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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.41KNew |
$269K - $294K
|
1.41K
$297K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.4KNew |
$266K - $290K
|
1.4K
$294K
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.4KNew |
$265K - $290K
|
1.4K
$293K
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.4KNew |
$265K - $290K
|
1.4K
$293K
|
|
|
May 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.39KNew |
$265K - $290K
|
1.39K
$293K
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.38K+ 0.61% |
$262K - $287K
|
227K
$47.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.36KNew |
$259K - $283K
|
1.36K
$286K
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
1.36K+ 4.24% |
$258K - $282K
|
33.3K
$7.01M
|
|
|
May 15, 2024
Q1 2024
|
Uss Investment Management LTD
|
BUY
|
- |
1.35K+ 1.43% |
$257K - $280K
|
95.7K
$20.1M
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.31KNew |
$249K - $272K
|
1.31K
$275K
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.31KNew |
$248K - $271K
|
1.31K
$274K
|
|
|
May 12, 2025
Q1 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
1.3KNew |
$247K - $270K
|
1.3K
$273K
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.29K+ 6.11% |
$245K - $267K
|
22.3K
$4.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
1.28KNew |
$243K - $266K
|
1.28K
$269K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.27K+ 13.49% |
$241K - $264K
|
10.7K
$2.24M
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
1.27K+ 2.18% |
$241K - $264K
|
59.6K
$12.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.26KNew |
$240K - $262K
|
1.26K
$265K
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.25K+ 5.38% |
$237K - $259K
|
24.4K
$5.14M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.25KNew |
$237K - $259K
|
1.25K
$262K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.24KNew |
$235K - $257K
|
1.24K
$260K
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.22KNew |
$232K - $254K
|
1.22K
$257K
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.21KNew |
$231K - $252K
|
1.21K
$255K
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
BUY
|
- |
1.21KNew |
$231K - $252K
|
1.21K
$255K
|
|
|
May 01, 2024
Q1 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
1.21KNew |
$230K - $252K
|
1.21K
$255K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.2K+ 30.45% |
$228K - $249K
|
5.14K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
1.19KNew |
$226K - $248K
|
1.19K
$250K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.19K+ 2.09% |
$226K - $247K
|
57.9K
$12.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.19K+ 258.73% |
$225K - $246K
|
1.64K
$346K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.18KNew |
$224K - $245K
|
1.18K
$248K
|
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.17K+ 6.94% |
$223K - $244K
|
18.1K
$3.81M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.17KNew |
$222K - $243K
|
1.17K
$246K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.17KNew |
$222K - $242K
|
1.17K
$245K
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.15KNew |
$219K - $240K
|
1.15K
$242K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.15KNew |
$219K - $239K
|
1.15K
$242K
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.15K+ 1.45% |
$218K - $238K
|
80.5K
$16.9M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.15K+ 7.35% |
$218K - $238K
|
16.7K
$3.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.14KNew |
$216K - $237K
|
1.14K
$239K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.12KNew |
$214K - $233K
|
1.12K
$236K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
1.12K+ 4.96% |
$213K - $233K
|
23.7K
$4.99M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.12KNew |
$212K - $232K
|
1.12K
$235K
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.1KNew |
$209K - $229K
|
1.1K
$231K
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.1KNew |
$209K - $229K
|
1.1K
$231K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.09K+ 32.37% |
$208K - $227K
|
4.47K
$941K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.08KNew |
$205K - $225K
|
1.08K
$227K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.08K+ 13.35% |
$205K - $224K
|
9.16K
$1.93M
|
|
|
May 15, 2024
Q1 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
1.07KNew |
$203K - $222K
|
1.07K
$225K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.06KNew |
$202K - $221K
|
1.06K
$224K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.05KNew |
$200K - $218K
|
1.05K
$221K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.05KNew |
$199K - $218K
|
1.05K
$221K
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1.05KNew |
$199K - $218K
|
1.05K
$220K
|