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
|
Nvwm, LLC
|
BUY
|
- |
14+ 11.57% |
$2.75K - $3.02K
|
135
$28.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
12+ 0.1% |
$2.36K - $2.59K
|
12.4K
$2.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12+ 8.16% |
$2.36K - $2.59K
|
159
$33.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
12+ 0.18% |
$2.36K - $2.59K
|
6.62K
$1.38M
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
11+ 0.35% |
$2.16K - $2.37K
|
3.18K
$662K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
11+ 5.67% |
$2.16K - $2.37K
|
205
$42.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.61% |
$1.96K - $2.16K
|
1.65K
$343K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
9+ 13.64% |
$1.77K - $1.94K
|
75
$15.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
9+ 0.71% |
$1.77K - $1.94K
|
1.28K
$267K
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
9+ 0.23% |
$1.77K - $1.94K
|
3.92K
$817K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
9+ 14.75% |
$1.77K - $1.94K
|
70
$14.6K
|
|
|
Feb 05, 2025
Q2 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
9+ 0.26% |
$1.77K - $1.94K
|
3.5K
$730K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
8+ 1.75% |
$1.57K - $1.73K
|
466
$97.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
8+ 8.25% |
$1.57K - $1.73K
|
105
$21.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
8+ 2.76% |
$1.57K - $1.73K
|
298
$62.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
7+ 4.67% |
$1.37K - $1.51K
|
157
$32.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
7+ 0.35% |
$1.37K - $1.51K
|
2K
$417K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7+ 140.0% |
$1.37K - $1.51K
|
12
$2.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
6New |
$1.18K - $1.29K
|
6
$1.25K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
6New |
$1.18K - $1.29K
|
6
$1.25K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
6+ 6.82% |
$1.18K - $1.29K
|
94
$19.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
6+ 4.84% |
$1.18K - $1.29K
|
130
$27.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6+ 0.16% |
$1.18K - $1.29K
|
3.86K
$803K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
6+ 0.26% |
$1.18K - $1.29K
|
2.32K
$483K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5+ 7.69% |
$981 - $1.08K
|
70
$14.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
5+ 0.27% |
$981 - $1.08K
|
1.89K
$393K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 12.82% |
$981 - $1.08K
|
44
$9.17K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5+ 19.23% |
$981 - $1.08K
|
31
$6.46K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5+ 0.14% |
$981 - $1.08K
|
3.63K
$756K
|
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
5+ 0.14% |
$981 - $1.08K
|
3.68K
$767K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5New |
$981 - $1.08K
|
5
$1.04K
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
5+ 2.15% |
$981 - $1.08K
|
238
$49.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4+ 0.1% |
$785 - $863
|
3.88K
$808K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 18.18% |
$785 - $863
|
26
$5.42K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
4New |
$785 - $863
|
4
$833
|
|
|
Aug 14, 2024
Q2 2024
|
Ckw Financial Group
|
BUY
|
- |
4+ 0.21% |
$785 - $863
|
1.93K
$403K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
3+ 2.5% |
$589 - $647
|
123
$25.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3+ 11.11% |
$589 - $647
|
30
$6.25K
|
|
|
Jul 26, 2024
Q2 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
3+ 0.3% |
$589 - $647
|
1K
$209K
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
3+ 0.19% |
$589 - $647
|
1.55K
$324K
|
|
|
Aug 01, 2024
Q2 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
3+ 0.3% |
$589 - $647
|
1.02K
$212K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
3+ 0.1% |
$589 - $647
|
2.97K
$619K
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
3+ 0.01% |
$589 - $647
|
23.4K
$4.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3New |
$589 - $647
|
3
$625
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3+ 0.13% |
$589 - $647
|
2.35K
$489K
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2+ 0.05% |
$393 - $432
|
4.29K
$895K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
2New |
$393 - $432
|
2
$417
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.2% |
$393 - $432
|
1K
$208K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 0.7% |
$393 - $432
|
288
$60K
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.16% |
$393 - $432
|
1.28K
$267K
|