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 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-150- 0.38% |
$31.3K - $36.6K
|
39.2K
$8.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-150- 95.54% |
$31.3K - $36.6K
|
7
$1.47K
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-150- 11.78% |
$31.3K - $36.6K
|
1.12K
$236K
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-153- 1.12% |
$31.9K - $37.3K
|
13.5K
$2.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-154- 12.8% |
$32.1K - $37.6K
|
1.05K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-155- 2.57% |
$32.3K - $37.8K
|
5.87K
$1.24M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-156- 4.83% |
$32.5K - $38.1K
|
3.08K
$647K
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-164- 0.2% |
$34.2K - $40K
|
81.6K
$17.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-165- 7.56% |
$34.4K - $40.3K
|
2.02K
$424K
|
|
|
May 09, 2025
Q1 2025
|
Ing Groep Nv
|
SELL
|
- |
-168- 0.76% |
$35K - $41K
|
22K
$4.63M
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-170- 28.57% |
$35.4K - $41.5K
|
425
$89.4K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-170- 1.92% |
$35.4K - $41.5K
|
8.67K
$1.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-172- 16.1% |
$35.9K - $42K
|
896
$188K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-175- 13.46% |
$36.5K - $42.7K
|
1.13K
$237K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-176- 4.13% |
$36.7K - $42.9K
|
4.09K
$860K
|
|
|
Apr 22, 2025
Q1 2025
|
Norway Savings Bank
|
SELL
|
- |
-180- 2.52% |
$37.5K - $43.9K
|
6.96K
$1.46M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-180- 0.95% |
$37.5K - $43.9K
|
18.9K
$3.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-182- 3.27% |
$37.9K - $44.4K
|
5.39K
$1.13M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-182- 2.66% |
$37.9K - $44.4K
|
6.67K
$1.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-183- 2.09% |
$38.2K - $44.7K
|
8.58K
$1.8M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-183- 9.02% |
$38.2K - $44.7K
|
1.85K
$388K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-187- 0.27% |
$39K - $45.6K
|
68.9K
$14.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-190- 8.13% |
$39.6K - $46.4K
|
2.15K
$452K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-190- 1.79% |
$39.6K - $46.4K
|
10.4K
$2.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-198- 8.28% |
$41.3K - $48.3K
|
2.19K
$461K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-198- 1.99% |
$41.3K - $48.3K
|
9.76K
$2.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-199- 2.84% |
$41.5K - $48.6K
|
6.81K
$1.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Bonness Enterprises Inc
|
SELL
|
- |
-200- 0.78% |
$41.7K - $48.8K
|
25.3K
$5.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-200- 95.24% |
$41.7K - $48.8K
|
10
$2.1K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-200- 1.93% |
$41.7K - $48.8K
|
10.1K
$2.13M
|
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-200- 17.95% |
$41.7K - $48.8K
|
914
$192K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-201- 1.2% |
$41.9K - $49.1K
|
16.5K
$3.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-204- 0.27% |
$42.5K - $49.8K
|
74K
$15.6M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-204- 12.36% |
$42.5K - $49.8K
|
1.45K
$304K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-204- 4.2% |
$42.5K - $49.8K
|
4.65K
$979K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-206- 12.92% |
$42.9K - $50.3K
|
1.39K
$292K
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-207- 14.8% |
$43.2K - $50.5K
|
1.19K
$251K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-211- 11.72% |
$44K - $51.5K
|
1.59K
$334K
|
|
|
May 12, 2025
Q1 2025
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-212- 0.05% |
$44.2K - $51.7K
|
420K
$88.4M
|
|
|
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
$3.95M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-220- 11.46% |
$45.9K - $53.7K
|
1.7K
$358K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-222- 5.37% |
$46.3K - $54.2K
|
3.91K
$823K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-228- 11.6% |
$47.5K - $55.6K
|
1.74K
$365K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-232- 16.81% |
$48.4K - $56.6K
|
1.15K
$241K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-235- 0.38% |
$49K - $57.3K
|
60.9K
$12.8M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-237- 14.61% |
$49.4K - $57.8K
|
1.39K
$291K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-238- 0.25% |
$49.6K - $58.1K
|
93.9K
$19.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-239- 36.21% |
$49.8K - $58.3K
|
421
$88.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-242- 28.07% |
$50.5K - $59.1K
|
620
$130K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-242- 2.47% |
$50.5K - $59.1K
|
9.54K
$2.01M
|