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 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
94+ 5.83% |
$19.7K - $21.9K
|
1.71K
$409K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
93+ 23.37% |
$19.5K - $21.7K
|
491
$118K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
92+ 5.48% |
$19.3K - $21.5K
|
1.77K
$424K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
92+ 7.76% |
$19.3K - $21.5K
|
1.28K
$306K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
91+ 1.14% |
$19.1K - $21.2K
|
8.06K
$1.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
89+ 0.89% |
$18.7K - $20.8K
|
10.1K
$2.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
89+ 0.06% |
$18.7K - $20.8K
|
154K
$36.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
88New |
$18.5K - $20.5K
|
88
$21.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
87+ 3.2% |
$18.3K - $20.3K
|
2.81K
$672K
|
|
|
Feb 10, 2025
Q4 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
87+ 2.56% |
$18.3K - $20.3K
|
3.49K
$835K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
86+ 0.74% |
$18.1K - $20.1K
|
11.7K
$2.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
84+ 1.41% |
$17.6K - $19.6K
|
6.05K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
83+ 4.54% |
$17.4K - $19.4K
|
1.91K
$457K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
82+ 4.08% |
$17.2K - $19.1K
|
2.09K
$501K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
82+ 6.38% |
$17.2K - $19.1K
|
1.37K
$327K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
82+ 8.74% |
$17.2K - $19.1K
|
1.02K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
80+ 0.41% |
$16.8K - $18.7K
|
19.6K
$4.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
78+ 1.72% |
$16.4K - $18.2K
|
4.61K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
78+ 1.28% |
$16.4K - $18.2K
|
6.16K
$1.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
78+ 0.06% |
$16.4K - $18.2K
|
123K
$29.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
75+ 8.18% |
$15.7K - $17.5K
|
992
$238K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
74+ 3.91% |
$15.5K - $17.3K
|
1.97K
$471K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
74+ 14.18% |
$15.5K - $17.3K
|
596
$143K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
73+ 1.33% |
$15.3K - $17K
|
5.57K
$1.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
73+ 5.33% |
$15.3K - $17K
|
1.44K
$345K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
71+ 1.57% |
$14.9K - $16.6K
|
4.59K
$1.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
66+ 2.92% |
$13.9K - $15.4K
|
2.33K
$557K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
66New |
$13.9K - $15.4K
|
66
$15.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
62+ 1.09% |
$13K - $14.5K
|
5.73K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
61+ 15.14% |
$12.8K - $14.2K
|
464
$111K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
59+ 6.0% |
$12.4K - $13.8K
|
1.04K
$250K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
59+ 3.63% |
$12.4K - $13.8K
|
1.68K
$403K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
58+ 4.28% |
$12.2K - $13.5K
|
1.41K
$338K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
58+ 0.46% |
$12.2K - $13.5K
|
12.7K
$3.04M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
58+ 1.21% |
$12.2K - $13.5K
|
4.84K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
54+ 108.0% |
$11.3K - $12.6K
|
104
$24.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
52+ 29.05% |
$10.9K - $12.1K
|
231
$55.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
51+ 2.02% |
$10.7K - $11.9K
|
2.58K
$617K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
50+ 4.13% |
$10.5K - $11.7K
|
1.26K
$302K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
50+ 0.12% |
$10.5K - $11.7K
|
42.1K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
50+ 4.13% |
$10.5K - $11.7K
|
1.26K
$302K
|
|
|
Feb 12, 2025
Q4 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
49+ 0.86% |
$10.3K - $11.4K
|
5.76K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
48+ 0.13% |
$10.1K - $11.2K
|
36.5K
$8.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
48New |
$10.1K - $11.2K
|
48
$11.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
48+ 6.67% |
$10.1K - $11.2K
|
768
$184K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
47+ 3.68% |
$9.86K - $11K
|
1.32K
$317K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
46+ 4.05% |
$9.65K - $10.7K
|
1.18K
$283K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
46+ 2.5% |
$9.65K - $10.7K
|
1.89K
$451K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
45+ 2.18% |
$9.45K - $10.5K
|
2.11K
$506K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
45+ 0.8% |
$9.45K - $10.5K
|
5.68K
$1.36M
|