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
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
44+ 2.1% |
$9.25K - $10.2K
|
2.14K
$423K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
43+ 0.48% |
$9.04K - $9.97K
|
9.03K
$1.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
42New |
$8.83K - $9.74K
|
42
$8.29K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
42+ 10.91% |
$8.83K - $9.74K
|
427
$84.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
42+ 1.24% |
$8.83K - $9.74K
|
3.43K
$678K
|
|
|
Aug 07, 2025
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
42+ 10.91% |
$8.83K - $9.74K
|
427
$84.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
41+ 1.03% |
$8.62K - $9.51K
|
4.01K
$792K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
41+ 17.08% |
$8.62K - $9.51K
|
281
$55.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
41+ 0.72% |
$8.62K - $9.51K
|
5.73K
$1.13M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
40+ 3.31% |
$8.41K - $9.27K
|
1.25K
$247K
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
40+ 0.48% |
$8.41K - $9.27K
|
8.34K
$1.65M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
39+ 3.27% |
$8.2K - $9.04K
|
1.23K
$243K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
38+ 0.72% |
$7.99K - $8.81K
|
5.29K
$1.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
38+ 3.17% |
$7.99K - $8.81K
|
1.24K
$244K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
37+ 185.0% |
$7.78K - $8.58K
|
57
$11.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
37+ 1.87% |
$7.78K - $8.58K
|
2.01K
$397K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
36+ 0.37% |
$7.57K - $8.35K
|
9.69K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
36+ 2.69% |
$7.57K - $8.35K
|
1.37K
$271K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
35+ 0.89% |
$7.36K - $8.12K
|
3.96K
$781K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
35+ 8.47% |
$7.36K - $8.12K
|
448
$88.4K
|
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
34+ 1.23% |
$7.15K - $7.88K
|
2.81K
$554K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
34+ 1.66% |
$7.15K - $7.88K
|
2.08K
$411K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
34+ 0.73% |
$7.15K - $7.88K
|
4.67K
$921K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
34+ 0.25% |
$7.15K - $7.88K
|
13.8K
$2.71M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
33+ 0.86% |
$6.94K - $7.65K
|
3.87K
$764K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
33+ 3.43% |
$6.94K - $7.65K
|
996
$197K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
33+ 2.3% |
$6.94K - $7.65K
|
1.47K
$290K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
33+ 4.13% |
$6.94K - $7.65K
|
833
$164K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
32+ 2.11% |
$6.73K - $7.42K
|
1.55K
$305K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
32+ 0.48% |
$6.73K - $7.42K
|
6.73K
$1.33M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
32+ 0.51% |
$6.73K - $7.42K
|
6.3K
$1.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
32+ 0.2% |
$6.73K - $7.42K
|
15.8K
$3.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
31+ 1.28% |
$6.52K - $7.19K
|
2.45K
$483K
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
30+ 2.17% |
$6.31K - $6.96K
|
1.41K
$278K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
30+ 2.6% |
$6.31K - $6.96K
|
1.19K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
30+ 1.29% |
$6.31K - $6.96K
|
2.35K
$464K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
29+ 1.12% |
$6.1K - $6.72K
|
2.63K
$518K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
28New |
$5.89K - $6.49K
|
28
$5.53K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
28+ 14.51% |
$5.89K - $6.49K
|
221
$43.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
28+ 0.51% |
$5.89K - $6.49K
|
5.54K
$1.09M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
28+ 35.9% |
$5.89K - $6.49K
|
106
$20.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
27+ 0.35% |
$5.68K - $6.26K
|
7.74K
$1.53M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
27New |
$5.68K - $6.26K
|
27
$5.33K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
27+ 0.45% |
$5.68K - $6.26K
|
6.05K
$1.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
25+ 1.02% |
$5.26K - $5.8K
|
2.48K
$489K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
25+ 0.44% |
$5.26K - $5.8K
|
5.66K
$1.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
25New |
$5.26K - $5.8K
|
25
$4.94K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
25+ 0.27% |
$5.26K - $5.8K
|
9.32K
$1.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
24+ 1.27% |
$5.05K - $5.56K
|
1.92K
$379K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
23+ 2.45% |
$4.84K - $5.33K
|
961
$190K
|