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 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5+ 33.33% |
$1.04K - $1.22K
|
20
$4.88K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
5+ 0.33% |
$1.04K - $1.22K
|
1.52K
$371K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.19% |
$1.04K - $1.22K
|
2.65K
$645K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
4+ 0.42% |
$834 - $976
|
962
$235K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
3+ 0.25% |
$625 - $732
|
1.18K
$289K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2New |
$417 - $488
|
2
$488
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
2+ 0.7% |
$417 - $488
|
288
$70.3K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-3- 0.33% |
$625 - $732
|
913
$223K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-5- 0.37% |
$1.04K - $1.22K
|
1.36K
$331K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-10- 62.5% |
$2.08K - $2.44K
|
6
$1.46K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-11- 1.08% |
$2.29K - $2.68K
|
1.01K
$245K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-12- 1.07% |
$2.5K - $2.93K
|
1.11K
$271K
|
|
|
Apr 10, 2025
Q1 2025
|
Fjell Capital, LLC
Fargo, ND |
SELL
|
- |
-13- 0.28% |
$2.71K - $3.17K
|
4.64K
$1.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-13- 0.16% |
$2.71K - $3.17K
|
8.23K
$2.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-13- 5.12% |
$2.71K - $3.17K
|
241
$58.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-15- 14.29% |
$3.13K - $3.66K
|
90
$22K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-15- 0.4% |
$3.13K - $3.66K
|
3.78K
$922K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-29- 2.98% |
$6.05K - $7.08K
|
944
$230K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-35- 0.66% |
$7.3K - $8.54K
|
5.29K
$1.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Reliant Investment Management, LLC
|
SELL
|
- |
-35- 0.14% |
$7.3K - $8.54K
|
24.9K
$6.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-40- 2.97% |
$8.34K - $9.76K
|
1.31K
$319K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-44- 2.97% |
$9.17K - $10.7K
|
1.44K
$350K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-58- 4.7% |
$12.1K - $14.2K
|
1.18K
$287K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-67- 3.58% |
$14K - $16.4K
|
1.81K
$440K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-69- 7.91% |
$14.4K - $16.8K
|
803
$196K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-70- 13.86% |
$14.6K - $17.1K
|
435
$106K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-85- 0.91% |
$17.7K - $20.7K
|
9.24K
$2.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-121- 1.25% |
$25.2K - $29.5K
|
9.54K
$2.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-199- 2.84% |
$41.5K - $48.6K
|
6.81K
$1.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Bonness Enterprises Inc
|
SELL
|
- |
-200- 0.78% |
$41.7K - $48.8K
|
25.3K
$6.17M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-204- 12.36% |
$42.5K - $49.8K
|
1.45K
$353K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-204- 0.27% |
$42.5K - $49.8K
|
74K
$18.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-207- 14.8% |
$43.2K - $50.5K
|
1.19K
$291K
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-220- 1.16% |
$45.9K - $53.7K
|
18.8K
$4.58M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-228- 11.6% |
$47.5K - $55.6K
|
1.74K
$424K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-242- 28.07% |
$50.5K - $59.1K
|
620
$151K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-367- 5.68% |
$76.5K - $89.6K
|
6.1K
$1.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-374- 7.49% |
$78K - $91.3K
|
4.62K
$1.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-466- 23.01% |
$97.2K - $114K
|
1.56K
$380K
|
|
|
Apr 11, 2025
Q1 2025
|
Harrington Investments, Inc
|
SELL
|
- |
-494- 1.96% |
$103K - $121K
|
24.8K
$6.04M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-503- 2.84% |
$105K - $123K
|
17.2K
$4.2M
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-750- 3.37% |
$156K - $183K
|
21.5K
$5.25M
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-778- 0.39% |
$162K - $190K
|
201K
$49.1M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-1.33K- 1.96% |
$278K - $325K
|
66.5K
$16.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.55K- 3.1% |
$323K - $378K
|
48.4K
$11.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.53K- 34.86% |
$736K - $861K
|
6.6K
$1.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
SELL
|
- |
-5.58K- 2.8% |
$1.16M - $1.36M
|
193K
$47.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-18.7K- 15.56% |
$3.91M - $4.57M
|
102K
$24.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-35.8K- 90.81% |
$7.46M - $8.73M
|
3.62K
$883K
|