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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
249+ 5.56% |
$52.4K - $57.7K
|
4.73K
$994K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
249+ 15.92% |
$52.4K - $57.7K
|
1.81K
$381K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
248+ 4.6% |
$52.1K - $57.5K
|
5.63K
$1.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
241+ 10.55% |
$50.7K - $55.9K
|
2.53K
$531K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
240+ 6.53% |
$50.5K - $55.6K
|
3.92K
$824K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
235+ 12.86% |
$49.4K - $54.5K
|
2.06K
$434K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
226+ 17.59% |
$47.5K - $52.4K
|
1.51K
$318K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
218New |
$45.8K - $50.5K
|
218
$45.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
216+ 20.99% |
$45.4K - $50.1K
|
1.25K
$262K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
215+ 2.67% |
$45.2K - $49.8K
|
8.27K
$1.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
214+ 1.54% |
$45K - $49.6K
|
14.1K
$2.96M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
214+ 0.37% |
$45K - $49.6K
|
57.7K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
212+ 2.11% |
$44.6K - $49.2K
|
10.2K
$2.16M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
210+ 0.23% |
$44.2K - $48.7K
|
89.9K
$18.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
208+ 15.67% |
$43.7K - $48.2K
|
1.54K
$323K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
206New |
$43.3K - $47.8K
|
206
$43.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
199+ 0.66% |
$41.8K - $46.1K
|
30.2K
$6.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
196+ 0.28% |
$41.2K - $45.4K
|
69.5K
$14.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
194+ 14.08% |
$40.8K - $45K
|
1.57K
$331K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
194+ 16.75% |
$40.8K - $45K
|
1.35K
$284K
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
194+ 0.5% |
$40.8K - $45K
|
39.3K
$8.26M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
188+ 3.68% |
$39.5K - $43.6K
|
5.3K
$1.11M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
188+ 19.36% |
$39.5K - $43.6K
|
1.16K
$244K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
185+ 6.75% |
$38.9K - $42.9K
|
2.93K
$615K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
183New |
$38.5K - $42.4K
|
183
$38.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
183+ 1.43% |
$38.5K - $42.4K
|
13K
$2.73M
|
|
|
Nov 05, 2024
Q3 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
181+ 1.33% |
$38.1K - $42K
|
13.8K
$2.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
179+ 5.24% |
$37.6K - $41.5K
|
3.59K
$756K
|
|
|
Oct 15, 2024
Q3 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
174+ 14.9% |
$36.6K - $40.3K
|
1.34K
$282K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
167+ 1.33% |
$35.1K - $38.7K
|
12.8K
$2.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
166+ 17.47% |
$34.9K - $38.5K
|
1.12K
$235K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
165+ 3.24% |
$34.7K - $38.3K
|
5.26K
$1.11M
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
163+ 16.77% |
$34.3K - $37.8K
|
1.14K
$239K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
163+ 4.65% |
$34.3K - $37.8K
|
3.67K
$772K
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
161+ 2.04% |
$33.9K - $37.3K
|
8.07K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
160+ 3.96% |
$33.6K - $37.1K
|
4.2K
$882K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
159+ 0.39% |
$33.4K - $36.9K
|
40.8K
$8.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
158+ 7.62% |
$33.2K - $36.6K
|
2.23K
$469K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
158+ 6.98% |
$33.2K - $36.6K
|
2.42K
$509K
|
|
|
Nov 07, 2024
Q3 2024
|
Lindenwold Advisors
|
BUY
|
- |
157+ 1.06% |
$33K - $36.4K
|
15K
$3.15M
|
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
156+ 2.4% |
$32.8K - $36.2K
|
6.65K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
155+ 5.32% |
$32.6K - $35.9K
|
3.07K
$645K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
151+ 7.86% |
$31.7K - $35K
|
2.07K
$436K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
150+ 0.77% |
$31.5K - $34.8K
|
19.6K
$4.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
147+ 7.79% |
$30.9K - $34.1K
|
2.03K
$428K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
146+ 6.81% |
$30.7K - $33.9K
|
2.29K
$482K
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
143+ 11.85% |
$30.1K - $33.2K
|
1.35K
$284K
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
143+ 13.45% |
$30.1K - $33.2K
|
1.21K
$254K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
142+ 12.8% |
$29.9K - $32.9K
|
1.25K
$263K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
139+ 7.94% |
$29.2K - $32.2K
|
1.89K
$397K
|