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 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
242+ 10.1% |
$47.5K - $52.2K
|
2.64K
$555K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
240+ 10.5% |
$47.1K - $51.8K
|
2.53K
$531K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
239+ 3.51% |
$46.9K - $51.6K
|
7.06K
$1.48M
|
|
|
Aug 08, 2024
Q2 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
237+ 1.47% |
$46.5K - $51.1K
|
16.4K
$3.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
236+ 6.44% |
$46.3K - $50.9K
|
3.9K
$820K
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
235+ 10.79% |
$46.1K - $50.7K
|
2.41K
$507K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
234+ 15.26% |
$45.9K - $50.5K
|
1.77K
$372K
|
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
230+ 10.76% |
$45.1K - $49.6K
|
2.37K
$498K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
228+ 2.3% |
$44.8K - $49.2K
|
10.1K
$2.13M
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
225+ 4.34% |
$44.2K - $48.5K
|
5.41K
$1.14M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
224+ 2.5% |
$44K - $48.3K
|
9.2K
$1.93M
|
|
|
Jul 30, 2024
Q2 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
222+ 18.32% |
$43.6K - $47.9K
|
1.43K
$302K
|
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
221+ 10.45% |
$43.4K - $47.7K
|
2.34K
$491K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
219+ 0.2% |
$43K - $47.2K
|
108K
$22.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
217+ 1.28% |
$42.6K - $46.8K
|
17.1K
$3.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
215+ 0.91% |
$42.2K - $46.4K
|
23.8K
$5.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
215+ 390.91% |
$42.2K - $46.4K
|
270
$56.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
214+ 21.23% |
$42K - $46.2K
|
1.22K
$257K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
212+ 26.57% |
$41.6K - $45.7K
|
1.01K
$212K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
211+ 1.9% |
$41.4K - $45.5K
|
11.3K
$2.38M
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
204+ 0.64% |
$40K - $44K
|
31.9K
$6.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Fluent Financial, LLC
|
BUY
|
- |
202+ 7.47% |
$39.7K - $43.6K
|
2.91K
$611K
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
200+ 14.16% |
$39.3K - $43.2K
|
1.61K
$339K
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
200+ 11.86% |
$39.3K - $43.2K
|
1.89K
$397K
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
199+ 1.72% |
$39.1K - $42.9K
|
11.8K
$2.48M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
198+ 14.91% |
$38.9K - $42.7K
|
1.53K
$321K
|
|
|
Jul 24, 2024
Q2 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
196+ 7.25% |
$38.5K - $42.3K
|
2.9K
$610K
|
|
|
Aug 09, 2024
Q2 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
196+ 14.0% |
$38.5K - $42.3K
|
1.6K
$336K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
195+ 3.31% |
$38.3K - $42.1K
|
6.08K
$1.28M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
193New |
$37.9K - $41.6K
|
193
$40.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
188+ 6.24% |
$36.9K - $40.6K
|
3.2K
$673K
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
186+ 0.31% |
$36.5K - $40.1K
|
60.5K
$12.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
186+ 4.37% |
$36.5K - $40.1K
|
4.44K
$933K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
186+ 4.24% |
$36.5K - $40.1K
|
4.57K
$961K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
186+ 1.82% |
$36.5K - $40.1K
|
10.4K
$2.19M
|
|
|
Jul 12, 2024
Q2 2024
|
Iam Advisory, LLC
|
BUY
|
- |
180+ 2.33% |
$35.3K - $38.8K
|
7.91K
$1.66M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
180+ 9.14% |
$35.3K - $38.8K
|
2.15K
$452K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
180+ 13.35% |
$35.3K - $38.8K
|
1.53K
$321K
|
|
|
Aug 13, 2024
Q2 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
174+ 10.16% |
$34.2K - $37.5K
|
1.89K
$397K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
171+ 712.5% |
$33.6K - $36.9K
|
195
$41K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
169+ 3.28% |
$33.2K - $36.5K
|
5.32K
$1.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
169+ 3.9% |
$33.2K - $36.5K
|
4.5K
$947K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
168+ 5.41% |
$33K - $36.2K
|
3.27K
$688K
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
167+ 1.3% |
$32.8K - $36K
|
13K
$2.74M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
167+ 5.87% |
$32.8K - $36K
|
3.01K
$634K
|
|
|
Aug 05, 2024
Q2 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
164+ 7.19% |
$32.2K - $35.4K
|
2.45K
$514K
|
|
|
Aug 08, 2024
Q2 2024
|
Alta Advisers LTD
|
BUY
|
- |
163+ 12.54% |
$32K - $35.2K
|
1.46K
$308K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
163+ 1.19% |
$32K - $35.2K
|
13.9K
$2.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
162+ 15.96% |
$31.8K - $35K
|
1.18K
$248K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
159+ 9.68% |
$31.2K - $34.3K
|
1.8K
$379K
|