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 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
171New |
$35.7K - $41.7K
|
171
$35.6K
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
167+ 14.2% |
$34.8K - $40.8K
|
1.34K
$280K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
164New |
$34.2K - $40K
|
164
$34.2K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
161+ 0.17% |
$33.6K - $39.3K
|
94.5K
$19.7M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
159+ 8.65% |
$33.1K - $38.8K
|
2K
$416K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
157+ 16.32% |
$32.7K - $38.3K
|
1.12K
$233K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
153+ 3.32% |
$31.9K - $37.3K
|
4.77K
$993K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
153+ 4.52% |
$31.9K - $37.3K
|
3.54K
$737K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
151+ 1258.33% |
$31.5K - $36.8K
|
163
$34K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
150New |
$31.3K - $36.6K
|
150
$31.2K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
150+ 1.15% |
$31.3K - $36.6K
|
13.2K
$2.74M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
149+ 10.42% |
$31.1K - $36.4K
|
1.58K
$329K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
148+ 0.35% |
$30.9K - $36.1K
|
42.2K
$8.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
148+ 2.9% |
$30.9K - $36.1K
|
5.25K
$1.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
146+ 14.72% |
$30.4K - $35.6K
|
1.14K
$237K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
146+ 1.15% |
$30.4K - $35.6K
|
12.8K
$2.67M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
145+ 2.75% |
$30.2K - $35.4K
|
5.41K
$1.13M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
143+ 4.04% |
$29.8K - $34.9K
|
3.68K
$767K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
141+ 3.23% |
$29.4K - $34.4K
|
4.51K
$940K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
137+ 98.56% |
$28.6K - $33.4K
|
276
$57.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
134+ 1.55% |
$27.9K - $32.7K
|
8.75K
$1.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
133+ 13.35% |
$27.7K - $32.5K
|
1.13K
$235K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
131+ 3.52% |
$27.3K - $32K
|
3.86K
$803K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
130+ 9.5% |
$27.1K - $31.7K
|
1.5K
$312K
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
130+ 0.75% |
$27.1K - $31.7K
|
17.4K
$3.62M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
125+ 3.29% |
$26.1K - $30.5K
|
3.93K
$818K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
125+ 12.25% |
$26.1K - $30.5K
|
1.15K
$239K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
124+ 11.31% |
$25.9K - $30.3K
|
1.22K
$254K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
119+ 19.97% |
$24.8K - $29K
|
715
$149K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
118+ 6.85% |
$24.6K - $28.8K
|
1.84K
$383K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
117+ 4.82% |
$24.4K - $28.6K
|
2.54K
$530K
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
117+ 0.07% |
$24.4K - $28.6K
|
180K
$37.4M
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
116+ 11.0% |
$24.2K - $28.3K
|
1.17K
$244K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
114+ 3.65% |
$23.8K - $27.8K
|
3.24K
$674K
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
114New |
$23.8K - $27.8K
|
114
$23.7K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
111+ 2775.0% |
$23.1K - $27.1K
|
115
$24K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
107+ 133.75% |
$22.3K - $26.1K
|
187
$39K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
106+ 32.02% |
$22.1K - $25.9K
|
437
$91K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
106+ 1.46% |
$22.1K - $25.9K
|
7.38K
$1.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
104+ 5.93% |
$21.7K - $25.4K
|
1.86K
$387K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
104+ 8.08% |
$21.7K - $25.4K
|
1.39K
$290K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
104New |
$21.7K - $25.4K
|
104
$21.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
100New |
$20.8K - $24.4K
|
100
$20.8K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
98+ 1.7% |
$20.4K - $23.9K
|
5.86K
$1.22M
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
96+ 8.4% |
$20K - $23.4K
|
1.24K
$258K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
94+ 1.48% |
$19.6K - $22.9K
|
6.44K
$1.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
93+ 1.23% |
$19.4K - $22.7K
|
7.65K
$1.59M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
88+ 7.64% |
$18.3K - $21.5K
|
1.24K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
88+ 4.97% |
$18.3K - $21.5K
|
1.86K
$387K
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
87+ 8.65% |
$18.1K - $21.2K
|
1.09K
$228K
|