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 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.32K+ 8.81% |
$258K - $284K
|
16.2K
$3.42M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.3K+ 34.1% |
$255K - $280K
|
5.11K
$1.07M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.29KNew |
$253K - $278K
|
1.29K
$271K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.29K+ 40.24% |
$253K - $278K
|
4.49K
$944K
|
|
|
Aug 14, 2024
Q2 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
1.28KNew |
$251K - $276K
|
1.28K
$269K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.27K+ 34.81% |
$250K - $274K
|
4.93K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.27KNew |
$249K - $273K
|
1.27K
$266K
|
|
|
Aug 06, 2024
Q2 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.24K+ 122.77% |
$243K - $268K
|
2.25K
$473K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.22K+ 13.81% |
$239K - $263K
|
10K
$2.11M
|
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
1.2KNew |
$236K - $259K
|
1.2K
$252K
|
|
|
Aug 15, 2024
Q2 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
1.2KNew |
$236K - $259K
|
1.2K
$252K
|
|
|
Aug 07, 2024
Q2 2024
|
Close Asset Management LTD
|
BUY
|
- |
1.2K+ 0.19% |
$235K - $259K
|
628K
$132M
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.17KNew |
$230K - $253K
|
1.17K
$246K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.17K+ 13.22% |
$229K - $252K
|
10K
$2.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
1.17KNew |
$229K - $252K
|
1.17K
$246K
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
BUY
|
- |
1.17K+ 50.0% |
$229K - $252K
|
3.5K
$736K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.16KNew |
$228K - $250K
|
1.16K
$244K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.16K+ 29.61% |
$228K - $250K
|
5.08K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.15K+ 5.71% |
$226K - $248K
|
21.3K
$4.47M
|
|
|
Aug 07, 2024
Q2 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.15K+ 5.14% |
$226K - $248K
|
23.5K
$4.94M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.15K+ 20.4% |
$225K - $247K
|
6.76K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.13K+ 41.14% |
$222K - $244K
|
3.88K
$815K
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.13KNew |
$221K - $243K
|
1.13K
$237K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.12K+ 17.63% |
$220K - $242K
|
7.49K
$1.58M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.11KNew |
$218K - $239K
|
1.11K
$233K
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.11K+ 6.6% |
$217K - $238K
|
17.8K
$3.75M
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.1K+ 73.05% |
$217K - $238K
|
2.61K
$550K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.1K+ 31.02% |
$215K - $237K
|
4.63K
$974K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.1KNew |
$215K - $236K
|
1.1K
$230K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.09K+ 747.95% |
$214K - $236K
|
1.24K
$260K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.08K+ 0.72% |
$211K - $232K
|
150K
$31.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
1.07K+ 4.51% |
$210K - $231K
|
24.8K
$5.21M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.05K+ 65.26% |
$206K - $227K
|
2.66K
$559K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.04K+ 3.46% |
$205K - $225K
|
31.2K
$6.56M
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
1.04K+ 0.73% |
$204K - $224K
|
143K
$30M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.03K+ 1.78% |
$203K - $223K
|
58.9K
$12.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.03K+ 23.02% |
$202K - $222K
|
5.5K
$1.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.02K+ 23.38% |
$201K - $221K
|
5.4K
$1.14M
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.01KNew |
$199K - $219K
|
1.01K
$213K
|
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
1.01KNew |
$198K - $217K
|
1.01K
$212K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1K+ 54.39% |
$197K - $216K
|
2.85K
$599K
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
997New |
$196K - $215K
|
997
$210K
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
993New |
$195K - $214K
|
993
$209K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
990New |
$194K - $214K
|
990
$208K
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
987+ 4.04% |
$194K - $213K
|
25.4K
$5.34M
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
972New |
$191K - $210K
|
972
$204K
|
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
963New |
$189K - $208K
|
963
$203K
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
963New |
$189K - $208K
|
963
$203K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
962New |
$189K - $208K
|
962
$202K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
961+ 11.43% |
$189K - $207K
|
9.37K
$1.97M
|