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 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-56- 3.66% |
$11.8K - $13K
|
1.47K
$335K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-59- 3.43% |
$12.4K - $13.7K
|
1.66K
$378K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-59- 0.22% |
$12.4K - $13.7K
|
26.6K
$6.05M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-60- 1.65% |
$12.6K - $13.9K
|
3.57K
$812K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-60- 58.25% |
$12.6K - $13.9K
|
43
$9.78K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-60- 0.75% |
$12.6K - $13.9K
|
7.97K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-60- 43.48% |
$12.6K - $13.9K
|
78
$17.7K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-60- 1.34% |
$12.6K - $13.9K
|
4.43K
$1.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-61- 17.43% |
$12.8K - $14.1K
|
289
$65.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-62- 0.24% |
$13K - $14.4K
|
25.9K
$5.89M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-65- 4.55% |
$13.7K - $15.1K
|
1.36K
$310K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-65- 6.55% |
$13.7K - $15.1K
|
928
$211K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-65- 4.17% |
$13.7K - $15.1K
|
1.49K
$339K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-66- 0.07% |
$13.9K - $15.3K
|
101K
$23.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-67- 1.97% |
$14.1K - $15.5K
|
3.34K
$760K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-69- 0.65% |
$14.5K - $16K
|
10.5K
$2.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-70- 6.74% |
$14.7K - $16.2K
|
968
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Dempze Nancy E
|
SELL
|
- |
-70- 5.0% |
$14.7K - $16.2K
|
1.33K
$302K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-71- 0.03% |
$14.9K - $16.5K
|
214K
$48.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-74- 3.15% |
$15.6K - $17.2K
|
2.27K
$517K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-75- 0.69% |
$15.8K - $17.4K
|
10.8K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-76- 3.83% |
$16K - $17.6K
|
1.91K
$434K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-77- 3.54% |
$16.2K - $17.9K
|
2.1K
$477K
|
|
|
Nov 13, 2024
Q3 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-80- 1.37% |
$16.8K - $18.5K
|
5.74K
$1.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-81- 5.93% |
$17K - $18.8K
|
1.29K
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-85- 5.34% |
$17.9K - $19.7K
|
1.51K
$342K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-86- 0.79% |
$18.1K - $19.9K
|
10.8K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-87- 0.24% |
$18.3K - $20.2K
|
35.5K
$8.08M
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-88- 6.14% |
$18.5K - $20.4K
|
1.35K
$306K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-93- 1.36% |
$19.6K - $21.6K
|
6.76K
$1.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-93- 14.46% |
$19.6K - $21.6K
|
550
$125K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-93- 2.33% |
$19.6K - $21.6K
|
3.89K
$885K
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
SELL
|
- |
-94- 2.41% |
$19.8K - $21.8K
|
3.81K
$865K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-94- 5.47% |
$19.8K - $21.8K
|
1.63K
$370K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-94- 0.6% |
$19.8K - $21.8K
|
15.6K
$3.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-98- 5.48% |
$20.6K - $22.7K
|
1.69K
$385K
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-99- 2.31% |
$20.8K - $23K
|
4.19K
$954K
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-100- 1.04% |
$21K - $23.2K
|
9.51K
$2.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-100- 4.56% |
$21K - $23.2K
|
2.1K
$476K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-102- 1.97% |
$21.4K - $23.6K
|
5.07K
$1.15M
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
SELL
|
- |
-104- 1.39% |
$21.9K - $24.1K
|
7.4K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-105- 1.08% |
$22.1K - $24.3K
|
9.57K
$2.18M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-108- 3.58% |
$22.7K - $25K
|
2.91K
$662K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-108- 1.07% |
$22.7K - $25K
|
9.96K
$2.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-108- 1.16% |
$22.7K - $25K
|
9.2K
$2.09M
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-109- 0.29% |
$22.9K - $25.3K
|
37.3K
$8.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-116- 18.77% |
$24.4K - $26.9K
|
502
$114K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-116- 1.94% |
$24.4K - $26.9K
|
5.87K
$1.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-117- 8.6% |
$24.6K - $27.1K
|
1.24K
$283K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-119- 1.4% |
$25K - $27.6K
|
8.39K
$1.91M
|