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 |
---|---|---|---|---|---|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2024 Q4 2023 |
56
shares
|
$11,884
0.0% of portfolio
|
Q4 2023
New holding
|
|
Toth Financial Advisory Corp
|
Apr 16, 2024 Q1 2024 |
55
shares
|
$11,672
0.0% of portfolio
|
Q2 2023
Reduced 22.54%
|
|
Clearstead Trust, LLC
Portland, ME |
May 10, 2024 Q1 2024 |
55
shares
|
$11,672
0.0% of portfolio
|
Q3 2023
New holding
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 13, 2024 Q1 2024 |
55
shares
|
$11,672
0.0% of portfolio
|
Q1 2024
Reduced 6.78%
|
|
Planning Capital Management Corp
Paoli, PA |
Apr 26, 2024 Q1 2024 |
55
shares
|
$11,672
0.01% of portfolio
|
Q1 2024
Added 19.57%
|
|
Richardson Financial Services Inc.
Medway, MA |
May 03, 2024 Q1 2024 |
55
shares
|
$11,672
0.01% of portfolio
|
Q1 2024
Added 10.0%
|
|
Fwl Investment Management, LLC
|
May 13, 2024 Q1 2024 |
52
shares
|
$11,035
0.01% of portfolio
|
Q4 2023
New holding
|
|
Mascoma Wealth Management LLC
|
May 02, 2024 Q1 2024 |
50
shares
|
$10,611
0.0% of portfolio
|
Q4 2023
Reduced 18.03%
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 13, 2024 Q1 2024 |
50
shares
|
$10,611
0.0% of portfolio
|
Q3 2023
Reduced 23.08%
|
|
Life Steps Financial, Inc.
|
Apr 26, 2024 Q1 2024 |
46
shares
|
$9,762
0.01% of portfolio
|
Q1 2024
New holding
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 11, 2024 Q1 2024 |
45
shares
|
$9,549
0.0% of portfolio
|
Q1 2024
Added 80.0%
|
|
Horizons Wealth Management
Asheville, NC |
Apr 03, 2024 Q1 2024 |
44
shares
|
$9,337
0.01% of portfolio
|
Q2 2023
Added 57.14%
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 19, 2024 Q1 2024 |
43
shares
|
$9,125
0.0% of portfolio
|
Q4 2022
New holding
|
|
Westend Capital Management, LLC
Sausalito, CA |
Apr 12, 2024 Q1 2024 |
43
shares
|
$9,125
0.0% of portfolio
|
Q1 2024
New holding
|
|
Fsa Wealth Management LLC
Needham, MA |
May 16, 2024 Q1 2024 |
42
shares
|
$8,913
0.0% of portfolio
|
Q4 2023
New holding
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
May 01, 2024 Q1 2024 |
41
shares
|
$8,701
0.0% of portfolio
|
Q1 2024
Reduced 21.15%
|
|
Global Financial Private Client, LLC
Sarasota, FL |
May 15, 2024 Q1 2024 |
40
shares
|
$8,488
0.0% of portfolio
|
Q1 2024
New holding
|
|
Bfsg, LLC
|
Apr 23, 2024 Q1 2024 |
39
shares
|
$8,276
0.0% of portfolio
|
Q1 2024
New holding
|
|
Avion Wealth
The Woodlands, TX |
May 03, 2024 Q1 2024 |
39
shares
|
$8,276
0.0% of portfolio
|
Q1 2024
Added 14.71%
|
|
First Premier Bank
|
Apr 12, 2024 Q1 2024 |
36
shares
|
$7,639
0.0% of portfolio
|
Q1 2024
New holding
|
|
Tfc Financial Management
|
Apr 30, 2024 Q1 2024 |
36
shares
|
$7,639
0.0% of portfolio
|
Q1 2024
Added 5.88%
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2024 Q1 2024 |
36
shares
|
$7,639
0.01% of portfolio
|
Q4 2023
New holding
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 23, 2024 Q1 2024 |
35
shares
|
$7,427
0.0% of portfolio
|
Q4 2022
New holding
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 19, 2024 Q1 2024 |
33
shares
|
$7,003
0.01% of portfolio
|
Q1 2024
New holding
|
|
Financial Gravity Asset Management, Inc.
|
May 13, 2024 Q1 2024 |
32
shares
|
$6,791
0.0% of portfolio
|
Q1 2024
New holding
|