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
|
Matrix Trust CO
|
SELL
|
- |
-104- 1.39% |
$21.9K - $24.1K
|
7.4K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-105- 1.08% |
$22.1K - $24.3K
|
9.57K
$2.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-108- 3.58% |
$22.7K - $25K
|
2.91K
$612K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-108- 1.07% |
$22.7K - $25K
|
9.96K
$2.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-108- 1.16% |
$22.7K - $25K
|
9.2K
$1.93M
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-109- 0.29% |
$22.9K - $25.3K
|
37.3K
$7.84M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-116- 18.77% |
$24.4K - $26.9K
|
502
$106K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-116- 1.94% |
$24.4K - $26.9K
|
5.87K
$1.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-117- 8.6% |
$24.6K - $27.1K
|
1.24K
$262K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-119- 1.4% |
$25K - $27.6K
|
8.39K
$1.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-120- 6.67% |
$25.2K - $27.8K
|
1.68K
$353K
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-126- 0.4% |
$26.5K - $29.2K
|
31.5K
$6.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-129- 1.35% |
$27.1K - $29.9K
|
9.42K
$1.98M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-130- 8.18% |
$27.3K - $30.1K
|
1.46K
$307K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-131- 3.4% |
$27.5K - $30.4K
|
3.73K
$783K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-131- 1.18% |
$27.5K - $30.4K
|
10.9K
$2.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-136- 7.31% |
$28.6K - $31.5K
|
1.72K
$363K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-136- 4.39% |
$28.6K - $31.5K
|
2.96K
$623K
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-143- 10.59% |
$30.1K - $33.2K
|
1.21K
$254K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-145- 5.69% |
$30.5K - $33.6K
|
2.4K
$505K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-147- 4.49% |
$30.9K - $34.1K
|
3.12K
$657K
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-149- 2.38% |
$31.3K - $34.5K
|
6.11K
$1.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-150- 11.87% |
$31.5K - $34.8K
|
1.11K
$234K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-151- 3.98% |
$31.7K - $35K
|
3.65K
$767K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-154- 3.81% |
$32.4K - $35.7K
|
3.89K
$819K
|
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-155- 0.82% |
$32.6K - $35.9K
|
18.8K
$3.95M
|
|
|
Nov 08, 2024
Q3 2024
|
Tcw Group Inc
|
SELL
|
- |
-158- 1.39% |
$33.2K - $36.6K
|
11.2K
$2.35M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-159- 7.42% |
$33.4K - $36.9K
|
1.98K
$417K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-161- 49.69% |
$33.9K - $37.3K
|
163
$34.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-161- 3.83% |
$33.9K - $37.3K
|
4.04K
$850K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-166- 1.23% |
$34.9K - $38.5K
|
13.4K
$2.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-170- 5.31% |
$35.7K - $39.4K
|
3.03K
$637K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-172- 1.45% |
$36.2K - $39.9K
|
11.7K
$2.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-179- 4.14% |
$37.6K - $41.5K
|
4.15K
$872K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-182- 1.47% |
$38.3K - $42.2K
|
12.2K
$2.57M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-187- 1.83% |
$39.3K - $43.4K
|
10K
$2.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-188- 13.38% |
$39.5K - $43.6K
|
1.22K
$256K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-193- 4.16% |
$40.6K - $44.7K
|
4.45K
$935K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-193- 1.52% |
$40.6K - $44.7K
|
12.5K
$2.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-194- 4.45% |
$40.8K - $45K
|
4.16K
$875K
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-198- 3.47% |
$41.6K - $45.9K
|
5.51K
$1.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-199- 15.92% |
$41.8K - $46.1K
|
1.05K
$221K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.72% |
$42.1K - $46.4K
|
27.7K
$5.83M
|
|
|
Oct 23, 2024
Q3 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-200- 6.67% |
$42.1K - $46.4K
|
2.8K
$589K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-203- 3.66% |
$42.7K - $47.1K
|
5.34K
$1.12M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-204- 7.67% |
$42.9K - $47.3K
|
2.46K
$516K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-205- 0.93% |
$43.1K - $47.5K
|
21.7K
$4.57M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-209- 1.48% |
$43.9K - $48.5K
|
13.9K
$2.92M
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-214- 6.71% |
$45K - $49.6K
|
2.98K
$626K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-228- 8.01% |
$47.9K - $52.9K
|
2.62K
$551K
|