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 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-261- 2.75% |
$54.9K - $60.5K
|
9.23K
$2.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-264- 1.49% |
$55.5K - $61.2K
|
17.4K
$3.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-268- 6.48% |
$56.3K - $62.1K
|
3.87K
$879K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-272- 6.3% |
$57.2K - $63.1K
|
4.04K
$920K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-272- 20.42% |
$57.2K - $63.1K
|
1.06K
$241K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-273- 3.08% |
$57.4K - $63.3K
|
8.58K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-274- 0.63% |
$57.6K - $63.5K
|
43.3K
$9.84M
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-280- 0.66% |
$58.9K - $64.9K
|
42K
$9.56M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-289- 5.27% |
$60.8K - $67K
|
5.2K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-295- 5.78% |
$62K - $68.4K
|
4.81K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-297- 2.34% |
$62.4K - $68.9K
|
12.4K
$2.81M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-300- 17.29% |
$63.1K - $69.6K
|
1.44K
$326K
|
|
|
Oct 11, 2024
Q3 2024
|
Harrington Investments, Inc
|
SELL
|
- |
-300- 1.16% |
$63.1K - $69.6K
|
25.6K
$5.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-300- 18.76% |
$63.1K - $69.6K
|
1.3K
$295K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-303- 2.07% |
$63.7K - $70.3K
|
14.3K
$3.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-325- 15.54% |
$68.3K - $75.4K
|
1.77K
$402K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-325- 3.01% |
$68.3K - $75.4K
|
10.5K
$2.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-328- 99.09% |
$69K - $76.1K
|
3
$682
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-331- 0.3% |
$69.6K - $76.7K
|
109K
$24.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-354- 4.57% |
$74.4K - $82.1K
|
7.39K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-356- 47.28% |
$74.8K - $82.5K
|
397
$90.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-377- 8.17% |
$79.3K - $87.4K
|
4.24K
$964K
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-382- 6.15% |
$80.3K - $88.6K
|
5.83K
$1.33M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-384- 1.42% |
$80.7K - $89K
|
26.6K
$6.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-389- 20.77% |
$81.8K - $90.2K
|
1.48K
$337K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-401- 8.05% |
$84.3K - $93K
|
4.58K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-403- 13.37% |
$84.7K - $93.4K
|
2.61K
$594K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-412- 7.61% |
$86.6K - $95.5K
|
5K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-413- 26.31% |
$86.8K - $95.8K
|
1.16K
$263K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-417- 23.28% |
$87.7K - $96.7K
|
1.37K
$312K
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-418- 31.17% |
$87.9K - $96.9K
|
923
$210K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-446- 1.05% |
$93.8K - $103K
|
42K
$9.54M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-453- 10.53% |
$95.2K - $105K
|
3.85K
$875K
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-461- 1.84% |
$96.9K - $107K
|
24.5K
$5.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-479- 1.51% |
$101K - $111K
|
31.2K
$7.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-479- 4.33% |
$101K - $111K
|
10.6K
$2.41M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-481- 24.0% |
$101K - $112K
|
1.52K
$346K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-485- 49.44% |
$102K - $112K
|
496
$113K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-491- 48.71% |
$103K - $114K
|
517
$118K
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-506- 1.55% |
$106K - $117K
|
32.1K
$7.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-506- 6.15% |
$106K - $117K
|
7.73K
$1.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-540- 16.95% |
$114K - $125K
|
2.65K
$602K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-572- 7.39% |
$120K - $133K
|
7.17K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-572- 5.76% |
$120K - $133K
|
9.37K
$2.13M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-574- 3.44% |
$121K - $133K
|
16.1K
$3.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-601- 10.97% |
$126K - $139K
|
4.88K
$1.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-615- 2.25% |
$129K - $143K
|
26.7K
$6.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-620- 1.3% |
$130K - $144K
|
47.1K
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-620- 14.34% |
$130K - $144K
|
3.7K
$842K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-624- 3.79% |
$131K - $145K
|
15.8K
$3.6M
|