Purchases and Sales Made in Q2 2024 in Marsh & Mclennan Companies, Inc. (MMC)
This table provides information about the institutional ownership of Marsh & Mclennan Companies, Inc. (MMC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
79+ 0.19% |
$15.5K - $17K
|
41.3K
$9.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
76+ 5.19% |
$14.9K - $16.4K
|
1.54K
$369K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
74+ 10.9% |
$14.5K - $16K
|
753
$180K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
73+ 23.4% |
$14.3K - $15.7K
|
385
$92.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
72+ 2.46% |
$14.1K - $15.5K
|
3K
$717K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
72+ 1.54% |
$14.1K - $15.5K
|
4.74K
$1.13M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
71+ 14.31% |
$13.9K - $15.3K
|
567
$136K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
71+ 3.73% |
$13.9K - $15.3K
|
1.97K
$473K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
70+ 2.68% |
$13.7K - $15.1K
|
2.68K
$642K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
69+ 3.28% |
$13.5K - $14.9K
|
2.18K
$521K
|
|
|
Aug 13, 2024
Q2 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
68+ 3.72% |
$13.3K - $14.7K
|
1.9K
$454K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
68+ 0.44% |
$13.3K - $14.7K
|
15.7K
$3.76M
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
BUY
|
- |
65New |
$12.8K - $14K
|
65
$15.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
62+ 2.22% |
$12.2K - $13.4K
|
2.86K
$685K
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
61+ 21.11% |
$12K - $13.2K
|
350
$83.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
61+ 7.39% |
$12K - $13.2K
|
886
$212K
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
61+ 3.93% |
$12K - $13.2K
|
1.61K
$386K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
58+ 17.96% |
$11.4K - $12.5K
|
381
$91.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
58+ 2.29% |
$11.4K - $12.5K
|
2.6K
$622K
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
57+ 1.16% |
$11.2K - $12.3K
|
4.98K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
57+ 1.28% |
$11.2K - $12.3K
|
4.5K
$1.08M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
56+ 36.36% |
$11K - $12.1K
|
210
$50.3K
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
54+ 180.0% |
$10.6K - $11.7K
|
84
$20.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
53+ 0.92% |
$10.4K - $11.4K
|
5.83K
$1.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
53+ 0.99% |
$10.4K - $11.4K
|
5.4K
$1.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
51+ 7.91% |
$10K - $11K
|
696
$167K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
51+ 0.57% |
$10K - $11K
|
8.95K
$2.14M
|
|
|
Aug 06, 2024
Q2 2024
|
X Square Capital, LLC
|
BUY
|
- |
51+ 1.75% |
$10K - $11K
|
2.96K
$708K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
51+ 0.03% |
$10K - $11K
|
177K
$42.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
50New |
$9.81K - $10.8K
|
50
$12K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
49+ 3.68% |
$9.62K - $10.6K
|
1.38K
$331K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
49+ 2.25% |
$9.62K - $10.6K
|
2.22K
$532K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
48+ 600.0% |
$9.42K - $10.4K
|
56
$13.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
48New |
$9.42K - $10.4K
|
48
$11.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
48+ 2.81% |
$9.42K - $10.4K
|
1.76K
$421K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
47+ 4.72% |
$9.23K - $10.1K
|
1.04K
$250K
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
46+ 4.69% |
$9.03K - $9.92K
|
1.03K
$246K
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
45+ 1.06% |
$8.83K - $9.71K
|
4.28K
$1.02M
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
44+ 0.59% |
$8.64K - $9.49K
|
7.5K
$1.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
43+ 1.68% |
$8.44K - $9.28K
|
2.6K
$622K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
43+ 1.65% |
$8.44K - $9.28K
|
2.65K
$634K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
42+ 6.06% |
$8.24K - $9.06K
|
735
$176K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
42+ 1.27% |
$8.24K - $9.06K
|
3.34K
$800K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
40+ 5.67% |
$7.85K - $8.63K
|
746
$179K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
40+ 2.83% |
$7.85K - $8.63K
|
1.45K
$348K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
39+ 1.2% |
$7.66K - $8.41K
|
3.3K
$790K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
38+ 2.16% |
$7.46K - $8.2K
|
1.8K
$431K
|
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
38+ 1.04% |
$7.46K - $8.2K
|
3.71K
$888K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
37+ 3.71% |
$7.26K - $7.98K
|
1.03K
$247K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
37+ 1.77% |
$7.26K - $7.98K
|
2.13K
$509K
|