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 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.02K- 15.72% |
$213K - $249K
|
5.47K
$1.15M
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.02K- 41.63% |
$213K - $249K
|
1.43K
$301K
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-1.03K- 51.07% |
$215K - $251K
|
986
$207K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.05K- 34.35% |
$219K - $256K
|
2.01K
$422K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.05K- 61.75% |
$220K - $257K
|
653
$137K
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-1.07K- 6.41% |
$223K - $261K
|
15.6K
$3.28M
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
SELL
|
- |
-1.09K- 8.56% |
$227K - $266K
|
11.6K
$2.44M
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1.12K- 15.6% |
$233K - $273K
|
6.06K
$1.27M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.14K- 47.28% |
$237K - $277K
|
1.27K
$267K
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.18K- 39.4% |
$247K - $289K
|
1.82K
$383K
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.21K- 52.85% |
$253K - $296K
|
1.08K
$228K
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.27K- 1.88% |
$264K - $309K
|
66.2K
$13.9M
|
|
May 15, 2025
Q1 2025
|
Voleon Capital Management LP
Berkeley, CA |
SELL
|
- |
-1.27K- 2.62% |
$264K - $309K
|
47.1K
$9.89M
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.27K- 7.34% |
$264K - $309K
|
16K
$3.37M
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-1.33K- 1.96% |
$278K - $325K
|
66.5K
$14M
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.36K- 43.74% |
$282K - $331K
|
1.74K
$367K
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.36K- 84.42% |
$284K - $332K
|
251
$52.8K
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.43K- 5.61% |
$298K - $349K
|
24K
$5.06M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.47K- 9.17% |
$307K - $359K
|
14.6K
$3.07M
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.47K- 11.85% |
$307K - $360K
|
11K
$2.31M
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.5K- 1.49% |
$313K - $366K
|
98.8K
$20.8M
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Sabic
|
SELL
|
- |
-1.5K- 15.0% |
$313K - $366K
|
8.5K
$1.79M
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.55K- 3.1% |
$323K - $378K
|
48.4K
$10.2M
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-1.6K- 50.0% |
$334K - $390K
|
1.6K
$336K
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-1.62K- 7.78% |
$337K - $395K
|
19.2K
$4.03M
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.62K- 34.92% |
$339K - $396K
|
3.03K
$636K
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.63K- 11.97% |
$339K - $397K
|
12K
$2.51M
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-1.66K- 1.5% |
$345K - $404K
|
109K
$22.9M
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.66K- 1.55% |
$347K - $406K
|
106K
$22.2M
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.69K- 6.9% |
$352K - $412K
|
22.8K
$4.79M
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.72K- 2.92% |
$359K - $420K
|
57.1K
$12M
|
|
May 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
SELL
|
- |
-1.73K- 33.95% |
$362K - $423K
|
3.37K
$709K
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.75K- 4.17% |
$364K - $426K
|
40.2K
$8.45M
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-1.76K- 31.47% |
$367K - $430K
|
3.84K
$807K
|
|
Jun 04, 2025
Q1 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
SELL
|
- |
-1.8KClosed |
$375K - $439K
|
0
$0
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.82K- 4.52% |
$380K - $445K
|
38.6K
$8.11M
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-1.83K- 65.81% |
$382K - $448K
|
953
$200K
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.89K- 2.15% |
$393K - $460K
|
85.8K
$18.1M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.1K- 23.27% |
$437K - $511K
|
6.91K
$1.45M
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-2.14K- 47.95% |
$446K - $522K
|
2.32K
$489K
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-2.2K- 0.87% |
$459K - $537K
|
252K
$53M
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
SELL
|
- |
-2.22K- 22.83% |
$463K - $542K
|
7.51K
$1.58M
|
|
May 09, 2025
Q1 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-2.36K- 3.61% |
$491K - $575K
|
62.9K
$13.2M
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.47K- 1.85% |
$514K - $602K
|
131K
$27.5M
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-2.48K- 6.44% |
$518K - $606K
|
36.1K
$7.59M
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-2.52K- 20.57% |
$526K - $616K
|
9.74K
$2.05M
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-2.54K- 1.83% |
$530K - $621K
|
136K
$28.6M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.6K- 5.3% |
$542K - $635K
|
46.5K
$9.78M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.7K- 13.52% |
$562K - $658K
|
17.2K
$3.63M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-2.74K- 9.81% |
$571K - $669K
|
25.2K
$5.3M
|