Purchases and Sales Made in Q2 2024 in Marsh & Mclennan Companies, Inc. (MMC)
This table provides information about the institutional ownership of Marsh & Mclennan Companies, Inc. (MMC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
228+ 2.3% |
$44.8K - $49.2K
|
10.1K
$2.26M
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
225+ 4.34% |
$44.2K - $48.5K
|
5.41K
$1.21M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
224+ 2.5% |
$44K - $48.3K
|
9.2K
$2.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
222+ 18.32% |
$43.6K - $47.9K
|
1.43K
$320K
|
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
221+ 10.45% |
$43.4K - $47.7K
|
2.34K
$521K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
219+ 0.2% |
$43K - $47.2K
|
108K
$24.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
217+ 1.28% |
$42.6K - $46.8K
|
17.1K
$3.82M
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
215+ 0.91% |
$42.2K - $46.4K
|
23.8K
$5.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
215+ 390.91% |
$42.2K - $46.4K
|
270
$60.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
214+ 21.23% |
$42K - $46.2K
|
1.22K
$273K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
212+ 26.57% |
$41.6K - $45.7K
|
1.01K
$225K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
211+ 1.9% |
$41.4K - $45.5K
|
11.3K
$2.53M
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
204+ 0.64% |
$40K - $44K
|
31.9K
$7.11M
|
|
|
Aug 05, 2024
Q2 2024
|
Fluent Financial, LLC
|
BUY
|
- |
202+ 7.47% |
$39.7K - $43.6K
|
2.91K
$648K
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
200+ 14.16% |
$39.3K - $43.2K
|
1.61K
$360K
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
200+ 11.86% |
$39.3K - $43.2K
|
1.89K
$421K
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
199+ 1.72% |
$39.1K - $42.9K
|
11.8K
$2.63M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
198+ 14.91% |
$38.9K - $42.7K
|
1.53K
$340K
|
|
|
Jul 24, 2024
Q2 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
196+ 7.25% |
$38.5K - $42.3K
|
2.9K
$647K
|
|
|
Aug 09, 2024
Q2 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
196+ 14.0% |
$38.5K - $42.3K
|
1.6K
$356K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
195+ 3.31% |
$38.3K - $42.1K
|
6.08K
$1.36M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
193New |
$37.9K - $41.6K
|
193
$43.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
188+ 6.24% |
$36.9K - $40.6K
|
3.2K
$714K
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
186+ 0.31% |
$36.5K - $40.1K
|
60.5K
$13.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
186+ 4.37% |
$36.5K - $40.1K
|
4.44K
$990K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
186+ 4.24% |
$36.5K - $40.1K
|
4.57K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
186+ 1.82% |
$36.5K - $40.1K
|
10.4K
$2.32M
|
|
|
Jul 12, 2024
Q2 2024
|
Iam Advisory, LLC
|
BUY
|
- |
180+ 2.33% |
$35.3K - $38.8K
|
7.91K
$1.76M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
180+ 9.14% |
$35.3K - $38.8K
|
2.15K
$479K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
180+ 13.35% |
$35.3K - $38.8K
|
1.53K
$341K
|
|
|
Aug 13, 2024
Q2 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
174+ 10.16% |
$34.2K - $37.5K
|
1.89K
$421K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
171+ 712.5% |
$33.6K - $36.9K
|
195
$43.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
169+ 3.28% |
$33.2K - $36.5K
|
5.32K
$1.19M
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
169+ 3.9% |
$33.2K - $36.5K
|
4.5K
$1M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
168+ 5.41% |
$33K - $36.2K
|
3.27K
$730K
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
167+ 1.3% |
$32.8K - $36K
|
13K
$2.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
167+ 5.87% |
$32.8K - $36K
|
3.01K
$672K
|
|
|
Aug 05, 2024
Q2 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
164+ 7.19% |
$32.2K - $35.4K
|
2.45K
$545K
|
|
|
Aug 08, 2024
Q2 2024
|
Alta Advisers LTD
|
BUY
|
- |
163+ 12.54% |
$32K - $35.2K
|
1.46K
$326K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
163+ 1.19% |
$32K - $35.2K
|
13.9K
$3.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
162+ 15.96% |
$31.8K - $35K
|
1.18K
$263K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
159+ 9.68% |
$31.2K - $34.3K
|
1.8K
$402K
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
BUY
|
- |
158+ 13.21% |
$31K - $34.1K
|
1.35K
$302K
|
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
150+ 12.5% |
$29.4K - $32.4K
|
1.35K
$301K
|
|
|
Aug 12, 2024
Q2 2024
|
Dempze Nancy E
|
BUY
|
- |
150+ 12.0% |
$29.4K - $32.4K
|
1.4K
$312K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
149+ 6.57% |
$29.2K - $32.1K
|
2.42K
$539K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
148+ 2.19% |
$29.1K - $31.9K
|
6.92K
$1.54M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
145+ 13.82% |
$28.5K - $31.3K
|
1.19K
$266K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
143+ 3.42% |
$28.1K - $30.9K
|
4.32K
$964K
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
139+ 1.83% |
$27.3K - $30K
|
7.74K
$1.73M
|