29M
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
3.98K+ 114.54% |
$756K - $827K
|
7.45K
$1.7M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.89K+ 6.27% |
$739K - $808K
|
65.9K
$15M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.75KNew |
$713K - $779K
|
3.75K
$854K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.69KNew |
$702K - $767K
|
3.69K
$840K
|
|
|
May 15, 2024
Q1 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
3.69KNew |
$702K - $767K
|
3.69K
$840K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.63K+ 2.67% |
$690K - $754K
|
139K
$31.8M
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
3.6K+ 13.99% |
$685K - $748K
|
29.3K
$6.68M
|