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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
143+ 3.42% |
$28.1K - $30.9K
|
4.32K
$1.03M
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
139+ 1.83% |
$27.3K - $30K
|
7.74K
$1.84M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
139+ 1.83% |
$27.3K - $30K
|
7.74K
$1.84M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
138+ 2.98% |
$27.1K - $29.8K
|
4.77K
$1.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
137+ 3.28% |
$26.9K - $29.6K
|
4.32K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
137+ 4.09% |
$26.9K - $29.6K
|
3.49K
$827K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
133+ 2.94% |
$26.1K - $28.7K
|
4.66K
$1.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
131+ 3.43% |
$25.7K - $28.3K
|
3.95K
$937K
|
|
|
Jul 22, 2024
Q2 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
130+ 7.03% |
$25.5K - $28K
|
1.98K
$470K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
128+ 1.29% |
$25.1K - $27.6K
|
10.1K
$2.39M
|
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
BUY
|
- |
127+ 2.07% |
$24.9K - $27.4K
|
6.27K
$1.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
127+ 1.58% |
$24.9K - $27.4K
|
8.18K
$1.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
126+ 0.93% |
$24.7K - $27.2K
|
13.7K
$3.26M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
126+ 0.93% |
$24.7K - $27.2K
|
13.7K
$3.26M
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
125+ 0.37% |
$24.5K - $27K
|
33.7K
$8.01M
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
125+ 8.54% |
$24.5K - $27K
|
1.59K
$377K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
122+ 103.39% |
$23.9K - $26.3K
|
240
$57K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
122+ 6.78% |
$23.9K - $26.3K
|
1.92K
$456K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
121+ 0.57% |
$23.8K - $26.1K
|
21.5K
$5.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
121+ 12.3% |
$23.8K - $26.1K
|
1.11K
$262K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
120+ 7.33% |
$23.6K - $25.9K
|
1.76K
$417K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
119+ 9.75% |
$23.4K - $25.7K
|
1.34K
$318K
|
|
|
Aug 09, 2024
Q2 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
118+ 0.52% |
$23.2K - $25.5K
|
22.8K
$5.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
117+ 6.66% |
$23K - $25.2K
|
1.87K
$445K
|
|
|
Jul 22, 2024
Q2 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
115+ 0.47% |
$22.6K - $24.8K
|
24.4K
$5.79M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
115+ 9.83% |
$22.6K - $24.8K
|
1.29K
$305K
|
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
112+ 4.62% |
$22K - $24.2K
|
2.54K
$602K
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
106+ 7.71% |
$20.8K - $22.9K
|
1.48K
$351K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
103New |
$20.2K - $22.2K
|
103
$24.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
102+ 13.8% |
$20K - $22K
|
841
$200K
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
102+ 6.31% |
$20K - $22K
|
1.72K
$408K
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
101+ 0.09% |
$19.8K - $21.8K
|
109K
$25.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
98+ 3.81% |
$19.2K - $21.1K
|
2.67K
$634K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
96+ 25.0% |
$18.8K - $20.7K
|
480
$114K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
94+ 4.0% |
$18.5K - $20.3K
|
2.44K
$580K
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
94+ 5.99% |
$18.5K - $20.3K
|
1.66K
$394K
|
|
|
Jul 30, 2024
Q2 2024
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
93+ 0.17% |
$18.3K - $20.1K
|
53.7K
$12.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
91+ 6.15% |
$17.9K - $19.6K
|
1.57K
$373K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
91+ 9.16% |
$17.9K - $19.6K
|
1.08K
$257K
|
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
90+ 0.29% |
$17.7K - $19.4K
|
31.6K
$7.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
89+ 2.11% |
$17.5K - $19.2K
|
4.3K
$1.02M
|
|
|
Aug 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
88+ 1.91% |
$17.3K - $19K
|
4.7K
$1.12M
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
87+ 7.75% |
$17.1K - $18.8K
|
1.21K
$287K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
87+ 2.8% |
$17.1K - $18.8K
|
3.19K
$758K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
83+ 97.65% |
$16.3K - $17.9K
|
168
$39.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
82+ 431.58% |
$16.1K - $17.7K
|
101
$24K
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
81+ 4.55% |
$15.9K - $17.5K
|
1.86K
$441K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
80New |
$15.7K - $17.3K
|
80
$19K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
80+ 100.0% |
$15.7K - $17.3K
|
160
$38K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
80New |
$15.7K - $17.3K
|
80
$19K
|