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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
269+ 16.28% |
$56.1K - $65.6K
|
1.92K
$400K
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
269New |
$56.1K - $65.6K
|
269
$56K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
268+ 8.97% |
$55.9K - $65.4K
|
3.26K
$678K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
267+ 9.73% |
$55.7K - $65.2K
|
3.01K
$627K
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
265+ 0.47% |
$55.2K - $64.7K
|
56.7K
$11.8M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
264+ 14.19% |
$55K - $64.4K
|
2.13K
$443K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
263New |
$54.8K - $64.2K
|
263
$54.8K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
258+ 1.53% |
$53.8K - $63K
|
17.1K
$3.57M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
258+ 20.19% |
$53.8K - $63K
|
1.54K
$320K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
257+ 24.38% |
$53.6K - $62.7K
|
1.31K
$273K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
250+ 40.52% |
$52.1K - $61K
|
867
$181K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
250+ 13.26% |
$52.1K - $61K
|
2.14K
$445K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
249+ 3.73% |
$51.9K - $60.8K
|
6.92K
$1.44M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
247+ 17.37% |
$51.5K - $60.3K
|
1.67K
$348K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
246+ 5.31% |
$51.3K - $60K
|
4.88K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
244New |
$50.9K - $59.5K
|
244
$50.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
239+ 7.84% |
$49.8K - $58.3K
|
3.29K
$685K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
238+ 4.72% |
$49.6K - $58.1K
|
5.28K
$1.1M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
237+ 169.29% |
$49.4K - $57.8K
|
377
$78.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
236+ 2.28% |
$49.2K - $57.6K
|
10.6K
$2.21M
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
236+ 9.11% |
$49.2K - $57.6K
|
2.83K
$589K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
235+ 12.46% |
$49K - $57.3K
|
2.12K
$442K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
235+ 66.2% |
$49K - $57.3K
|
590
$123K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
234+ 10.71% |
$48.8K - $57.1K
|
2.42K
$504K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
233+ 9.2% |
$48.6K - $56.9K
|
2.77K
$576K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
232+ 15.52% |
$48.4K - $56.6K
|
1.73K
$360K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
225+ 10.26% |
$46.9K - $54.9K
|
2.42K
$504K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
223+ 17.34% |
$46.5K - $54.4K
|
1.51K
$314K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
218+ 17.32% |
$45.4K - $53.2K
|
1.48K
$308K
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
212+ 3.13% |
$44.2K - $51.7K
|
6.99K
$1.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
210+ 6.51% |
$43.8K - $51.2K
|
3.44K
$716K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
210+ 1.98% |
$43.8K - $51.2K
|
10.8K
$2.25M
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
207+ 492.86% |
$43.2K - $50.5K
|
249
$51.9K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
205+ 5.71% |
$42.7K - $50K
|
3.8K
$791K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
199+ 0.29% |
$41.5K - $48.6K
|
68.5K
$14.3M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
199+ 2.46% |
$41.5K - $48.6K
|
8.28K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
197+ 5.52% |
$41.1K - $48.1K
|
3.77K
$785K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
193New |
$40.2K - $47.1K
|
193
$40.2K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
190+ 4.94% |
$39.6K - $46.4K
|
4.04K
$842K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
190+ 6.79% |
$39.6K - $46.4K
|
2.99K
$623K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
187+ 0.54% |
$39K - $45.6K
|
34.8K
$7.24M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
180+ 11.12% |
$37.5K - $43.9K
|
1.8K
$375K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
179+ 1.15% |
$37.3K - $43.7K
|
15.7K
$3.27M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
178+ 9.36% |
$37.1K - $43.4K
|
2.08K
$433K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
178+ 16.3% |
$37.1K - $43.4K
|
1.27K
$265K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
175+ 11.68% |
$36.5K - $42.7K
|
1.67K
$349K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
175+ 8.78% |
$36.5K - $42.7K
|
2.17K
$452K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
173+ 4.63% |
$36.1K - $42.2K
|
3.91K
$815K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
172+ 124.64% |
$35.9K - $42K
|
310
$64.6K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
172+ 3.04% |
$35.9K - $42K
|
5.82K
$1.21M
|