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
|
Sabal Trust CO
|
BUY
|
- |
1.02KNew |
$194K - $212K
|
1.02K
$234K
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
1.02KNew |
$194K - $212K
|
1.02K
$233K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
1.02KNew |
$194K - $212K
|
1.02K
$233K
|
|
|
May 14, 2024
Q1 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
1.02K+ 4.5% |
$194K - $212K
|
23.6K
$5.41M
|
|
|
Apr 26, 2024
Q1 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
1.02KNew |
$193K - $211K
|
1.02K
$232K
|
|
|
May 03, 2024
Q1 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.01KNew |
$192K - $210K
|
1.01K
$231K
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
1.01KNew |
$192K - $210K
|
1.01K
$231K
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
BUY
|
- |
1.01KNew |
$192K - $210K
|
1.01K
$231K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.01KNew |
$192K - $209K
|
1.01K
$230K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
1.01KNew |
$191K - $209K
|
1.01K
$230K
|
|
|
Apr 03, 2024
Q1 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
1KNew |
$191K - $209K
|
1K
$230K
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1KNew |
$190K - $208K
|
1K
$229K
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1KNew |
$190K - $208K
|
1K
$229K
|
|
|
Apr 26, 2024
Q1 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
1KNew |
$190K - $208K
|
1K
$229K
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1KNew |
$190K - $208K
|
1K
$229K
|
|
|
May 03, 2024
Q1 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
1KNew |
$190K - $208K
|
1K
$229K
|
|
|
May 14, 2024
Q1 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1K+ 5.23% |
$190K - $208K
|
20.1K
$4.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
998New |
$190K - $207K
|
998
$228K
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
995New |
$189K - $207K
|
995
$228K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
993New |
$189K - $206K
|
993
$227K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
993New |
$189K - $206K
|
993
$227K
|
|
|
May 13, 2024
Q1 2024
|
Citizens & Northern Corp
|
BUY
|
- |
987+ 15.86% |
$188K - $205K
|
7.21K
$1.65M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
986New |
$188K - $205K
|
986
$226K
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
984New |
$187K - $205K
|
984
$225K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
980+ 6.4% |
$186K - $204K
|
16.3K
$3.73M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
980New |
$186K - $204K
|
980
$224K
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
979New |
$186K - $204K
|
979
$224K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
966+ 1.75% |
$184K - $201K
|
56.1K
$12.8M
|
|
|
May 02, 2024
Q1 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
947+ 5.72% |
$180K - $197K
|
17.5K
$4M
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
938+ 14.14% |
$178K - $195K
|
7.57K
$1.73M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
906New |
$172K - $188K
|
906
$207K
|
|
|
May 01, 2024
Q1 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
887+ 3.61% |
$169K - $184K
|
25.5K
$5.83M
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
885+ 57.43% |
$168K - $184K
|
2.43K
$555K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
878+ 8.16% |
$167K - $183K
|
11.6K
$2.66M
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
878+ 8.19% |
$167K - $183K
|
11.6K
$2.65M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
876+ 11.16% |
$167K - $182K
|
8.72K
$2M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
871+ 50.52% |
$166K - $181K
|
2.6K
$594K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
869+ 10.58% |
$165K - $181K
|
9.08K
$2.08M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
869+ 3.42% |
$165K - $181K
|
26.3K
$6.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
865+ 31.01% |
$164K - $180K
|
3.65K
$836K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
859+ 56.03% |
$163K - $179K
|
2.39K
$547K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
844+ 35.18% |
$161K - $175K
|
3.24K
$742K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
840+ 46.46% |
$160K - $175K
|
2.65K
$606K
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
833+ 2.46% |
$158K - $173K
|
34.7K
$7.93M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
813+ 3.85% |
$155K - $169K
|
21.9K
$5.02M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
808+ 1756.52% |
$154K - $168K
|
854
$195K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
789+ 17.94% |
$150K - $164K
|
5.19K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
774+ 10.55% |
$147K - $161K
|
8.11K
$1.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
757+ 18.25% |
$144K - $157K
|
4.91K
$1.12M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
739+ 7.76% |
$141K - $154K
|
10.3K
$2.35M
|