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 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
88+ 0.92% |
$18.5K - $20.4K
|
9.7K
$1.91M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
85+ 2.08% |
$17.9K - $19.7K
|
4.17K
$822K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
82+ 8.52% |
$17.2K - $19K
|
1.05K
$206K
|
|
|
Nov 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
82+ 0.61% |
$17.2K - $19K
|
13.5K
$2.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
80New |
$16.8K - $18.5K
|
80
$15.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
78+ 2.74% |
$16.4K - $18.1K
|
2.93K
$578K
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
75+ 1.69% |
$15.8K - $17.4K
|
4.51K
$891K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
75+ 0.11% |
$15.8K - $17.4K
|
67.7K
$13.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
74+ 1.87% |
$15.6K - $17.2K
|
4.02K
$794K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
74+ 1.39% |
$15.6K - $17.2K
|
5.39K
$1.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
71+ 4.04% |
$14.9K - $16.5K
|
1.83K
$361K
|
|
|
Oct 08, 2024
Q3 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
70+ 0.73% |
$14.7K - $16.2K
|
9.68K
$1.91M
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
69+ 0.09% |
$14.5K - $16K
|
74K
$14.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
67+ 1.41% |
$14.1K - $15.5K
|
4.81K
$950K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
67+ 1340.0% |
$14.1K - $15.5K
|
72
$14.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
66+ 0.32% |
$13.9K - $15.3K
|
20.5K
$4.05M
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
66+ 3.5% |
$13.9K - $15.3K
|
1.95K
$385K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
65New |
$13.7K - $15.1K
|
65
$12.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
65+ 216.67% |
$13.7K - $15.1K
|
95
$18.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
65+ 4.27% |
$13.7K - $15.1K
|
1.59K
$313K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
65+ 3.86% |
$13.7K - $15.1K
|
1.75K
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
64New |
$13.5K - $14.8K
|
64
$12.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
64New |
$13.5K - $14.8K
|
64
$12.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
61+ 12.71% |
$12.8K - $14.1K
|
541
$107K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
61+ 210.34% |
$12.8K - $14.1K
|
90
$17.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
60+ 5.98% |
$12.6K - $13.9K
|
1.06K
$210K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
60+ 4.51% |
$12.6K - $13.9K
|
1.39K
$274K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
60+ 85.71% |
$12.6K - $13.9K
|
130
$25.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
60+ 2.25% |
$12.6K - $13.9K
|
2.72K
$537K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
59+ 4.27% |
$12.4K - $13.7K
|
1.44K
$284K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
58+ 3.08% |
$12.2K - $13.4K
|
1.94K
$384K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
58+ 5.35% |
$12.2K - $13.4K
|
1.14K
$225K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
57+ 1.17% |
$12K - $13.2K
|
4.92K
$972K
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
57+ 2.36% |
$12K - $13.2K
|
2.47K
$487K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
55+ 14.4% |
$11.6K - $12.8K
|
437
$86.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
55+ 5.52% |
$11.6K - $12.8K
|
1.05K
$208K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
55+ 1.2% |
$11.6K - $12.8K
|
4.62K
$913K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
55+ 1.44% |
$11.6K - $12.8K
|
3.86K
$763K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
54+ 3.5% |
$11.4K - $12.5K
|
1.6K
$315K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
54+ 3.0% |
$11.4K - $12.5K
|
1.86K
$366K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
53+ 5.13% |
$11.1K - $12.3K
|
1.09K
$214K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
52+ 2.27% |
$10.9K - $12.1K
|
2.34K
$463K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
50New |
$10.5K - $11.6K
|
50
$9.87K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
50+ 1.07% |
$10.5K - $11.6K
|
4.71K
$929K
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
48New |
$10.1K - $11.1K
|
48
$9.48K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
47+ 5.37% |
$9.88K - $10.9K
|
922
$182K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
47+ 13.78% |
$9.88K - $10.9K
|
388
$76.6K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
45+ 3.13% |
$9.46K - $10.4K
|
1.48K
$293K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
45+ 23.08% |
$9.46K - $10.4K
|
240
$47.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
45+ 18.75% |
$9.46K - $10.4K
|
285
$56.3K
|