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 09, 2025
Q1 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
833New |
$174K - $203K
|
833
$164K
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
830New |
$173K - $203K
|
830
$164K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
829New |
$173K - $202K
|
829
$164K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
829New |
$173K - $202K
|
829
$164K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
823New |
$172K - $201K
|
823
$162K
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
820New |
$171K - $200K
|
820
$162K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
816+ 82.18% |
$170K - $199K
|
1.81K
$357K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
807+ 10.01% |
$168K - $197K
|
8.87K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
792+ 6.85% |
$165K - $193K
|
12.4K
$2.44M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
792+ 5.84% |
$165K - $193K
|
14.4K
$2.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
767New |
$160K - $187K
|
767
$151K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
757+ 3.86% |
$158K - $185K
|
20.4K
$4.02M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
749+ 1.95% |
$156K - $183K
|
39.2K
$7.73M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
746+ 11.59% |
$156K - $182K
|
7.18K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
746New |
$156K - $182K
|
746
$147K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
743+ 12.9% |
$155K - $181K
|
6.5K
$1.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
738+ 0.95% |
$154K - $180K
|
78.2K
$15.4M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
733+ 97.47% |
$153K - $179K
|
1.49K
$293K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
732+ 71.35% |
$153K - $179K
|
1.76K
$347K
|
|
|
Apr 17, 2025
Q1 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
724+ 40.09% |
$151K - $177K
|
2.53K
$499K
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
721+ 63.86% |
$150K - $176K
|
1.85K
$365K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
715+ 8.21% |
$149K - $174K
|
9.42K
$1.86M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
700+ 44.36% |
$146K - $171K
|
2.28K
$450K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
700New |
$146K - $171K
|
700
$138K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
693+ 13.74% |
$144K - $169K
|
5.74K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
688+ 1.7% |
$143K - $168K
|
41.2K
$8.13M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
674+ 1.1% |
$141K - $164K
|
61.7K
$12.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
670+ 6.48% |
$140K - $164K
|
11K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
669+ 11.06% |
$139K - $163K
|
6.72K
$1.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
660+ 29.49% |
$138K - $161K
|
2.9K
$572K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
659+ 0.81% |
$137K - $161K
|
81.6K
$16.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
655+ 2.33% |
$137K - $160K
|
28.8K
$5.69M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
654+ 47.7% |
$136K - $160K
|
2.03K
$400K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
631+ 1.21% |
$132K - $154K
|
52.7K
$10.4M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
615+ 1.66% |
$128K - $150K
|
37.7K
$7.45M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
610+ 0.28% |
$127K - $149K
|
218K
$43M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
602+ 25.66% |
$126K - $147K
|
2.95K
$582K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
600+ 134.53% |
$125K - $146K
|
1.05K
$206K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
554+ 2.94% |
$115K - $135K
|
19.4K
$3.82M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
554+ 31.88% |
$115K - $135K
|
2.29K
$452K
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
545+ 29.22% |
$114K - $133K
|
2.41K
$476K
|
|
|
May 13, 2025
Q1 2025
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
540+ 53.73% |
$113K - $132K
|
1.55K
$305K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
538+ 25.49% |
$112K - $131K
|
2.65K
$523K
|
|
|
May 12, 2025
Q1 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
535+ 4.28% |
$112K - $131K
|
13K
$2.57M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
534+ 6.92% |
$111K - $130K
|
8.25K
$1.63M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
520+ 14.62% |
$108K - $127K
|
4.08K
$805K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
517+ 69.58% |
$108K - $126K
|
1.26K
$249K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
517+ 15.71% |
$108K - $126K
|
3.81K
$752K
|
|
|
Apr 22, 2025
Q1 2025
|
Suncoast Equity Management
|
BUY
|
- |
511+ 2.66% |
$107K - $125K
|
19.7K
$3.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
509+ 14.93% |
$106K - $124K
|
3.92K
$773K
|