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 1,534 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 $85.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
12
shares
|
$2,506
0.0% of portfolio
|
Q4 2023
Added 20.0%
|
|
Sanctuary Wealth Management, L.L.C.
|
May 07, 2024 Q1 2024 |
11
shares
|
$2,297
0.0% of portfolio
|
Q4 2022
New holding
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
May 10, 2024 Q1 2024 |
11
shares
|
$2,297
0.0% of portfolio
|
Q4 2023
Reduced 71.05%
|
|
Goal Vest Advisory LLC
|
Apr 15, 2024 Q1 2024 |
8
shares
|
$1,671
0.0% of portfolio
|
Q1 2024
New holding
|
|
Householder Group Estate & Retirement Specialist, LLC
|
May 03, 2024 Q1 2024 |
8
shares
|
$1,671
0.0% of portfolio
|
Q1 2023
New holding
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
8
shares
|
$1,671
0.0% of portfolio
|
Q3 2021
New holding
|
|
Lummis Asset Management, LP
Fort Worth, TX |
May 16, 2024 Q1 2024 |
8
shares
|
$1,671
0.0% of portfolio
|
Q4 2023
New holding
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 12, 2024 Q4 2023 |
6
shares
|
$1,253
0.0% of portfolio
|
Q4 2023
New holding
|
|
Riggs Asset Managment Co. Inc.
|
May 03, 2024 Q1 2024 |
5
shares
|
$1,044
0.0% of portfolio
|
Q1 2024
New holding
|
|
Delta Asset Management LLC
Memphis, TN |
May 13, 2024 Q1 2024 |
5
shares
|
$1,044
0.0% of portfolio
|
Q4 2023
New holding
|
|
Clari Vest Asset Management LLC
San Diego, CA |
May 06, 2024 Q1 2024 |
5
shares
|
$1,044
0.0% of portfolio
|
Q3 2023
New holding
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 12, 2024 Q1 2024 |
5
shares
|
$1,044
0.0% of portfolio
|
Q2 2022
New holding
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
May 08, 2024 Q1 2024 |
3
shares
|
$626
0.0% of portfolio
|
Q1 2024
New holding
|
|
Org Partners LLC
Roanoke, IN |
May 06, 2024 Q1 2024 |
3
shares
|
$626
0.0% of portfolio
|
Q1 2024
Reduced 99.78%
|
|
West End Advisors, LLC
|
May 07, 2024 Q1 2024 |
2
shares
|
$417
0.0% of portfolio
|
Q1 2024
New holding
|
|
Tfo Tdc, LLC
|
May 13, 2024 Q1 2024 |
1
shares
|
$208
0.0% of portfolio
|
Q1 2024
Reduced 99.97%
|
|
Castleview Partners, LLC
Dallas, TX |
May 09, 2024 Q1 2024 |
1
shares
|
$208
0.0% of portfolio
|
Q4 2023
New holding
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
New holding
|