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 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
71+ 4.04% |
$14.9K - $16.5K
|
1.83K
$418K
|
|
|
Oct 08, 2024
Q3 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
70+ 0.73% |
$14.7K - $16.2K
|
9.68K
$2.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
69+ 0.09% |
$14.5K - $16K
|
74K
$16.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
67+ 1.41% |
$14.1K - $15.5K
|
4.81K
$1.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
67+ 1340.0% |
$14.1K - $15.5K
|
72
$16.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
66+ 0.32% |
$13.9K - $15.3K
|
20.5K
$4.69M
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
66+ 3.5% |
$13.9K - $15.3K
|
1.95K
$447K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
65New |
$13.7K - $15.1K
|
65
$14.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
65+ 216.67% |
$13.7K - $15.1K
|
95
$21.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
65+ 4.27% |
$13.7K - $15.1K
|
1.59K
$363K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
65+ 3.86% |
$13.7K - $15.1K
|
1.75K
$400K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
64New |
$13.5K - $14.8K
|
64
$14.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
64New |
$13.5K - $14.8K
|
64
$14.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
61+ 12.71% |
$12.8K - $14.1K
|
541
$124K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
61+ 210.34% |
$12.8K - $14.1K
|
90
$20.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
60+ 5.98% |
$12.6K - $13.9K
|
1.06K
$243K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
60+ 4.51% |
$12.6K - $13.9K
|
1.39K
$318K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
60+ 85.71% |
$12.6K - $13.9K
|
130
$29.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
60+ 2.25% |
$12.6K - $13.9K
|
2.72K
$623K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
59+ 4.27% |
$12.4K - $13.7K
|
1.44K
$330K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
58+ 3.08% |
$12.2K - $13.4K
|
1.94K
$445K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
58+ 5.35% |
$12.2K - $13.4K
|
1.14K
$261K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
57+ 1.17% |
$12K - $13.2K
|
4.92K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
57+ 2.36% |
$12K - $13.2K
|
2.47K
$565K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
55+ 14.4% |
$11.6K - $12.8K
|
437
$100K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
55+ 5.52% |
$11.6K - $12.8K
|
1.05K
$241K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
55+ 1.2% |
$11.6K - $12.8K
|
4.62K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
55+ 1.44% |
$11.6K - $12.8K
|
3.86K
$884K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
54+ 3.5% |
$11.4K - $12.5K
|
1.6K
$365K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
54+ 3.0% |
$11.4K - $12.5K
|
1.86K
$425K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
53+ 5.13% |
$11.1K - $12.3K
|
1.09K
$249K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
52+ 2.27% |
$10.9K - $12.1K
|
2.34K
$536K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
50New |
$10.5K - $11.6K
|
50
$11.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
50+ 1.07% |
$10.5K - $11.6K
|
4.71K
$1.08M
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
48New |
$10.1K - $11.1K
|
48
$11K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
47+ 5.37% |
$9.88K - $10.9K
|
922
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
47+ 13.78% |
$9.88K - $10.9K
|
388
$88.8K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
45+ 3.13% |
$9.46K - $10.4K
|
1.48K
$339K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
45+ 23.08% |
$9.46K - $10.4K
|
240
$54.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
45+ 18.75% |
$9.46K - $10.4K
|
285
$65.2K
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
44+ 2.1% |
$9.25K - $10.2K
|
2.14K
$490K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
43+ 0.48% |
$9.04K - $9.97K
|
9.03K
$2.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
42New |
$8.83K - $9.74K
|
42
$9.61K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
42+ 10.91% |
$8.83K - $9.74K
|
427
$97.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
42+ 1.24% |
$8.83K - $9.74K
|
3.43K
$786K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
41+ 1.03% |
$8.62K - $9.51K
|
4.01K
$918K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
41+ 17.08% |
$8.62K - $9.51K
|
281
$64.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
41+ 0.72% |
$8.62K - $9.51K
|
5.73K
$1.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
40+ 3.31% |
$8.41K - $9.27K
|
1.25K
$286K
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
40+ 0.48% |
$8.41K - $9.27K
|
8.34K
$1.91M
|