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 |
|---|---|---|---|---|---|---|---|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-5- 0.37% |
$1.04K - $1.22K
|
1.36K
$282K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-5- 7.35% |
$1.04K - $1.22K
|
63
$13.1K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-5- 4.03% |
$1.04K - $1.22K
|
119
$24.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-6- 50.0% |
$1.25K - $1.46K
|
6
$1.25K
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-8- 0.48% |
$1.67K - $1.95K
|
1.68K
$349K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-9- 8.18% |
$1.88K - $2.2K
|
101
$21K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-10- 62.5% |
$2.08K - $2.44K
|
6
$1.25K
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-10- 0.47% |
$2.08K - $2.44K
|
2.13K
$444K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-10- 0.77% |
$2.08K - $2.44K
|
1.28K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-10- 0.03% |
$2.08K - $2.44K
|
34K
$7.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-11- 1.08% |
$2.29K - $2.68K
|
1.01K
$210K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-11- 3.82% |
$2.29K - $2.68K
|
277
$57.7K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-11- 0.07% |
$2.29K - $2.68K
|
15K
$3.13M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-11- 10.89% |
$2.29K - $2.68K
|
90
$18.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-12- 1.07% |
$2.5K - $2.93K
|
1.11K
$231K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-12- 0.45% |
$2.5K - $2.93K
|
2.64K
$551K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-13- 5.12% |
$2.71K - $3.17K
|
241
$50.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Fjell Capital, LLC
Fargo, ND |
SELL
|
- |
-13- 0.28% |
$2.71K - $3.17K
|
4.64K
$967K
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-13- 0.16% |
$2.71K - $3.17K
|
8.23K
$1.71M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-13- 3.18% |
$2.71K - $3.17K
|
396
$82.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-14- 0.99% |
$2.92K - $3.42K
|
1.4K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-14- 15.05% |
$2.92K - $3.42K
|
79
$16.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-15- 0.4% |
$3.13K - $3.66K
|
3.78K
$787K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-15- 14.29% |
$3.13K - $3.66K
|
90
$18.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-15- 0.64% |
$3.13K - $3.66K
|
2.35K
$489K
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-15- 1.23% |
$3.13K - $3.66K
|
1.2K
$250K
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-15- 1.18% |
$3.13K - $3.66K
|
1.26K
$262K
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-15- 0.25% |
$3.13K - $3.66K
|
6.03K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-15- 0.26% |
$3.13K - $3.66K
|
5.66K
$1.18M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-16- 22.86% |
$3.34K - $3.9K
|
54
$11.2K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-16- 5.06% |
$3.34K - $3.9K
|
300
$62.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-17- 1.2% |
$3.54K - $4.15K
|
1.4K
$292K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-17- 29.31% |
$3.54K - $4.15K
|
41
$8.54K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-18- 1.61% |
$3.75K - $4.39K
|
1.1K
$230K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-19- 1.91% |
$3.96K - $4.64K
|
975
$203K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-19- 0.92% |
$3.96K - $4.64K
|
2.04K
$424K
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-19- 9.41% |
$3.96K - $4.64K
|
183
$38.1K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-19- 4.46% |
$3.96K - $4.64K
|
407
$84.8K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-19- 10.67% |
$3.96K - $4.64K
|
159
$33.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-20- 2.81% |
$4.17K - $4.88K
|
692
$144K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-21- 18.92% |
$4.38K - $5.12K
|
90
$18.7K
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-21- 0.77% |
$4.38K - $5.12K
|
2.71K
$565K
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-21- 0.67% |
$4.38K - $5.12K
|
3.14K
$653K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-22- 1.0% |
$4.59K - $5.37K
|
2.17K
$452K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-22- 73.33% |
$4.59K - $5.37K
|
8
$1.67K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-22- 2.1% |
$4.59K - $5.37K
|
1.02K
$213K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-23- 0.47% |
$4.8K - $5.61K
|
4.9K
$1.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-23- 7.3% |
$4.8K - $5.61K
|
292
$60.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-24- 4.89% |
$5K - $5.86K
|
467
$97.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-24- 0.89% |
$5K - $5.86K
|
2.69K
$560K
|