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
|
Meeder Asset Management Inc
|
BUY
|
- |
17+ 13.08% |
$3.57K - $3.94K
|
147
$33.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
17+ 0.38% |
$3.57K - $3.94K
|
4.45K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
17+ 0.38% |
$3.57K - $3.94K
|
4.52K
$1.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
16+ 1.26% |
$3.36K - $3.71K
|
1.28K
$292K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
16+ 0.35% |
$3.36K - $3.71K
|
4.61K
$1.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
15+ 1.49% |
$3.15K - $3.48K
|
1.03K
$234K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
15+ 1.37% |
$3.15K - $3.48K
|
1.11K
$253K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
15+ 0.48% |
$3.15K - $3.48K
|
3.15K
$717K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
14+ 0.55% |
$2.94K - $3.25K
|
2.57K
$586K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
14+ 1.0% |
$2.94K - $3.25K
|
1.41K
$321K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
14+ 0.6% |
$2.94K - $3.25K
|
2.35K
$536K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
14+ 0.93% |
$2.94K - $3.25K
|
1.51K
$345K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
13+ 1.3% |
$2.73K - $3.01K
|
1.01K
$231K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
13+ 6.19% |
$2.73K - $3.01K
|
223
$50.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
13+ 4.98% |
$2.73K - $3.01K
|
274
$62.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
13+ 1.09% |
$2.73K - $3.01K
|
1.21K
$276K
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
12+ 0.38% |
$2.52K - $2.78K
|
3.19K
$728K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
12+ 26.67% |
$2.52K - $2.78K
|
57
$13K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
12New |
$2.52K - $2.78K
|
12
$2.74K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
12+ 0.9% |
$2.52K - $2.78K
|
1.34K
$306K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
11+ 1.24% |
$2.31K - $2.55K
|
897
$205K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
11+ 2.2% |
$2.31K - $2.55K
|
512
$117K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
11+ 0.59% |
$2.31K - $2.55K
|
1.89K
$431K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
11+ 8.15% |
$2.31K - $2.55K
|
146
$33.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
10+ 0.8% |
$2.1K - $2.32K
|
1.26K
$287K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
10+ 0.58% |
$2.1K - $2.32K
|
1.75K
$398K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
10+ 0.63% |
$2.1K - $2.32K
|
1.59K
$363K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10+ 0.42% |
$2.1K - $2.32K
|
2.38K
$543K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
9+ 7.83% |
$1.89K - $2.09K
|
124
$28.3K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
9+ 0.76% |
$1.89K - $2.09K
|
1.19K
$271K
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
8+ 0.51% |
$1.68K - $1.85K
|
1.59K
$362K
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
8+ 0.49% |
$1.68K - $1.85K
|
1.64K
$374K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
8+ 0.79% |
$1.68K - $1.85K
|
1.02K
$233K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8+ 0.39% |
$1.68K - $1.85K
|
2.03K
$464K
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
8+ 0.11% |
$1.68K - $1.85K
|
7.18K
$1.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
8+ 0.82% |
$1.68K - $1.85K
|
980
$223K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
7+ 0.12% |
$1.47K - $1.62K
|
6.08K
$1.39M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
7New |
$1.47K - $1.62K
|
7
$1.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
7+ 0.46% |
$1.47K - $1.62K
|
1.54K
$351K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 4.07% |
$1.47K - $1.62K
|
179
$40.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
7New |
$1.47K - $1.62K
|
7
$1.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
6+ 0.54% |
$1.26K - $1.39K
|
1.12K
$255K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 13.64% |
$1.26K - $1.39K
|
50
$11.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
6+ 3.06% |
$1.26K - $1.39K
|
202
$46.1K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
6New |
$1.26K - $1.39K
|
6
$1.37K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6+ 20.0% |
$1.26K - $1.39K
|
36
$8.21K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
6+ 6.9% |
$1.26K - $1.39K
|
93
$21.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
6+ 0.47% |
$1.26K - $1.39K
|
1.29K
$295K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
5+ 4.95% |
$1.05K - $1.16K
|
106
$24.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
5+ 1.85% |
$1.05K - $1.16K
|
275
$62.7K
|