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
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
21+ 1.57% |
$4.38K - $5.12K
|
1.36K
$284K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
20+ 1.26% |
$4.17K - $4.88K
|
1.61K
$335K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
20+ 1.39% |
$4.17K - $4.88K
|
1.46K
$305K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
18+ 0.55% |
$3.75K - $4.39K
|
3.26K
$680K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
18+ 0.24% |
$3.75K - $4.39K
|
7.5K
$1.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
17+ 0.46% |
$3.54K - $4.15K
|
3.68K
$766K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
17+ 68.0% |
$3.54K - $4.15K
|
42
$8.75K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
16+ 1.3% |
$3.34K - $3.9K
|
1.25K
$260K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
15+ 0.98% |
$3.13K - $3.66K
|
1.55K
$322K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
14+ 8.92% |
$2.92K - $3.42K
|
171
$35.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
14+ 1.38% |
$2.92K - $3.42K
|
1.03K
$214K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
14+ 0.24% |
$2.92K - $3.42K
|
5.92K
$1.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
13+ 22.81% |
$2.71K - $3.17K
|
70
$14.6K
|
|
|
May 15, 2025
Q1 2025
|
Buckley Wealth Management, LLC
|
BUY
|
- |
13+ 0.37% |
$2.71K - $3.17K
|
3.5K
$729K
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
12+ 0.37% |
$2.5K - $2.93K
|
3.21K
$670K
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
12+ 0.32% |
$2.5K - $2.93K
|
3.76K
$783K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
12New |
$2.5K - $2.93K
|
12
$2.5K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
12+ 0.29% |
$2.5K - $2.93K
|
4.08K
$850K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
12+ 0.95% |
$2.5K - $2.93K
|
1.27K
$265K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
11+ 5.37% |
$2.29K - $2.68K
|
216
$45K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
11+ 0.47% |
$2.29K - $2.68K
|
2.35K
$489K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
11+ 4.68% |
$2.29K - $2.68K
|
246
$51.2K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
11New |
$2.29K - $2.68K
|
11
$2.29K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
10+ 200.0% |
$2.08K - $2.44K
|
15
$3.12K
|
|
|
May 13, 2025
Q1 2025
|
Terril Brothers, Inc.
|
BUY
|
- |
10+ 0.96% |
$2.08K - $2.44K
|
1.05K
$219K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
10+ 0.21% |
$2.08K - $2.44K
|
4.68K
$974K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
10+ 0.39% |
$2.08K - $2.44K
|
2.59K
$539K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
9New |
$1.88K - $2.2K
|
9
$1.87K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
8New |
$1.67K - $1.95K
|
8
$1.67K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
8+ 0.19% |
$1.67K - $1.95K
|
4.3K
$895K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
8+ 0.63% |
$1.67K - $1.95K
|
1.28K
$267K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
8New |
$1.67K - $1.95K
|
8
$1.67K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8New |
$1.67K - $1.95K
|
8
$1.67K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
8New |
$1.67K - $1.95K
|
8
$1.67K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
7+ 0.32% |
$1.46K - $1.71K
|
2.17K
$453K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
7New |
$1.46K - $1.71K
|
7
$1.46K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
6+ 0.36% |
$1.25K - $1.46K
|
1.69K
$352K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
6+ 0.1% |
$1.25K - $1.46K
|
6.19K
$1.29M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
6+ 0.08% |
$1.25K - $1.46K
|
7.64K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 3.19% |
$1.25K - $1.46K
|
194
$40.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
5+ 0.49% |
$1.04K - $1.22K
|
1.03K
$215K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.19% |
$1.04K - $1.22K
|
2.65K
$551K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
5+ 0.33% |
$1.04K - $1.22K
|
1.52K
$317K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5+ 33.33% |
$1.04K - $1.22K
|
20
$4.17K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
5+ 0.19% |
$1.04K - $1.22K
|
2.66K
$555K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
5+ 2.16% |
$1.04K - $1.22K
|
236
$49.2K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
5New |
$1.04K - $1.22K
|
5
$1.04K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
5New |
$1.04K - $1.22K
|
5
$1.04K
|
|
|
Jul 16, 2025
Q1 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
5+ 0.27% |
$1.04K - $1.22K
|
1.85K
$386K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
4+ 0.42% |
$834 - $976
|
962
$200K
|