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 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
433+ 15.21% |
$91K - $100K
|
3.28K
$690K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
431+ 1.7% |
$90.6K - $99.9K
|
25.8K
$5.44M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
429+ 487.5% |
$90.2K - $99.5K
|
517
$109K
|
|
|
Nov 06, 2024
Q3 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
428+ 29.85% |
$90K - $99.2K
|
1.86K
$392K
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
427New |
$89.8K - $99K
|
427
$89.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
420New |
$88.3K - $97.4K
|
420
$88.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
413+ 4.49% |
$86.8K - $95.8K
|
9.61K
$2.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
384+ 10.97% |
$80.7K - $89K
|
3.88K
$817K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
380+ 10.85% |
$79.9K - $88.1K
|
3.88K
$816K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
380+ 22.5% |
$79.9K - $88.1K
|
2.07K
$435K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
377+ 14.98% |
$79.3K - $87.4K
|
2.89K
$609K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
375+ 6.43% |
$78.8K - $86.9K
|
6.21K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
371+ 1.54% |
$78K - $86K
|
24.4K
$5.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
364+ 2.17% |
$76.5K - $84.4K
|
17.1K
$3.6M
|
|
|
Nov 21, 2024
Q3 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
360+ 3.55% |
$75.7K - $83.5K
|
10.5K
$2.21M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
356+ 14.1% |
$74.8K - $82.5K
|
2.88K
$606K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
355+ 10.56% |
$74.6K - $82.3K
|
3.72K
$782K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
353+ 4.76% |
$74.2K - $81.8K
|
7.77K
$1.63M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
350+ 0.44% |
$73.6K - $81.2K
|
79.3K
$16.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
350+ 15.56% |
$73.6K - $81.2K
|
2.6K
$547K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
344+ 223.38% |
$72.3K - $79.8K
|
498
$105K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
343+ 3.53% |
$72.1K - $79.5K
|
10.1K
$2.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
337+ 5.02% |
$70.9K - $78.1K
|
7.06K
$1.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
336+ 20.84% |
$70.6K - $77.9K
|
1.95K
$410K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
335+ 31.37% |
$70.4K - $77.7K
|
1.4K
$295K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
334+ 10.22% |
$70.2K - $77.4K
|
3.6K
$758K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
334New |
$70.2K - $77.4K
|
334
$70.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
325+ 0.26% |
$68.3K - $75.4K
|
125K
$26.3M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
321+ 2.36% |
$67.5K - $74.4K
|
13.9K
$2.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
319+ 11.12% |
$67.1K - $74K
|
3.19K
$670K
|
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
313+ 5.37% |
$65.8K - $72.6K
|
6.14K
$1.29M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
301+ 3.36% |
$63.3K - $69.8K
|
9.25K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 0.37% |
$63.1K - $69.6K
|
81.5K
$17.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
298+ 0.44% |
$62.7K - $69.1K
|
68.3K
$14.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
298+ 4.9% |
$62.7K - $69.1K
|
6.38K
$1.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
296+ 10.35% |
$62.2K - $68.6K
|
3.16K
$664K
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
293+ 5.09% |
$61.6K - $67.9K
|
6.05K
$1.27M
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
288+ 6.13% |
$60.6K - $66.8K
|
4.99K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
283+ 0.13% |
$59.5K - $65.6K
|
224K
$47M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
276+ 2.76% |
$58K - $64K
|
10.3K
$2.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
267+ 3.78% |
$56.1K - $61.9K
|
7.32K
$1.54M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
266+ 5.4% |
$55.9K - $61.7K
|
5.19K
$1.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
266+ 4.14% |
$55.9K - $61.7K
|
6.7K
$1.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
258+ 13.22% |
$54.2K - $59.8K
|
2.21K
$465K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
257+ 16.13% |
$54K - $59.6K
|
1.85K
$389K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
257+ 3.38% |
$54K - $59.6K
|
7.87K
$1.65M
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
256+ 2.49% |
$53.8K - $59.4K
|
10.6K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
256+ 2.06% |
$53.8K - $59.4K
|
12.7K
$2.66M
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
254+ 5.64% |
$53.4K - $58.9K
|
4.76K
$1M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
254+ 0.8% |
$53.4K - $58.9K
|
32K
$6.73M
|