Purchases and Sales Made in Q2 2024 in Marsh & Mclennan Companies, Inc. (MMC)

MMC Quotes by TradingView

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 01, 2024 Q2 2024
Everett Harris & CO

BUY
 -
158
+ 13.21%
$31K - $34.1K
1.35K $285K
Jul 31, 2024 Q2 2024
Court Place Advisors, LLC

Ellicott City, MD
BUY
 -
150
+ 12.5%
$29.4K - $32.4K
1.35K $284K
Aug 12, 2024 Q2 2024
Dempze Nancy E

BUY
 -
150
+ 12.0%
$29.4K - $32.4K
1.4K $294K
Aug 13, 2024 Q2 2024
Geller Advisors LLC

New York, NY
BUY
 -
149
+ 6.57%
$29.2K - $32.1K
2.42K $508K
Aug 09, 2024 Q2 2024
Essex Financial Services, Inc.

BUY
 -
148
+ 2.19%
$29.1K - $31.9K
6.92K $1.45M
Jul 19, 2024 Q2 2024
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
145
+ 13.82%
$28.5K - $31.3K
1.19K $251K
Aug 13, 2024 Q2 2024
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
143
+ 3.42%
$28.1K - $30.9K
4.32K $909K
Jul 17, 2024 Q2 2024
Relyea Zuckerberg Hanson LLC

BUY
 -
139
+ 1.83%
$27.3K - $30K
7.74K $1.63M
Oct 31, 2024 Q2 2024
Relyea Zuckerberg Hanson LLC

BUY
 -
139
+ 1.83%
$27.3K - $30K
7.74K $1.63M
Aug 08, 2024 Q2 2024
Manchester Capital Management LLC

Manchester, VT
BUY
 -
138
+ 2.98%
$27.1K - $29.8K
4.77K $1M
Aug 14, 2024 Q2 2024
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
137
+ 4.09%
$26.9K - $29.6K
3.49K $733K
Aug 13, 2024 Q2 2024
Ever Source Wealth Advisors, LLC

BUY
 -
133
+ 2.94%
$26.1K - $28.7K
4.66K $979K
Jul 31, 2024 Q2 2024
Northwest Bank & Trust CO

Davenport, IA
BUY
 -
131
+ 3.43%
$25.7K - $28.3K
3.95K $830K
Jul 22, 2024 Q2 2024
Commerzbank Aktiengesellschaft

BUY
 -
130
+ 7.03%
$25.5K - $28K
1.98K $416K
Jul 25, 2024 Q2 2024
Hills Bank & Trust CO

BUY
 -
128
+ 1.29%
$25.1K - $27.6K
10.1K $2.12M
Jul 23, 2024 Q2 2024
United Bank

BUY
 -
127
+ 2.07%
$24.9K - $27.4K
6.27K $1.32M
Aug 13, 2024 Q2 2024
Syon Capital LLC

San Francisco, CA
BUY
 -
127
+ 1.58%
$24.9K - $27.4K
8.18K $1.72M
Aug 13, 2024 Q2 2024
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
126
+ 0.93%
$24.7K - $27.2K
13.7K $2.88M
Nov 22, 2024 Q2 2024
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
126
+ 0.93%
$24.7K - $27.2K
13.7K $2.88M
Jul 16, 2024 Q2 2024
Ipswich Investment Management Co., Inc.

BUY
 -
125
+ 0.37%
$24.5K - $27K
33.7K $7.09M
Jul 23, 2024 Q2 2024
Joel Isaacson & Co., LLC

BUY
 -
125
+ 8.54%
$24.5K - $27K
1.59K $334K
Jul 10, 2024 Q2 2024
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
122
+ 103.39%
$23.9K - $26.3K
240 $50.5K
Aug 14, 2024 Q2 2024
Equitable Holdings, Inc.

