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 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
950New |
$186K - $205K
|
950
$200K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
944+ 10.45% |
$185K - $204K
|
9.98K
$2.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
939+ 22.55% |
$184K - $203K
|
5.1K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
919+ 3.26% |
$180K - $198K
|
29.1K
$6.12M
|
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
916+ 33.26% |
$180K - $198K
|
3.67K
$772K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
911+ 5.59% |
$179K - $197K
|
17.2K
$3.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
903+ 65.39% |
$177K - $195K
|
2.28K
$480K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
897+ 11.62% |
$176K - $194K
|
8.62K
$1.81M
|
|
|
Aug 06, 2024
Q2 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
884+ 5.05% |
$174K - $191K
|
18.4K
$3.86M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
865New |
$170K - $187K
|
865
$182K
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
851+ 1.09% |
$167K - $184K
|
78.9K
$16.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
840+ 37.17% |
$165K - $181K
|
3.1K
$652K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
836+ 17.41% |
$164K - $180K
|
5.64K
$1.19M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
832+ 1.12% |
$163K - $180K
|
74.8K
$15.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
BUY
|
- |
829+ 70.55% |
$163K - $179K
|
2K
$421K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
794New |
$156K - $171K
|
794
$167K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
794+ 33.19% |
$156K - $171K
|
3.19K
$670K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
751+ 28.36% |
$147K - $162K
|
3.4K
$715K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
748+ 69.26% |
$147K - $161K
|
1.83K
$384K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
741+ 22.85% |
$145K - $160K
|
3.98K
$838K
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
708+ 7.67% |
$139K - $153K
|
9.94K
$2.09M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
701+ 33.48% |
$138K - $151K
|
2.8K
$588K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
698New |
$137K - $151K
|
698
$147K
|
|
|
Jul 17, 2024
Q2 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
693+ 3.8% |
$136K - $150K
|
18.9K
$3.98M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
693+ 41.8% |
$136K - $150K
|
2.35K
$494K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
689+ 31.87% |
$135K - $149K
|
2.85K
$600K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
689+ 18.75% |
$135K - $149K
|
4.36K
$918K
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
675+ 60.48% |
$132K - $146K
|
1.79K
$377K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
668+ 1.74% |
$131K - $144K
|
39.1K
$8.22M
|
|
|
Jul 16, 2024
Q2 2024
|
James Hambro & Partners
|
BUY
|
- |
667+ 36.67% |
$131K - $144K
|
2.49K
$523K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
620+ 18.5% |
$122K - $134K
|
3.97K
$835K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
619+ 42.87% |
$122K - $134K
|
2.06K
$434K
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
616+ 57.41% |
$121K - $133K
|
1.69K
$355K
|
|
|
Jul 14, 2025
Q2 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
604New |
$119K - $130K
|
604
$127K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
600+ 17.24% |
$118K - $129K
|
4.08K
$858K
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
597+ 37.15% |
$117K - $129K
|
2.2K
$464K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
585+ 13.87% |
$115K - $126K
|
4.8K
$1.01M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
585+ 23.93% |
$115K - $126K
|
3.03K
$637K
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
BUY
|
- |
579+ 0.88% |
$114K - $125K
|
66.1K
$13.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
559+ 6.26% |
$110K - $121K
|
9.49K
$2M
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
556+ 25.46% |
$109K - $120K
|
2.74K
$576K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
548+ 7.3% |
$108K - $118K
|
8.05K
$1.69M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
545+ 5.16% |
$107K - $118K
|
11.1K
$2.34M
|
|
|
Jul 12, 2024
Q2 2024
|
Norway Savings Bank
|
BUY
|
- |
544+ 8.82% |
$107K - $117K
|
6.71K
$1.41M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
544+ 6.24% |
$107K - $117K
|
9.27K
$1.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Bancreek Capital Management, LP
Santa Monica, CA |
BUY
|
- |
538+ 1.52% |
$106K - $116K
|
36K
$7.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
535+ 0.55% |
$105K - $115K
|
97.7K
$20.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
519+ 50.63% |
$102K - $112K
|
1.54K
$325K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
512+ 2.0% |
$101K - $110K
|
26.2K
$5.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
511+ 13.05% |
$100K - $110K
|
4.43K
$931K
|