Purchases and Sales Made in Q1 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 Q1 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
May 03, 2024 Q1 2024
9258 Wealth Management, LLC

BUY
 -
2
+ 0.07%
$380 - $416
2.97K $630K
May 06, 2024 Q1 2024
Nvwm, LLC

BUY
 -
2
+ 1.68%
$380 - $416
121 $25.7K
May 07, 2024 Q1 2024
West End Advisors, LLC

BUY
 -
2
New
$380 - $416
2 $424
May 08, 2024 Q1 2024
Jackson, Grant Investment Advisers, Inc.

BUY
 -
2
+ 0.44%
$380 - $416
453 $96.1K
May 10, 2024 Q1 2024
Meridian Wealth Advisors, LLC

BUY
 -
2
+ 0.12%
$380 - $416
1.64K $347K
May 13, 2024 Q1 2024
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
2
+ 1.04%
$380 - $416
194 $41.1K
May 13, 2024 Q1 2024
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
2
+ 0.08%
$380 - $416
2.46K $521K
May 15, 2024 Q1 2024
Voya Financial Advisors, Inc.

Windsor, CT
BUY
 -
2
+ 0.15%
$380 - $416
1.34K $284K
Apr 22, 2024 Q1 2024
Cahaba Wealth Management, Inc.

BUY
 -
1
+ 0.06%
$190 - $208
1.81K $384K
Apr 26, 2024 Q1 2024
Rcs Financial Planning, LLC

Annapolis, MD
BUY
 -
1
+ 0.01%
$190 - $208
6.91K $1.46M
May 09, 2024 Q1 2024
Waldron Private Wealth LLC

BUY
 -
1
+ 0.03%
$190 - $208
3.11K $659K
May 13, 2024 Q1 2024
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
1
+ 0.08%
$190 - $208
1.28K $272K
May 17, 2024 Q1 2024
Aspect Partners, LLC

Fairfax, VA
BUY
 -
1
+ 1.56%
$190 - $208
65 $13.8K
Aug 08, 2024 Q1 2024
Abound Wealth Management

Franklin, TN
BUY
 -
1
+ 0.94%
$190 - $208
107 $22.7K
Jun 26, 2024 Q1 2024
Financial Gravity Asset Management, Inc.

BUY
 -
0
New
$0 - $0
0 $0
Apr 18, 2024 Q1 2024
Sjs Investment Consulting Inc.

Sylvania, OH
SELL
 -
-1
- 3.33%
$190 - $208
29 $6.15K
May 08, 2024 Q1 2024
Institutional & Family Asset Management, LLC

SELL
 -
-1
- 0.53%
$190 - $208
189 $40.1K
Apr 12, 2024 Q1 2024
New England Professional Planning Group Inc.

SELL
 -
-2
- 0.16%
$380 - $416
1.21K $257K
May 10, 2024 Q1 2024
Covestor LTD

Boston, MA
SELL
 -
-2
- 1.16%
$380 - $416
171 $36.3K
Apr 15, 2024 Q1 2024
Defined Wealth Management, LLC

SELL
 -
-3
- 0.1%
$571 - $624
3.12K $661K
May 14, 2024 Q1 2024
Lgt Group Foundation

SELL
 -
-3
- 0.02%
$571 - $624
18.4K $3.89M
Apr 23, 2024 Q1 2024
Wetzel Investment Advisors, Inc.

Indianapolis, IN
SELL
 -
-4
- 1.04%
$761 - $832
379 $80.4K
Apr 30, 2024 Q1 2024
Cary Street Partners Asset Management LLC

Richmond, VA
SELL
 -
-4
- 0.04%
$761 - $832
8.93K $1.89M
May 09, 2024 Q1 2024
Nwam LLC

Mercer Island, WA
SELL
 -
-4
- 0.3%
$761 - $832
1.33K $281K
May 13, 2024 Q1 2024
Evermay Wealth Management LLC

Arlington, VA
SELL
 -
-4
- 6.78%
$761 - $832
55 $11.7K
May 14, 2024 Q1 2024
Ica Group Wealth Management, LLC

Denver, CO
SELL
 -
-5
- 0.41%
$951 - $1.04K
1.22K $259K
Apr 04, 2024 Q1 2024
Advance Capital Management, Inc.

