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 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.73K+ 108.01% |
$360K - $421K
|
3.32K
$699K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.72K+ 105.6% |
$358K - $419K
|
3.34K
$703K
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet Bank & Trust LTD
|
BUY
|
- |
1.7K+ 25.37% |
$354K - $415K
|
8.4K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
1.68K+ 131.51% |
$351K - $410K
|
2.96K
$623K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
1.68KNew |
$350K - $410K
|
1.68K
$354K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1.66KNew |
$345K - $404K
|
1.66K
$348K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.65K+ 4.96% |
$344K - $402K
|
34.9K
$7.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.65K+ 9.04% |
$343K - $402K
|
19.9K
$4.18M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.65K+ 6.34% |
$343K - $401K
|
27.6K
$5.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.62K+ 25.94% |
$337K - $394K
|
7.85K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.6KNew |
$333K - $390K
|
1.6K
$336K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.59K+ 13.54% |
$332K - $389K
|
13.4K
$2.81M
|
|
|
May 16, 2025
Q1 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
1.57KNew |
$328K - $384K
|
1.57K
$331K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.57K+ 2.49% |
$326K - $382K
|
64.5K
$13.6M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
1.55KNew |
$323K - $378K
|
1.55K
$326K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.52K+ 5.65% |
$316K - $370K
|
28.4K
$5.97M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.46K+ 12.58% |
$305K - $357K
|
13.1K
$2.75M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.46K+ 25.67% |
$304K - $356K
|
7.14K
$1.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.45KNew |
$303K - $355K
|
1.45K
$306K
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
1.44K+ 19.9% |
$301K - $352K
|
8.69K
$1.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.44K+ 61.33% |
$300K - $351K
|
3.79K
$797K
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
1.44KNew |
$300K - $351K
|
1.44K
$303K
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
1.43KNew |
$299K - $349K
|
1.43K
$301K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.37K+ 32.01% |
$286K - $334K
|
5.65K
$1.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.37KNew |
$285K - $334K
|
1.37K
$288K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.37K+ 40.38% |
$285K - $334K
|
4.76K
$1M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.37K+ 15.64% |
$285K - $334K
|
10.1K
$2.13M
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
1.35KNew |
$281K - $329K
|
1.35K
$284K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.33KNew |
$277K - $324K
|
1.33K
$279K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.33K+ 3.89% |
$276K - $324K
|
35.4K
$7.44M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.32K+ 406.77% |
$276K - $323K
|
1.65K
$346K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1.32KNew |
$274K - $321K
|
1.32K
$277K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
1.29K+ 0.82% |
$270K - $316K
|
158K
$33.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.29KNew |
$269K - $315K
|
1.29K
$271K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.29K+ 2.08% |
$269K - $314K
|
63.3K
$13.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
1.28K+ 23.08% |
$268K - $313K
|
6.85K
$1.44M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
1.28K+ 2.82% |
$267K - $312K
|
46.6K
$9.81M
|
|
|
May 14, 2025
Q1 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.28KNew |
$266K - $312K
|
1.28K
$269K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.28KNew |
$266K - $311K
|
1.28K
$268K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.26K+ 111.35% |
$262K - $307K
|
2.38K
$501K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.26K+ 9.89% |
$262K - $307K
|
14K
$2.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
1.25KNew |
$260K - $305K
|
1.25K
$262K
|
|
|
May 13, 2025
Q1 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
1.23KNew |
$256K - $300K
|
1.23K
$259K
|
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.23K+ 3.23% |
$256K - $300K
|
39.2K
$8.24M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
1.22K+ 11.36% |
$255K - $298K
|
12K
$2.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.22KNew |
$254K - $298K
|
1.22K
$257K
|
|
|
May 12, 2025
Q1 2025
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
1.22K+ 5.15% |
$254K - $297K
|
24.9K
$5.23M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.18K+ 36.41% |
$246K - $288K
|
4.43K
$931K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.18KNew |
$245K - $287K
|
1.18K
$247K
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
1.17KNew |
$244K - $286K
|
1.17K
$246K
|