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 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.05K- 6.91% |
$206K - $226K
|
14.1K
$3.38M
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.06K- 41.41% |
$208K - $229K
|
1.5K
$359K
|
|
|
Jul 19, 2024
Q2 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-1.07K- 33.67% |
$209K - $230K
|
2.1K
$502K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.07K- 1.88% |
$210K - $231K
|
55.9K
$13.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ing Groep Nv
|
SELL
|
- |
-1.09K- 1.76% |
$215K - $236K
|
60.9K
$14.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.1K- 9.36% |
$216K - $237K
|
10.6K
$2.55M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.13K- 92.22% |
$221K - $243K
|
95
$22.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.14K- 0.52% |
$224K - $246K
|
220K
$52.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.16K- 37.29% |
$228K - $251K
|
1.95K
$468K
|
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-1.17K- 28.04% |
$229K - $252K
|
3K
$718K
|
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
SELL
|
- |
-1.18K- 57.27% |
$231K - $254K
|
879
$211K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.22K- 27.08% |
$238K - $262K
|
3.27K
$783K
|
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-1.23K- 6.83% |
$241K - $265K
|
16.7K
$4.01M
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.3K- 14.49% |
$255K - $280K
|
7.67K
$1.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.31K- 24.79% |
$258K - $283K
|
3.99K
$955K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.32K- 82.25% |
$258K - $284K
|
284
$68K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.39K- 14.22% |
$272K - $299K
|
8.37K
$2M
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-1.4K- 5.05% |
$275K - $302K
|
26.3K
$6.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.4K- 6.64% |
$275K - $302K
|
19.7K
$4.71M
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-1.4K- 93.33% |
$275K - $302K
|
100
$23.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.41K- 1.28% |
$276K - $304K
|
109K
$26.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.42K- 12.19% |
$279K - $306K
|
10.2K
$2.45M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.47K- 36.84% |
$288K - $317K
|
2.52K
$603K
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-1.54K- 5.57% |
$303K - $333K
|
26.2K
$6.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.61K- 62.16% |
$317K - $348K
|
982
$235K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.7K- 12.46% |
$333K - $366K
|
11.9K
$2.85M
|
|
|
Jul 30, 2024
Q2 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.71K- 2.78% |
$335K - $368K
|
59.7K
$14.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.71K- 42.11% |
$336K - $369K
|
2.35K
$563K
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.73K- 37.01% |
$340K - $373K
|
2.95K
$706K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.79K- 8.92% |
$352K - $386K
|
18.3K
$4.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.8K- 10.48% |
$354K - $389K
|
15.4K
$3.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Unigestion Holding Sa
|
SELL
|
- |
-1.81K- 0.66% |
$355K - $390K
|
271K
$64.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.88K- 0.37% |
$369K - $406K
|
507K
$121M
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.89K- 2.72% |
$372K - $408K
|
67.6K
$16.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.93K- 26.39% |
$379K - $417K
|
5.39K
$1.29M
|
|
|
Aug 05, 2024
Q2 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.96K- 1.17% |
$384K - $422K
|
166K
$39.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-1.97KClosed |
$386K - $425K
|
0
$0
|
|
|
Jul 26, 2024
Q2 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-2K- 16.67% |
$393K - $432K
|
10K
$2.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-2.02K- 54.84% |
$397K - $436K
|
1.67K
$399K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-2.2K- 90.44% |
$431K - $474K
|
232
$55.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
SELL
|
- |
-2.2K- 52.43% |
$432K - $475K
|
2K
$478K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-2.22K- 2.14% |
$435K - $478K
|
101K
$24.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.24K- 23.24% |
$440K - $484K
|
7.41K
$1.77M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-2.31K- 1.48% |
$454K - $499K
|
154K
$36.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.37K- 3.68% |
$466K - $512K
|
62.1K
$14.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-2.42K- 6.23% |
$475K - $523K
|
36.4K
$8.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-2.44K- 1.7% |
$478K - $525K
|
140K
$33.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.59K- 1.2% |
$508K - $558K
|
214K
$51.2M
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.83K- 1.86% |
$556K - $611K
|
149K
$35.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Northcape Capital Pty LTD
|
SELL
|
- |
-2.99K- 14.4% |
$587K - $645K
|
17.8K
$4.25M
|