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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q1 2024
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.06K+ 17.2% |
$393K - $429K
|
14.1K
$3.05M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.06K+ 13.61% |
$392K - $429K
|
17.2K
$3.73M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.06K+ 5.03% |
$391K - $428K
|
42.9K
$9.31M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.06K+ 21.23% |
$391K - $427K
|
11.7K
$2.54M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.05K+ 37.89% |
$390K - $427K
|
7.47K
$1.62M
|
|
|
Apr 24, 2024
Q1 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.04K+ 18.83% |
$387K - $423K
|
12.9K
$2.79M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.02K+ 9.01% |
$384K - $420K
|
24.4K
$5.3M
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
2.01K+ 175.04% |
$383K - $419K
|
3.16K
$686K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.01K+ 100.95% |
$383K - $418K
|
4.01K
$869K
|
|
|
May 15, 2024
Q1 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.01KNew |
$382K - $417K
|
2.01K
$435K
|
|
|
May 10, 2024
Q1 2024
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
2K+ 19.89% |
$380K - $416K
|
12.1K
$2.61M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.97K+ 6.56% |
$375K - $410K
|
32.1K
$6.95M
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.97KNew |
$374K - $409K
|
1.97K
$427K
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.96KNew |
$373K - $407K
|
1.96K
$425K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.95KNew |
$371K - $406K
|
1.95K
$424K
|
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.93K+ 4.47% |
$366K - $401K
|
45.1K
$9.77M
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.9KNew |
$362K - $396K
|
1.9K
$413K
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.9K+ 3.53% |
$361K - $394K
|
55.6K
$12.1M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.89K+ 417.48% |
$359K - $392K
|
2.34K
$507K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.87K+ 7.03% |
$355K - $389K
|
28.5K
$6.17M
|
|
|
May 08, 2024
Q1 2024
|
Unigestion Holding Sa
|
BUY
|
- |
1.81K+ 0.67% |
$344K - $376K
|
272K
$59.1M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.8KNew |
$342K - $374K
|
1.8K
$390K
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.79KNew |
$340K - $371K
|
1.79K
$387K
|
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
BUY
|
- |
1.77KNew |
$336K - $368K
|
1.77K
$383K
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
1.74K+ 7.94% |
$331K - $362K
|
23.6K
$5.13M
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.68K+ 1.77% |
$320K - $350K
|
96.8K
$21M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.68K+ 84.77% |
$320K - $349K
|
3.66K
$795K
|
|
|
Apr 16, 2024
Q1 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
1.67K+ 0.84% |
$318K - $348K
|
201K
$43.6M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.66K+ 1.62% |
$315K - $345K
|
104K
$22.6M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
1.63K+ 40800.0% |
$310K - $339K
|
1.64K
$355K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.63K+ 37.97% |
$310K - $339K
|
5.92K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.61KNew |
$305K - $334K
|
1.61K
$348K
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
1.55KNew |
$295K - $322K
|
1.55K
$336K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.54KNew |
$293K - $321K
|
1.54K
$334K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.51KNew |
$288K - $314K
|
1.51K
$328K
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
1.46KNew |
$278K - $304K
|
1.46K
$317K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.45K+ 22.45% |
$275K - $301K
|
7.89K
$1.71M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.44KNew |
$274K - $299K
|
1.44K
$312K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.44KNew |
$273K - $299K
|
1.44K
$312K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.43K+ 28.1% |
$273K - $298K
|
6.53K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.43K+ 5.05% |
$273K - $298K
|
29.8K
$6.47M
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1.42K+ 63.26% |
$269K - $295K
|
3.66K
$793K
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
1.41KNew |
$269K - $294K
|
1.41K
$307K
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.41KNew |
$269K - $294K
|
1.41K
$306K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.4KNew |
$266K - $290K
|
1.4K
$303K
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.4KNew |
$265K - $290K
|
1.4K
$303K
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.4KNew |
$265K - $290K
|
1.4K
$303K
|
|
|
May 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.39KNew |
$265K - $290K
|
1.39K
$302K
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.38K+ 0.61% |
$262K - $287K
|
227K
$49.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.36KNew |
$259K - $283K
|
1.36K
$295K
|