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 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-119- 0.08% |
$24.8K - $29K
|
154K
$30.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-120- 0.36% |
$25K - $29.3K
|
33.7K
$6.65M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-120- 65.57% |
$25K - $29.3K
|
63
$12.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-121- 1.25% |
$25.2K - $29.5K
|
9.54K
$1.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-123- 2.43% |
$25.6K - $30K
|
4.93K
$974K
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-129- 0.2% |
$26.9K - $31.5K
|
65.7K
$13M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-132- 3.51% |
$27.5K - $32.2K
|
3.63K
$716K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-133- 2.81% |
$27.7K - $32.5K
|
4.6K
$908K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-135- 1.49% |
$28.1K - $32.9K
|
8.94K
$1.76M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-135- 0.68% |
$28.1K - $32.9K
|
19.8K
$3.91M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-136- 6.09% |
$28.4K - $33.2K
|
2.1K
$414K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-144- 1.01% |
$30K - $35.1K
|
14.1K
$2.78M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-147- 7.94% |
$30.6K - $35.9K
|
1.7K
$336K
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-150- 0.38% |
$31.3K - $36.6K
|
39.2K
$7.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-150- 95.54% |
$31.3K - $36.6K
|
7
$1.38K
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-150- 11.78% |
$31.3K - $36.6K
|
1.12K
$222K
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-153- 1.12% |
$31.9K - $37.3K
|
13.5K
$2.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-154- 12.8% |
$32.1K - $37.6K
|
1.05K
$207K
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-155- 2.57% |
$32.3K - $37.8K
|
5.87K
$1.16M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-156- 4.83% |
$32.5K - $38.1K
|
3.08K
$607K
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-164- 0.2% |
$34.2K - $40K
|
81.6K
$16.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-165- 7.56% |
$34.4K - $40.3K
|
2.02K
$398K
|
|
|
May 09, 2025
Q1 2025
|
Ing Groep Nv
|
SELL
|
- |
-168- 0.76% |
$35K - $41K
|
22K
$4.35M
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-170- 28.57% |
$35.4K - $41.5K
|
425
$83.9K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-170- 1.92% |
$35.4K - $41.5K
|
8.67K
$1.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-172- 16.1% |
$35.9K - $42K
|
896
$177K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-175- 13.46% |
$36.5K - $42.7K
|
1.13K
$222K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-176- 4.13% |
$36.7K - $42.9K
|
4.09K
$807K
|
|
|
Apr 22, 2025
Q1 2025
|
Norway Savings Bank
|
SELL
|
- |
-180- 2.52% |
$37.5K - $43.9K
|
6.96K
$1.37M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-180- 0.95% |
$37.5K - $43.9K
|
18.9K
$3.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-182- 3.27% |
$37.9K - $44.4K
|
5.39K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-182- 2.66% |
$37.9K - $44.4K
|
6.67K
$1.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-183- 2.09% |
$38.2K - $44.7K
|
8.58K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-183- 9.02% |
$38.2K - $44.7K
|
1.85K
$364K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-187- 0.27% |
$39K - $45.6K
|
68.9K
$13.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-190- 8.13% |
$39.6K - $46.4K
|
2.15K
$424K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-190- 1.79% |
$39.6K - $46.4K
|
10.4K
$2.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-198- 8.28% |
$41.3K - $48.3K
|
2.19K
$433K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-198- 1.99% |
$41.3K - $48.3K
|
9.76K
$1.93M
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-199- 2.84% |
$41.5K - $48.6K
|
6.81K
$1.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Bonness Enterprises Inc
|
SELL
|
- |
-200- 0.78% |
$41.7K - $48.8K
|
25.3K
$4.99M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-200- 95.24% |
$41.7K - $48.8K
|
10
$1.97K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-200- 1.93% |
$41.7K - $48.8K
|
10.1K
$2M
|
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-200- 17.95% |
$41.7K - $48.8K
|
914
$180K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-201- 1.2% |
$41.9K - $49.1K
|
16.5K
$3.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-204- 0.27% |
$42.5K - $49.8K
|
74K
$14.6M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-204- 12.36% |
$42.5K - $49.8K
|
1.45K
$285K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-204- 4.2% |
$42.5K - $49.8K
|
4.65K
$919K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-206- 12.92% |
$42.9K - $50.3K
|
1.39K
$274K
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-207- 14.8% |
$43.2K - $50.5K
|
1.19K
$235K
|