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 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.27K+ 34.81% |
$250K - $274K
|
4.93K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.27KNew |
$249K - $273K
|
1.27K
$309K
|
|
|
Aug 06, 2024
Q2 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.24K+ 122.77% |
$243K - $268K
|
2.25K
$549K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.22K+ 13.81% |
$239K - $263K
|
10K
$2.45M
|
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
1.2KNew |
$236K - $259K
|
1.2K
$293K
|
|
|
Aug 15, 2024
Q2 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
1.2KNew |
$236K - $259K
|
1.2K
$293K
|
|
|
Aug 07, 2024
Q2 2024
|
Close Asset Management LTD
|
BUY
|
- |
1.2K+ 0.19% |
$235K - $259K
|
628K
$153M
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.17KNew |
$230K - $253K
|
1.17K
$286K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.17K+ 13.22% |
$229K - $252K
|
10K
$2.44M
|
|
|
Jul 12, 2024
Q2 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
1.17KNew |
$229K - $252K
|
1.17K
$285K
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
BUY
|
- |
1.17K+ 50.0% |
$229K - $252K
|
3.5K
$854K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.16KNew |
$228K - $250K
|
1.16K
$283K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.16K+ 29.61% |
$228K - $250K
|
5.08K
$1.24M
|
|
|
Aug 13, 2024
Q2 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.15K+ 5.71% |
$226K - $248K
|
21.3K
$5.19M
|
|
|
Aug 07, 2024
Q2 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.15K+ 5.14% |
$226K - $248K
|
23.5K
$5.73M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.15K+ 20.4% |
$225K - $247K
|
6.76K
$1.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.13K+ 41.14% |
$222K - $244K
|
3.88K
$946K
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.13KNew |
$221K - $243K
|
1.13K
$275K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.12K+ 17.63% |
$220K - $242K
|
7.49K
$1.83M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.11KNew |
$218K - $239K
|
1.11K
$271K
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.11K+ 6.6% |
$217K - $238K
|
17.8K
$4.35M
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.1K+ 73.05% |
$217K - $238K
|
2.61K
$638K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.1K+ 31.02% |
$215K - $237K
|
4.63K
$1.13M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.1KNew |
$215K - $236K
|
1.1K
$267K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.09K+ 747.95% |
$214K - $236K
|
1.24K
$302K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.08K+ 0.72% |
$211K - $232K
|
150K
$36.6M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
1.07K+ 4.51% |
$210K - $231K
|
24.8K
$6.05M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.05K+ 65.26% |
$206K - $227K
|
2.66K
$649K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.04K+ 3.46% |
$205K - $225K
|
31.2K
$7.62M
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
1.04K+ 0.73% |
$204K - $224K
|
143K
$34.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.03K+ 1.78% |
$203K - $223K
|
58.9K
$14.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.03K+ 23.02% |
$202K - $222K
|
5.5K
$1.34M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.02K+ 23.38% |
$201K - $221K
|
5.4K
$1.32M
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.01KNew |
$199K - $219K
|
1.01K
$247K
|
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
1.01KNew |
$198K - $217K
|
1.01K
$246K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1K+ 54.39% |
$197K - $216K
|
2.85K
$695K
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
997New |
$196K - $215K
|
997
$243K
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
993New |
$195K - $214K
|
993
$242K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
990New |
$194K - $214K
|
990
$242K
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
987+ 4.04% |
$194K - $213K
|
25.4K
$6.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
972New |
$191K - $210K
|
972
$237K
|
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
963New |
$189K - $208K
|
963
$235K
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
963New |
$189K - $208K
|
963
$235K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
962New |
$189K - $208K
|
962
$235K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
961+ 11.43% |
$189K - $207K
|
9.37K
$2.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
950New |
$186K - $205K
|
950
$232K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
944+ 10.45% |
$185K - $204K
|
9.98K
$2.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
939+ 22.55% |
$184K - $203K
|
5.1K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
919+ 3.26% |
$180K - $198K
|
29.1K
$7.1M
|
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
916+ 33.26% |
$180K - $198K
|
3.67K
$896K
|