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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
430New |
$90.3K - $100K
|
430
$103K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
427+ 3.71% |
$89.6K - $99.6K
|
11.9K
$2.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
425+ 4.95% |
$89.2K - $99.1K
|
9.01K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
420+ 20.66% |
$88.2K - $98K
|
2.45K
$587K
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
416+ 4.35% |
$87.3K - $97K
|
9.99K
$2.39M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
415+ 38.43% |
$87.1K - $96.8K
|
1.5K
$358K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
415+ 36.79% |
$87.1K - $96.8K
|
1.54K
$370K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
415+ 0.85% |
$87.1K - $96.8K
|
49.1K
$11.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
404+ 5.13% |
$84.8K - $94.2K
|
8.28K
$1.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
400+ 20.53% |
$84K - $93.3K
|
2.35K
$562K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
399+ 15.42% |
$83.7K - $93.1K
|
2.99K
$715K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
398+ 4.0% |
$83.5K - $92.8K
|
10.4K
$2.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
397+ 30.82% |
$83.3K - $92.6K
|
1.69K
$404K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
397+ 6.59% |
$83.3K - $92.6K
|
6.42K
$1.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
393+ 31.87% |
$82.5K - $91.7K
|
1.63K
$389K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
393+ 26.7% |
$82.5K - $91.7K
|
1.87K
$447K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
382+ 8.83% |
$80.2K - $89.1K
|
4.71K
$1.13M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
382New |
$80.2K - $89.1K
|
382
$91.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
373+ 0.37% |
$78.3K - $87K
|
102K
$24.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
372New |
$78.1K - $86.8K
|
372
$89.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
370+ 2.51% |
$77.7K - $86.3K
|
15.1K
$3.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
370+ 2.92% |
$77.7K - $86.3K
|
13K
$3.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
BUY
|
- |
369+ 1.79% |
$77.4K - $86.1K
|
20.9K
$5.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
364+ 12.43% |
$76.4K - $84.9K
|
3.29K
$789K
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
359+ 32.49% |
$75.4K - $83.7K
|
1.46K
$351K
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
351+ 0.14% |
$73.7K - $81.9K
|
254K
$60.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
343+ 25.15% |
$72K - $80K
|
1.71K
$409K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
343+ 10.59% |
$72K - $80K
|
3.58K
$858K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
340+ 4.11% |
$71.4K - $79.3K
|
8.62K
$2.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
335+ 7.12% |
$70.3K - $78.1K
|
5.04K
$1.21M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
332+ 13.52% |
$69.7K - $77.4K
|
2.79K
$667K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
332+ 121.17% |
$69.7K - $77.4K
|
606
$145K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
330+ 23.49% |
$69.3K - $77K
|
1.74K
$415K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
329+ 29.56% |
$69.1K - $76.7K
|
1.44K
$345K
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
324+ 14.67% |
$68K - $75.6K
|
2.53K
$607K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
316+ 12.88% |
$66.3K - $73.7K
|
2.77K
$663K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
310+ 3.55% |
$65.1K - $72.3K
|
9.05K
$2.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
309+ 7.4% |
$64.9K - $72.1K
|
4.49K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
308+ 3.67% |
$64.6K - $71.8K
|
8.7K
$2.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
305+ 1.93% |
$64K - $71.1K
|
16.1K
$3.85M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
303New |
$63.6K - $70.7K
|
303
$72.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
301+ 2.27% |
$63.2K - $70.2K
|
13.6K
$3.25M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
300+ 0.62% |
$63K - $70K
|
48.9K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
300+ 10.0% |
$63K - $70K
|
3.3K
$790K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
296+ 0.17% |
$62.1K - $69K
|
179K
$42.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
294+ 0.42% |
$61.7K - $68.6K
|
69.8K
$16.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
287+ 0.39% |
$60.2K - $66.9K
|
74.2K
$17.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
276+ 137.31% |
$57.9K - $64.4K
|
477
$114K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
274+ 0.89% |
$57.5K - $63.9K
|
31.1K
$7.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
271+ 17.99% |
$56.9K - $63.2K
|
1.78K
$426K
|