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 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-458- 7.71% |
$89.9K - $98.8K
|
5.49K
$1.22M
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-459- 4.96% |
$90.1K - $99K
|
8.8K
$1.96M
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
SELL
|
- |
-479- 2.02% |
$94K - $103K
|
23.2K
$5.17M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-479- 0.86% |
$94K - $103K
|
55K
$12.3M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-482- 5.54% |
$94.6K - $104K
|
8.23K
$1.83M
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-482- 16.99% |
$94.6K - $104K
|
2.36K
$525K
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-483- 1.25% |
$94.8K - $104K
|
38K
$8.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-492- 4.06% |
$96.6K - $106K
|
11.6K
$2.59M
|
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
SELL
|
- |
-493- 3.7% |
$96.8K - $106K
|
12.8K
$2.86M
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-500- 1.96% |
$98.1K - $108K
|
25K
$5.58M
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-505- 1.69% |
$99.1K - $109K
|
29.3K
$6.54M
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-523- 16.48% |
$103K - $113K
|
2.65K
$591K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-531- 1.24% |
$104K - $115K
|
42.4K
$9.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-533- 5.0% |
$105K - $115K
|
10.1K
$2.26M
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-536- 8.66% |
$105K - $116K
|
5.65K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-551- 1.94% |
$108K - $119K
|
27.9K
$6.22M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-572- 6.79% |
$112K - $123K
|
7.85K
$1.75M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-588- 1.08% |
$115K - $127K
|
53.8K
$12M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-590- 7.93% |
$116K - $127K
|
6.85K
$1.53M
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-600- 4.08% |
$118K - $129K
|
14.1K
$3.14M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-604- 11.88% |
$119K - $130K
|
4.48K
$1M
|
|
|
Aug 13, 2024
Q2 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-620- 5.76% |
$122K - $134K
|
10.1K
$2.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-620- 1.34% |
$122K - $134K
|
45.8K
$10.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-628- 0.92% |
$123K - $135K
|
67.6K
$15.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-647- 2.23% |
$127K - $140K
|
28.3K
$6.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-650- 3.07% |
$128K - $140K
|
20.5K
$4.57M
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-656- 6.43% |
$129K - $142K
|
9.55K
$2.13M
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-658- 14.38% |
$129K - $142K
|
3.92K
$874K
|
|
|
Aug 13, 2024
Q2 2024
|
Bnp Paribas
New York, NY |
SELL
|
- |
-673- 2.86% |
$132K - $145K
|
22.8K
$5.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-678- 10.78% |
$133K - $146K
|
5.61K
$1.25M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-681- 2.15% |
$134K - $147K
|
31.1K
$6.93M
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 2.45% |
$137K - $151K
|
27.9K
$6.22M
|
|
|
Aug 07, 2024
Q2 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-700- 1.08% |
$137K - $151K
|
63.9K
$14.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-734- 3.98% |
$144K - $158K
|
17.7K
$3.95M
|
|
|
Aug 06, 2024
Q2 2024
|
Harrington Investments, Inc
|
SELL
|
- |
-735- 2.76% |
$144K - $159K
|
25.9K
$5.77M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-784- 15.25% |
$154K - $169K
|
4.36K
$972K
|
|
|
Aug 01, 2024
Q2 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-785- 2.42% |
$154K - $169K
|
31.7K
$7.07M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-786- 5.46% |
$154K - $170K
|
13.6K
$3.03M
|
|
|
Jul 18, 2024
Q2 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-810- 1.72% |
$159K - $175K
|
46.3K
$10.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-811- 7.73% |
$159K - $175K
|
9.68K
$2.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-829- 19.64% |
$163K - $179K
|
3.39K
$757K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-835- 9.66% |
$164K - $180K
|
7.81K
$1.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-840- 38.57% |
$165K - $181K
|
1.34K
$298K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-891- 25.92% |
$175K - $192K
|
2.55K
$568K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-899- 22.95% |
$176K - $194K
|
3.02K
$673K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-921- 8.71% |
$181K - $199K
|
9.65K
$2.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-941- 0.45% |
$185K - $203K
|
206K
$46M
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.02K- 2.54% |
$200K - $220K
|
39.1K
$8.73M
|
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.03K- 1.62% |
$202K - $222K
|
62.4K
$13.9M
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.05K- 6.91% |
$206K - $226K
|
14.1K
$3.15M
|