New York, NY
BUY
 -
122
+ 6.78%
$23.9K - $26.3K
1.92K $404K
Jul 09, 2024 Q2 2024
Cwm, LLC

BUY
 -
121
+ 0.57%
$23.8K - $26.1K
21.5K $4.53M
Jul 31, 2024 Q2 2024
Fortress Wealth Group, LLC

Orlando, FL
BUY
 -
121
+ 12.3%
$23.8K - $26.1K
1.11K $232K
Aug 07, 2024 Q2 2024
Motco

BUY
 -
120
+ 7.33%
$23.6K - $25.9K
1.76K $369K
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
119
+ 9.75%
$23.4K - $25.7K
1.34K $282K
Aug 09, 2024 Q2 2024
Financiere Des Professionnels Fonds D,Investissement Inc.

Montreal, A8
BUY
 -
118
+ 0.52%
$23.2K - $25.5K
22.8K $4.79M
Aug 14, 2024 Q2 2024
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
117
+ 6.66%
$23K - $25.2K
1.87K $394K
Jul 22, 2024 Q2 2024
Reliant Investment Management, LLC

BUY
 -
115
+ 0.47%
$22.6K - $24.8K
24.4K $5.13M
Jul 23, 2024 Q2 2024
Vicus Capital

State College, PA
BUY
 -
115
+ 9.83%
$22.6K - $24.8K
1.29K $270K
Jul 18, 2024 Q2 2024
Kessler Investment Group, LLC

BUY
 -
112
+ 4.62%
$22K - $24.2K
2.54K $534K
Jul 24, 2024 Q2 2024
Fundamentun, LLC

Beachwood, OH
BUY
 -
106
+ 7.71%
$20.8K - $22.9K
1.48K $311K
Aug 12, 2024 Q2 2024
Esl Trust Services, LLC

BUY
 -
103
New
$20.2K - $22.2K
103 $21.7K
Jul 25, 2024 Q2 2024
Independence Bank Of Kentucky

BUY
 -
102
+ 13.8%
$20K - $22K
841 $177K
Aug 07, 2024 Q2 2024
Investment Partners, Ltd.

BUY
 -
102
+ 6.31%
$20K - $22K
1.72K $362K
Jul 24, 2024 Q2 2024
Retirement Systems Of Alabama

BUY
 -
101
+ 0.09%
$19.8K - $21.8K
109K $22.9M
Jul 30, 2024 Q2 2024
Forum Financial Management, LP

Lombard, IL
BUY
 -
98
+ 3.81%
$19.2K - $21.1K
2.67K $562K
Jul 05, 2024 Q2 2024
Versant Capital Management, Inc

BUY
 -
96
+ 25.0%
$18.8K - $20.7K
480 $101K
Aug 06, 2024 Q2 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
94
+ 4.0%
$18.5K - $20.3K
2.44K $514K
Aug 09, 2024 Q2 2024
Davis R M Inc

Portland, ME
BUY
 -
94
+ 5.99%
$18.5K - $20.3K
1.66K $350K
Jul 30, 2024 Q2 2024
Foyston, Gordon, & Payne Inc

Toronto, A6
BUY
 -
93
+ 0.17%
$18.3K - $20.1K
53.7K $11.3M
Jul 25, 2024 Q2 2024
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
91
+ 6.15%
$17.9K - $19.6K
1.57K $330K
Aug 12, 2024 Q2 2024
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
91
+ 9.16%
$17.9K - $19.6K
1.08K $228K
Aug 14, 2024 Q2 2024
Siemens Fonds Invest Gmb H

Munich, 2M
BUY
 -
90
+ 0.29%
$17.7K - $19.4K
31.6K $6.64M
Jul 25, 2024 Q2 2024
Amg National Trust Bank

BUY
 -
89
+ 2.11%
$17.5K - $19.2K
4.3K $905K
Aug 05, 2024 Q2 2024
West Family Investments, Inc.

Carlsbad, CA
BUY
 -
88
+ 1.91%
$17.3K - $19K
4.7K $989K
Jul 24, 2024 Q2 2024
Cornerstone Wealth Group, LLC

BUY
 -
87
+ 7.75%
$17.1K - $18.8K
1.21K $254K
Jul 31, 2024 Q2 2024
Waldron Private Wealth LLC

BUY
 -
87
+ 2.8%
$17.1K - $18.8K
3.19K $671K

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