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 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
98+ 1.7% |
$20.4K - $23.9K
|
5.86K
$1.16M
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
96+ 8.4% |
$20K - $23.4K
|
1.24K
$245K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
94+ 1.48% |
$19.6K - $22.9K
|
6.44K
$1.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
93+ 1.23% |
$19.4K - $22.7K
|
7.65K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
88+ 7.64% |
$18.3K - $21.5K
|
1.24K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
88+ 4.97% |
$18.3K - $21.5K
|
1.86K
$367K
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
87+ 8.65% |
$18.1K - $21.2K
|
1.09K
$216K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
85+ 8.99% |
$17.7K - $20.7K
|
1.03K
$204K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
85+ 6.0% |
$17.7K - $20.7K
|
1.5K
$296K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
84+ 5.01% |
$17.5K - $20.5K
|
1.76K
$347K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
84+ 13.86% |
$17.5K - $20.5K
|
690
$136K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
84+ 0.07% |
$17.5K - $20.5K
|
122K
$24.1M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
83+ 0.67% |
$17.3K - $20.3K
|
12.5K
$2.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
83+ 4.93% |
$17.3K - $20.3K
|
1.77K
$349K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
82+ 6.86% |
$17.1K - $20K
|
1.28K
$252K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
81+ 0.65% |
$16.9K - $19.8K
|
12.6K
$2.48M
|
|
|
Aug 15, 2025
Q1 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
80New |
$16.7K - $19.5K
|
80
$15.8K
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
78+ 5.45% |
$16.3K - $19K
|
1.51K
$298K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
75New |
$15.6K - $18.3K
|
75
$14.8K
|
|
|
May 15, 2025
Q1 2025
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
75+ 5.46% |
$15.6K - $18.3K
|
1.45K
$286K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
74+ 6.08% |
$15.4K - $18.1K
|
1.29K
$255K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
74+ 2.66% |
$15.4K - $18.1K
|
2.85K
$563K
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
72+ 0.63% |
$15K - $17.6K
|
11.4K
$2.26M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
71New |
$14.8K - $17.3K
|
71
$14K
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
70+ 0.2% |
$14.6K - $17.1K
|
35.9K
$7.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
67+ 3.78% |
$14K - $16.4K
|
1.84K
$363K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
67+ 5.52% |
$14K - $16.4K
|
1.28K
$253K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
67+ 1.69% |
$14K - $16.4K
|
4.04K
$797K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
65+ 1.33% |
$13.6K - $15.9K
|
4.97K
$980K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
65+ 2.58% |
$13.6K - $15.9K
|
2.59K
$511K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
65+ 2.8% |
$13.6K - $15.9K
|
2.39K
$471K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
64+ 3.61% |
$13.3K - $15.6K
|
1.84K
$363K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
64+ 60.95% |
$13.3K - $15.6K
|
169
$33.4K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
63+ 0.59% |
$13.1K - $15.4K
|
10.8K
$2.12M
|
|
|
May 02, 2025
Q1 2025
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
60+ 0.24% |
$12.5K - $14.6K
|
25.4K
$5.01M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
60+ 4.34% |
$12.5K - $14.6K
|
1.44K
$284K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
59+ 15.45% |
$12.3K - $14.4K
|
441
$87.1K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
59+ 2.94% |
$12.3K - $14.4K
|
2.07K
$408K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
57+ 7.42% |
$11.9K - $13.9K
|
825
$163K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
56+ 1.99% |
$11.7K - $13.7K
|
2.86K
$565K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
55+ 275.0% |
$11.5K - $13.4K
|
75
$14.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
55+ 0.22% |
$11.5K - $13.4K
|
25.5K
$5.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
55New |
$11.5K - $13.4K
|
55
$10.9K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
55New |
$11.5K - $13.4K
|
55
$10.9K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
55+ 1.82% |
$11.5K - $13.4K
|
3.08K
$608K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
53+ 0.93% |
$11K - $12.9K
|
5.75K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
53+ 4.19% |
$11K - $12.9K
|
1.32K
$260K
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
51+ 0.62% |
$10.6K - $12.4K
|
8.33K
$1.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
51+ 3.41% |
$10.6K - $12.4K
|
1.55K
$306K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
49+ 0.68% |
$10.2K - $12K
|
7.25K
$1.43M
|