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 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-211- 11.72% |
$44K - $51.5K
|
1.59K
$314K
|
|
|
May 12, 2025
Q1 2025
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-212- 0.05% |
$44.2K - $51.7K
|
420K
$83M
|
|
|
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
$3.71M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-220- 11.46% |
$45.9K - $53.7K
|
1.7K
$336K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-222- 5.37% |
$46.3K - $54.2K
|
3.91K
$773K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-228- 11.6% |
$47.5K - $55.6K
|
1.74K
$343K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-232- 16.81% |
$48.4K - $56.6K
|
1.15K
$227K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-235- 0.38% |
$49K - $57.3K
|
60.9K
$12M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-237- 14.61% |
$49.4K - $57.8K
|
1.39K
$273K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-238- 0.25% |
$49.6K - $58.1K
|
93.9K
$18.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-239- 36.21% |
$49.8K - $58.3K
|
421
$83.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-242- 28.07% |
$50.5K - $59.1K
|
620
$122K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-242- 2.47% |
$50.5K - $59.1K
|
9.54K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-244- 24.75% |
$50.9K - $59.5K
|
742
$146K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-249- 19.42% |
$51.9K - $60.8K
|
1.03K
$204K
|
|
|
May 15, 2025
Q1 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-250- 13.44% |
$52.1K - $61K
|
1.61K
$318K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-251- 2.82% |
$52.3K - $61.3K
|
8.65K
$1.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-260- 3.51% |
$54.2K - $63.4K
|
7.15K
$1.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-261- 17.35% |
$54.4K - $63.7K
|
1.24K
$245K
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-267- 26.28% |
$55.7K - $65.2K
|
749
$148K
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-270- 1.67% |
$56.3K - $65.9K
|
15.9K
$3.13M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-275- 7.89% |
$57.3K - $67.1K
|
3.21K
$634K
|
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-275- 7.49% |
$57.3K - $67.1K
|
3.4K
$670K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-278- 50.0% |
$58K - $67.8K
|
278
$54.9K
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-279- 0.98% |
$58.2K - $68.1K
|
28.1K
$5.55M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-286- 6.3% |
$59.6K - $69.8K
|
4.25K
$839K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-289- 9.32% |
$60.3K - $70.5K
|
2.81K
$555K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-290- 0.4% |
$60.5K - $70.8K
|
72.5K
$14.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-291- 2.77% |
$60.7K - $71K
|
10.2K
$2.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-291- 19.4% |
$60.7K - $71K
|
1.21K
$239K
|
|
|
May 13, 2025
Q1 2025
|
Ycg, LLC
|
SELL
|
- |
-295- 0.14% |
$61.5K - $72K
|
218K
$43M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-300- 1.83% |
$62.5K - $73.2K
|
16.1K
$3.18M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-305- 25.85% |
$63.6K - $74.4K
|
875
$173K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-310- 48.51% |
$64.6K - $75.6K
|
329
$64.9K
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-312- 1.02% |
$65K - $76.1K
|
30.1K
$5.95M
|
|
|
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
$14.1M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-325- 11.61% |
$67.8K - $79.3K
|
2.48K
$489K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-333- 5.4% |
$69.4K - $81.3K
|
5.83K
$1.15M
|
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-334- 7.83% |
$69.6K - $81.5K
|
3.93K
$776K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-339- 3.71% |
$70.7K - $82.7K
|
8.81K
$1.74M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-344- 18.01% |
$71.7K - $83.9K
|
1.57K
$309K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-345- 11.13% |
$71.9K - $84.2K
|
2.76K
$544K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-346- 8.81% |
$72.1K - $84.4K
|
3.58K
$707K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-350- 23.3% |
$73K - $85.4K
|
1.15K
$227K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-350- 22.52% |
$73K - $85.4K
|
1.2K
$238K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-352- 1.49% |
$73.4K - $85.9K
|
23.2K
$4.58M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-353- 5.97% |
$73.6K - $86.1K
|
5.56K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-354- 4.92% |
$73.8K - $86.4K
|
6.84K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Vancity Investment Management LTD
Vancouver, A1 |
SELL
|
- |
-356- 0.39% |
$74.2K - $86.9K
|
90.2K
$17.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-357- 2.95% |
$74.4K - $87.1K
|
11.7K
$2.32M
|