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 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.1K+ 7.07% |
$411K - $452K
|
31.7K
$6.67M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.09KNew |
$411K - $451K
|
2.09K
$440K
|
|
|
Aug 13, 2024
Q2 2024
|
Uss Investment Management LTD
|
BUY
|
- |
2.08K+ 2.18% |
$408K - $449K
|
97.7K
$20.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.08KNew |
$408K - $448K
|
2.08K
$437K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.99K+ 0.06% |
$391K - $430K
|
3.31M
$695M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.99K+ 84.91% |
$390K - $428K
|
4.33K
$910K
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.99KNew |
$390K - $428K
|
1.99K
$418K
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.92K+ 7.4% |
$376K - $413K
|
27.8K
$5.84M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.9K+ 1.99% |
$373K - $410K
|
97.4K
$20.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
1.9K+ 0.06% |
$373K - $409K
|
3.45M
$726M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.87K+ 6.57% |
$367K - $403K
|
30.3K
$6.38M
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.85KNew |
$364K - $400K
|
1.85K
$389K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.84K+ 8.23% |
$361K - $397K
|
24.2K
$5.09M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.8K+ 81.33% |
$354K - $389K
|
4.02K
$846K
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.78K+ 11.57% |
$349K - $383K
|
17.1K
$3.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
1.73KNew |
$340K - $374K
|
1.73K
$364K
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.72K+ 18.83% |
$337K - $371K
|
10.8K
$2.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.72K+ 9.49% |
$337K - $371K
|
19.8K
$4.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.71K+ 34.95% |
$335K - $369K
|
6.6K
$1.39M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.71KNew |
$335K - $368K
|
1.71K
$359K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.7K+ 2.9% |
$333K - $366K
|
60.3K
$12.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.68KNew |
$330K - $363K
|
1.68K
$354K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.66K+ 0.51% |
$326K - $358K
|
330K
$69.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.64KNew |
$322K - $354K
|
1.64K
$345K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.64KNew |
$321K - $353K
|
1.64K
$344K
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.62KNew |
$319K - $350K
|
1.62K
$342K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.61K+ 37.73% |
$317K - $348K
|
5.89K
$1.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.59KNew |
$313K - $344K
|
1.59K
$335K
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
1.58KNew |
$309K - $340K
|
1.58K
$331K
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.57KNew |
$309K - $339K
|
1.57K
$331K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.57KNew |
$308K - $339K
|
1.57K
$330K
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.53K+ 4.78% |
$301K - $330K
|
33.6K
$7.06M
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.52KNew |
$299K - $328K
|
1.52K
$320K
|
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.48K+ 29.53% |
$291K - $320K
|
6.5K
$1.37M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.46K+ 16.06% |
$286K - $315K
|
10.5K
$2.22M
|
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.43KNew |
$281K - $309K
|
1.43K
$302K
|
|
|
Jul 16, 2024
Q2 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
1.43K+ 5.62% |
$281K - $309K
|
26.9K
$5.66M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.43K+ 47533.33% |
$280K - $308K
|
1.43K
$301K
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.42K+ 2.53% |
$279K - $307K
|
57.6K
$12.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.42K+ 44.6% |
$278K - $306K
|
4.59K
$965K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.42K+ 12.0% |
$278K - $306K
|
13.2K
$2.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.41KNew |
$278K - $305K
|
1.41K
$297K
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.41K+ 1.7% |
$277K - $305K
|
84.6K
$17.8M
|
|
|
Mar 04, 2025
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.4K+ 15.99% |
$274K - $301K
|
10.1K
$2.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
1.39KNew |
$273K - $300K
|
1.39K
$292K
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
BUY
|
- |
1.39K+ 2.18% |
$272K - $299K
|
64.9K
$13.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.38KNew |
$270K - $297K
|
1.38K
$290K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.35KNew |
$264K - $290K
|
1.35K
$283K
|
|
|
Jul 09, 2024
Q2 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
1.32K+ 16.91% |
$259K - $285K
|
9.13K
$1.92M
|
|
|
Feb 21, 2025
Q2 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
1.32K+ 16.91% |
$259K - $285K
|
9.13K
$1.92M
|