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 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
25+ 1.71% |
$5.21K - $6.1K
|
1.48K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
25+ 9.8% |
$5.21K - $6.1K
|
280
$55.3K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
24+ 4.13% |
$5K - $5.86K
|
605
$119K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
24+ 1.64% |
$5K - $5.86K
|
1.49K
$293K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
23+ 0.18% |
$4.8K - $5.61K
|
12.8K
$2.53M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
22+ 0.45% |
$4.59K - $5.37K
|
4.88K
$964K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
21+ 1.66% |
$4.38K - $5.12K
|
1.28K
$253K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
21+ 0.2% |
$4.38K - $5.12K
|
10.4K
$2.06M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
21+ 1.57% |
$4.38K - $5.12K
|
1.36K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
21+ 1.57% |
$4.38K - $5.12K
|
1.36K
$269K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
20+ 1.26% |
$4.17K - $4.88K
|
1.61K
$317K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
20+ 1.39% |
$4.17K - $4.88K
|
1.46K
$289K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
18+ 0.55% |
$3.75K - $4.39K
|
3.26K
$644K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
18+ 0.24% |
$3.75K - $4.39K
|
7.5K
$1.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
17+ 0.46% |
$3.54K - $4.15K
|
3.68K
$726K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
17+ 68.0% |
$3.54K - $4.15K
|
42
$8.29K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
16+ 1.3% |
$3.34K - $3.9K
|
1.25K
$246K
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
16New |
$3.34K - $3.9K
|
16
$3.16K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
15+ 0.98% |
$3.13K - $3.66K
|
1.55K
$306K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
14+ 8.92% |
$2.92K - $3.42K
|
171
$33.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
14+ 1.38% |
$2.92K - $3.42K
|
1.03K
$202K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
14+ 0.24% |
$2.92K - $3.42K
|
5.92K
$1.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
13+ 22.81% |
$2.71K - $3.17K
|
70
$13.8K
|
|
|
May 15, 2025
Q1 2025
|
Buckley Wealth Management, LLC
|
BUY
|
- |
13+ 0.37% |
$2.71K - $3.17K
|
3.5K
$691K
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
12+ 0.37% |
$2.5K - $2.93K
|
3.21K
$634K
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
12+ 0.32% |
$2.5K - $2.93K
|
3.76K
$742K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
12New |
$2.5K - $2.93K
|
12
$2.37K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
12+ 0.29% |
$2.5K - $2.93K
|
4.08K
$806K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
12+ 0.95% |
$2.5K - $2.93K
|
1.27K
$251K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
11+ 5.37% |
$2.29K - $2.68K
|
216
$42.6K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
11+ 0.47% |
$2.29K - $2.68K
|
2.35K
$463K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
11+ 4.68% |
$2.29K - $2.68K
|
246
$48.6K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
11New |
$2.29K - $2.68K
|
11
$2.17K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
10+ 200.0% |
$2.08K - $2.44K
|
15
$2.96K
|
|
|
May 13, 2025
Q1 2025
|
Terril Brothers, Inc.
|
BUY
|
- |
10+ 0.96% |
$2.08K - $2.44K
|
1.05K
$207K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
10+ 0.21% |
$2.08K - $2.44K
|
4.68K
$923K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
10+ 0.39% |
$2.08K - $2.44K
|
2.59K
$510K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
9New |
$1.88K - $2.2K
|
9
$1.78K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
8New |
$1.67K - $1.95K
|
8
$1.58K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
8+ 0.19% |
$1.67K - $1.95K
|
4.3K
$848K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
8+ 0.63% |
$1.67K - $1.95K
|
1.28K
$253K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
8New |
$1.67K - $1.95K
|
8
$1.58K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8New |
$1.67K - $1.95K
|
8
$1.58K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
8New |
$1.67K - $1.95K
|
8
$1.58K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
7+ 0.32% |
$1.46K - $1.71K
|
2.17K
$429K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
7New |
$1.46K - $1.71K
|
7
$1.38K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
6+ 0.36% |
$1.25K - $1.46K
|
1.69K
$334K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
6+ 0.1% |
$1.25K - $1.46K
|
6.19K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
6+ 0.08% |
$1.25K - $1.46K
|
7.64K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 3.19% |
$1.25K - $1.46K
|
194
$38.3K
|