Institutional Ownership Marsh & Mclennan Companies, Inc. (MMC)
This table provides information about the institutional ownership of Marsh & Mclennan Companies, Inc. (MMC). We have compiled data on the 1,533 institutions that hold shares in the stock, with a total of 408 Million shares, which have been reported (via 13F filing form) to have a value of $86.5 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Slocum, Gordon & CO LLP
Newport, RI |
May 02, 2024 Q1 2024 |
90
shares
|
$19,099
0.01% of portfolio
|
Q2 2023
New holding
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 16, 2024 Q1 2024 |
89
shares
|
$18,887
0.0% of portfolio
|
Q4 2022
Added 36.92%
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 15, 2024 Q1 2024 |
88
shares
|
$18,675
0.0% of portfolio
|
Q1 2024
New holding
|
|
Newbridge Financial Services Group, Inc.
|
Apr 24, 2024 Q1 2024 |
87
shares
|
$18,463
0.01% of portfolio
|
Q1 2024
New holding
|
|
Clean Yield Group
|
May 29, 2024 Q1 2024 |
85
shares
|
$18,038
0.01% of portfolio
|
Q2 2023
Reduced 22.73%
|
|
Fin Trust Capital Advisors, LLC
|
May 02, 2024 Q1 2024 |
85
shares
|
$18,038
0.0% of portfolio
|
Q1 2024
Reduced 12.37%
|
|
Oakworth Capital, Inc.
|
Apr 22, 2024 Q1 2024 |
85
shares
|
$18,038
0.0% of portfolio
|
Q4 2021
Reduced 27.97%
|
|
True Wealth Design, LLC
Akron, OH |
May 14, 2024 Q1 2024 |
85
shares
|
$18,038
0.0% of portfolio
|
Q4 2023
Reduced 89.21%
|
|
First Personal Financial Services
|
Apr 25, 2024 Q1 2024 |
80
shares
|
$16,977
0.0% of portfolio
|
Q3 2022
New holding
|
|
Crewe Advisors LLC
|
May 13, 2024 Q1 2024 |
80
shares
|
$16,977
0.0% of portfolio
|
Q1 2024
New holding
|
|
First Pacific Financial
|
Apr 24, 2024 Q1 2024 |
79
shares
|
$16,765
0.01% of portfolio
|
Q4 2023
Reduced 20.2%
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 14, 2024 Q1 2024 |
78
shares
|
$16,553
0.0% of portfolio
|
Q1 2024
New holding
|
|
Gleason Group, Inc.
|
Apr 12, 2024 Q1 2024 |
75
shares
|
$15,916
0.0% of portfolio
|
Q3 2023
Added 1.35%
|
|
Arcadia Investment Management Corp
|
Apr 23, 2024 Q1 2024 |
74
shares
|
$15,704
0.0% of portfolio
|
Q2 2021
New holding
|
|
Silicon Valley Capital Partners
|
Apr 29, 2024 Q1 2024 |
71
shares
|
$15,067
0.0% of portfolio
|
Q4 2023
Added 1.43%
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 13, 2024 Q1 2024 |
71
shares
|
$15,067
0.0% of portfolio
|
Q1 2024
New holding
|
|
Carmichael Hill & Associates, Inc.
|
Apr 24, 2024 Q1 2024 |
70
shares
|
$14,855
0.01% of portfolio
|
Q2 2021
Added 75.0%
|
|
Sound Income Strategies, LLC
|
Apr 15, 2024 Q1 2024 |
66
shares
|
$14,006
0.0% of portfolio
|
Q4 2023
Added 266.67%
|
|
Central Bank & Trust CO
|
Apr 11, 2024 Q1 2024 |
65
shares
|
$13,794
0.0% of portfolio
|
Q2 2023
Added 160.0%
|
|
Aspect Partners, LLC
Fairfax, VA |
May 17, 2024 Q1 2024 |
65
shares
|
$13,794
0.01% of portfolio
|
Q1 2024
Added 1.56%
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
61
shares
|
$12,945
0.0% of portfolio
|
Q3 2022
New holding
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 16, 2024 Q1 2024 |
61
shares
|
$12,945
0.01% of portfolio
|
Q4 2022
New holding
|
|
Creekmur Asset Management LLC
Morton, IL |
May 15, 2024 Q1 2024 |
61
shares
|
$12,945
0.0% of portfolio
|
Q1 2024
New holding
|
|
Northwest Capital Management Inc
|
Apr 09, 2024 Q1 2024 |
58
shares
|
$12,308
0.0% of portfolio
|
Q4 2023
Added 20.83%
|
|
Palisade Asset Management, LLC
|
May 01, 2024 Q1 2024 |
57
shares
|
$12,096
0.0% of portfolio
|
Q1 2024
New holding
|