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 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
364+ 12.43% |
$76.4K - $84.9K
|
3.29K
$650K
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
359+ 32.49% |
$75.4K - $83.7K
|
1.46K
$289K
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
351+ 0.14% |
$73.7K - $81.9K
|
254K
$50.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
343+ 25.15% |
$72K - $80K
|
1.71K
$337K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
343+ 10.59% |
$72K - $80K
|
3.58K
$707K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
340+ 4.11% |
$71.4K - $79.3K
|
8.62K
$1.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
335+ 7.12% |
$70.3K - $78.1K
|
5.04K
$995K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
332+ 13.52% |
$69.7K - $77.4K
|
2.79K
$550K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
332+ 121.17% |
$69.7K - $77.4K
|
606
$120K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
330+ 23.49% |
$69.3K - $77K
|
1.74K
$342K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
329+ 29.56% |
$69.1K - $76.7K
|
1.44K
$285K
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
324+ 14.67% |
$68K - $75.6K
|
2.53K
$500K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
316+ 12.88% |
$66.3K - $73.7K
|
2.77K
$547K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
310+ 3.55% |
$65.1K - $72.3K
|
9.05K
$1.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
309+ 7.4% |
$64.9K - $72.1K
|
4.49K
$886K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
308+ 3.67% |
$64.6K - $71.8K
|
8.7K
$1.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
305+ 1.93% |
$64K - $71.1K
|
16.1K
$3.17M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
303New |
$63.6K - $70.7K
|
303
$59.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
301+ 2.27% |
$63.2K - $70.2K
|
13.6K
$2.68M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
300+ 0.62% |
$63K - $70K
|
48.9K
$9.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
300+ 10.0% |
$63K - $70K
|
3.3K
$651K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
296+ 0.17% |
$62.1K - $69K
|
179K
$35.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
294+ 0.42% |
$61.7K - $68.6K
|
69.8K
$13.8M
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
290+ 48.01% |
$60.9K - $67.6K
|
894
$176K
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
287+ 0.39% |
$60.2K - $66.9K
|
74.2K
$14.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
276+ 137.31% |
$57.9K - $64.4K
|
477
$94.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
274+ 0.89% |
$57.5K - $63.9K
|
31.1K
$6.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
271+ 17.99% |
$56.9K - $63.2K
|
1.78K
$351K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
270+ 18.66% |
$56.7K - $63K
|
1.72K
$339K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
264+ 1.51% |
$55.4K - $61.6K
|
17.7K
$3.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
264New |
$55.4K - $61.6K
|
264
$52.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
255+ 2.25% |
$53.5K - $59.5K
|
11.6K
$2.28M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
239New |
$50.2K - $55.7K
|
239
$47.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
239+ 20.13% |
$50.2K - $55.7K
|
1.43K
$281K
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
237+ 12.73% |
$49.7K - $55.3K
|
2.1K
$414K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
235+ 5.08% |
$49.3K - $54.8K
|
4.86K
$959K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
232+ 1.9% |
$48.7K - $54.1K
|
12.4K
$2.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
231New |
$48.5K - $53.9K
|
231
$45.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
231+ 20.1% |
$48.5K - $53.9K
|
1.38K
$272K
|
|
|
Jan 22, 2025
Q4 2024
|
James Hambro & Partners
|
BUY
|
- |
225+ 8.7% |
$47.2K - $52.5K
|
2.81K
$555K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
223+ 18.06% |
$46.8K - $52K
|
1.46K
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
223+ 4.05% |
$46.8K - $52K
|
5.74K
$1.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
222+ 7.02% |
$46.6K - $51.8K
|
3.39K
$668K
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
219+ 1.17% |
$46K - $51.1K
|
19K
$3.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
216+ 3.9% |
$45.3K - $50.4K
|
5.76K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
215+ 4.61% |
$45.1K - $50.1K
|
4.88K
$964K
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
211+ 0.86% |
$44.3K - $49.2K
|
24.9K
$4.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
211+ 7.32% |
$44.3K - $49.2K
|
3.09K
$610K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
210New |
$44.1K - $49K
|
210
$41.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
205+ 4.59% |
$43K - $47.8K
|
4.67K
$922K
|