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 28, 2024
Q3 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
2.03K+ 7.55% |
$427K - $471K
|
28.9K
$6.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2K+ 3.32% |
$421K - $464K
|
62.3K
$13.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.94KNew |
$408K - $450K
|
1.94K
$408K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.94K+ 11.15% |
$407K - $449K
|
19.3K
$4.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.91K+ 17.21% |
$402K - $443K
|
13K
$2.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.9K+ 3.13% |
$398K - $439K
|
62.4K
$13.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.83K+ 112.92% |
$384K - $424K
|
3.45K
$724K
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.82K+ 2.19% |
$382K - $421K
|
84.9K
$17.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.81K+ 3.15% |
$381K - $421K
|
59.4K
$12.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.8K+ 155.12% |
$379K - $418K
|
2.96K
$623K
|
|
|
Nov 04, 2024
Q3 2024
|
Ycg, LLC
|
BUY
|
- |
1.78K+ 0.82% |
$375K - $414K
|
219K
$46M
|
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1.77K+ 351.99% |
$372K - $410K
|
2.27K
$477K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.75K+ 39.14% |
$369K - $407K
|
6.24K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
1.75K+ 67.22% |
$368K - $406K
|
4.36K
$916K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.74K+ 16.38% |
$366K - $404K
|
12.4K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
1.64KNew |
$346K - $381K
|
1.64K
$346K
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.62KNew |
$341K - $376K
|
1.62K
$341K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.61KNew |
$339K - $373K
|
1.61K
$339K
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.59K+ 6.66% |
$333K - $368K
|
25.4K
$5.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.58K+ 8.03% |
$332K - $366K
|
21.3K
$4.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.54K+ 3.23% |
$324K - $357K
|
49.3K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.54K+ 252.05% |
$323K - $356K
|
2.14K
$451K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.53K+ 27.82% |
$322K - $355K
|
7.04K
$1.48M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.52KNew |
$319K - $352K
|
1.52K
$319K
|
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
1.5KNew |
$315K - $348K
|
1.5K
$315K
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.47KNew |
$310K - $342K
|
1.47K
$310K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.45KNew |
$304K - $336K
|
1.45K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.43KNew |
$301K - $332K
|
1.43K
$301K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.41KNew |
$295K - $326K
|
1.41K
$295K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.39K+ 34.96% |
$293K - $323K
|
5.38K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.39K+ 16.61% |
$293K - $323K
|
9.77K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
1.37K+ 1.15% |
$287K - $317K
|
120K
$25.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.36K+ 10.94% |
$285K - $314K
|
13.7K
$2.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
1.35KNew |
$285K - $314K
|
1.35K
$285K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.33K+ 0.68% |
$280K - $309K
|
198K
$41.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.29KNew |
$270K - $298K
|
1.29K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
1.28K+ 1.4% |
$269K - $297K
|
92.8K
$19.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.27K+ 2.8% |
$268K - $295K
|
46.7K
$9.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.27K+ 2.35% |
$267K - $295K
|
55.4K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.26K+ 6.91% |
$266K - $293K
|
19.6K
$4.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.26KNew |
$264K - $292K
|
1.26K
$265K
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
1.26K+ 5.51% |
$264K - $291K
|
24.1K
$5.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Sciencast Management LP
|
BUY
|
- |
1.25K+ 11.12% |
$264K - $291K
|
12.5K
$2.63M
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
1.25KNew |
$263K - $290K
|
1.25K
$263K
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.25KNew |
$263K - $290K
|
1.25K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.25K+ 9.17% |
$263K - $290K
|
14.9K
$3.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.17K+ 1.82% |
$247K - $272K
|
65.5K
$13.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.16KNew |
$243K - $268K
|
1.16K
$243K
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
1.15K+ 28.81% |
$242K - $267K
|
5.15K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
1.15K+ 36.15% |
$241K - $266K
|
4.32K
$909K
|