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 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
928New |
$193K - $226K
|
928
$183K
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
925+ 4.68% |
$193K - $226K
|
20.7K
$4.09M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
920New |
$192K - $225K
|
920
$182K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
919New |
$192K - $224K
|
919
$181K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
915New |
$191K - $223K
|
915
$181K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
914+ 11.85% |
$191K - $223K
|
8.62K
$1.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
912New |
$190K - $223K
|
912
$180K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
912New |
$190K - $223K
|
912
$180K
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
BUY
|
- |
910New |
$190K - $222K
|
910
$180K
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
905New |
$189K - $221K
|
905
$179K
|
|
|
May 13, 2025
Q1 2025
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
900New |
$188K - $220K
|
900
$178K
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
899New |
$187K - $219K
|
899
$177K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
896New |
$187K - $219K
|
896
$177K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
896New |
$187K - $219K
|
896
$177K
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
895New |
$187K - $218K
|
895
$177K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
895New |
$187K - $218K
|
895
$177K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
892New |
$186K - $218K
|
892
$176K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
890+ 5.3% |
$186K - $217K
|
17.7K
$3.49M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
890New |
$186K - $217K
|
890
$176K
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
889New |
$185K - $217K
|
889
$175K
|
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
883+ 5.16% |
$184K - $215K
|
18K
$3.55M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
882New |
$184K - $215K
|
882
$174K
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
879New |
$183K - $215K
|
879
$174K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
877New |
$183K - $214K
|
877
$173K
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
875New |
$182K - $214K
|
875
$173K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
874+ 25.25% |
$182K - $213K
|
4.34K
$856K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
871New |
$182K - $213K
|
871
$172K
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
870New |
$181K - $212K
|
870
$172K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
866New |
$181K - $211K
|
866
$171K
|
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
BUY
|
- |
864New |
$180K - $211K
|
864
$171K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
862+ 9.98% |
$180K - $210K
|
9.5K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Sciencast Management LP
|
BUY
|
- |
862+ 6.01% |
$180K - $210K
|
15.2K
$3M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
861New |
$180K - $210K
|
861
$170K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
859New |
$179K - $210K
|
859
$170K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
854New |
$178K - $208K
|
854
$169K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
853+ 0.29% |
$178K - $208K
|
297K
$58.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
851New |
$177K - $208K
|
851
$168K
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
851New |
$177K - $208K
|
851
$168K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
848+ 84.8% |
$177K - $207K
|
1.85K
$365K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
847New |
$177K - $207K
|
847
$167K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
847+ 27.35% |
$177K - $207K
|
3.94K
$779K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
847New |
$177K - $207K
|
847
$167K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
846+ 0.77% |
$176K - $206K
|
110K
$21.8M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
843+ 4.76% |
$176K - $206K
|
18.5K
$3.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
841New |
$175K - $205K
|
841
$166K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
841New |
$175K - $205K
|
841
$166K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
840New |
$175K - $205K
|
840
$166K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
840+ 7.64% |
$175K - $205K
|
11.8K
$2.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
836New |
$174K - $204K
|
836
$165K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
835+ 15.9% |
$174K - $204K
|
6.09K
$1.2M
|