Purchases and Sales Made in Q3 2024 in Marsh & Mclennan Companies, Inc. (MMC)

MMC Quotes by TradingView

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 17, 2024 Q3 2024
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
1.05K
New
$220K - $243K
1.05K $244K
Nov 12, 2024 Q3 2024
Quadcap Wealth Management, LLC

Frisco, TX
BUY
 -
1.05K
+ 27.85%
$220K - $243K
4.81K $1.12M
Oct 21, 2024 Q3 2024
Whittier Trust CO Of Nevada Inc

BUY
 -
1.04K
+ 1.77%
$219K - $242K
59.9K $14M
Nov 13, 2024 Q3 2024
Associated Banc Corp

Green Bay, WI
BUY
 -
1.04K
New
$219K - $242K
1.04K $243K
Oct 31, 2024 Q3 2024
Advisor Resource Council

BUY
 -
1.04K
New
$218K - $241K
1.04K $242K
Nov 14, 2024 Q3 2024
Treasurer Of The State Of North Carolina

BUY
 -
1.03K
+ 0.47%
$217K - $239K
222K $51.6M
Oct 21, 2024 Q3 2024
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
1.02K
New
$214K - $236K
1.02K $237K
Nov 13, 2024 Q3 2024
First Trust Investment Solutions L.P.

Naples, FL
BUY
 -
1.02K
New
$214K - $236K
1.02K $237K
Nov 12, 2024 Q3 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1.02K
+ 7.31%
$214K - $236K
14.9K $3.47M
Nov 13, 2024 Q3 2024
Cibc World Markets Corp

New York, NY
BUY
 -
1.01K
+ 1.07%
$213K - $234K
95.4K $22.2M
Oct 10, 2024 Q3 2024
Code Waechter LLC

Tampa, FL
BUY
 -
1K
New
$211K - $233K
1K $233K
Oct 31, 2024 Q3 2024
Kornitzer Capital Management Inc

BUY
 -
1K
+ 100.0%
$210K - $232K
2K $466K
Oct 30, 2024 Q3 2024
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
998
+ 16.94%
$210K - $231K
6.89K $1.6M
Oct 29, 2024 Q3 2024
New Covenant Trust Company, N.A.

Jeffersonville, IN
BUY
 -
994
New
$209K - $230K
994 $231K
Oct 10, 2024 Q3 2024
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
989
New
$208K - $229K
989 $230K
Nov 14, 2024 Q3 2024
Jacobi Capital Management LLC

BUY
 -
975
New
$205K - $226K
975 $227K
Nov 15, 2024 Q3 2024
Coldstream Capital Management Inc

BUY
 -
971
+ 9.21%
$204K - $225K
11.5K $2.68M
Oct 30, 2024 Q3 2024
Minich Mac Gregor Wealth Management, LLC

BUY
 -
970
+ 2.64%
$204K - $225K
37.7K $8.77M
Oct 22, 2024 Q3 2024
Courier Capital LLC

BUY
 -
965
+ 10.67%
$203K - $224K
10K $2.33M
Nov 06, 2024 Q3 2024
Wealthstream Advisors, Inc.

BUY
 -
953
New
$200K - $221K
953 $222K
Nov 01, 2024 Q3 2024
Mesirow Financial Investment Management, Inc.

BUY
 -
950
New
$200K - $220K
950 $221K
Oct 22, 2024 Q3 2024
Fiduciary Planning LLC

Coral Springs, FL
BUY
 -
949
New
$200K - $220K
949 $221K
Nov 12, 2024 Q3 2024
Sabal Trust CO

BUY
 -
949
New
$200K - $220K
949 $221K
Nov 14, 2024 Q3 2024
Geneos Wealth Management Inc.

BUY
 -
948
+ 288.15%
$199K - $220K
1.28K $297K
Oct 17, 2024 Q3 2024
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
944
New
$198K - $219K
944 $220K
Nov 06, 2024 Q3 2024
Heritage Investment Group, Inc.

BUY
 -
941
New
$198K - $218K
941 $219K
Nov 12, 2024 Q3 2024
Meridian Wealth Management, LLC

BUY
 -
938
New
$197K - $217K
938 $218K
Oct 22, 2024 Q3 2024
Meadow Creek Wealth Advisors LLC

BUY
 -
936
New
$197K - $217K
936 $218K
Nov 08, 2024 Q3 2024
Howard Bailey Securities, LLC

Fort Wayne, IN
BUY
 -
929
New
$195K - $215K
929 $216K
Nov 04, 2024 Q3 2024
Savant Capital, LLC

BUY
 -
928
+ 11.88%
$195K - $215K
8.74K $2.03M
Nov 08, 2024 Q3 2024
Ssi Investment Management LLC

Los Angeles, CA
BUY
 -
921
New
$194K - $214K
921 $214K
Nov 05, 2024 Q3 2024
Cable Hill Partners, LLC

Portland, OR
BUY
 -
918
New
$193K - $213K
918 $214K
Oct 03, 2024 Q3 2024
Unique Wealth, LLC

Tampa, FL
BUY
 -
917
New
$193K - $213K
917 $213K
Oct 15, 2024 Q3 2024
Oxinas Partners Wealth Management LLC

BUY
 -
915
New
$192K - $212K
915 $213K
Nov 12, 2024 Q3 2024
Spears Abacus Advisors LLC

BUY
 -
913
New
$192K - $212K
913 $213K
Nov 04, 2024 Q3 2024
Cottonwood Capital Advisors, LLC

BUY
 -
907
New
$191K - $210K
907 $211K
Oct 21, 2024 Q3 2024
Mills Wealth Advisors LLC

Southlake, TX
BUY
 -
905
New
$190K - $210K
905 $211K
Nov 12, 2024 Q3 2024
49 Wealth Management, LLC

Austin, TX
BUY
 -
902
New
$190K - $209K
902 $210K
Oct 25, 2024 Q3 2024
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
898
New
$189K - $208K
898 $209K
Nov 14, 2024 Q3 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
887
+ 37.73%
$186K - $206K
3.24K $754K
Nov 14, 2024 Q3 2024
Synovus Financial Corp

Columbus, GA
BUY
 -
873
+ 3.0%
$184K - $202K
30K $6.98M
Nov 06, 2024 Q3 2024
Metis Global Partners, LLC

BUY
 -
855
+ 3.65%
$180K - $198K
24.3K $5.65M
Oct 17, 2024 Q3 2024
Claro Advisors LLC

Boston, MA
BUY
 -
854
New
$180K - $198K
854 $199K
Oct 15, 2024 Q3 2024
Advisors Preferred, LLC

Rockville, MD
BUY
 -
851
+ 51.86%
$179K - $197K
2.49K $580K
Nov 14, 2024 Q3 2024
First Manhattan CO

New York, NY
BUY
 -
848
+ 7.67%
$178K - $197K
11.9K $2.77M
Nov 14, 2024 Q3 2024
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
814
+ 30.76%
$171K - $189K
3.46K $805K
Oct 31, 2024 Q3 2024
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
805
+ 1.78%
$169K - $187K
46.1K $10.7M
Oct 29, 2024 Q3 2024
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
782
+ 0.81%
$164K - $181K
97.3K $22.6M
Oct 09, 2024 Q3 2024
West Coast Financial LLC

BUY
 -
763
+ 1.15%
$160K - $177K
66.9K $15.6M

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