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 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-53- 0.18% |
$11K - $12.9K
|
28.9K
$5.71M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-54- 2.43% |
$11.3K - $13.2K
|
2.17K
$428K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-54- 0.39% |
$11.3K - $13.2K
|
13.8K
$2.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-56- 0.22% |
$11.7K - $13.7K
|
25.1K
$4.96M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-56- 1.19% |
$11.7K - $13.7K
|
4.65K
$919K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
SELL
|
- |
-57- 5.36% |
$11.9K - $13.9K
|
1.01K
$199K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-57- 14.47% |
$11.9K - $13.9K
|
337
$66.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-58- 4.7% |
$12.1K - $14.2K
|
1.18K
$232K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-60- 3.03% |
$12.5K - $14.6K
|
1.92K
$379K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-62- 2.75% |
$12.9K - $15.1K
|
2.19K
$433K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-64- 1.39% |
$13.3K - $15.6K
|
4.54K
$897K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-64- 3.75% |
$13.3K - $15.6K
|
1.64K
$325K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-65- 4.12% |
$13.6K - $15.9K
|
1.51K
$298K
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-65- 5.19% |
$13.6K - $15.9K
|
1.19K
$235K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-65- 6.73% |
$13.6K - $15.9K
|
901
$178K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-67- 3.58% |
$14K - $16.4K
|
1.81K
$356K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-67- 10.44% |
$14K - $16.4K
|
575
$114K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-69- 7.91% |
$14.4K - $16.8K
|
803
$159K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-70- 13.86% |
$14.6K - $17.1K
|
435
$85.9K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-70- 2.27% |
$14.6K - $17.1K
|
3.01K
$594K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-72- 3.1% |
$15K - $17.6K
|
2.25K
$445K
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-73- 4.7% |
$15.2K - $17.8K
|
1.48K
$292K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-74- 0.03% |
$15.4K - $18.1K
|
258K
$51M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-75- 1.92% |
$15.6K - $18.3K
|
3.82K
$754K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-80- 1.45% |
$16.7K - $19.5K
|
5.44K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-81- 5.09% |
$16.9K - $19.8K
|
1.51K
$298K
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-82- 1.24% |
$17.1K - $20K
|
6.52K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-83- 1.95% |
$17.3K - $20.3K
|
4.17K
$823K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-84- 6.27% |
$17.5K - $20.5K
|
1.26K
$248K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-85- 0.91% |
$17.7K - $20.7K
|
9.24K
$1.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-85- 1.8% |
$17.7K - $20.7K
|
4.65K
$917K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-85- 0.32% |
$17.7K - $20.7K
|
26.4K
$5.2M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-89- 2.7% |
$18.6K - $21.7K
|
3.2K
$632K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-91- 8.43% |
$19K - $22.2K
|
989
$195K
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-91- 8.43% |
$19K - $22.2K
|
989
$195K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-92Closed |
$19.2K - $22.5K
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-93- 5.89% |
$19.4K - $22.7K
|
1.49K
$293K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-95- 1.77% |
$19.8K - $23.2K
|
5.28K
$1.04M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-95- 9.05% |
$19.8K - $23.2K
|
955
$189K
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-98- 1.94% |
$20.4K - $23.9K
|
4.95K
$976K
|
|
|
Apr 14, 2025
Q1 2025
|
Bennett Selby Investments LP
|
SELL
|
- |
-100- 0.27% |
$20.8K - $24.4K
|
36.4K
$7.19M
|
|
|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
SELL
|
- |
-100- 7.63% |
$20.8K - $24.4K
|
1.21K
$239K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-101- 2.25% |
$21.1K - $24.6K
|
4.39K
$866K
|
|
|
May 15, 2025
Q1 2025
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-102- 3.0% |
$21.3K - $24.9K
|
3.3K
$650K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-103- 8.93% |
$21.5K - $25.1K
|
1.05K
$207K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-104- 2.02% |
$21.7K - $25.4K
|
5.04K
$995K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-107- 1.74% |
$22.3K - $26.1K
|
6.05K
$1.19M
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-114- 5.53% |
$23.8K - $27.8K
|
1.95K
$384K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
SELL
|
- |
-117- 4.26% |
$24.4K - $28.6K
|
2.63K
$519K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-117- 11.47% |
$24.4K - $28.6K
|
903
$178K
|