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 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
129+ 0.13% |
$27.1K - $29.9K
|
97.5K
$22.3M
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
128+ 1.0% |
$26.9K - $29.7K
|
13K
$2.97M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
127+ 8.08% |
$26.7K - $29.4K
|
1.7K
$389K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
126+ 2.89% |
$26.5K - $29.2K
|
4.49K
$1.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
124+ 9.95% |
$26.1K - $28.8K
|
1.37K
$313K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
122+ 2.26% |
$25.7K - $28.3K
|
5.53K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
121+ 9.55% |
$25.4K - $28.1K
|
1.39K
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
121+ 4.07% |
$25.4K - $28.1K
|
3.09K
$708K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
121+ 6.76% |
$25.4K - $28.1K
|
1.91K
$438K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
118+ 7.97% |
$24.8K - $27.4K
|
1.6K
$366K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
117+ 0.41% |
$24.6K - $27.1K
|
28.8K
$6.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
114+ 4.32% |
$24K - $26.4K
|
2.75K
$630K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
111+ 277.5% |
$23.3K - $25.7K
|
151
$34.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
111+ 5.17% |
$23.3K - $25.7K
|
2.26K
$517K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
111+ 8.72% |
$23.3K - $25.7K
|
1.38K
$317K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
110+ 3.57% |
$23.1K - $25.5K
|
3.19K
$730K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
110+ 3.36% |
$23.1K - $25.5K
|
3.38K
$774K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
106New |
$22.3K - $24.6K
|
106
$24.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
106+ 7.88% |
$22.3K - $24.6K
|
1.45K
$332K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
105+ 10.38% |
$22.1K - $24.3K
|
1.12K
$256K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
105+ 35.23% |
$22.1K - $24.3K
|
403
$92.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
104+ 1.03% |
$21.9K - $24.1K
|
10.2K
$2.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
104+ 1.82% |
$21.9K - $24.1K
|
5.82K
$1.33M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
102New |
$21.4K - $23.6K
|
102
$23.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
102+ 1.82% |
$21.4K - $23.6K
|
5.71K
$1.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
101+ 7.88% |
$21.2K - $23.4K
|
1.38K
$316K
|
|
|
Oct 21, 2024
Q3 2024
|
James Hambro & Partners
|
BUY
|
- |
100+ 4.02% |
$21K - $23.2K
|
2.59K
$592K
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
100+ 1.85% |
$21K - $23.2K
|
5.5K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
100+ 4.96% |
$21K - $23.2K
|
2.12K
$484K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
97+ 2.03% |
$20.4K - $22.5K
|
4.87K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
96+ 0.3% |
$20.2K - $22.3K
|
31.6K
$7.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
95+ 5.72% |
$20K - $22K
|
1.76K
$402K
|
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
95+ 5.48% |
$20K - $22K
|
1.83K
$418K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
94+ 5.79% |
$19.8K - $21.8K
|
1.72K
$393K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
93+ 5.58% |
$19.6K - $21.6K
|
1.76K
$403K
|
|
|
Nov 12, 2024
Q3 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
93New |
$19.6K - $21.6K
|
93
$21.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
92+ 4.14% |
$19.3K - $21.3K
|
2.31K
$530K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
92+ 1.12% |
$19.3K - $21.3K
|
8.28K
$1.89M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
91+ 2.47% |
$19.1K - $21.1K
|
3.77K
$864K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
88+ 0.5% |
$18.5K - $20.4K
|
17.8K
$4.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
88+ 0.92% |
$18.5K - $20.4K
|
9.7K
$2.22M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
85+ 2.08% |
$17.9K - $19.7K
|
4.17K
$953K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
82+ 8.52% |
$17.2K - $19K
|
1.05K
$239K
|
|
|
Nov 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
82+ 0.61% |
$17.2K - $19K
|
13.5K
$3.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
80New |
$16.8K - $18.5K
|
80
$18.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
78+ 2.74% |
$16.4K - $18.1K
|
2.93K
$670K
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
75+ 1.69% |
$15.8K - $17.4K
|
4.51K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
75+ 0.11% |
$15.8K - $17.4K
|
67.7K
$15.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
74+ 1.87% |
$15.6K - $17.2K
|
4.02K
$921K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
74+ 1.39% |
$15.6K - $17.2K
|
5.39K
$1.23M
|