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 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-24- 0.36% |
$5K - $5.86K
|
6.68K
$1.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-25- 2.0% |
$5.21K - $6.1K
|
1.23K
$256K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-25- 18.12% |
$5.21K - $6.1K
|
113
$23.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-26- 9.12% |
$5.42K - $6.34K
|
259
$54K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-29- 2.98% |
$6.05K - $7.08K
|
944
$197K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-30- 2.22% |
$6.25K - $7.32K
|
1.32K
$275K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-31- 3.2% |
$6.46K - $7.56K
|
937
$195K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-31- 2.25% |
$6.46K - $7.56K
|
1.35K
$280K
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-32- 0.39% |
$6.67K - $7.81K
|
8.18K
$1.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-33- 5.12% |
$6.88K - $8.05K
|
611
$127K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-33- 3.96% |
$6.88K - $8.05K
|
800
$167K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-34- 3.02% |
$7.09K - $8.3K
|
1.09K
$227K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-34- 1.05% |
$7.09K - $8.3K
|
3.21K
$669K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-35- 0.66% |
$7.3K - $8.54K
|
5.29K
$1.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Reliant Investment Management, LLC
|
SELL
|
- |
-35- 0.14% |
$7.3K - $8.54K
|
24.9K
$5.19M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-36- 3.64% |
$7.51K - $8.79K
|
952
$198K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-36- 0.26% |
$7.51K - $8.79K
|
13.7K
$2.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-38- 3.75% |
$7.92K - $9.27K
|
974
$203K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-39- 2.23% |
$8.13K - $9.52K
|
1.71K
$355K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-39- 0.39% |
$8.13K - $9.52K
|
10K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-39- 8.41% |
$8.13K - $9.52K
|
425
$88.5K
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-39- 0.98% |
$8.13K - $9.52K
|
3.95K
$822K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-40- 2.97% |
$8.34K - $9.76K
|
1.31K
$273K
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-40- 1.46% |
$8.34K - $9.76K
|
2.7K
$562K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-40- 0.42% |
$8.34K - $9.76K
|
9.38K
$1.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-42- 42.0% |
$8.76K - $10.2K
|
58
$12.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-42- 0.85% |
$8.76K - $10.2K
|
4.89K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-42- 1.55% |
$8.76K - $10.2K
|
2.67K
$555K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-42- 0.94% |
$8.76K - $10.2K
|
4.43K
$922K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-44- 2.97% |
$9.17K - $10.7K
|
1.44K
$299K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-44- 2.13% |
$9.17K - $10.7K
|
2.03K
$422K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-46- 0.45% |
$9.59K - $11.2K
|
10.3K
$2.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-46- 2.55% |
$9.59K - $11.2K
|
1.76K
$366K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-48- 0.81% |
$10K - $11.7K
|
5.91K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-50- 2.75% |
$10.4K - $12.2K
|
1.77K
$369K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-51- 4.7% |
$10.6K - $12.4K
|
1.03K
$215K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-51- 3.91% |
$10.6K - $12.4K
|
1.25K
$261K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-52- 1.13% |
$10.8K - $12.7K
|
4.54K
$945K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-53- 0.18% |
$11K - $12.9K
|
28.9K
$6.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-54- 2.43% |
$11.3K - $13.2K
|
2.17K
$452K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-54- 0.39% |
$11.3K - $13.2K
|
13.8K
$2.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-56- 0.22% |
$11.7K - $13.7K
|
25.1K
$5.24M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-56- 1.19% |
$11.7K - $13.7K
|
4.65K
$970K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
SELL
|
- |
-57- 5.36% |
$11.9K - $13.9K
|
1.01K
$210K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-57- 14.47% |
$11.9K - $13.9K
|
337
$70.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-58- 4.7% |
$12.1K - $14.2K
|
1.18K
$245K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-60- 3.03% |
$12.5K - $14.6K
|
1.92K
$400K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-62- 2.75% |
$12.9K - $15.1K
|
2.19K
$457K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-64- 1.39% |
$13.3K - $15.6K
|
4.54K
$946K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-64- 3.75% |
$13.3K - $15.6K
|
1.64K
$342K
|