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 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
430+ 0.96% |
$84.4K - $92.8K
|
45.3K
$10.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Ycg, LLC
|
BUY
|
- |
427+ 0.2% |
$83.8K - $92.1K
|
217K
$48.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
424+ 6.74% |
$83.2K - $91.5K
|
6.72K
$1.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
410+ 8.09% |
$80.5K - $88.5K
|
5.48K
$1.22M
|
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
409+ 26.52% |
$80.3K - $88.2K
|
1.95K
$435K
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
395+ 10.97% |
$77.5K - $85.2K
|
4K
$891K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
392+ 2.95% |
$76.9K - $84.6K
|
13.7K
$3.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
376+ 21.6% |
$73.8K - $81.1K
|
2.12K
$472K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
368+ 7.13% |
$72.2K - $79.4K
|
5.53K
$1.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
366+ 7.87% |
$71.8K - $79K
|
5.01K
$1.12M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
364+ 4.29% |
$71.4K - $78.5K
|
8.86K
$1.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
364+ 0.66% |
$71.4K - $78.5K
|
55.8K
$12.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
361+ 2.91% |
$70.9K - $77.9K
|
12.8K
$2.85M
|
|
|
Aug 06, 2024
Q2 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
360+ 1.79% |
$70.7K - $77.7K
|
20.4K
$4.56M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
352+ 1.34% |
$69.1K - $75.9K
|
26.7K
$5.95M
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
350New |
$68.7K - $75.5K
|
350
$78.1K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
348+ 21.35% |
$68.3K - $75.1K
|
1.98K
$441K
|
|
|
Nov 14, 2024
Q2 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
343+ 8.36% |
$67.3K - $74K
|
4.45K
$992K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
334+ 14.35% |
$65.6K - $72.1K
|
2.66K
$594K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
329+ 2.24% |
$64.6K - $71K
|
15K
$3.35M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
327+ 24.42% |
$64.2K - $70.6K
|
1.67K
$372K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
324+ 25.55% |
$63.6K - $69.9K
|
1.59K
$355K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
324+ 0.97% |
$63.6K - $69.9K
|
33.9K
$7.55M
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
319+ 7.2% |
$62.6K - $68.8K
|
4.75K
$1.06M
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
318+ 0.45% |
$62.4K - $68.6K
|
70.4K
$15.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
313+ 1.64% |
$61.4K - $67.5K
|
19.4K
$4.33M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
301+ 60.2% |
$59.1K - $64.9K
|
801
$179K
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
300+ 0.21% |
$58.9K - $64.7K
|
143K
$31.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
288+ 20.62% |
$56.5K - $62.1K
|
1.69K
$376K
|
|
|
Jul 17, 2024
Q2 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
275+ 8.96% |
$54K - $59.3K
|
3.35K
$746K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
274+ 18.06% |
$53.8K - $59.1K
|
1.79K
$400K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
273+ 24.71% |
$53.6K - $58.9K
|
1.38K
$307K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
272+ 10.48% |
$53.4K - $58.7K
|
2.87K
$640K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
271+ 3.36% |
$53.2K - $58.5K
|
8.34K
$1.86M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
266+ 7.8% |
$52.2K - $57.4K
|
3.68K
$820K
|
|
|
Jul 18, 2024
Q2 2024
|
Tcw Group Inc
|
BUY
|
- |
264+ 2.38% |
$51.8K - $57K
|
11.4K
$2.53M
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
261New |
$51.2K - $56.3K
|
261
$58.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
260+ 0.62% |
$51K - $56.1K
|
42.3K
$9.44M
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
250+ 10.76% |
$49.1K - $53.9K
|
2.57K
$574K
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
249+ 18.81% |
$48.9K - $53.7K
|
1.57K
$351K
|
|
|
Aug 13, 2024
Q2 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
248+ 0.14% |
$48.7K - $53.5K
|
173K
$38.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
243+ 0.8% |
$47.7K - $52.4K
|
30.7K
$6.85M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
242+ 10.1% |
$47.5K - $52.2K
|
2.64K
$588K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
240+ 10.5% |
$47.1K - $51.8K
|
2.53K
$563K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
239+ 3.51% |
$46.9K - $51.6K
|
7.06K
$1.57M
|
|
|
Aug 08, 2024
Q2 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
237+ 1.47% |
$46.5K - $51.1K
|
16.4K
$3.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
236+ 6.44% |
$46.3K - $50.9K
|
3.9K
$870K
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
235+ 10.79% |
$46.1K - $50.7K
|
2.41K
$538K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
234+ 15.26% |
$45.9K - $50.5K
|
1.77K
$394K
|
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
230+ 10.76% |
$45.1K - $49.6K
|
2.37K
$528K
|