Southfield, MI
SELL
 -
-6
- 0.14%
$1.14K - $1.25K
4.29K $910K
Apr 29, 2024 Q1 2024
Klingenstein Fields & CO LP

SELL
 -
-6
- 0.44%
$1.14K - $1.25K
1.37K $291K
May 03, 2024 Q1 2024
Vera Bank, N.A.

SELL
 -
-6
- 0.16%
$1.14K - $1.25K
3.79K $804K
Apr 03, 2024 Q1 2024
Versant Capital Management, Inc

SELL
 -
-8
- 2.04%
$1.52K - $1.66K
384 $81.4K
Apr 10, 2024 Q1 2024
Cva Family Office, LLC

SELL
 -
-8
- 0.88%
$1.52K - $1.66K
902 $191K
May 02, 2024 Q1 2024
Gilbert & Cook, Inc.

SELL
 -
-8
- 0.43%
$1.52K - $1.66K
1.85K $392K
May 03, 2024 Q1 2024
Geneos Wealth Management Inc.

SELL
 -
-8
- 2.33%
$1.52K - $1.66K
335 $71.1K
May 09, 2024 Q1 2024
Plante Moran Financial Advisors, LLC

SELL
 -
-8
- 0.49%
$1.52K - $1.66K
1.62K $344K
Apr 12, 2024 Q1 2024
Perkins Coie Trust CO

SELL
 -
-9
- 3.05%
$1.71K - $1.87K
286 $60.7K
Apr 30, 2024 Q1 2024
Concord Wealth Partners

SELL
 -
-10
- 0.16%
$1.9K - $2.08K
6.13K $1.3M
May 09, 2024 Q1 2024
Rfp Financial Group LLC

Atlanta, GA
SELL
 -
-10
- 6.76%
$1.9K - $2.08K
138 $29.3K
Nov 06, 2024 Q1 2024
Concord Asset Management, Llc/Va

Abingdon, VA
SELL
 -
-10
- 0.17%
$1.9K - $2.08K
6.03K $1.28M
Apr 11, 2024 Q1 2024
Tealwood Asset Management Inc

SELL
 -
-11
- 0.11%
$2.09K - $2.29K
9.67K $2.05M
Apr 16, 2024 Q1 2024
Arlington Trust CO LLC

Birmingham, AL
SELL
 -
-11
- 3.25%
$2.09K - $2.29K
327 $69.4K
May 01, 2024 Q1 2024
Rakuten Securities, Inc.

Tokyo, M0
SELL
 -
-11
- 21.15%
$2.09K - $2.29K
41 $8.7K
May 15, 2024 Q1 2024
Altshuler Shaham LTD

SELL
 -
-11
- 8.46%
$2.09K - $2.29K
119 $25.2K
May 17, 2024 Q1 2024
Citizens Financial Group Inc

SELL
 -
-11
- 0.17%
$2.09K - $2.29K
6.37K $1.35M
May 02, 2024 Q1 2024
Fin Trust Capital Advisors, LLC

SELL
 -
-12
- 12.37%
$2.28K - $2.49K
85 $18K
Jan 29, 2025 Q1 2024
Louisbourg Investments Inc.

Dieppe, A3
SELL
 -
-13
- 0.26%
$2.47K - $2.7K
4.91K $1.04M
May 23, 2024 Q1 2024
Northwest Bank & Trust CO

Davenport, IA
SELL
 -
-14
- 0.37%
$2.66K - $2.91K
3.82K $810K
Apr 11, 2024 Q1 2024
International Assets Investment Management, LLC

Orlando, FL
SELL
 -
-15
- 1.21%
$2.85K - $3.12K
1.22K $259K
May 15, 2024 Q1 2024
Tyler Stone Wealth Management

Beachwood, OH
SELL
 -
-15
- 2.64%
$2.85K - $3.12K
554 $118K
Apr 23, 2024 Q1 2024
Mc Adam, LLC

SELL
 -
-16
- 0.43%
$3.04K - $3.33K
3.73K $791K

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