Purchases and Sales Made in Q1 2025 in Marsh & Mclennan Companies, Inc. (MMC)
This table provides information about the institutional ownership of Marsh & Mclennan Companies, Inc. (MMC) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.51M+ 32120.88% |
$315M - $369M
|
1.52M
$370M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
28.6K+ 2.97% |
$5.96M - $6.98M
|
990K
$242M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
17K+ 1119.38% |
$3.55M - $4.16M
|
18.6K
$4.53M
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
6.32K+ 5.94% |
$1.32M - $1.54M
|
113K
$27.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.88K+ 16.55% |
$600K - $702K
|
20.3K
$4.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.45KNew |
$510K - $597K
|
2.45K
$597K
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
1.43KNew |
$299K - $349K
|
1.43K
$349K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.29K+ 2.08% |
$269K - $314K
|
63.3K
$15.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.23K+ 3.23% |
$256K - $300K
|
39.2K
$9.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
970New |
$202K - $237K
|
970
$237K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
948+ 20.2% |
$198K - $231K
|
5.64K
$1.38M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
928New |
$193K - $226K
|
928
$226K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
915New |
$191K - $223K
|
915
$223K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
892New |
$186K - $218K
|
892
$218K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
866New |
$181K - $211K
|
866
$211K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
861New |
$180K - $210K
|
861
$210K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
746+ 11.59% |
$156K - $182K
|
7.18K
$1.75M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
733+ 97.47% |
$153K - $179K
|
1.49K
$362K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
534+ 6.92% |
$111K - $130K
|
8.25K
$2.01M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
517+ 69.58% |
$108K - $126K
|
1.26K
$307K
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
499+ 5.13% |
$104K - $122K
|
10.2K
$2.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
414New |
$86.3K - $101K
|
414
$101K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
322+ 10.33% |
$67.1K - $78.6K
|
3.44K
$839K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
304+ 4.71% |
$63.4K - $74.2K
|
6.76K
$1.65M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
286+ 4.09% |
$59.6K - $69.8K
|
7.29K
$1.78M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
146+ 14.72% |
$30.4K - $35.6K
|
1.14K
$278K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
125+ 3.29% |
$26.1K - $30.5K
|
3.93K
$958K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
114+ 3.65% |
$23.8K - $27.8K
|
3.24K
$789K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
106+ 32.02% |
$22.1K - $25.9K
|
437
$107K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
100New |
$20.8K - $24.4K
|
100
$24.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
93+ 1.23% |
$19.4K - $22.7K
|
7.65K
$1.87M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
83+ 0.67% |
$17.3K - $20.3K
|
12.5K
$3.05M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
65+ 1.33% |
$13.6K - $15.9K
|
4.97K
$1.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
65+ 2.58% |
$13.6K - $15.9K
|
2.59K
$631K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
64+ 3.61% |
$13.3K - $15.6K
|
1.84K
$449K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
45New |
$9.38K - $11K
|
45
$11K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
33New |
$6.88K - $8.05K
|
33
$8.05K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
30+ 3.07% |
$6.25K - $7.32K
|
1.01K
$245K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
29+ 16.29% |
$6.05K - $7.08K
|
207
$50.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
26+ 0.34% |
$5.42K - $6.34K
|
7.76K
$1.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
15+ 0.98% |
$3.13K - $3.66K
|
1.55K
$378K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
14+ 8.92% |
$2.92K - $3.42K
|
171
$41.7K
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
12+ 0.37% |
$2.5K - $2.93K
|
3.21K
$784K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
8+ 0.19% |
$1.67K - $1.95K
|
4.3K
$1.05M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
8New |
$1.67K - $1.95K
|
8
$1.95K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
5+ 0.33% |
$1.04K - $1.22K
|
1.52K
$371K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.19% |
$1.04K - $1.22K
|
2.65K
$645K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5+ 33.33% |
$1.04K - $1.22K
|
20
$4.88K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
4+ 0.42% |
$834 - $976
|
962
$235K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
2+ 0.7% |
$417 - $488
|
288
$70.3K
|