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 |
|---|---|---|---|---|---|---|---|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
686+ 5.65% |
$130K - $143K
|
12.8K
$2.92M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
660+ 3.81% |
$126K - $137K
|
18K
$4.09M
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
659+ 10.95% |
$125K - $137K
|
6.68K
$1.52M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
658+ 16.79% |
$125K - $137K
|
4.58K
$1.04M
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
627+ 21.09% |
$119K - $130K
|
3.6K
$820K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
621+ 4.44% |
$118K - $129K
|
14.6K
$3.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
618+ 12.65% |
$118K - $128K
|
5.51K
$1.25M
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
599+ 15.21% |
$114K - $125K
|
4.54K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
599New |
$114K - $125K
|
599
$136K
|
|
|
May 10, 2024
Q1 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
592+ 47.06% |
$113K - $123K
|
1.85K
$421K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
591+ 22.64% |
$112K - $123K
|
3.2K
$729K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
589+ 19.09% |
$112K - $122K
|
3.67K
$837K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
588+ 7.07% |
$112K - $122K
|
8.9K
$2.03M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
586+ 12.8% |
$111K - $122K
|
5.16K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
578+ 26.65% |
$110K - $120K
|
2.75K
$626K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
540+ 16.5% |
$103K - $112K
|
3.81K
$869K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
536+ 3.52% |
$102K - $111K
|
15.8K
$3.59M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
536+ 1.97% |
$102K - $111K
|
27.7K
$6.31M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
527+ 1.74% |
$100K - $110K
|
30.9K
$7.04M
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
BUY
|
- |
511+ 2.21% |
$97.2K - $106K
|
23.7K
$5.39M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
510+ 5.35% |
$97K - $106K
|
10K
$2.29M
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
508+ 22.62% |
$96.6K - $106K
|
2.75K
$627K
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
508+ 42.33% |
$96.6K - $106K
|
1.71K
$389K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
501+ 11.42% |
$95.3K - $104K
|
4.89K
$1.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
500+ 32.66% |
$95.1K - $104K
|
2.03K
$463K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
493+ 8.5% |
$93.8K - $102K
|
6.29K
$1.43M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
489+ 3.29% |
$93K - $102K
|
15.4K
$3.5M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
487+ 98.78% |
$92.6K - $101K
|
980
$223K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
468New |
$89K - $97.3K
|
468
$107K
|
|
|
Apr 15, 2024
Q1 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
465+ 1.34% |
$88.4K - $96.7K
|
35.2K
$8.03M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
452+ 18.87% |
$86K - $94K
|
2.85K
$649K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
450New |
$85.6K - $93.6K
|
450
$103K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
449+ 1.51% |
$85.4K - $93.3K
|
30.2K
$6.88M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
445+ 1.75% |
$84.6K - $92.5K
|
25.9K
$5.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
443+ 4.37% |
$84.2K - $92.1K
|
10.6K
$2.41M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
438+ 11.6% |
$83.3K - $91.1K
|
4.21K
$960K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
435+ 10.89% |
$82.7K - $90.4K
|
4.43K
$1.01M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
435+ 10.69% |
$82.7K - $90.4K
|
4.5K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
430+ 8.83% |
$81.8K - $89.4K
|
5.3K
$1.21M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
BUY
|
- |
419+ 24.88% |
$79.7K - $87.1K
|
2.1K
$479K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
415+ 10.74% |
$78.9K - $86.3K
|
4.28K
$975K
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
401+ 0.52% |
$76.3K - $83.4K
|
77.5K
$17.7M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
400+ 1.32% |
$76.1K - $83.2K
|
30.8K
$7.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
389+ 3.23% |
$74K - $80.9K
|
12.4K
$2.83M
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
376+ 31.18% |
$71.5K - $78.2K
|
1.58K
$360K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
363+ 7.71% |
$69K - $75.5K
|
5.07K
$1.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
362+ 23.49% |
$68.8K - $75.3K
|
1.9K
$434K
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
361+ 0.52% |
$68.7K - $75.1K
|
70.1K
$16M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
360+ 112.85% |
$68.5K - $74.8K
|
679
$155K
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
355+ 612.07% |
$67.5K - $73.8K
|
413
$94.1K
|