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
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
897+ 11.62% |
$176K - $194K
|
8.62K
$1.96M
|
|
|
Aug 06, 2024
Q2 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
884+ 5.05% |
$174K - $191K
|
18.4K
$4.18M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
865New |
$170K - $187K
|
865
$197K
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
851+ 1.09% |
$167K - $184K
|
78.9K
$17.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
840+ 37.17% |
$165K - $181K
|
3.1K
$705K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
836+ 17.41% |
$164K - $180K
|
5.64K
$1.28M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
832+ 1.12% |
$163K - $180K
|
74.8K
$17M
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
BUY
|
- |
829+ 70.55% |
$163K - $179K
|
2K
$456K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
794New |
$156K - $171K
|
794
$181K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
794+ 33.19% |
$156K - $171K
|
3.19K
$724K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
751+ 28.36% |
$147K - $162K
|
3.4K
$773K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
748+ 69.26% |
$147K - $161K
|
1.83K
$416K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
741+ 22.85% |
$145K - $160K
|
3.98K
$906K
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
708+ 7.67% |
$139K - $153K
|
9.94K
$2.26M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
701+ 33.48% |
$138K - $151K
|
2.8K
$636K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
698New |
$137K - $151K
|
698
$159K
|
|
|
Jul 17, 2024
Q2 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
693+ 3.8% |
$136K - $150K
|
18.9K
$4.31M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
693+ 41.8% |
$136K - $150K
|
2.35K
$535K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
689+ 31.87% |
$135K - $149K
|
2.85K
$648K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
689+ 18.75% |
$135K - $149K
|
4.36K
$992K
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
675+ 60.48% |
$132K - $146K
|
1.79K
$407K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
668+ 1.74% |
$131K - $144K
|
39.1K
$8.89M
|
|
|
Jul 16, 2024
Q2 2024
|
James Hambro & Partners
|
BUY
|
- |
667+ 36.67% |
$131K - $144K
|
2.49K
$565K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
620+ 18.5% |
$122K - $134K
|
3.97K
$903K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
619+ 42.87% |
$122K - $134K
|
2.06K
$469K
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
616+ 57.41% |
$121K - $133K
|
1.69K
$384K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
600+ 17.24% |
$118K - $129K
|
4.08K
$928K
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
597+ 37.15% |
$117K - $129K
|
2.2K
$501K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
585+ 13.87% |
$115K - $126K
|
4.8K
$1.09M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
585+ 23.93% |
$115K - $126K
|
3.03K
$689K
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
BUY
|
- |
579+ 0.88% |
$114K - $125K
|
66.1K
$15M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
559+ 6.26% |
$110K - $121K
|
9.49K
$2.16M
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
556+ 25.46% |
$109K - $120K
|
2.74K
$623K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
548+ 7.3% |
$108K - $118K
|
8.05K
$1.83M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
545+ 5.16% |
$107K - $118K
|
11.1K
$2.53M
|
|
|
Jul 12, 2024
Q2 2024
|
Norway Savings Bank
|
BUY
|
- |
544+ 8.82% |
$107K - $117K
|
6.71K
$1.53M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
544+ 6.24% |
$107K - $117K
|
9.27K
$2.11M
|
|
|
Aug 09, 2024
Q2 2024
|
Bancreek Capital Management, LP
Santa Monica, CA |
BUY
|
- |
538+ 1.52% |
$106K - $116K
|
36K
$8.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
535+ 0.55% |
$105K - $115K
|
97.7K
$22.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
519+ 50.63% |
$102K - $112K
|
1.54K
$351K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
512+ 2.0% |
$101K - $110K
|
26.2K
$5.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
511+ 13.05% |
$100K - $110K
|
4.43K
$1.01M
|
|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
BUY
|
- |
503+ 9.58% |
$98.7K - $109K
|
5.76K
$1.31M
|
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
495+ 43.5% |
$97.2K - $107K
|
1.63K
$371K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
488+ 5.54% |
$95.8K - $105K
|
9.3K
$2.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
482+ 15.93% |
$94.6K - $104K
|
3.51K
$797K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
472+ 16.08% |
$92.6K - $102K
|
3.41K
$775K
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
454+ 39.0% |
$89.1K - $98K
|
1.62K
$368K
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
450+ 2.77% |
$88.3K - $97.1K
|
16.7K
$3.8M
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
443+ 2.44% |
$87K - $95.6K
|
18.6K
$4.22M
|