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 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-244- 24.75% |
$50.9K - $59.5K
|
742
$156K
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-249- 19.42% |
$51.9K - $60.8K
|
1.03K
$217K
|
|
May 15, 2025
Q1 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-250- 13.44% |
$52.1K - $61K
|
1.61K
$339K
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-251- 2.82% |
$52.3K - $61.3K
|
8.65K
$1.82M
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-260- 3.51% |
$54.2K - $63.4K
|
7.15K
$1.5M
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-261- 17.35% |
$54.4K - $63.7K
|
1.24K
$261K
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-267- 26.28% |
$55.7K - $65.2K
|
749
$158K
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-270- 1.67% |
$56.3K - $65.9K
|
15.9K
$3.33M
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-275- 7.89% |
$57.3K - $67.1K
|
3.21K
$675K
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-275- 7.49% |
$57.3K - $67.1K
|
3.4K
$714K
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-278- 50.0% |
$58K - $67.8K
|
278
$58.5K
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-279- 0.98% |
$58.2K - $68.1K
|
28.1K
$5.91M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-286- 6.3% |
$59.6K - $69.8K
|
4.25K
$894K
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-289- 9.32% |
$60.3K - $70.5K
|
2.81K
$591K
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-290- 0.4% |
$60.5K - $70.8K
|
72.5K
$15.3M
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-291- 2.77% |
$60.7K - $71K
|
10.2K
$2.15M
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-291- 19.4% |
$60.7K - $71K
|
1.21K
$254K
|
|
May 13, 2025
Q1 2025
|
Ycg, LLC
|
SELL
|
- |
-295- 0.14% |
$61.5K - $72K
|
218K
$45.8M
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-300- 1.83% |
$62.5K - $73.2K
|
16.1K
$3.39M
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-305- 25.85% |
$63.6K - $74.4K
|
875
$184K
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-310- 48.51% |
$64.6K - $75.6K
|
329
$69.2K
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-312- 1.02% |
$65K - $76.1K
|
30.1K
$6.34M
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
SELL
|
- |
-322- 0.45% |
$67.1K - $78.6K
|
71.6K
$15.1M
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-325- 11.61% |
$67.8K - $79.3K
|
2.48K
$520K
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-333- 5.4% |
$69.4K - $81.3K
|
5.83K
$1.23M
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-334- 7.83% |
$69.6K - $81.5K
|
3.93K
$827K
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-339- 3.71% |
$70.7K - $82.7K
|
8.81K
$1.85M
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-344- 18.01% |
$71.7K - $83.9K
|
1.57K
$329K
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-345- 11.13% |
$71.9K - $84.2K
|
2.76K
$579K
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-346- 8.81% |
$72.1K - $84.4K
|
3.58K
$753K
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-350- 23.3% |
$73K - $85.4K
|
1.15K
$242K
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-350- 22.52% |
$73K - $85.4K
|
1.2K
$253K
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-352- 1.49% |
$73.4K - $85.9K
|
23.2K
$4.88M
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-353- 5.97% |
$73.6K - $86.1K
|
5.56K
$1.17M
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-354- 4.92% |
$73.8K - $86.4K
|
6.84K
$1.44M
|
|
May 15, 2025
Q1 2025
|
Vancity Investment Management LTD
Vancouver, A1 |
SELL
|
- |
-356- 0.39% |
$74.2K - $86.9K
|
90.2K
$19M
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-357- 2.95% |
$74.4K - $87.1K
|
11.7K
$2.47M
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-367- 5.68% |
$76.5K - $89.6K
|
6.1K
$1.28M
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-367- 1.39% |
$76.5K - $89.6K
|
26K
$5.47M
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-371- 8.54% |
$77.3K - $90.5K
|
3.97K
$836K
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-374- 7.49% |
$78K - $91.3K
|
4.62K
$972K
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-376- 9.48% |
$78.4K - $91.8K
|
3.59K
$755K
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-387- 4.31% |
$80.7K - $94.4K
|
8.59K
$1.81M
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-394- 6.44% |
$82.1K - $96.1K
|
5.72K
$1.2M
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-400- 1.74% |
$83.4K - $97.6K
|
22.6K
$4.75M
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-407- 10.95% |
$84.9K - $99.3K
|
3.31K
$696K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-415- 1.3% |
$86.5K - $101K
|
31.6K
$6.65M
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-416- 4.16% |
$86.7K - $102K
|
9.57K
$2.01M
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-421- 1.49% |
$87.8K - $103K
|
27.8K
$5.84M
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-422- 11.33% |
$88K - $103K
|
3.3K
$695K
|