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 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
749New |
$157K - $174K
|
749
$174K
|
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
747+ 8.18% |
$157K - $173K
|
9.88K
$2.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
744+ 4.5% |
$156K - $173K
|
17.3K
$4.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
720New |
$151K - $167K
|
720
$168K
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
717+ 5.42% |
$151K - $166K
|
13.9K
$3.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
708+ 9.87% |
$149K - $164K
|
7.88K
$1.83M
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
700+ 16.67% |
$147K - $162K
|
4.9K
$1.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
685+ 147.63% |
$144K - $159K
|
1.15K
$267K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
673+ 43.59% |
$141K - $156K
|
2.22K
$516K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
661+ 33.83% |
$139K - $153K
|
2.62K
$609K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
654+ 12.88% |
$138K - $152K
|
5.73K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
654+ 51.05% |
$138K - $152K
|
1.94K
$450K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
649+ 5.14% |
$136K - $150K
|
13.3K
$3.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
640+ 2.3% |
$135K - $148K
|
28.4K
$6.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
635+ 51.29% |
$134K - $147K
|
1.87K
$436K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
627+ 24.72% |
$132K - $145K
|
3.16K
$736K
|
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
626+ 2.66% |
$132K - $145K
|
24.1K
$5.62M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
602+ 3.5% |
$127K - $140K
|
17.8K
$4.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
595+ 7.94% |
$125K - $138K
|
8.09K
$1.88M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
591+ 6.86% |
$124K - $137K
|
9.21K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
588+ 50.82% |
$124K - $136K
|
1.75K
$406K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
585+ 33.11% |
$123K - $136K
|
2.35K
$547K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
585+ 5.27% |
$123K - $136K
|
11.7K
$2.72M
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
566+ 1.45% |
$119K - $131K
|
39.7K
$9.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
563New |
$118K - $131K
|
563
$131K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
557+ 1.38% |
$117K - $129K
|
40.8K
$9.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
535+ 15.67% |
$112K - $124K
|
3.95K
$919K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
523+ 2.43% |
$110K - $121K
|
22.1K
$5.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
517+ 9.15% |
$109K - $120K
|
6.17K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
516+ 3.08% |
$108K - $120K
|
17.2K
$4.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
514+ 3.35% |
$108K - $119K
|
15.8K
$3.69M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
508+ 13.84% |
$107K - $118K
|
4.18K
$973K
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
506+ 20.7% |
$106K - $117K
|
2.95K
$687K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
493+ 8.91% |
$104K - $114K
|
6.03K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
481+ 2.93% |
$101K - $112K
|
16.9K
$3.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
479+ 12.35% |
$101K - $111K
|
4.36K
$1.01M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
470+ 58.68% |
$98.8K - $109K
|
1.27K
$296K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
467+ 3.84% |
$98.2K - $108K
|
12.6K
$2.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Norway Savings Bank
|
BUY
|
- |
461+ 6.87% |
$96.9K - $107K
|
7.17K
$1.67M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
456+ 53.4% |
$95.9K - $106K
|
1.31K
$305K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
453New |
$95.2K - $105K
|
453
$105K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
447+ 0.8% |
$94K - $104K
|
56.2K
$13.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
433+ 15.21% |
$91K - $100K
|
3.28K
$763K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
431+ 1.7% |
$90.6K - $99.9K
|
25.8K
$6.02M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
429+ 487.5% |
$90.2K - $99.5K
|
517
$120K
|
|
|
Nov 06, 2024
Q3 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
428+ 29.85% |
$90K - $99.2K
|
1.86K
$433K
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
427New |
$89.8K - $99K
|
427
$99.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
420New |
$88.3K - $97.4K
|
420
$97.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
413+ 4.49% |
$86.8K - $95.8K
|
9.61K
$2.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
384+ 10.97% |
$80.7K - $89K
|
3.88K
$904K
|