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
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-3- 1.04% |
$631 - $696
|
286
$65K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-4- 0.39% |
$841 - $927
|
1.01K
$229K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-4- 0.09% |
$841 - $927
|
4.53K
$1.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4- 0.04% |
$841 - $927
|
9.37K
$2.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4- 0.13% |
$841 - $927
|
3.19K
$725K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-4- 0.12% |
$841 - $927
|
3.34K
$758K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-5- 0.24% |
$1.05K - $1.16K
|
2.11K
$480K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-5- 0.24% |
$1.05K - $1.16K
|
2.06K
$468K
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.36% |
$1.26K - $1.39K
|
1.64K
$373K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-6- 0.61% |
$1.26K - $1.39K
|
984
$224K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-6- 26.09% |
$1.26K - $1.39K
|
17
$3.87K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-7- 0.05% |
$1.47K - $1.62K
|
12.8K
$2.91M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7- 0.44% |
$1.47K - $1.62K
|
1.6K
$364K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-7- 0.64% |
$1.47K - $1.62K
|
1.08K
$246K
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-7- 63.64% |
$1.47K - $1.62K
|
4
$910
|
|
|
Nov 14, 2024
Q3 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-7- 7.0% |
$1.47K - $1.62K
|
93
$21.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-8- 0.22% |
$1.68K - $1.85K
|
3.7K
$841K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-8- 8.51% |
$1.68K - $1.85K
|
86
$19.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-8- 0.31% |
$1.68K - $1.85K
|
2.59K
$589K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-8- 0.44% |
$1.68K - $1.85K
|
1.83K
$415K
|
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-9- 0.36% |
$1.89K - $2.09K
|
2.53K
$574K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-9- 4.29% |
$1.89K - $2.09K
|
201
$45.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9- -0.0% |
$1.89K - $2.09K
|
442K
$101M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-9- 5.63% |
$1.89K - $2.09K
|
151
$34.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.38% |
$2.1K - $2.32K
|
2.64K
$600K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-10- 0.48% |
$2.1K - $2.32K
|
2.07K
$470K
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-11- 0.53% |
$2.31K - $2.55K
|
2.07K
$470K
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-11- 0.3% |
$2.31K - $2.55K
|
3.67K
$835K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-12- 15.0% |
$2.52K - $2.78K
|
68
$15.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-12- 0.31% |
$2.52K - $2.78K
|
3.87K
$879K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-14- 10.61% |
$2.94K - $3.25K
|
118
$26.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-15- 0.35% |
$3.15K - $3.48K
|
4.27K
$970K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-16- 1.1% |
$3.36K - $3.71K
|
1.44K
$327K
|
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-16- 9.58% |
$3.36K - $3.71K
|
151
$34.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-17- 7.8% |
$3.57K - $3.94K
|
201
$45.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-19- 0.12% |
$3.99K - $4.41K
|
15.7K
$3.57M
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-19- 0.28% |
$3.99K - $4.41K
|
6.67K
$1.52M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-19- 63.33% |
$3.99K - $4.41K
|
11
$2.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-19- 0.56% |
$3.99K - $4.41K
|
3.39K
$770K
|
|
|
Nov 14, 2024
Q3 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-19- 0.33% |
$3.99K - $4.41K
|
5.68K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-20- 1.79% |
$4.21K - $4.64K
|
1.1K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-20- 23.53% |
$4.21K - $4.64K
|
65
$14.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-21- 4.3% |
$4.42K - $4.87K
|
467
$106K
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-21- 5.92% |
$4.42K - $4.87K
|
334
$76K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-21- 38.18% |
$4.42K - $4.87K
|
34
$7.73K
|
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-22- 0.46% |
$4.63K - $5.1K
|
4.81K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-22- 0.19% |
$4.63K - $5.1K
|
11.3K
$2.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-23- 1.67% |
$4.84K - $5.33K
|
1.36K
$308K
|
|
|
Nov 14, 2024
Q3 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-23- 1.36% |
$4.84K - $5.33K
|
1.67K
$380K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-24- 1.41% |
$5.05K - $5.56K
|
1.68K
$382K
|