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 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
1.22K+ 11.36% |
$255K - $298K
|
12K
$2.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.22KNew |
$254K - $298K
|
1.22K
$241K
|
|
|
May 12, 2025
Q1 2025
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
1.22K+ 5.15% |
$254K - $297K
|
24.9K
$4.91M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.18K+ 36.41% |
$246K - $288K
|
4.43K
$873K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.18KNew |
$245K - $287K
|
1.18K
$232K
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
1.17KNew |
$244K - $286K
|
1.17K
$231K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.17KNew |
$244K - $286K
|
1.17K
$231K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
1.16K+ 39.81% |
$242K - $283K
|
4.07K
$804K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.16K+ 3.55% |
$241K - $282K
|
33.8K
$6.67M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.15K+ 28.72% |
$240K - $281K
|
5.17K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.15K+ 3.43% |
$240K - $281K
|
34.8K
$6.86M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.15K+ 37.53% |
$240K - $281K
|
4.21K
$832K
|
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
1.14K+ 54.5% |
$239K - $279K
|
3.24K
$640K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.14K+ 12.45% |
$238K - $278K
|
10.3K
$2.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
1.11K+ 19.35% |
$232K - $272K
|
6.87K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.11K+ 5.75% |
$232K - $272K
|
20.5K
$4.04M
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.1K+ 2.56% |
$229K - $268K
|
44.1K
$8.7M
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.09K+ 3.43% |
$227K - $266K
|
32.9K
$6.49M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.09K+ 44.77% |
$227K - $266K
|
3.52K
$694K
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
1.07K+ 31.75% |
$223K - $261K
|
4.44K
$877K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.07KNew |
$223K - $261K
|
1.07K
$211K
|
|
|
May 14, 2025
Q1 2025
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
1.07K+ 9.35% |
$222K - $260K
|
12.5K
$2.46M
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
1.05K+ 88.16% |
$219K - $256K
|
2.24K
$442K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
1.05KNew |
$219K - $256K
|
1.05K
$207K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.05KNew |
$218K - $255K
|
1.05K
$207K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.04KNew |
$216K - $253K
|
1.04K
$205K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.03KNew |
$215K - $252K
|
1.03K
$204K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.03KNew |
$214K - $250K
|
1.03K
$202K
|
|
|
Apr 24, 2025
Q1 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
1K+ 28.57% |
$208K - $244K
|
4.5K
$888K
|
|
|
May 15, 2025
Q1 2025
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
1K+ 30.3% |
$208K - $244K
|
4.3K
$849K
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
999New |
$208K - $244K
|
999
$197K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
989+ 14.22% |
$206K - $241K
|
7.95K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
985+ 2.04% |
$205K - $240K
|
49.4K
$9.74M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
976New |
$203K - $238K
|
976
$193K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
974+ 0.54% |
$203K - $238K
|
180K
$35.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
970New |
$202K - $237K
|
970
$191K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
970+ 44.21% |
$202K - $237K
|
3.16K
$625K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
957New |
$200K - $234K
|
957
$189K
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
956New |
$199K - $233K
|
956
$189K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
954New |
$199K - $233K
|
954
$188K
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
953New |
$199K - $233K
|
953
$188K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
948+ 20.2% |
$198K - $231K
|
5.64K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
948New |
$198K - $231K
|
948
$187K
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
947New |
$197K - $231K
|
947
$187K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
943New |
$197K - $230K
|
943
$186K
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
941New |
$196K - $230K
|
941
$186K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
941+ 17.52% |
$196K - $230K
|
6.31K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
939+ 2.68% |
$196K - $229K
|
36K
$7.11M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
934New |
$195K - $228K
|
934
$184K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
928New |
$193K - $226K
|
928
$183K
|