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 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1+ 0.06% |
$210 - $232
|
1.61K
$318K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.08% |
$210 - $232
|
1.29K
$254K
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1- 0.01% |
$210 - $232
|
6.9K
$1.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 0.95% |
$210 - $232
|
104
$20.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1- 0.04% |
$210 - $232
|
2.36K
$466K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1- 0.08% |
$210 - $232
|
1.29K
$254K
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1- 0.9% |
$210 - $232
|
110
$21.7K
|
|
|
Jun 23, 2025
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1- 0.11% |
$210 - $232
|
898
$177K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2- 0.44% |
$421 - $464
|
455
$89.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2- 0.08% |
$421 - $464
|
2.66K
$525K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-2- 1.74% |
$421 - $464
|
113
$22.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2- 0.09% |
$421 - $464
|
2.26K
$446K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3- 0.31% |
$631 - $696
|
969
$191K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-3- 1.04% |
$631 - $696
|
286
$56.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-4- 0.39% |
$841 - $927
|
1.01K
$199K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-4- 0.09% |
$841 - $927
|
4.53K
$895K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4- 0.04% |
$841 - $927
|
9.37K
$1.85M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4- 0.13% |
$841 - $927
|
3.19K
$630K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-4- 0.12% |
$841 - $927
|
3.34K
$658K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-5- 0.24% |
$1.05K - $1.16K
|
2.11K
$417K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-5- 0.24% |
$1.05K - $1.16K
|
2.06K
$406K
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.36% |
$1.26K - $1.39K
|
1.64K
$324K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-6- 0.61% |
$1.26K - $1.39K
|
984
$194K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-6- 26.09% |
$1.26K - $1.39K
|
17
$3.36K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-7- 0.05% |
$1.47K - $1.62K
|
12.8K
$2.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7- 0.44% |
$1.47K - $1.62K
|
1.6K
$316K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-7- 0.64% |
$1.47K - $1.62K
|
1.08K
$213K
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-7- 63.64% |
$1.47K - $1.62K
|
4
$790
|
|
|
Nov 14, 2024
Q3 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-7- 7.0% |
$1.47K - $1.62K
|
93
$18.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-8- 0.22% |
$1.68K - $1.85K
|
3.7K
$730K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-8- 8.51% |
$1.68K - $1.85K
|
86
$17K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-8- 0.31% |
$1.68K - $1.85K
|
2.59K
$511K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-8- 0.44% |
$1.68K - $1.85K
|
1.83K
$360K
|
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-9- 0.36% |
$1.89K - $2.09K
|
2.53K
$498K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-9- 4.29% |
$1.89K - $2.09K
|
201
$39.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9- -0.0% |
$1.89K - $2.09K
|
442K
$87.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-9- 5.63% |
$1.89K - $2.09K
|
151
$29.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.38% |
$2.1K - $2.32K
|
2.64K
$521K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-10- 0.48% |
$2.1K - $2.32K
|
2.07K
$408K
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-11- 0.53% |
$2.31K - $2.55K
|
2.07K
$408K
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-11- 0.3% |
$2.31K - $2.55K
|
3.67K
$724K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-12- 15.0% |
$2.52K - $2.78K
|
68
$13.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-12- 0.31% |
$2.52K - $2.78K
|
3.87K
$763K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-14- 10.61% |
$2.94K - $3.25K
|
118
$23.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-15- 0.35% |
$3.15K - $3.48K
|
4.27K
$842K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-16- 1.1% |
$3.36K - $3.71K
|
1.44K
$284K
|
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-16- 9.58% |
$3.36K - $3.71K
|
151
$29.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-17- 7.8% |
$3.57K - $3.94K
|
201
$39.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-19- 0.12% |
$3.99K - $4.41K
|
15.7K
$3.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-19- 0.28% |
$3.99K - $4.41K
|
6.67K
$1.32M
|