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 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.58% |
$196 - $216
|
172
$39.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1+ 0.05% |
$196 - $216
|
1.95K
$444K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.1% |
$196 - $216
|
981
$223K
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1- 0.02% |
$196 - $216
|
6.22K
$1.41M
|
|
|
Jul 17, 2024
Q2 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-1- 0.09% |
$196 - $216
|
1.08K
$246K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1- 0.51% |
$196 - $216
|
197
$44.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-1- 0.04% |
$196 - $216
|
2.26K
$515K
|
|
|
Jul 22, 2024
Q2 2024
|
Churchill Management Corp
|
SELL
|
- |
-2- 0.01% |
$393 - $432
|
32.6K
$7.42M
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-2- 5.56% |
$393 - $432
|
34
$7.73K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-2- 0.12% |
$393 - $432
|
1.6K
$364K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 1.87% |
$393 - $432
|
105
$23.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-5- 0.48% |
$981 - $1.08K
|
1.05K
$238K
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-5- 10.0% |
$981 - $1.08K
|
45
$10.2K
|
|
|
Jul 10, 2024
Q2 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-6- 0.06% |
$1.18K - $1.29K
|
9.61K
$2.19M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6- 1.79% |
$1.18K - $1.29K
|
329
$74.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-6- 0.39% |
$1.18K - $1.29K
|
1.53K
$348K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-6- 0.07% |
$1.18K - $1.29K
|
8.63K
$1.96M
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-7- 0.52% |
$1.37K - $1.51K
|
1.33K
$302K
|
|
|
Aug 13, 2024
Q2 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-8- 0.02% |
$1.57K - $1.73K
|
35.6K
$8.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-8- 0.6% |
$1.57K - $1.73K
|
1.33K
$303K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-8- 5.06% |
$1.57K - $1.73K
|
150
$34.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-9- 1.53% |
$1.77K - $1.94K
|
581
$132K
|
|
|
Jul 23, 2024
Q2 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-10- 0.31% |
$1.96K - $2.16K
|
3.26K
$742K
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-10- 0.42% |
$1.96K - $2.16K
|
2.36K
$537K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-10- 0.22% |
$1.96K - $2.16K
|
4.62K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-10- 0.62% |
$1.96K - $2.16K
|
1.61K
$366K
|
|
|
Aug 13, 2024
Q2 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-10- 5.65% |
$1.96K - $2.16K
|
167
$38K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-11- 4.17% |
$2.16K - $2.37K
|
253
$57.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-11- 26.83% |
$2.16K - $2.37K
|
30
$6.82K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-12- 6.35% |
$2.36K - $2.59K
|
177
$40.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-12- 0.09% |
$2.36K - $2.59K
|
12.7K
$2.89M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-13- 2.77% |
$2.55K - $2.8K
|
457
$104K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-14- 6.14% |
$2.75K - $3.02K
|
214
$48.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-15- 0.4% |
$2.94K - $3.24K
|
3.78K
$858K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-15- 6.36% |
$2.94K - $3.24K
|
221
$50.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-15- 1.08% |
$2.94K - $3.24K
|
1.38K
$314K
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-15- 1.27% |
$2.94K - $3.24K
|
1.17K
$265K
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-15- 1.12% |
$2.94K - $3.24K
|
1.33K
$301K
|
|
|
Aug 14, 2024
Q2 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-15- 0.88% |
$2.94K - $3.24K
|
1.7K
$385K
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-16- 0.28% |
$3.14K - $3.45K
|
5.68K
$1.29M
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-16- 0.11% |
$3.14K - $3.45K
|
14.7K
$3.33M
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-17- 1.3% |
$3.34K - $3.67K
|
1.29K
$294K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-17- 62.96% |
$3.34K - $3.67K
|
10
$2.27K
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-18- 1.14% |
$3.53K - $3.88K
|
1.56K
$356K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-18- 0.7% |
$3.53K - $3.88K
|
2.56K
$581K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-19- 8.41% |
$3.73K - $4.1K
|
207
$47.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-19- 15.97% |
$3.73K - $4.1K
|
100
$22.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-20- 0.28% |
$3.93K - $4.32K
|
7.17K
$1.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-21- 1.02% |
$4.12K - $4.53K
|
2.04K
$464K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-22- 2.13% |
$4.32K - $4.75K
|
1.01K
$230K
|