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 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
127+ 6.54% |
$26.7K - $29.6K
|
2.07K
$409K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
127+ 7.22% |
$26.7K - $29.6K
|
1.89K
$372K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
124+ 4.24% |
$26K - $28.9K
|
3.05K
$602K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
123+ 10.61% |
$25.8K - $28.7K
|
1.28K
$253K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
122+ 4.43% |
$25.6K - $28.5K
|
2.87K
$567K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
120+ 5.0% |
$25.2K - $28K
|
2.52K
$498K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
120+ 10.29% |
$25.2K - $28K
|
1.29K
$254K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
119+ 41.03% |
$25K - $27.8K
|
409
$80.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
117+ 12.0% |
$24.6K - $27.3K
|
1.09K
$216K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
117+ 1.3% |
$24.6K - $27.3K
|
9.14K
$1.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
116+ 0.6% |
$24.3K - $27.1K
|
19.4K
$3.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
115+ 8.32% |
$24.1K - $26.8K
|
1.5K
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
115+ 7.86% |
$24.1K - $26.8K
|
1.58K
$311K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
114+ 0.45% |
$23.9K - $26.6K
|
25.7K
$5.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
113+ 1.54% |
$23.7K - $26.4K
|
7.44K
$1.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
113+ 11.69% |
$23.7K - $26.4K
|
1.08K
$213K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
112+ 8.55% |
$23.5K - $26.1K
|
1.42K
$281K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
112+ 10.03% |
$23.5K - $26.1K
|
1.23K
$243K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
110+ 5.2% |
$23.1K - $25.7K
|
2.22K
$439K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
110New |
$23.1K - $25.7K
|
110
$21.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
109+ 3.22% |
$22.9K - $25.4K
|
3.5K
$690K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
109+ 1.71% |
$22.9K - $25.4K
|
6.49K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
109+ 3.67% |
$22.9K - $25.4K
|
3.08K
$608K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
106+ 10.12% |
$22.2K - $24.7K
|
1.15K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
106+ 0.86% |
$22.2K - $24.7K
|
12.5K
$2.46M
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
103+ 4.38% |
$21.6K - $24K
|
2.46K
$485K
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
102+ 1.66% |
$21.4K - $23.8K
|
6.24K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
101New |
$21.2K - $23.6K
|
101
$19.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
100+ 10.53% |
$21K - $23.3K
|
1.05K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
97+ 7.63% |
$20.4K - $22.6K
|
1.37K
$270K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
95+ 3.26% |
$19.9K - $22.2K
|
3.01K
$593K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
95New |
$19.9K - $22.2K
|
95
$18.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
94+ 0.63% |
$19.7K - $21.9K
|
15K
$2.97M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
94+ 5.83% |
$19.7K - $21.9K
|
1.71K
$337K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
93+ 23.37% |
$19.5K - $21.7K
|
491
$96.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
92+ 5.48% |
$19.3K - $21.5K
|
1.77K
$350K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
92+ 7.76% |
$19.3K - $21.5K
|
1.28K
$252K
|
|
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
92New |
$19.3K - $21.5K
|
92
$18.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
91+ 1.14% |
$19.1K - $21.2K
|
8.06K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
89+ 0.89% |
$18.7K - $20.8K
|
10.1K
$2M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
89+ 0.06% |
$18.7K - $20.8K
|
154K
$30.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
88New |
$18.5K - $20.5K
|
88
$17.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
87+ 3.2% |
$18.3K - $20.3K
|
2.81K
$554K
|
|
|
Feb 10, 2025
Q4 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
87+ 2.56% |
$18.3K - $20.3K
|
3.49K
$689K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
86+ 0.74% |
$18.1K - $20.1K
|
11.7K
$2.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
84+ 1.41% |
$17.6K - $19.6K
|
6.05K
$1.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
83+ 4.54% |
$17.4K - $19.4K
|
1.91K
$377K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
82+ 4.08% |
$17.2K - $19.1K
|
2.09K
$413K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
82+ 6.38% |
$17.2K - $19.1K
|
1.37K
$270K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
82+ 8.74% |
$17.2K - $19.1K
|
1.02K
$201K
|