Purchases and Sales Made in Q3 2024 in Marsh & Mclennan Companies, Inc. (MMC)
This table provides information about the institutional ownership of Marsh & Mclennan Companies, Inc. (MMC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
226+ 17.59% |
$47.5K - $52.4K
|
1.51K
$346K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
218New |
$45.8K - $50.5K
|
218
$49.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
216+ 20.99% |
$45.4K - $50.1K
|
1.25K
$285K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
215+ 2.67% |
$45.2K - $49.8K
|
8.27K
$1.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
214+ 1.54% |
$45K - $49.6K
|
14.1K
$3.22M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
214+ 0.37% |
$45K - $49.6K
|
57.7K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
212+ 2.11% |
$44.6K - $49.2K
|
10.2K
$2.35M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
210+ 0.23% |
$44.2K - $48.7K
|
89.9K
$20.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
208+ 15.67% |
$43.7K - $48.2K
|
1.54K
$351K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
206New |
$43.3K - $47.8K
|
206
$47.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
199+ 0.66% |
$41.8K - $46.1K
|
30.2K
$6.91M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
196+ 0.28% |
$41.2K - $45.4K
|
69.5K
$15.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
194+ 14.08% |
$40.8K - $45K
|
1.57K
$360K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
194+ 16.75% |
$40.8K - $45K
|
1.35K
$309K
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
194+ 0.5% |
$40.8K - $45K
|
39.3K
$8.99M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
188+ 3.68% |
$39.5K - $43.6K
|
5.3K
$1.21M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
188+ 19.36% |
$39.5K - $43.6K
|
1.16K
$265K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
185+ 6.75% |
$38.9K - $42.9K
|
2.93K
$669K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
183New |
$38.5K - $42.4K
|
183
$41.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
183+ 1.43% |
$38.5K - $42.4K
|
13K
$2.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
181+ 1.33% |
$38.1K - $42K
|
13.8K
$3.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
179+ 5.24% |
$37.6K - $41.5K
|
3.59K
$822K
|
|
|
Oct 15, 2024
Q3 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
174+ 14.9% |
$36.6K - $40.3K
|
1.34K
$307K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
167+ 1.33% |
$35.1K - $38.7K
|
12.8K
$2.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
166+ 17.47% |
$34.9K - $38.5K
|
1.12K
$255K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
165+ 3.24% |
$34.7K - $38.3K
|
5.26K
$1.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
163+ 16.77% |
$34.3K - $37.8K
|
1.14K
$260K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
163+ 4.65% |
$34.3K - $37.8K
|
3.67K
$840K
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
161+ 2.04% |
$33.9K - $37.3K
|
8.07K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
160+ 3.96% |
$33.6K - $37.1K
|
4.2K
$960K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
159+ 0.39% |
$33.4K - $36.9K
|
40.8K
$9.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
158+ 7.62% |
$33.2K - $36.6K
|
2.23K
$511K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
158+ 6.98% |
$33.2K - $36.6K
|
2.42K
$554K
|
|
|
Nov 07, 2024
Q3 2024
|
Lindenwold Advisors
|
BUY
|
- |
157+ 1.06% |
$33K - $36.4K
|
15K
$3.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
155+ 5.32% |
$32.6K - $35.9K
|
3.07K
$702K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
151+ 7.86% |
$31.7K - $35K
|
2.07K
$474K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
150+ 0.77% |
$31.5K - $34.8K
|
19.6K
$4.47M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
147+ 7.79% |
$30.9K - $34.1K
|
2.03K
$465K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
146+ 6.81% |
$30.7K - $33.9K
|
2.29K
$524K
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
143+ 11.85% |
$30.1K - $33.2K
|
1.35K
$309K
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
143+ 13.45% |
$30.1K - $33.2K
|
1.21K
$276K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
142+ 12.8% |
$29.9K - $32.9K
|
1.25K
$286K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
139+ 7.94% |
$29.2K - $32.2K
|
1.89K
$432K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
139New |
$29.2K - $32.2K
|
139
$31.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
138+ 4.23% |
$29K - $32K
|
3.4K
$778K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
136+ 6.88% |
$28.6K - $31.5K
|
2.11K
$484K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
136+ 0.36% |
$28.6K - $31.5K
|
38.2K
$8.73M
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
135+ 0.44% |
$28.4K - $31.3K
|
30.8K
$7.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
133+ 4.19% |
$28K - $30.8K
|
3.31K
$757K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
131+ 2.73% |
$27.5K - $30.4K
|
4.94K
$1.13M
|