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 10, 2024
Q2 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-50- 4.05% |
$9.81K - $10.8K
|
1.19K
$249K
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
SELL
|
- |
-50- 4.5% |
$9.81K - $10.8K
|
1.06K
$223K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-52- 0.92% |
$10.2K - $11.2K
|
5.6K
$1.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-52- 4.91% |
$10.2K - $11.2K
|
1.01K
$212K
|
|
|
Jul 31, 2024
Q2 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-55- 0.14% |
$10.8K - $11.9K
|
39.4K
$8.29M
|
|
|
Jul 09, 2024
Q2 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-56- 0.58% |
$11K - $12.1K
|
9.61K
$2.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-57- 1.09% |
$11.2K - $12.3K
|
5.18K
$1.09M
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-57- 11.11% |
$11.2K - $12.3K
|
456
$95.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-57- 5.54% |
$11.2K - $12.3K
|
972
$204K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-59- 2.43% |
$11.6K - $12.7K
|
2.37K
$499K
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-59- 3.26% |
$11.6K - $12.7K
|
1.75K
$369K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-61- 7.08% |
$12K - $13.2K
|
800
$168K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-62- 1.01% |
$12.2K - $13.4K
|
6.07K
$1.28M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-62- 5.4% |
$12.2K - $13.4K
|
1.09K
$229K
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-62- 1.03% |
$12.2K - $13.4K
|
5.96K
$1.25M
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-63- 4.85% |
$12.4K - $13.6K
|
1.24K
$260K
|
|
|
Jul 08, 2024
Q2 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-64- 1.31% |
$12.6K - $13.8K
|
4.83K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-64- 29.36% |
$12.6K - $13.8K
|
154
$32.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-65- 2.79% |
$12.8K - $14K
|
2.26K
$476K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-69- 0.51% |
$13.5K - $14.9K
|
13.5K
$2.85M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-70- 11.25% |
$13.7K - $15.1K
|
552
$116K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-72- 31.03% |
$14.1K - $15.5K
|
160
$33.6K
|
|
|
Jan 10, 2025
Q2 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-73- 2.65% |
$14.3K - $15.7K
|
2.69K
$565K
|
|
|
Aug 13, 2024
Q2 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-75- 3.3% |
$14.7K - $16.2K
|
2.2K
$462K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-76- 2.21% |
$14.9K - $16.4K
|
3.36K
$707K
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-76- 2.61% |
$14.9K - $16.4K
|
2.84K
$597K
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-79- 3.55% |
$15.5K - $17K
|
2.15K
$451K
|
|
|
Aug 13, 2024
Q2 2024
|
Lindenwold Advisors
|
SELL
|
- |
-80- 0.54% |
$15.7K - $17.3K
|
14.8K
$3.11M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-86- 8.14% |
$16.9K - $18.6K
|
971
$204K
|
|
|
Jul 23, 2024
Q2 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-88- 3.36% |
$17.3K - $19K
|
2.53K
$533K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-88- 0.56% |
$17.3K - $19K
|
15.6K
$3.27M
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-89- 4.14% |
$17.5K - $19.2K
|
2.06K
$433K
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-89- 0.07% |
$17.5K - $19.2K
|
130K
$27.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-89- 0.83% |
$17.5K - $19.2K
|
10.6K
$2.22M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-90- 2.32% |
$17.7K - $19.4K
|
3.8K
$799K
|
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-90- 3.01% |
$17.7K - $19.4K
|
2.9K
$609K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-90- 16.25% |
$17.7K - $19.4K
|
464
$97.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-92- 0.66% |
$18.1K - $19.8K
|
13.9K
$2.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-95- 48.72% |
$18.6K - $20.5K
|
100
$21K
|
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-97- 1.0% |
$19K - $20.9K
|
9.61K
$2.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-97- 5.3% |
$19K - $20.9K
|
1.73K
$365K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-97- 6.33% |
$19K - $20.9K
|
1.44K
$302K
|
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-100- 1.93% |
$19.6K - $21.6K
|
5.09K
$1.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-100- 3.79% |
$19.6K - $21.6K
|
2.54K
$534K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-101- 1.66% |
$19.8K - $21.8K
|
5.98K
$1.26M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-102- 2.6% |
$20K - $22K
|
3.83K
$805K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-102- 0.8% |
$20K - $22K
|
12.7K
$2.66M
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
SELL
|
- |
-103- 7.61% |
$20.2K - $22.2K
|
1.25K
$263K
|
|
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-105- 8.45% |
$20.6K - $22.7K
|
1.14K
$239K
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-106- 2.0% |
$20.8K - $22.9K
|
5.2K
$1.09M
|