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 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
205+ 4.61% |
$43K - $47.8K
|
4.65K
$918K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
202+ 37.34% |
$42.4K - $47.1K
|
743
$147K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.25% |
$42K - $46.6K
|
81.7K
$16.1M
|
|
|
Jul 17, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
200+ 2000.0% |
$42K - $46.6K
|
210
$41.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
198+ 14.6% |
$41.6K - $46.2K
|
1.55K
$307K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
194New |
$40.7K - $45.2K
|
194
$38.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
193+ 16.9% |
$40.5K - $45K
|
1.34K
$264K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
188+ 7.2% |
$39.5K - $43.8K
|
2.8K
$553K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
188+ 0.26% |
$39.5K - $43.8K
|
72.8K
$14.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
186+ 67.64% |
$39K - $43.4K
|
461
$91K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
183New |
$38.4K - $42.7K
|
183
$36.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
182+ 0.18% |
$38.2K - $42.4K
|
100K
$19.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
182+ 10.81% |
$38.2K - $42.4K
|
1.87K
$368K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
180New |
$37.8K - $42K
|
180
$35.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
176+ 5.21% |
$36.9K - $41.1K
|
3.56K
$702K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
175+ 8.48% |
$36.7K - $40.8K
|
2.24K
$442K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
174+ 2.16% |
$36.5K - $40.6K
|
8.24K
$1.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
174+ 18.22% |
$36.5K - $40.6K
|
1.13K
$223K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
172+ 1.54% |
$36.1K - $40.1K
|
11.4K
$2.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
171New |
$35.9K - $39.9K
|
171
$33.8K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
171New |
$35.9K - $39.9K
|
171
$33.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
170+ 2.96% |
$35.7K - $39.7K
|
5.91K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
168+ 40.68% |
$35.3K - $39.2K
|
581
$115K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
162+ 2.19% |
$34K - $37.8K
|
7.56K
$1.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
161+ 17.75% |
$33.8K - $37.6K
|
1.07K
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
161+ 0.99% |
$33.8K - $37.6K
|
16.4K
$3.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
156+ 2.58% |
$32.7K - $36.4K
|
6.2K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
155New |
$32.5K - $36.2K
|
155
$30.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
153+ 1.14% |
$32.1K - $35.7K
|
13.6K
$2.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
152+ 16.24% |
$31.9K - $35.5K
|
1.09K
$215K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
152+ 4.56% |
$31.9K - $35.5K
|
3.49K
$688K
|
|
|
Feb 14, 2025
Q4 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
152+ 4.96% |
$31.9K - $35.5K
|
3.22K
$635K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
150+ 1.43% |
$31.5K - $35K
|
10.6K
$2.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
148+ 5.01% |
$31.1K - $34.5K
|
3.1K
$612K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
146+ 3.07% |
$30.6K - $34.1K
|
4.9K
$967K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
146+ 0.12% |
$30.6K - $34.1K
|
122K
$24M
|
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
145+ 13.19% |
$30.4K - $33.8K
|
1.24K
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
140+ 0.76% |
$29.4K - $32.7K
|
18.5K
$3.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
137+ 5.82% |
$28.8K - $32K
|
2.49K
$491K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
136+ 10.92% |
$28.5K - $31.7K
|
1.38K
$273K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
135+ 3.75% |
$28.3K - $31.5K
|
3.74K
$738K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
133+ 1.23% |
$27.9K - $31K
|
11K
$2.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
132+ 3.4% |
$27.7K - $30.8K
|
4.02K
$793K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
131+ 2.43% |
$27.5K - $30.6K
|
5.52K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
129+ 30.21% |
$27.1K - $30.1K
|
556
$110K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
129+ 1.81% |
$27.1K - $30.1K
|
7.27K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
129+ 121.7% |
$27.1K - $30.1K
|
235
$46.4K
|
|
|
Aug 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
129+ 30.21% |
$27.1K - $30.1K
|
556
$110K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
128+ 12.64% |
$26.9K - $29.9K
|
1.14K
$225K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
127+ 3.37% |
$26.7K - $29.6K
|
3.9K
$770K
|