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 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-628- 8.0% |
$132K - $146K
|
7.22K
$1.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-640- 0.53% |
$135K - $148K
|
119K
$27.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-645- 14.3% |
$136K - $150K
|
3.87K
$879K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-661- 0.96% |
$139K - $153K
|
67.9K
$15.4M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-667- 19.62% |
$140K - $155K
|
2.73K
$621K
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-672- 0.26% |
$141K - $156K
|
254K
$57.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-677- 0.8% |
$142K - $157K
|
84.5K
$19.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-679- 22.67% |
$143K - $157K
|
2.32K
$527K
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-700- 2.82% |
$147K - $162K
|
24.1K
$5.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-705- 16.49% |
$148K - $163K
|
3.57K
$812K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-770- 4.28% |
$162K - $179K
|
17.2K
$3.92M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-776- 21.05% |
$163K - $180K
|
2.91K
$662K
|
|
|
Oct 08, 2024
Q3 2024
|
Reliant Investment Management, LLC
|
SELL
|
- |
-790- 3.24% |
$166K - $183K
|
23.6K
$5.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-825- 42.22% |
$173K - $191K
|
1.13K
$257K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-862- 42.28% |
$181K - $200K
|
1.18K
$268K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-878- 1.23% |
$185K - $204K
|
70.2K
$16M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-889- 1.24% |
$187K - $206K
|
70.8K
$16.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-905- 1.39% |
$190K - $210K
|
64K
$14.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-934- 0.25% |
$196K - $217K
|
378K
$85.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-937- 6.24% |
$197K - $217K
|
14.1K
$3.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-938- 0.47% |
$197K - $217K
|
200K
$45.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-942- 49.66% |
$198K - $218K
|
955
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-957- 4.96% |
$201K - $222K
|
18.4K
$4.17M
|
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-993- 0.71% |
$209K - $230K
|
139K
$31.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1K- 1.03% |
$211K - $232K
|
96.7K
$22M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.02K- 11.71% |
$214K - $236K
|
7.69K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
SELL
|
- |
-1.03K- 0.72% |
$216K - $238K
|
142K
$32.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1.05K- 5.12% |
$221K - $243K
|
19.5K
$4.42M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.1K- 16.25% |
$231K - $255K
|
5.66K
$1.29M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.1K- 0.77% |
$231K - $255K
|
142K
$32.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-1.13K- 42.38% |
$237K - $261K
|
1.53K
$348K
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.13K- 4.0% |
$238K - $263K
|
27.2K
$6.18M
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.15K- 5.41% |
$242K - $267K
|
20.1K
$4.58M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-1.16K- 5.34% |
$244K - $269K
|
20.6K
$4.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-1.18K- 1.09% |
$247K - $273K
|
107K
$24.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.18K- 8.61% |
$248K - $273K
|
12.5K
$2.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-1.18K- 5.11% |
$249K - $275K
|
22K
$5M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.21K- 13.79% |
$255K - $281K
|
7.58K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.24K- 47.61% |
$262K - $288K
|
1.37K
$311K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.26K- 7.77% |
$264K - $291K
|
14.9K
$3.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.3K- 25.4% |
$272K - $300K
|
3.81K
$866K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.3K- 39.08% |
$274K - $302K
|
2.03K
$462K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-1.31K- 14.16% |
$276K - $304K
|
7.96K
$1.81M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.33K- 8.38% |
$280K - $309K
|
14.6K
$3.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.35K- 9.28% |
$284K - $313K
|
13.2K
$3M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.35K- 13.53% |
$284K - $313K
|
8.63K
$1.96M
|
|
|
Oct 02, 2024
Q3 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-1.38K- 2.04% |
$290K - $320K
|
66.2K
$15.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-1.4K- 83.79% |
$294K - $324K
|
270
$61.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.4K- 4.56% |
$295K - $326K
|
29.4K
$6.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.41K- 1.26% |
$296K - $326K
|
110K
$25M
|