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
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-19- 10.67% |
$3.96K - $4.64K
|
159
$31.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-20- 2.81% |
$4.17K - $4.88K
|
692
$137K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-21- 18.92% |
$4.38K - $5.12K
|
90
$17.8K
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-21- 0.77% |
$4.38K - $5.12K
|
2.71K
$536K
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-21- 0.67% |
$4.38K - $5.12K
|
3.14K
$619K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-22- 1.0% |
$4.59K - $5.37K
|
2.17K
$429K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-22- 73.33% |
$4.59K - $5.37K
|
8
$1.58K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-22- 2.1% |
$4.59K - $5.37K
|
1.02K
$202K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-23- 0.47% |
$4.8K - $5.61K
|
4.9K
$968K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-23- 7.3% |
$4.8K - $5.61K
|
292
$57.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-24- 4.89% |
$5K - $5.86K
|
467
$92.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-24- 0.89% |
$5K - $5.86K
|
2.69K
$530K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-24- 0.36% |
$5K - $5.86K
|
6.68K
$1.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-25- 2.0% |
$5.21K - $6.1K
|
1.23K
$242K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-25- 18.12% |
$5.21K - $6.1K
|
113
$22.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-26- 9.12% |
$5.42K - $6.34K
|
259
$51.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-29- 2.98% |
$6.05K - $7.08K
|
944
$186K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-30- 2.22% |
$6.25K - $7.32K
|
1.32K
$261K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-31- 3.2% |
$6.46K - $7.56K
|
937
$185K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-31- 2.25% |
$6.46K - $7.56K
|
1.35K
$266K
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-32- 0.39% |
$6.67K - $7.81K
|
8.18K
$1.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-33- 5.12% |
$6.88K - $8.05K
|
611
$121K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-33- 3.96% |
$6.88K - $8.05K
|
800
$158K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-34- 3.02% |
$7.09K - $8.3K
|
1.09K
$216K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-34- 1.05% |
$7.09K - $8.3K
|
3.21K
$634K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-35- 0.66% |
$7.3K - $8.54K
|
5.29K
$1.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Reliant Investment Management, LLC
|
SELL
|
- |
-35- 0.14% |
$7.3K - $8.54K
|
24.9K
$4.92M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-36- 3.64% |
$7.51K - $8.79K
|
952
$188K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-36- 0.26% |
$7.51K - $8.79K
|
13.7K
$2.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-38- 3.75% |
$7.92K - $9.27K
|
974
$192K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-39- 2.23% |
$8.13K - $9.52K
|
1.71K
$337K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-39- 0.39% |
$8.13K - $9.52K
|
10K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-39- 8.41% |
$8.13K - $9.52K
|
425
$83.9K
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-39- 0.98% |
$8.13K - $9.52K
|
3.95K
$779K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-40- 2.97% |
$8.34K - $9.76K
|
1.31K
$258K
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-40- 1.46% |
$8.34K - $9.76K
|
2.7K
$533K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-40- 0.42% |
$8.34K - $9.76K
|
9.38K
$1.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-42- 42.0% |
$8.76K - $10.2K
|
58
$11.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-42- 0.85% |
$8.76K - $10.2K
|
4.89K
$966K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-42- 1.55% |
$8.76K - $10.2K
|
2.67K
$526K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-42- 0.94% |
$8.76K - $10.2K
|
4.43K
$874K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-44- 2.97% |
$9.17K - $10.7K
|
1.44K
$283K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-44- 2.13% |
$9.17K - $10.7K
|
2.03K
$400K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-46- 0.45% |
$9.59K - $11.2K
|
10.3K
$2.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-46- 2.55% |
$9.59K - $11.2K
|
1.76K
$347K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-48- 0.81% |
$10K - $11.7K
|
5.91K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-50- 2.75% |
$10.4K - $12.2K
|
1.77K
$349K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-51- 4.7% |
$10.6K - $12.4K
|
1.03K
$204K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-51- 3.91% |
$10.6K - $12.4K
|
1.25K
$248K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-52- 1.13% |
$10.8K - $12.7K
|
4.54K
$896K
|