Purchases and Sales Made in Q4 2024 in Marsh & Mclennan Companies, Inc. (MMC)
This table provides information about the institutional ownership of Marsh & Mclennan Companies, Inc. (MMC) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
574+ 6.23% |
$120K - $134K
|
9.78K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
572New |
$120K - $133K
|
572
$120K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
570+ 21.3% |
$120K - $133K
|
3.25K
$683K
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
562+ 0.94% |
$118K - $131K
|
60.3K
$12.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
550+ 27.09% |
$115K - $128K
|
2.58K
$543K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
541+ 0.12% |
$114K - $126K
|
461K
$96.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
521+ 2.05% |
$109K - $122K
|
25.9K
$5.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
508+ 22.36% |
$107K - $118K
|
2.78K
$585K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
505New |
$106K - $118K
|
505
$106K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
504+ 8.17% |
$106K - $118K
|
6.67K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
502+ 6.02% |
$105K - $117K
|
8.84K
$1.86M
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
483+ 7.67% |
$101K - $113K
|
6.78K
$1.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
477+ 23.02% |
$100K - $111K
|
2.55K
$536K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
469+ 0.08% |
$98.4K - $109K
|
588K
$124M
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
468New |
$98.2K - $109K
|
468
$98.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
464+ 34.58% |
$97.4K - $108K
|
1.81K
$380K
|
|
|
Feb 13, 2025
Q4 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
462+ 4.68% |
$97K - $108K
|
10.3K
$2.17M
|
|
|
Feb 21, 2025
Q4 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
462+ 4.68% |
$97K - $108K
|
10.3K
$2.17M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
456+ 24.13% |
$95.7K - $106K
|
2.35K
$493K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
453+ 10.09% |
$95.1K - $106K
|
4.94K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Walter Public Investments Inc.
Westmount, Z4 |
BUY
|
- |
448+ 0.4% |
$94K - $104K
|
113K
$23.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Suncoast Equity Management
|
BUY
|
- |
446+ 2.38% |
$93.6K - $104K
|
19.2K
$4.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
442+ 25.26% |
$92.8K - $103K
|
2.19K
$461K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
437+ 0.55% |
$91.7K - $102K
|
79.7K
$16.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
433+ 31.51% |
$90.9K - $101K
|
1.81K
$380K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
430New |
$90.3K - $100K
|
430
$90.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
427+ 3.71% |
$89.6K - $99.6K
|
11.9K
$2.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
425+ 4.95% |
$89.2K - $99.1K
|
9.01K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
420+ 20.66% |
$88.2K - $98K
|
2.45K
$516K
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
416+ 4.35% |
$87.3K - $97K
|
9.99K
$2.1M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
415+ 38.43% |
$87.1K - $96.8K
|
1.5K
$314K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
415+ 36.79% |
$87.1K - $96.8K
|
1.54K
$324K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
415+ 0.85% |
$87.1K - $96.8K
|
49.1K
$10.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
404+ 5.13% |
$84.8K - $94.2K
|
8.28K
$1.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
400+ 20.53% |
$84K - $93.3K
|
2.35K
$494K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
399+ 15.42% |
$83.7K - $93.1K
|
2.99K
$628K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
398+ 4.0% |
$83.5K - $92.8K
|
10.4K
$2.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
397+ 30.82% |
$83.3K - $92.6K
|
1.69K
$354K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
397+ 6.59% |
$83.3K - $92.6K
|
6.42K
$1.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
393+ 31.87% |
$82.5K - $91.7K
|
1.63K
$342K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
393+ 26.7% |
$82.5K - $91.7K
|
1.87K
$392K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
382+ 8.83% |
$80.2K - $89.1K
|
4.71K
$990K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
382New |
$80.2K - $89.1K
|
382
$80.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
373+ 0.37% |
$78.3K - $87K
|
102K
$21.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
372New |
$78.1K - $86.8K
|
372
$78.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
370+ 2.51% |
$77.7K - $86.3K
|
15.1K
$3.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
370+ 2.92% |
$77.7K - $86.3K
|
13K
$2.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
BUY
|
- |
369+ 1.79% |
$77.4K - $86.1K
|
20.9K
$4.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
364+ 12.43% |
$76.4K - $84.9K
|
3.29K
$693K
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
359+ 32.49% |
$75.4K - $83.7K
|
1.46K
$308K
|