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 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-1- 0.7% |
$208 - $244
|
141
$27.8K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1- 0.01% |
$208 - $244
|
8.1K
$1.6M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1- 12.5% |
$208 - $244
|
7
$1.38K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1- 0.09% |
$208 - $244
|
1.18K
$232K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2- 6.9% |
$417 - $488
|
27
$5.33K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-2- 0.07% |
$417 - $488
|
3.04K
$600K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-3- 0.33% |
$625 - $732
|
913
$180K
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-3- 0.08% |
$625 - $732
|
3.72K
$734K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-3- 0.29% |
$625 - $732
|
1.02K
$201K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-4- 0.14% |
$834 - $976
|
2.8K
$554K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-4- 1.31% |
$834 - $976
|
302
$59.6K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-5- 0.37% |
$1.04K - $1.22K
|
1.36K
$267K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-5- 7.35% |
$1.04K - $1.22K
|
63
$12.4K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-5- 4.03% |
$1.04K - $1.22K
|
119
$23.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-6- 50.0% |
$1.25K - $1.46K
|
6
$1.18K
|
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-7- 0.17% |
$1.46K - $1.71K
|
4.08K
$806K
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-8- 0.48% |
$1.67K - $1.95K
|
1.68K
$331K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-9- 8.18% |
$1.88K - $2.2K
|
101
$19.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-10- 62.5% |
$2.08K - $2.44K
|
6
$1.18K
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-10- 0.47% |
$2.08K - $2.44K
|
2.13K
$421K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-10- 0.77% |
$2.08K - $2.44K
|
1.28K
$253K
|
|
|
May 14, 2025
Q1 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-10- 0.03% |
$2.08K - $2.44K
|
34K
$6.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-11- 1.08% |
$2.29K - $2.68K
|
1.01K
$199K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-11- 3.82% |
$2.29K - $2.68K
|
277
$54.7K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-11- 0.07% |
$2.29K - $2.68K
|
15K
$2.96M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-11- 10.89% |
$2.29K - $2.68K
|
90
$17.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-12- 1.07% |
$2.5K - $2.93K
|
1.11K
$219K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-12- 0.45% |
$2.5K - $2.93K
|
2.64K
$522K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-13- 5.12% |
$2.71K - $3.17K
|
241
$47.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Fjell Capital, LLC
Fargo, ND |
SELL
|
- |
-13- 0.28% |
$2.71K - $3.17K
|
4.64K
$917K
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-13- 0.16% |
$2.71K - $3.17K
|
8.23K
$1.62M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-13- 3.18% |
$2.71K - $3.17K
|
396
$78.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-14- 0.99% |
$2.92K - $3.42K
|
1.4K
$275K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-14- 15.05% |
$2.92K - $3.42K
|
79
$15.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-15- 0.4% |
$3.13K - $3.66K
|
3.78K
$746K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-15- 14.29% |
$3.13K - $3.66K
|
90
$17.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-15- 0.64% |
$3.13K - $3.66K
|
2.35K
$463K
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-15- 1.23% |
$3.13K - $3.66K
|
1.2K
$237K
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-15- 1.18% |
$3.13K - $3.66K
|
1.26K
$248K
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-15- 0.25% |
$3.13K - $3.66K
|
6.03K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-15- 0.26% |
$3.13K - $3.66K
|
5.66K
$1.12M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-16- 22.86% |
$3.34K - $3.9K
|
54
$10.7K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-16- 5.06% |
$3.34K - $3.9K
|
300
$59.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-17- 1.2% |
$3.54K - $4.15K
|
1.4K
$276K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-17- 29.31% |
$3.54K - $4.15K
|
41
$8.09K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-18- 1.61% |
$3.75K - $4.39K
|
1.1K
$218K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-19- 1.91% |
$3.96K - $4.64K
|
975
$192K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-19- 0.92% |
$3.96K - $4.64K
|
2.04K
$402K
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-19- 9.41% |
$3.96K - $4.64K
|
183
$36.1K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-19- 4.46% |
$3.96K - $4.64K
|
407
$80.3K
|