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 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-42- 1.65% |
$8.83K - $9.74K
|
2.5K
$493K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-43- 2.15% |
$9.04K - $9.97K
|
1.96K
$387K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-45- 1.18% |
$9.46K - $10.4K
|
3.78K
$747K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-45- 7.94% |
$9.46K - $10.4K
|
522
$103K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-45- 0.55% |
$9.46K - $10.4K
|
8.14K
$1.61M
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-46- 1.45% |
$9.67K - $10.7K
|
3.13K
$619K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-46- 0.09% |
$9.67K - $10.7K
|
50.9K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-47- 4.51% |
$9.88K - $10.9K
|
995
$196K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-48- 1.87% |
$10.1K - $11.1K
|
2.53K
$498K
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-48- 2.73% |
$10.1K - $11.1K
|
1.71K
$337K
|
|
|
Nov 14, 2024
Q3 2024
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-49- 0.49% |
$10.3K - $11.4K
|
9.97K
$1.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-50- 0.27% |
$10.5K - $11.6K
|
18.5K
$3.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-55- 0.3% |
$11.6K - $12.8K
|
18.3K
$3.62M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-56- 3.66% |
$11.8K - $13K
|
1.47K
$291K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-59- 3.43% |
$12.4K - $13.7K
|
1.66K
$328K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-59- 0.22% |
$12.4K - $13.7K
|
26.6K
$5.25M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-60- 1.65% |
$12.6K - $13.9K
|
3.57K
$705K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-60- 58.25% |
$12.6K - $13.9K
|
43
$8.49K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-60- 0.75% |
$12.6K - $13.9K
|
7.97K
$1.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-60- 43.48% |
$12.6K - $13.9K
|
78
$15.4K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-60- 1.34% |
$12.6K - $13.9K
|
4.43K
$874K
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-61- 17.43% |
$12.8K - $14.1K
|
289
$57K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-62- 0.24% |
$13K - $14.4K
|
25.9K
$5.11M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-65- 4.55% |
$13.7K - $15.1K
|
1.36K
$269K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-65- 6.55% |
$13.7K - $15.1K
|
928
$183K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-65- 4.17% |
$13.7K - $15.1K
|
1.49K
$295K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-66- 0.07% |
$13.9K - $15.3K
|
101K
$20M
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-67- 1.97% |
$14.1K - $15.5K
|
3.34K
$660K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-69- 0.65% |
$14.5K - $16K
|
10.5K
$2.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-70- 6.74% |
$14.7K - $16.2K
|
968
$191K
|
|
|
Nov 12, 2024
Q3 2024
|
Dempze Nancy E
|
SELL
|
- |
-70- 5.0% |
$14.7K - $16.2K
|
1.33K
$263K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-71- 0.03% |
$14.9K - $16.5K
|
214K
$42.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-74- 3.15% |
$15.6K - $17.2K
|
2.27K
$448K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-75- 0.69% |
$15.8K - $17.4K
|
10.8K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-76- 3.83% |
$16K - $17.6K
|
1.91K
$377K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-77- 3.54% |
$16.2K - $17.9K
|
2.1K
$414K
|
|
|
Nov 13, 2024
Q3 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-80- 1.37% |
$16.8K - $18.5K
|
5.74K
$1.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-81- 5.93% |
$17K - $18.8K
|
1.29K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-85- 5.34% |
$17.9K - $19.7K
|
1.51K
$297K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-86- 0.79% |
$18.1K - $19.9K
|
10.8K
$2.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-87- 0.24% |
$18.3K - $20.2K
|
35.5K
$7.01M
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-88- 6.14% |
$18.5K - $20.4K
|
1.35K
$266K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-93- 1.36% |
$19.6K - $21.6K
|
6.76K
$1.33M
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-93- 14.46% |
$19.6K - $21.6K
|
550
$109K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-93- 2.33% |
$19.6K - $21.6K
|
3.89K
$768K
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
SELL
|
- |
-94- 2.41% |
$19.8K - $21.8K
|
3.81K
$751K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-94- 5.47% |
$19.8K - $21.8K
|
1.63K
$321K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-94- 0.6% |
$19.8K - $21.8K
|
15.6K
$3.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-98- 5.48% |
$20.6K - $22.7K
|
1.69K
$334K
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-99- 2.31% |
$20.8K - $23K
|
4.19K
$828K
|