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 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-367- 5.68% |
$76.5K - $89.6K
|
6.1K
$1.2M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-367- 1.39% |
$76.5K - $89.6K
|
26K
$5.14M
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-371- 8.54% |
$77.3K - $90.5K
|
3.97K
$784K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-374- 7.49% |
$78K - $91.3K
|
4.62K
$912K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-376- 9.48% |
$78.4K - $91.8K
|
3.59K
$708K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-387- 4.31% |
$80.7K - $94.4K
|
8.59K
$1.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-394- 6.44% |
$82.1K - $96.1K
|
5.72K
$1.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-400- 1.74% |
$83.4K - $97.6K
|
22.6K
$4.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-407- 10.95% |
$84.9K - $99.3K
|
3.31K
$653K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-415- 1.3% |
$86.5K - $101K
|
31.6K
$6.24M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-416- 4.16% |
$86.7K - $102K
|
9.57K
$1.89M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-421- 1.49% |
$87.8K - $103K
|
27.8K
$5.48M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-422- 11.33% |
$88K - $103K
|
3.3K
$652K
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
SELL
|
- |
-445- 11.9% |
$92.8K - $109K
|
3.3K
$651K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-446- 37.73% |
$93K - $109K
|
736
$145K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-453- 9.69% |
$94.4K - $111K
|
4.22K
$833K
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-457- 2.06% |
$95.3K - $112K
|
21.7K
$4.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-466- 23.01% |
$97.2K - $114K
|
1.56K
$308K
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-467- 2.42% |
$97.4K - $114K
|
18.8K
$3.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-473- 1.52% |
$98.6K - $115K
|
30.6K
$6.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Harrington Investments, Inc
|
SELL
|
- |
-494- 1.96% |
$103K - $121K
|
24.8K
$4.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-495- 0.72% |
$103K - $121K
|
68K
$13.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-499- 76.3% |
$104K - $122K
|
155
$30.6K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-500- 2.13% |
$104K - $122K
|
22.9K
$4.53M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-503- 2.84% |
$105K - $123K
|
17.2K
$3.4M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-517- 8.88% |
$108K - $126K
|
5.3K
$1.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-518- 1.54% |
$108K - $126K
|
33.1K
$6.53M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-525- 3.84% |
$109K - $128K
|
13.1K
$2.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-529- 36.66% |
$110K - $129K
|
914
$180K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-556- 29.75% |
$116K - $136K
|
1.31K
$259K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-557- 36.1% |
$116K - $136K
|
986
$195K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-559- 15.57% |
$117K - $136K
|
3.03K
$598K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-567- 4.52% |
$118K - $138K
|
12K
$2.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-582- 32.21% |
$121K - $142K
|
1.23K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-599- 12.12% |
$125K - $146K
|
4.34K
$857K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-617- 4.57% |
$129K - $151K
|
12.9K
$2.55M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-658- 3.7% |
$137K - $161K
|
17.1K
$3.38M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-659- 8.22% |
$137K - $161K
|
7.36K
$1.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-667- 0.84% |
$139K - $163K
|
79K
$15.6M
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-684- 3.22% |
$143K - $167K
|
20.5K
$4.05M
|
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-687- 4.25% |
$143K - $168K
|
15.5K
$3.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-689- 99.14% |
$144K - $168K
|
6
$1.18K
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-695- 3.76% |
$145K - $170K
|
17.8K
$3.51M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-698- 39.28% |
$146K - $170K
|
1.08K
$213K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-712- 12.98% |
$148K - $174K
|
4.77K
$942K
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-750- 3.37% |
$156K - $183K
|
21.5K
$4.25M
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-778- 0.39% |
$162K - $190K
|
201K
$39.7M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-788- 5.01% |
$164K - $192K
|
14.9K
$2.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-794- 0.75% |
$166K - $194K
|
106K
$20.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-797- 0.65% |
$166K - $194K
|
123K
$24.2M
|