Purchases and Sales Made in Q1 2024 in Marsh & Mclennan Companies, Inc. (MMC)
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 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-54- 4.79% |
$10.3K - $11.2K
|
1.07K
$246K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-54- 2.7% |
$10.3K - $11.2K
|
1.95K
$446K
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-54- 1.92% |
$10.3K - $11.2K
|
2.76K
$631K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-55- 8.53% |
$10.5K - $11.4K
|
590
$135K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-58- 1.45% |
$11K - $12.1K
|
3.93K
$900K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-58- 1.61% |
$11K - $12.1K
|
3.54K
$810K
|
|
|
May 03, 2024
Q1 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-59- 1.89% |
$11.2K - $12.3K
|
3.07K
$703K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-60- 0.47% |
$11.4K - $12.5K
|
12.7K
$2.91M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-63- 39.87% |
$12K - $13.1K
|
95
$21.8K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-67- 1.51% |
$12.7K - $13.9K
|
4.38K
$1M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-68- 6.39% |
$12.9K - $14.1K
|
996
$228K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-69- 0.89% |
$13.1K - $14.3K
|
7.72K
$1.77M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-70- 0.5% |
$13.3K - $14.6K
|
13.9K
$3.19M
|
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-71- 4.05% |
$13.5K - $14.8K
|
1.68K
$385K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-71- 0.69% |
$13.5K - $14.8K
|
10.2K
$2.34M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-71- 0.8% |
$13.5K - $14.8K
|
8.82K
$2.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-73- 0.41% |
$13.9K - $15.2K
|
17.8K
$4.07M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-74- 4.8% |
$14.1K - $15.4K
|
1.47K
$336K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-74- 25.34% |
$14.1K - $15.4K
|
218
$49.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-77- 2.48% |
$14.6K - $16K
|
3.03K
$693K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-78- 6.23% |
$14.8K - $16.2K
|
1.18K
$269K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-78- 0.07% |
$14.8K - $16.2K
|
109K
$24.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-79- 1.46% |
$15K - $16.4K
|
5.34K
$1.22M
|
|
|
Apr 10, 2024
Q1 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-80- 1.33% |
$15.2K - $16.6K
|
5.94K
$1.36M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-81- 4.25% |
$15.4K - $16.8K
|
1.83K
$418K
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-83- 5.78% |
$15.8K - $17.3K
|
1.35K
$310K
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-84- 0.35% |
$16K - $17.5K
|
23.6K
$5.41M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-85- 0.62% |
$16.2K - $17.7K
|
13.6K
$3.11M
|
|
|
Apr 26, 2024
Q1 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-88- 19.86% |
$16.7K - $18.3K
|
355
$81.3K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-88- 6.34% |
$16.7K - $18.3K
|
1.3K
$297K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-89- 5.17% |
$16.9K - $18.5K
|
1.63K
$374K
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-90- 2.41% |
$17.1K - $18.7K
|
3.64K
$833K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-92- 0.72% |
$17.5K - $19.1K
|
12.8K
$2.92M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-95- 2.22% |
$18.1K - $19.8K
|
4.18K
$957K
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-96- 2.85% |
$18.3K - $20K
|
3.27K
$749K
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-97- 6.01% |
$18.4K - $20.2K
|
1.52K
$347K
|
|
|
May 13, 2024
Q1 2024
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
SELL
|
- |
-98- 26.34% |
$18.6K - $20.4K
|
274
$62.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-100- 1.1% |
$19K - $20.8K
|
8.97K
$2.05M
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-100- 43.67% |
$19K - $20.8K
|
129
$29.5K
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-100- 1.37% |
$19K - $20.8K
|
7.19K
$1.65M
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-100- 6.94% |
$19K - $20.8K
|
1.34K
$307K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-103- 0.1% |
$19.6K - $21.4K
|
102K
$23.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Bennett Selby Investments LP
|
SELL
|
- |
-104- 0.28% |
$19.8K - $21.6K
|
36.5K
$8.35M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-111- 1.1% |
$21.1K - $23.1K
|
9.94K
$2.27M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-114- 0.78% |
$21.7K - $23.7K
|
14.5K
$3.33M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-114- 0.95% |
$21.7K - $23.7K
|
11.9K
$2.73M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-115- 44.06% |
$21.9K - $23.9K
|
146
$33.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-117- 2.45% |
$22.2K - $24.3K
|
4.66K
$1.07M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-117- 2.81% |
$22.2K - $24.3K
|
4.05K
$928K
|
|
|
Apr 15, 2024
Q1 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-122- 0.9% |
$23.2K - $25.4K
|
13.4K
$3.07M
|