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 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
47+ 1.2% |
$9.8K - $11.5K
|
3.95K
$822K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
46+ 2.04% |
$9.59K - $11.2K
|
2.31K
$480K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
45New |
$9.38K - $11K
|
45
$9.37K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
44+ 2.99% |
$9.17K - $10.7K
|
1.51K
$315K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
44+ 3.64% |
$9.17K - $10.7K
|
1.25K
$261K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
42+ 17.07% |
$8.76K - $10.2K
|
288
$60K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
42+ 525.0% |
$8.76K - $10.2K
|
50
$10.4K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
40+ 36.36% |
$8.34K - $9.76K
|
150
$31.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
39+ 2.53% |
$8.13K - $9.52K
|
1.58K
$329K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
39+ 16.25% |
$8.13K - $9.52K
|
279
$58.1K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
39+ 1.07% |
$8.13K - $9.52K
|
3.67K
$764K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
38+ 2.18% |
$7.92K - $9.27K
|
1.78K
$371K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
38New |
$7.92K - $9.27K
|
38
$7.92K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
38+ 2.06% |
$7.92K - $9.27K
|
1.88K
$392K
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
38+ 475.0% |
$7.92K - $9.27K
|
46
$9.58K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
37+ 3.39% |
$7.71K - $9.03K
|
1.13K
$235K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
37+ 1.8% |
$7.71K - $9.03K
|
2.1K
$437K
|
|
|
May 15, 2025
Q1 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
37+ 1.15% |
$7.71K - $9.03K
|
3.26K
$678K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
36+ 1.72% |
$7.51K - $8.79K
|
2.13K
$444K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
36+ 0.63% |
$7.51K - $8.79K
|
5.77K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
BUY
|
- |
35+ 1.44% |
$7.3K - $8.54K
|
2.46K
$512K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
34+ 2.17% |
$7.09K - $8.3K
|
1.6K
$334K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
33New |
$6.88K - $8.05K
|
33
$6.87K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
33+ 1.18% |
$6.88K - $8.05K
|
2.82K
$587K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
33+ 2.29% |
$6.88K - $8.05K
|
1.48K
$307K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
32+ 3.37% |
$6.67K - $7.81K
|
981
$204K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
31+ 2.27% |
$6.46K - $7.56K
|
1.4K
$291K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
30+ 3.07% |
$6.25K - $7.32K
|
1.01K
$210K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
30+ 1.81% |
$6.25K - $7.32K
|
1.69K
$351K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
30+ 0.74% |
$6.25K - $7.32K
|
4.06K
$845K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
29+ 16.29% |
$6.05K - $7.08K
|
207
$43.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
29+ 6.9% |
$6.05K - $7.08K
|
449
$93.5K
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
29+ 1.52% |
$6.05K - $7.08K
|
1.94K
$404K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
28New |
$5.84K - $6.83K
|
28
$5.83K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
28+ 0.18% |
$5.84K - $6.83K
|
15.6K
$3.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
27+ 13.85% |
$5.63K - $6.59K
|
222
$46.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
26+ 0.34% |
$5.42K - $6.34K
|
7.76K
$1.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
26+ 0.51% |
$5.42K - $6.34K
|
5.13K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
26+ 1.12% |
$5.42K - $6.34K
|
2.34K
$488K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
26+ 520.0% |
$5.42K - $6.34K
|
31
$6.46K
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
25+ 1.82% |
$5.21K - $6.1K
|
1.4K
$291K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
25+ 1.71% |
$5.21K - $6.1K
|
1.48K
$309K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
25+ 9.8% |
$5.21K - $6.1K
|
280
$58.3K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
24+ 4.13% |
$5K - $5.86K
|
605
$126K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
24+ 1.64% |
$5K - $5.86K
|
1.49K
$309K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
23+ 0.18% |
$4.8K - $5.61K
|
12.8K
$2.67M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
22+ 0.45% |
$4.59K - $5.37K
|
4.88K
$1.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
21+ 1.66% |
$4.38K - $5.12K
|
1.28K
$267K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
21+ 0.2% |
$4.38K - $5.12K
|
10.4K
$2.18M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
21+ 1.57% |
$4.38K - $5.12K
|
1.36K
$282K
|