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 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-15- 0.4% |
$3.13K - $3.66K
|
3.78K
$896K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-15- 14.29% |
$3.13K - $3.66K
|
90
$21.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-20- 2.81% |
$4.17K - $4.88K
|
692
$164K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-29- 2.98% |
$6.05K - $7.08K
|
944
$224K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-34- 3.02% |
$7.09K - $8.3K
|
1.09K
$259K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-35- 0.66% |
$7.3K - $8.54K
|
5.29K
$1.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Reliant Investment Management, LLC
|
SELL
|
- |
-35- 0.14% |
$7.3K - $8.54K
|
24.9K
$5.91M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-40- 2.97% |
$8.34K - $9.76K
|
1.31K
$311K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-44- 2.97% |
$9.17K - $10.7K
|
1.44K
$341K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-46- 0.45% |
$9.59K - $11.2K
|
10.3K
$2.43M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-58- 4.7% |
$12.1K - $14.2K
|
1.18K
$279K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-67- 3.58% |
$14K - $16.4K
|
1.81K
$428K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-69- 7.91% |
$14.4K - $16.8K
|
803
$191K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-70- 13.86% |
$14.6K - $17.1K
|
435
$103K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-85- 0.91% |
$17.7K - $20.7K
|
9.24K
$2.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Bennett Selby Investments LP
|
SELL
|
- |
-100- 0.27% |
$20.8K - $24.4K
|
36.4K
$8.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-103- 8.93% |
$21.5K - $25.1K
|
1.05K
$249K
|
|
|
Apr 11, 2025
Q1 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-121- 1.25% |
$25.2K - $29.5K
|
9.54K
$2.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-144- 1.01% |
$30K - $35.1K
|
14.1K
$3.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-154- 12.8% |
$32.1K - $37.6K
|
1.05K
$249K
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-199- 2.84% |
$41.5K - $48.6K
|
6.81K
$1.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Bonness Enterprises Inc
|
SELL
|
- |
-200- 0.78% |
$41.7K - $48.8K
|
25.3K
$6M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-204- 0.27% |
$42.5K - $49.8K
|
74K
$17.6M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-204- 12.36% |
$42.5K - $49.8K
|
1.45K
$343K
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-207- 14.8% |
$43.2K - $50.5K
|
1.19K
$283K
|
|
|
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
$4.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-222- 5.37% |
$46.3K - $54.2K
|
3.91K
$929K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-228- 11.6% |
$47.5K - $55.6K
|
1.74K
$412K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-242- 28.07% |
$50.5K - $59.1K
|
620
$147K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-261- 17.35% |
$54.4K - $63.7K
|
1.24K
$295K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-367- 5.68% |
$76.5K - $89.6K
|
6.1K
$1.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-374- 7.49% |
$78K - $91.3K
|
4.62K
$1.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-466- 23.01% |
$97.2K - $114K
|
1.56K
$370K
|
|
|
Apr 11, 2025
Q1 2025
|
Harrington Investments, Inc
|
SELL
|
- |
-494- 1.96% |
$103K - $121K
|
24.8K
$5.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-495- 0.72% |
$103K - $121K
|
68K
$16.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-503- 2.84% |
$105K - $123K
|
17.2K
$4.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-582- 32.21% |
$121K - $142K
|
1.23K
$291K
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-750- 3.37% |
$156K - $183K
|
21.5K
$5.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-778- 0.39% |
$162K - $190K
|
201K
$47.8M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-788- 5.01% |
$164K - $192K
|
14.9K
$3.55M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-1.33K- 1.96% |
$278K - $325K
|
66.5K
$15.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.55K- 3.1% |
$323K - $378K
|
48.4K
$11.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-2.48K- 6.44% |
$518K - $606K
|
36.1K
$8.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.53K- 34.86% |
$736K - $861K
|
6.6K
$1.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-5.28K- 2.76% |
$1.1M - $1.29M
|
186K
$44.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
SELL
|
- |
-5.58K- 2.8% |
$1.16M - $1.36M
|
193K
$45.9M
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-7.59K- 30.49% |
$1.58M - $1.85M
|
17.3K
$4.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-18.7K- 15.56% |
$3.91M - $4.57M
|
102K
$24.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-33.3K- 13.89% |
$6.94M - $8.12M
|
206K
$49M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-35.8K- 90.81% |
$7.46M - $8.73M
|
3.62K
$859K
|