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 03, 2024
Q1 2024
|
Candriam S.C.A.
|
BUY
|
- |
4.12K+ 7.36% |
$784K - $857K
|
60.2K
$12.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
4.01K+ 4.67% |
$763K - $834K
|
89.8K
$18.9M
|
|
|
May 01, 2024
Q1 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
3.98K+ 26.81% |
$758K - $828K
|
18.8K
$3.96M
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
3.98K+ 114.54% |
$756K - $827K
|
7.45K
$1.57M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.89K+ 6.27% |
$739K - $808K
|
65.9K
$13.9M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.75KNew |
$713K - $779K
|
3.75K
$788K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.69KNew |
$702K - $767K
|
3.69K
$776K
|
|
|
May 15, 2024
Q1 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
3.69KNew |
$702K - $767K
|
3.69K
$776K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.63K+ 2.67% |
$690K - $754K
|
139K
$29.3M
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
3.6K+ 13.99% |
$685K - $748K
|
29.3K
$6.17M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
3.55K+ 5.92% |
$675K - $738K
|
63.5K
$13.4M
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
3.55KNew |
$674K - $737K
|
3.55K
$746K
|
|
|
May 02, 2024
Q1 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
3.54K+ 9.2% |
$674K - $737K
|
42.1K
$8.85M
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.52K+ 7.77% |
$670K - $732K
|
48.9K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.51K+ 8.7% |
$668K - $731K
|
43.9K
$9.23M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
3.5KNew |
$666K - $728K
|
3.5K
$736K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
3.5KNew |
$665K - $727K
|
3.5K
$735K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3.47K+ 2.22% |
$659K - $721K
|
159K
$33.5M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
3.46K+ 10.5% |
$659K - $720K
|
36.4K
$7.66M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.42K+ 10.93% |
$651K - $711K
|
34.7K
$7.31M
|
|
|
May 14, 2024
Q1 2024
|
Srb Corp
Boston, MA |
BUY
|
- |
3.4KNew |
$647K - $707K
|
3.4K
$715K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.29K+ 6.49% |
$625K - $683K
|
53.9K
$11.3M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.25K+ 202.24% |
$618K - $676K
|
4.86K
$1.02M
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.08K+ 283.78% |
$586K - $640K
|
4.16K
$876K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.07K+ 53.12% |
$585K - $639K
|
8.86K
$1.86M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.06K+ 151.99% |
$582K - $636K
|
5.08K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
3.06KNew |
$582K - $636K
|
3.06K
$643K
|
|
|
May 15, 2024
Q1 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
3KNew |
$571K - $624K
|
3K
$631K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.91K+ 0.94% |
$554K - $606K
|
314K
$66M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.9K+ 4.44% |
$552K - $603K
|
68.2K
$14.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.89K+ 3.85% |
$550K - $601K
|
78.1K
$16.4M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.82K+ 9.19% |
$537K - $587K
|
33.5K
$7.05M
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.82K+ 227.66% |
$537K - $587K
|
4.06K
$854K
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
2.81K+ 78.78% |
$535K - $585K
|
6.39K
$1.34M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.77K+ 60.85% |
$526K - $575K
|
7.32K
$1.54M
|
|
|
Apr 18, 2024
Q1 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
2.7KNew |
$514K - $562K
|
2.7K
$568K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.64K+ 22.13% |
$501K - $548K
|
14.5K
$3.06M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
2.55K+ 1.76% |
$486K - $531K
|
147K
$31M
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
2.53K+ 1.82% |
$480K - $525K
|
141K
$29.8M
|
|
|
May 03, 2024
Q1 2024
|
Broderick Brian C
|
BUY
|
- |
2.5KNew |
$475K - $520K
|
2.5K
$526K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.5K+ 2.68% |
$474K - $519K
|
95.5K
$20.1M
|
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.43KNew |
$462K - $505K
|
2.43K
$511K
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
2.37KNew |
$451K - $493K
|
2.37K
$499K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.35KNew |
$447K - $488K
|
2.35K
$494K
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
2.33K+ 3.5% |
$443K - $484K
|
68.9K
$14.5M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.33KNew |
$443K - $484K
|
2.33K
$489K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.32KNew |
$442K - $483K
|
2.32K
$489K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.32KNew |
$441K - $482K
|
2.32K
$488K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.28K+ 1655.07% |
$434K - $475K
|
2.42K
$509K
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
2.2K+ 3.88% |
$419K - $458K
|
59.1K
$12.4M
|