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 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-22- 30.99% |
$4.32K - $4.75K
|
49
$10.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-22- 0.96% |
$4.32K - $4.75K
|
2.26K
$505K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-23- 1.95% |
$4.51K - $4.96K
|
1.16K
$258K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-24- 0.31% |
$4.71K - $5.18K
|
7.71K
$1.72M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-24- 1.16% |
$4.71K - $5.18K
|
2.05K
$456K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-24- 4.69% |
$4.71K - $5.18K
|
488
$109K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-24- 1.18% |
$4.71K - $5.18K
|
2.02K
$450K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-24- 17.27% |
$4.71K - $5.18K
|
115
$25.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-25- 1.43% |
$4.91K - $5.39K
|
1.72K
$384K
|
|
|
Jul 25, 2024
Q2 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-27- 12.5% |
$5.3K - $5.83K
|
189
$42.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-27- 1.28% |
$5.3K - $5.83K
|
2.08K
$463K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-28- 25.69% |
$5.5K - $6.04K
|
81
$18.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-29- 2.76% |
$5.69K - $6.26K
|
1.02K
$228K
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-30- 1.23% |
$5.89K - $6.47K
|
2.4K
$536K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-30- 0.23% |
$5.89K - $6.47K
|
12.8K
$2.85M
|
|
|
Jul 12, 2024
Q2 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-31- 0.23% |
$6.08K - $6.69K
|
13.4K
$2.99M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-32- 23.19% |
$6.28K - $6.9K
|
106
$23.6K
|
|
|
Jul 11, 2024
Q2 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-33- 0.14% |
$6.48K - $7.12K
|
23.6K
$5.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-33- 0.87% |
$6.48K - $7.12K
|
3.76K
$839K
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-34- 1.82% |
$6.67K - $7.34K
|
1.83K
$409K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-35- 0.68% |
$6.87K - $7.55K
|
5.11K
$1.14M
|
|
|
Jul 19, 2024
Q2 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-36- 3.57% |
$7.07K - $7.77K
|
972
$217K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-37- 0.55% |
$7.26K - $7.98K
|
6.7K
$1.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-37- 0.61% |
$7.26K - $7.98K
|
6.02K
$1.34M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-39- 0.06% |
$7.66K - $8.41K
|
67.6K
$15.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-40- 3.02% |
$7.85K - $8.63K
|
1.29K
$287K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-40- 5.86% |
$7.85K - $8.63K
|
643
$143K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-40- 2.09% |
$7.85K - $8.63K
|
1.87K
$418K
|
|
|
Jul 31, 2024
Q2 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-40- 0.18% |
$7.85K - $8.63K
|
22K
$4.91M
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-40- 39.6% |
$7.85K - $8.63K
|
61
$13.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-40- 0.02% |
$7.85K - $8.63K
|
255K
$56.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-41- 12.42% |
$8.05K - $8.85K
|
289
$64.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-42- 2.7% |
$8.24K - $9.06K
|
1.52K
$338K
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-42- 0.58% |
$8.24K - $9.06K
|
7.17K
$1.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-44- 2.08% |
$8.64K - $9.49K
|
2.07K
$462K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-45- 1.21% |
$8.83K - $9.71K
|
3.68K
$822K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-47- 1.23% |
$9.23K - $10.1K
|
3.77K
$840K
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-48- 4.71% |
$9.42K - $10.4K
|
972
$217K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-48- 1.77% |
$9.42K - $10.4K
|
2.66K
$594K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-49- 0.64% |
$9.62K - $10.6K
|
7.61K
$1.7M
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-50- 4.7% |
$9.81K - $10.8K
|
1.01K
$226K
|
|
|
Jul 10, 2024
Q2 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-50- 4.05% |
$9.81K - $10.8K
|
1.19K
$264K
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
SELL
|
- |
-50- 4.5% |
$9.81K - $10.8K
|
1.06K
$236K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-52- 0.92% |
$10.2K - $11.2K
|
5.6K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-52- 4.91% |
$10.2K - $11.2K
|
1.01K
$225K
|
|
|
Jul 31, 2024
Q2 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-55- 0.14% |
$10.8K - $11.9K
|
39.4K
$8.79M
|
|
|
Jul 09, 2024
Q2 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-56- 0.58% |
$11K - $12.1K
|
9.61K
$2.14M
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-57- 1.09% |
$11.2K - $12.3K
|
5.18K
$1.15M
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-57- 11.11% |
$11.2K - $12.3K
|
456
$102K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-57- 5.54% |
$11.2K - $12.3K
|
972
$217K
|