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 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
499+ 5.13% |
$104K - $122K
|
10.2K
$2.13M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
490+ 7.45% |
$102K - $120K
|
7.06K
$1.47M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
485+ 5.11% |
$101K - $118K
|
9.98K
$2.08M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
482+ 3.5% |
$100K - $118K
|
14.2K
$2.97M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
481+ 7.41% |
$100K - $117K
|
6.98K
$1.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
477+ 15.43% |
$99.4K - $116K
|
3.57K
$743K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
474+ 3.58% |
$98.8K - $116K
|
13.7K
$2.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
462+ 29.62% |
$96.3K - $113K
|
2.02K
$421K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
460+ 237.11% |
$95.9K - $112K
|
654
$136K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
453+ 0.44% |
$94.4K - $111K
|
104K
$21.7M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
450+ 1500.0% |
$93.8K - $110K
|
480
$100K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
450+ 17.65% |
$93.8K - $110K
|
3K
$625K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
445+ 5.83% |
$92.8K - $109K
|
8.07K
$1.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
437+ 6.2% |
$91.1K - $107K
|
7.48K
$1.56M
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
428+ 74.83% |
$89.2K - $104K
|
1K
$208K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
425+ 8.95% |
$88.6K - $104K
|
5.17K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
422+ 12.56% |
$88K - $103K
|
3.78K
$788K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
419+ 3.51% |
$87.4K - $102K
|
12.4K
$2.57M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
418+ 8.56% |
$87.1K - $102K
|
5.3K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
417+ 27.71% |
$86.9K - $102K
|
1.92K
$400K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
414New |
$86.3K - $101K
|
414
$86.2K
|
|
|
May 08, 2025
Q1 2025
|
Lindenwold Advisors
|
BUY
|
- |
413+ 2.95% |
$86.1K - $101K
|
14.4K
$3M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
410+ 4.98% |
$85.5K - $100K
|
8.65K
$1.8M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
404+ 20.33% |
$84.2K - $98.6K
|
2.39K
$498K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
398+ 5.35% |
$83K - $97.1K
|
7.83K
$1.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
388+ 3.04% |
$80.9K - $94.7K
|
13.2K
$2.74M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
382+ 1.72% |
$79.6K - $93.2K
|
22.6K
$4.71M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
378+ 13.65% |
$78.8K - $92.2K
|
3.15K
$656K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
377+ 0.09% |
$78.6K - $92K
|
430K
$89.7M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
369+ 0.1% |
$76.9K - $90K
|
361K
$75.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
359+ 13.87% |
$74.8K - $87.6K
|
2.95K
$614K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
343+ 11.93% |
$71.5K - $83.7K
|
3.22K
$670K
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
343+ 3.02% |
$71.5K - $83.7K
|
11.7K
$2.44M
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
339+ 0.56% |
$70.7K - $82.7K
|
60.6K
$12.6M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
338+ 152.94% |
$70.5K - $82.5K
|
559
$116K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
337+ 13.15% |
$70.3K - $82.2K
|
2.9K
$604K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
334+ 2.75% |
$69.6K - $81.5K
|
12.5K
$2.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
332+ 9.5% |
$69.2K - $81K
|
3.83K
$797K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
327+ 45.04% |
$68.2K - $79.8K
|
1.05K
$219K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
325+ 8.4% |
$67.8K - $79.3K
|
4.19K
$873K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
323+ 5.87% |
$67.3K - $78.8K
|
5.83K
$1.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
322+ 10.33% |
$67.1K - $78.6K
|
3.44K
$716K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
316+ 15.48% |
$65.9K - $77.1K
|
2.36K
$491K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
310New |
$64.6K - $75.6K
|
310
$64.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
304+ 4.71% |
$63.4K - $74.2K
|
6.76K
$1.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
304+ 1.56% |
$63.4K - $74.2K
|
19.7K
$4.11M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
302+ 17.69% |
$63K - $73.7K
|
2.01K
$419K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
297New |
$61.9K - $72.5K
|
297
$61.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
286+ 4.09% |
$59.6K - $69.8K
|
7.29K
$1.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
282+ 0.06% |
$58.8K - $68.8K
|
461K
$96.1M
|