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 14, 2024
Q2 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-120- 3.96% |
$23.6K - $25.9K
|
2.91K
$697K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-122- 2.48% |
$23.9K - $26.3K
|
4.81K
$1.15M
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-124- 0.41% |
$24.3K - $26.8K
|
30.4K
$7.27M
|
|
|
Jul 12, 2024
Q2 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-125- 7.43% |
$24.5K - $27K
|
1.56K
$373K
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-125- 1.96% |
$24.5K - $27K
|
6.26K
$1.5M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-126- 3.3% |
$24.7K - $27.2K
|
3.69K
$883K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-127- 9.99% |
$24.9K - $27.4K
|
1.14K
$274K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-130- 3.21% |
$25.5K - $28K
|
3.92K
$939K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-131- 1.17% |
$25.7K - $28.3K
|
11.1K
$2.65M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-132- 9.03% |
$25.9K - $28.5K
|
1.33K
$319K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-134- 27.13% |
$26.3K - $28.9K
|
360
$86.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-136- 2.39% |
$26.7K - $29.3K
|
5.55K
$1.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-138- 34.16% |
$27.1K - $29.8K
|
266
$63.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-138- 8.72% |
$27.1K - $29.8K
|
1.45K
$346K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-142- 1.64% |
$27.9K - $30.6K
|
8.51K
$2.04M
|
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-149- 1.43% |
$29.2K - $32.1K
|
10.3K
$2.47M
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-150- 1.01% |
$29.4K - $32.4K
|
14.6K
$3.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-150- 9.89% |
$29.4K - $32.4K
|
1.37K
$327K
|
|
|
Aug 09, 2024
Q2 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-150- 10.61% |
$29.4K - $32.4K
|
1.26K
$303K
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-151- 1.99% |
$29.6K - $32.6K
|
7.42K
$1.78M
|
|
|
Jul 11, 2024
Q2 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-152- 0.08% |
$29.8K - $32.8K
|
201K
$48.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-153- 1.9% |
$30K - $33K
|
7.88K
$1.89M
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-154- 1.63% |
$30.2K - $33.2K
|
9.29K
$2.22M
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-157- 2.86% |
$30.8K - $33.9K
|
5.34K
$1.28M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-157- 14.17% |
$30.8K - $33.9K
|
951
$228K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-158- 8.12% |
$31K - $34.1K
|
1.79K
$428K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-159- 41.95% |
$31.2K - $34.3K
|
220
$52.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-160- 1.01% |
$31.4K - $34.5K
|
15.7K
$3.76M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-165- 14.15% |
$32.4K - $35.6K
|
1K
$240K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-168- 1.43% |
$33K - $36.2K
|
11.6K
$2.77M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-169- 13.4% |
$33.2K - $36.5K
|
1.09K
$262K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-182- 9.87% |
$35.7K - $39.3K
|
1.66K
$398K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-183- 4.59% |
$35.9K - $39.5K
|
3.81K
$912K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-192- 3.37% |
$37.7K - $41.4K
|
5.51K
$1.32M
|
|
|
Jul 15, 2024
Q2 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-200- 17.47% |
$39.3K - $43.2K
|
945
$226K
|
|
|
Aug 14, 2024
Q2 2024
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-204- 0.02% |
$40K - $44K
|
1M
$240M
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-206- 0.29% |
$40.4K - $44.4K
|
71.1K
$17M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-213- 2.32% |
$41.8K - $46K
|
8.98K
$2.15M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-222- 4.57% |
$43.6K - $47.9K
|
4.64K
$1.11M
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-224- 2.94% |
$44K - $48.3K
|
7.39K
$1.77M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-225- 3.38% |
$44.2K - $48.5K
|
6.43K
$1.54M
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-226- 7.35% |
$44.4K - $48.8K
|
2.85K
$682K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-227- 0.75% |
$44.6K - $49K
|
30K
$7.18M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-228- 13.96% |
$44.8K - $49.2K
|
1.41K
$336K
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-234- 0.63% |
$45.9K - $50.5K
|
37.1K
$8.89M
|
|
|
Aug 08, 2024
Q2 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-240- 4.04% |
$47.1K - $51.8K
|
5.7K
$1.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-242- 0.22% |
$47.5K - $52.2K
|
108K
$26M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-243- 12.19% |
$47.7K - $52.4K
|
1.75K
$419K
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-245- 0.5% |
$48.1K - $52.9K
|
48.7K
$11.7M
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-250- 53.42% |
$49.1K - $53.9K
|
218
$52.2K
|