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 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
36+ 3.99% |
$7.07K - $7.77K
|
938
$213K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
36+ 2.91% |
$7.07K - $7.77K
|
1.27K
$289K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
36+ 2.12% |
$7.07K - $7.77K
|
1.74K
$395K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
34New |
$6.67K - $7.34K
|
34
$7.73K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
33+ 3.86% |
$6.48K - $7.12K
|
887
$202K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
32New |
$6.28K - $6.9K
|
32
$7.28K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
31+ 2.66% |
$6.08K - $6.69K
|
1.2K
$272K
|
|
|
Jul 18, 2024
Q2 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
31+ 2.0% |
$6.08K - $6.69K
|
1.58K
$359K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
31+ 0.48% |
$6.08K - $6.69K
|
6.54K
$1.49M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
30New |
$5.89K - $6.47K
|
30
$6.82K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
29+ 8.76% |
$5.69K - $6.26K
|
360
$81.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
29+ 2.96% |
$5.69K - $6.26K
|
1.01K
$229K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
29New |
$5.69K - $6.26K
|
29
$6.59K
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
28+ 2.15% |
$5.5K - $6.04K
|
1.33K
$302K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
27New |
$5.3K - $5.83K
|
27
$6.14K
|
|
|
Jul 15, 2024
Q2 2024
|
Ballast, Inc.
|
BUY
|
- |
26+ 2.11% |
$5.1K - $5.61K
|
1.26K
$286K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
25+ 0.79% |
$4.91K - $5.39K
|
3.18K
$723K
|
|
|
Jul 17, 2024
Q2 2024
|
Strid Group, LLC
|
BUY
|
- |
25+ 0.87% |
$4.91K - $5.39K
|
2.9K
$659K
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
23+ 0.73% |
$4.51K - $4.96K
|
3.17K
$722K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
23+ 2.03% |
$4.51K - $4.96K
|
1.16K
$263K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
23New |
$4.51K - $4.96K
|
23
$5.23K
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
22+ 1.29% |
$4.32K - $4.75K
|
1.72K
$391K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
22+ 2.18% |
$4.32K - $4.75K
|
1.03K
$234K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
22+ 12.87% |
$4.32K - $4.75K
|
193
$43.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
22+ 0.33% |
$4.32K - $4.75K
|
6.7K
$1.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
21+ 0.1% |
$4.12K - $4.53K
|
21.9K
$4.99M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
21+ 37.5% |
$4.12K - $4.53K
|
77
$17.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
20+ 4.66% |
$3.93K - $4.32K
|
449
$102K
|
|
|
Nov 13, 2024
Q2 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
20+ 1.58% |
$3.93K - $4.32K
|
1.29K
$292K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
19+ 1.52% |
$3.73K - $4.1K
|
1.27K
$288K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
19+ 1.54% |
$3.73K - $4.1K
|
1.25K
$284K
|
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
17+ 0.12% |
$3.34K - $3.67K
|
14.5K
$3.31M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
17+ 14.66% |
$3.34K - $3.67K
|
133
$30.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
17+ 0.91% |
$3.34K - $3.67K
|
1.88K
$428K
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
17+ 0.56% |
$3.34K - $3.67K
|
3.08K
$700K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
16New |
$3.14K - $3.45K
|
16
$3.64K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
16New |
$3.14K - $3.45K
|
16
$3.64K
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
16+ 0.51% |
$3.14K - $3.45K
|
3.13K
$712K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
16New |
$3.14K - $3.45K
|
16
$3.64K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
15+ 3.77% |
$2.94K - $3.24K
|
413
$93.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
15+ 0.63% |
$2.94K - $3.24K
|
2.39K
$544K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
14+ 0.08% |
$2.75K - $3.02K
|
17.8K
$4.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
14+ 11.57% |
$2.75K - $3.02K
|
135
$30.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
12+ 0.1% |
$2.36K - $2.59K
|
12.4K
$2.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12+ 8.16% |
$2.36K - $2.59K
|
159
$36.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
12+ 0.18% |
$2.36K - $2.59K
|
6.62K
$1.51M
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
11+ 0.35% |
$2.16K - $2.37K
|
3.18K
$723K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
11+ 5.67% |
$2.16K - $2.37K
|
205
$46.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.61% |
$1.96K - $2.16K
|
1.65K
$375K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
9+ 13.64% |
$1.77K - $1.94K
|
75
$17.1K
|