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 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-65- 4.12% |
$13.6K - $15.9K
|
1.51K
$318K
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-65- 5.19% |
$13.6K - $15.9K
|
1.19K
$250K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-65- 6.73% |
$13.6K - $15.9K
|
901
$189K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-67- 3.58% |
$14K - $16.4K
|
1.81K
$380K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-67- 10.44% |
$14K - $16.4K
|
575
$121K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-69- 7.91% |
$14.4K - $16.8K
|
803
$169K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-70- 13.86% |
$14.6K - $17.1K
|
435
$91.5K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-70- 2.27% |
$14.6K - $17.1K
|
3.01K
$633K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-72- 3.1% |
$15K - $17.6K
|
2.25K
$474K
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-73- 4.7% |
$15.2K - $17.8K
|
1.48K
$311K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-74- 0.03% |
$15.4K - $18.1K
|
258K
$54.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-75- 1.92% |
$15.6K - $18.3K
|
3.82K
$804K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-80- 1.45% |
$16.7K - $19.5K
|
5.44K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-81- 5.09% |
$16.9K - $19.8K
|
1.51K
$317K
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-82- 1.24% |
$17.1K - $20K
|
6.52K
$1.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-83- 1.95% |
$17.3K - $20.3K
|
4.17K
$877K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-84- 6.27% |
$17.5K - $20.5K
|
1.26K
$264K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-85- 0.91% |
$17.7K - $20.7K
|
9.24K
$1.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-85- 1.8% |
$17.7K - $20.7K
|
4.65K
$977K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-85- 0.32% |
$17.7K - $20.7K
|
26.4K
$5.54M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-89- 2.7% |
$18.6K - $21.7K
|
3.2K
$674K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-91- 8.43% |
$19K - $22.2K
|
989
$208K
|
|
|
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
$313K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-95- 1.77% |
$19.8K - $23.2K
|
5.28K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-95- 9.05% |
$19.8K - $23.2K
|
955
$201K
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-98- 1.94% |
$20.4K - $23.9K
|
4.95K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Bennett Selby Investments LP
|
SELL
|
- |
-100- 0.27% |
$20.8K - $24.4K
|
36.4K
$7.66M
|
|
|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
SELL
|
- |
-100- 7.63% |
$20.8K - $24.4K
|
1.21K
$254K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-101- 2.25% |
$21.1K - $24.6K
|
4.39K
$922K
|
|
|
May 15, 2025
Q1 2025
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-102- 3.0% |
$21.3K - $24.9K
|
3.3K
$693K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-103- 8.93% |
$21.5K - $25.1K
|
1.05K
$221K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-104- 2.02% |
$21.7K - $25.4K
|
5.04K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-107- 1.74% |
$22.3K - $26.1K
|
6.05K
$1.27M
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-114- 5.53% |
$23.8K - $27.8K
|
1.95K
$409K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
SELL
|
- |
-117- 4.26% |
$24.4K - $28.6K
|
2.63K
$553K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-117- 11.47% |
$24.4K - $28.6K
|
903
$190K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-119- 0.08% |
$24.8K - $29K
|
154K
$32.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-120- 0.36% |
$25K - $29.3K
|
33.7K
$7.08M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-120- 65.57% |
$25K - $29.3K
|
63
$13.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-121- 1.25% |
$25.2K - $29.5K
|
9.54K
$2.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-123- 2.43% |
$25.6K - $30K
|
4.93K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-129- 0.2% |
$26.9K - $31.5K
|
65.7K
$13.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-132- 3.51% |
$27.5K - $32.2K
|
3.63K
$763K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-133- 2.81% |
$27.7K - $32.5K
|
4.6K
$967K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-135- 1.49% |
$28.1K - $32.9K
|
8.94K
$1.88M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-135- 0.68% |
$28.1K - $32.9K
|
19.8K
$4.16M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-136- 6.09% |
$28.4K - $33.2K
|
2.1K
$441K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-144- 1.01% |
$30K - $35.1K
|
14.1K
$2.96M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-147- 7.94% |
$30.6K - $35.9K
|
1.7K
$358K
|