Purchases and Sales Made in Q3 2024 in Marsh & Mclennan Companies, Inc. (MMC)
This table provides information about the institutional ownership of Marsh & Mclennan Companies, Inc. (MMC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
39+ 3.27% |
$8.2K - $9.04K
|
1.23K
$280K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
38+ 0.72% |
$7.99K - $8.81K
|
5.29K
$1.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
38+ 3.17% |
$7.99K - $8.81K
|
1.24K
$281K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
37+ 185.0% |
$7.78K - $8.58K
|
57
$13K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
37+ 1.87% |
$7.78K - $8.58K
|
2.01K
$457K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
36+ 0.37% |
$7.57K - $8.35K
|
9.69K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
36+ 2.69% |
$7.57K - $8.35K
|
1.37K
$312K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
35+ 0.89% |
$7.36K - $8.12K
|
3.96K
$900K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
35+ 8.47% |
$7.36K - $8.12K
|
448
$102K
|
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
34+ 1.23% |
$7.15K - $7.88K
|
2.81K
$638K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
34+ 1.66% |
$7.15K - $7.88K
|
2.08K
$473K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
34+ 0.73% |
$7.15K - $7.88K
|
4.67K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
34+ 0.25% |
$7.15K - $7.88K
|
13.8K
$3.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
33+ 0.86% |
$6.94K - $7.65K
|
3.87K
$880K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
33+ 3.43% |
$6.94K - $7.65K
|
996
$226K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
33+ 2.3% |
$6.94K - $7.65K
|
1.47K
$334K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
33+ 4.13% |
$6.94K - $7.65K
|
833
$189K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
32+ 2.11% |
$6.73K - $7.42K
|
1.55K
$352K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
32+ 0.48% |
$6.73K - $7.42K
|
6.73K
$1.53M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
32+ 0.51% |
$6.73K - $7.42K
|
6.3K
$1.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
32+ 0.2% |
$6.73K - $7.42K
|
15.8K
$3.58M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
31+ 1.28% |
$6.52K - $7.19K
|
2.45K
$556K
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
30+ 2.17% |
$6.31K - $6.96K
|
1.41K
$321K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
30+ 2.6% |
$6.31K - $6.96K
|
1.19K
$270K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
30+ 1.29% |
$6.31K - $6.96K
|
2.35K
$534K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
29+ 1.12% |
$6.1K - $6.72K
|
2.63K
$597K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
28New |
$5.89K - $6.49K
|
28
$6.37K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
28+ 14.51% |
$5.89K - $6.49K
|
221
$50.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
28+ 0.51% |
$5.89K - $6.49K
|
5.54K
$1.26M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
28+ 35.9% |
$5.89K - $6.49K
|
106
$24.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
27+ 0.35% |
$5.68K - $6.26K
|
7.74K
$1.76M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
27New |
$5.68K - $6.26K
|
27
$6.14K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
27+ 0.45% |
$5.68K - $6.26K
|
6.05K
$1.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
25+ 1.02% |
$5.26K - $5.8K
|
2.48K
$563K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
25+ 0.44% |
$5.26K - $5.8K
|
5.66K
$1.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
25New |
$5.26K - $5.8K
|
25
$5.69K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
25+ 0.27% |
$5.26K - $5.8K
|
9.32K
$2.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
24+ 1.27% |
$5.05K - $5.56K
|
1.92K
$436K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
23+ 2.45% |
$4.84K - $5.33K
|
961
$219K
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
22+ 0.07% |
$4.63K - $5.1K
|
33.8K
$7.68M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
21+ 2.5% |
$4.42K - $4.87K
|
862
$196K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
21+ 0.87% |
$4.42K - $4.87K
|
2.42K
$551K
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
21+ 0.22% |
$4.42K - $4.87K
|
9.75K
$2.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
21New |
$4.42K - $4.87K
|
21
$4.78K
|
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
BUY
|
- |
21+ 0.02% |
$4.42K - $4.87K
|
97.8K
$22.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
20+ 23.53% |
$4.21K - $4.64K
|
105
$23.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
19+ 1.1% |
$3.99K - $4.41K
|
1.74K
$396K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
19+ 0.48% |
$3.99K - $4.41K
|
3.97K
$902K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
17+ 4.08% |
$3.57K - $3.94K
|
434
$98.7K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
17+ 94.44% |
$3.57K - $3.94K
|
35
$7.96K
|