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 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-506- 6.15% |
$106K - $117K
|
7.73K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-540- 16.95% |
$114K - $125K
|
2.65K
$556K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-572- 7.39% |
$120K - $133K
|
7.17K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-572- 5.76% |
$120K - $133K
|
9.37K
$1.97M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-574- 3.44% |
$121K - $133K
|
16.1K
$3.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-601- 10.97% |
$126K - $139K
|
4.88K
$1.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-615- 2.25% |
$129K - $143K
|
26.7K
$5.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-620- 1.3% |
$130K - $144K
|
47.1K
$9.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-620- 14.34% |
$130K - $144K
|
3.7K
$779K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-624- 3.79% |
$131K - $145K
|
15.8K
$3.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-628- 8.0% |
$132K - $146K
|
7.22K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-640- 0.53% |
$135K - $148K
|
119K
$25M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-645- 14.3% |
$136K - $150K
|
3.87K
$813K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-661- 0.96% |
$139K - $153K
|
67.9K
$14.3M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-667- 19.62% |
$140K - $155K
|
2.73K
$575K
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-672- 0.26% |
$141K - $156K
|
254K
$53.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-677- 0.8% |
$142K - $157K
|
84.5K
$17.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-679- 22.67% |
$143K - $157K
|
2.32K
$487K
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-700- 2.82% |
$147K - $162K
|
24.1K
$5.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-705- 16.49% |
$148K - $163K
|
3.57K
$751K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-770- 4.28% |
$162K - $179K
|
17.2K
$3.63M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-776- 21.05% |
$163K - $180K
|
2.91K
$612K
|
|
|
Oct 08, 2024
Q3 2024
|
Reliant Investment Management, LLC
|
SELL
|
- |
-790- 3.24% |
$166K - $183K
|
23.6K
$4.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-825- 42.22% |
$173K - $191K
|
1.13K
$237K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-862- 42.28% |
$181K - $200K
|
1.18K
$248K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-878- 1.23% |
$185K - $204K
|
70.2K
$14.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-889- 1.24% |
$187K - $206K
|
70.8K
$14.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-905- 1.39% |
$190K - $210K
|
64K
$13.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-934- 0.25% |
$196K - $217K
|
378K
$79.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-937- 6.24% |
$197K - $217K
|
14.1K
$2.96M
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-938- 0.47% |
$197K - $217K
|
200K
$42M
|
|
|
Nov 08, 2024
Q3 2024
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-942- 49.66% |
$198K - $218K
|
955
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-957- 4.96% |
$201K - $222K
|
18.4K
$3.86M
|
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-993- 0.71% |
$209K - $230K
|
139K
$29.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1K- 1.03% |
$211K - $232K
|
96.7K
$20.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.02K- 11.71% |
$214K - $236K
|
7.69K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
SELL
|
- |
-1.03K- 0.72% |
$216K - $238K
|
142K
$29.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1.05K- 5.12% |
$221K - $243K
|
19.5K
$4.09M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.1K- 16.25% |
$231K - $255K
|
5.66K
$1.19M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.1K- 0.77% |
$231K - $255K
|
142K
$29.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-1.13K- 42.38% |
$237K - $261K
|
1.53K
$322K
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.13K- 4.0% |
$238K - $263K
|
27.2K
$5.72M
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.15K- 5.41% |
$242K - $267K
|
20.1K
$4.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-1.16K- 5.34% |
$244K - $269K
|
20.6K
$4.33M
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-1.18K- 1.09% |
$247K - $273K
|
107K
$22.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.18K- 8.61% |
$248K - $273K
|
12.5K
$2.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-1.18K- 5.11% |
$249K - $275K
|
22K
$4.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.21K- 13.79% |
$255K - $281K
|
7.58K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.24K- 47.61% |
$262K - $288K
|
1.37K
$288K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.26K- 7.77% |
$264K - $291K
|
14.9K
$3.14M
|