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 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-24- 3.45% |
$5.05K - $5.56K
|
672
$153K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-24- 50.0% |
$5.05K - $5.56K
|
24
$5.46K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-24- 15.09% |
$5.05K - $5.56K
|
135
$30.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
SELL
|
- |
-25- 0.86% |
$5.26K - $5.8K
|
2.87K
$653K
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
SELL
|
- |
-25- 1.99% |
$5.26K - $5.8K
|
1.23K
$280K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-25- 1.73% |
$5.26K - $5.8K
|
1.42K
$323K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-25- 3.12% |
$5.26K - $5.8K
|
777
$177K
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-25- 2.57% |
$5.26K - $5.8K
|
947
$215K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-27- 1.56% |
$5.68K - $6.26K
|
1.71K
$388K
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-27- 1.73% |
$5.68K - $6.26K
|
1.53K
$348K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-27- 1.01% |
$5.68K - $6.26K
|
2.66K
$604K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-27- 2.18% |
$5.68K - $6.26K
|
1.21K
$275K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-27- 13.17% |
$5.68K - $6.26K
|
178
$40.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-27- 35.06% |
$5.68K - $6.26K
|
50
$11.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-30- 54.55% |
$6.31K - $6.96K
|
25
$5.69K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-30- 1.23% |
$6.31K - $6.96K
|
2.41K
$549K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-30- 2.98% |
$6.31K - $6.96K
|
977
$222K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-30- 0.84% |
$6.31K - $6.96K
|
3.55K
$806K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-30- 1.33% |
$6.31K - $6.96K
|
2.23K
$508K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-32- 8.89% |
$6.73K - $7.42K
|
328
$74.6K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-32- 0.39% |
$6.73K - $7.42K
|
8.19K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-33- 0.42% |
$6.94K - $7.65K
|
7.85K
$1.79M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-34- 1.82% |
$7.15K - $7.88K
|
1.84K
$418K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-35- 2.97% |
$7.36K - $8.12K
|
1.14K
$260K
|
|
|
Nov 13, 2024
Q3 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-35- 0.05% |
$7.36K - $8.12K
|
63.9K
$14.5M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-36- 3.57% |
$7.57K - $8.35K
|
971
$221K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-36- 4.83% |
$7.57K - $8.35K
|
710
$161K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-38- 0.45% |
$7.99K - $8.81K
|
8.33K
$1.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-38- 3.11% |
$7.99K - $8.81K
|
1.18K
$269K
|
|
|
Nov 06, 2024
Q3 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-38- 1.56% |
$7.99K - $8.81K
|
2.39K
$544K
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-39- 1.77% |
$8.2K - $9.04K
|
2.17K
$492K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-39- 3.41% |
$8.2K - $9.04K
|
1.11K
$251K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-39- 7.07% |
$8.2K - $9.04K
|
513
$117K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-39- 3.8% |
$8.2K - $9.04K
|
987
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-40- 0.53% |
$8.41K - $9.27K
|
7.57K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-41- 0.15% |
$8.62K - $9.51K
|
27.9K
$6.33M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-42- 1.04% |
$8.83K - $9.74K
|
3.98K
$905K
|
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-42- 1.65% |
$8.83K - $9.74K
|
2.5K
$568K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-43- 2.15% |
$9.04K - $9.97K
|
1.96K
$446K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-45- 1.18% |
$9.46K - $10.4K
|
3.78K
$860K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-45- 7.94% |
$9.46K - $10.4K
|
522
$119K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-45- 0.55% |
$9.46K - $10.4K
|
8.14K
$1.85M
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-46- 1.45% |
$9.67K - $10.7K
|
3.13K
$713K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-46- 0.09% |
$9.67K - $10.7K
|
50.9K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-47- 4.51% |
$9.88K - $10.9K
|
995
$226K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-48- 1.87% |
$10.1K - $11.1K
|
2.53K
$574K
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-48- 2.73% |
$10.1K - $11.1K
|
1.71K
$388K
|
|
|
Nov 14, 2024
Q3 2024
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-49- 0.49% |
$10.3K - $11.4K
|
9.97K
$2.27M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-50- 0.27% |
$10.5K - $11.6K
|
18.5K
$4.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-55- 0.3% |
$11.6K - $12.8K
|
18.3K
$4.17M
|