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 1,647 institutions that hold shares in the stock, with a total of 409 Million shares, which have been reported (via 13F filing form) to have a value of $90.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
35
shares
|
$7,774
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
34
shares
|
$7,552
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
34
shares
|
$7,552
0.0% of portfolio
|
Q3 2024
Reduced 38.18%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
33
shares
|
$7,330
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
32
shares
|
$7,108
0.0% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
30
shares
|
$6,664
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
30
shares
|
$6,664
0.0% of portfolio
|
Q4 2023
Reduced 82.66%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
30
shares
|
$6,664
0.0% of portfolio
|
Q3 2024
Reduced 99.39%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
29
shares
|
$6,442
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
29
shares
|
$6,442
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
29
shares
|
$6,442
0.0% of portfolio
|
Q3 2024
Added 11.54%
|
|
|
Hbc Financial Services, Pllc
|
Nov 06, 2024 Q3 2024 |
28
shares
|
$6,219
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
27
shares
|
$5,997
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
27
shares
|
$5,997
0.0% of portfolio
|
Q2 2023
Reduced 77.78%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
25
shares
|
$5,553
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
25
shares
|
$5,553
0.0% of portfolio
|
Q3 2024
Reduced 54.55%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
24
shares
|
$5,331
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
21
shares
|
$4,664
0.0% of portfolio
|
Q3 2023
Added 61.54%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
21
shares
|
$4,664
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
20
shares
|
$4,442
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
20
shares
|
$4,442
0.0% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
19
shares
|
$4,220
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
17
shares
|
$3,776
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
17
shares
|
$3,776
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
17
shares
|
$3,776
0.0% of portfolio
|
Q3 2024
Reduced 26.09%
|