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
|
Washington Trust Bank
|
BUY
|
- |
3.55K+ 5.92% |
$675K - $738K
|
63.5K
$14.5M
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
3.55KNew |
$674K - $737K
|
3.55K
$808K
|
|
|
May 02, 2024
Q1 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
3.54K+ 9.2% |
$674K - $737K
|
42.1K
$9.58M
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.52K+ 7.77% |
$670K - $732K
|
48.9K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.51K+ 8.7% |
$668K - $731K
|
43.9K
$10M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
3.5KNew |
$666K - $728K
|
3.5K
$797K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3.47K+ 2.22% |
$659K - $721K
|
159K
$36.3M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
3.46K+ 10.5% |
$659K - $720K
|
36.4K
$8.3M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.42K+ 10.93% |
$651K - $711K
|
34.7K
$7.91M
|
|
|
May 14, 2024
Q1 2024
|
Srb Corp
Boston, MA |
BUY
|
- |
3.4KNew |
$647K - $707K
|
3.4K
$775K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.29K+ 6.49% |
$625K - $683K
|
53.9K
$12.3M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.25K+ 202.24% |
$618K - $676K
|
4.86K
$1.11M
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.08K+ 283.78% |
$586K - $640K
|
4.16K
$949K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.07K+ 53.12% |
$585K - $639K
|
8.86K
$2.02M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.06K+ 151.99% |
$582K - $636K
|
5.08K
$1.16M
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
3.06KNew |
$582K - $636K
|
3.06K
$697K
|
|
|
May 15, 2024
Q1 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
3KNew |
$571K - $624K
|
3K
$683K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.91K+ 0.94% |
$554K - $606K
|
314K
$71.4M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.9K+ 4.44% |
$552K - $603K
|
68.2K
$15.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.89K+ 3.85% |
$550K - $601K
|
78.1K
$17.8M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.82K+ 9.19% |
$537K - $587K
|
33.5K
$7.64M
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.82K+ 227.66% |
$537K - $587K
|
4.06K
$926K
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
2.81K+ 78.78% |
$535K - $585K
|
6.39K
$1.45M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.77K+ 60.85% |
$526K - $575K
|
7.32K
$1.67M
|
|
|
Apr 18, 2024
Q1 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
2.7KNew |
$514K - $562K
|
2.7K
$616K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.64K+ 22.13% |
$501K - $548K
|
14.5K
$3.31M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
2.55K+ 1.76% |
$486K - $531K
|
147K
$33.6M
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
2.53K+ 1.82% |
$480K - $525K
|
141K
$32.2M
|
|
|
May 03, 2024
Q1 2024
|
Broderick Brian C
|
BUY
|
- |
2.5KNew |
$475K - $520K
|
2.5K
$570K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.5K+ 2.68% |
$474K - $519K
|
95.5K
$21.7M
|
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.43KNew |
$462K - $505K
|
2.43K
$553K
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
2.37KNew |
$451K - $493K
|
2.37K
$540K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.35KNew |
$447K - $488K
|
2.35K
$535K
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
2.33K+ 3.5% |
$443K - $484K
|
68.9K
$15.7M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.33KNew |
$443K - $484K
|
2.33K
$530K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.32KNew |
$442K - $483K
|
2.32K
$529K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.32KNew |
$441K - $482K
|
2.32K
$529K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.28K+ 1655.07% |
$434K - $475K
|
2.42K
$552K
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
2.2K+ 3.88% |
$419K - $458K
|
59.1K
$13.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
2.2K+ 191.64% |
$419K - $458K
|
3.35K
$763K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.18K+ 34.56% |
$415K - $453K
|
8.49K
$1.93M
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
2.18KNew |
$414K - $453K
|
2.18K
$496K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.16K+ 7.31% |
$410K - $449K
|
31.7K
$7.22M
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
2.15K+ 1.61% |
$410K - $448K
|
136K
$31M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.15K+ 78.23% |
$408K - $446K
|
4.89K
$1.11M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.09KNew |
$397K - $434K
|
2.09K
$476K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.06K+ 13.61% |
$392K - $429K
|
17.2K
$3.92M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.06K+ 5.03% |
$391K - $428K
|
42.9K
$9.78M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.06K+ 21.23% |
$391K - $427K
|
11.7K
$2.67M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.05K+ 37.89% |
$390K - $427K
|
7.47K
$1.7M
|