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
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-209- 1.48% |
$43.9K - $48.5K
|
13.9K
$2.74M
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-214- 6.71% |
$45K - $49.6K
|
2.98K
$587K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-228- 8.01% |
$47.9K - $52.9K
|
2.62K
$517K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-228- 4.55% |
$47.9K - $52.9K
|
4.79K
$945K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-230- 14.45% |
$48.4K - $53.3K
|
1.36K
$269K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-232- 4.35% |
$48.8K - $53.8K
|
5.11K
$1.01M
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-232- 8.64% |
$48.8K - $53.8K
|
2.45K
$484K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-235- 3.59% |
$49.4K - $54.5K
|
6.31K
$1.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-236- 0.39% |
$49.6K - $54.7K
|
60.3K
$11.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-246- 5.22% |
$51.7K - $57K
|
4.47K
$882K
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-248- 1.09% |
$52.1K - $57.5K
|
22.5K
$4.45M
|
|
|
Oct 04, 2024
Q3 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-254- 8.74% |
$53.4K - $58.9K
|
2.65K
$523K
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-254- 7.59% |
$53.4K - $58.9K
|
3.09K
$610K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-261- 2.75% |
$54.9K - $60.5K
|
9.23K
$1.82M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-264- 1.49% |
$55.5K - $61.2K
|
17.4K
$3.44M
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-268- 6.48% |
$56.3K - $62.1K
|
3.87K
$763K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-272- 6.3% |
$57.2K - $63.1K
|
4.04K
$798K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-272- 20.42% |
$57.2K - $63.1K
|
1.06K
$209K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-273- 3.08% |
$57.4K - $63.3K
|
8.58K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-274- 0.63% |
$57.6K - $63.5K
|
43.3K
$8.54M
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-280- 0.66% |
$58.9K - $64.9K
|
42K
$8.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-289- 5.27% |
$60.8K - $67K
|
5.2K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-295- 5.78% |
$62K - $68.4K
|
4.81K
$950K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-297- 2.34% |
$62.4K - $68.9K
|
12.4K
$2.44M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-300- 17.29% |
$63.1K - $69.6K
|
1.44K
$283K
|
|
|
Oct 11, 2024
Q3 2024
|
Harrington Investments, Inc
|
SELL
|
- |
-300- 1.16% |
$63.1K - $69.6K
|
25.6K
$5.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-300- 18.76% |
$63.1K - $69.6K
|
1.3K
$256K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-303- 2.07% |
$63.7K - $70.3K
|
14.3K
$2.83M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-325- 15.54% |
$68.3K - $75.4K
|
1.77K
$349K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-325- 3.01% |
$68.3K - $75.4K
|
10.5K
$2.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-328- 99.09% |
$69K - $76.1K
|
3
$592
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-331- 0.3% |
$69.6K - $76.7K
|
109K
$21.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-354- 4.57% |
$74.4K - $82.1K
|
7.39K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-356- 47.28% |
$74.8K - $82.5K
|
397
$78.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-377- 8.17% |
$79.3K - $87.4K
|
4.24K
$837K
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-382- 6.15% |
$80.3K - $88.6K
|
5.83K
$1.15M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-384- 1.42% |
$80.7K - $89K
|
26.6K
$5.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-389- 20.77% |
$81.8K - $90.2K
|
1.48K
$293K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-401- 8.05% |
$84.3K - $93K
|
4.58K
$904K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-403- 13.37% |
$84.7K - $93.4K
|
2.61K
$515K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-412- 7.61% |
$86.6K - $95.5K
|
5K
$987K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-413- 26.31% |
$86.8K - $95.8K
|
1.16K
$228K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-417- 23.28% |
$87.7K - $96.7K
|
1.37K
$271K
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-418- 31.17% |
$87.9K - $96.9K
|
923
$182K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-446- 1.05% |
$93.8K - $103K
|
42K
$8.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-453- 10.53% |
$95.2K - $105K
|
3.85K
$760K
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-461- 1.84% |
$96.9K - $107K
|
24.5K
$4.84M
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-479- 1.51% |
$101K - $111K
|
31.2K
$6.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-479- 4.33% |
$101K - $111K
|
10.6K
$2.09M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-481- 24.0% |
$101K - $112K
|
1.52K
$301K
|