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 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
15+ 0.35% |
$3.15K - $3.5K
|
4.25K
$840K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
15New |
$3.15K - $3.5K
|
15
$2.96K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
15New |
$3.15K - $3.5K
|
15
$2.96K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
13+ 5.88% |
$2.73K - $3.03K
|
234
$46.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
12+ 1.14% |
$2.52K - $2.8K
|
1.06K
$210K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
12New |
$2.52K - $2.8K
|
12
$2.37K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
12New |
$2.52K - $2.8K
|
12
$2.37K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
12New |
$2.52K - $2.8K
|
12
$2.37K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
11+ 0.34% |
$2.31K - $2.57K
|
3.2K
$632K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11+ 0.34% |
$2.31K - $2.57K
|
3.29K
$650K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
11+ 0.22% |
$2.31K - $2.57K
|
4.94K
$974K
|
|
|
Aug 21, 2025
Q4 2024
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
11New |
$2.31K - $2.57K
|
11
$2.17K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10+ 0.1% |
$2.1K - $2.33K
|
10.3K
$2.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10+ 0.26% |
$2.1K - $2.33K
|
3.93K
$775K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
10+ 0.88% |
$2.1K - $2.33K
|
1.15K
$227K
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
10+ 0.77% |
$2.1K - $2.33K
|
1.3K
$257K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
10+ 0.78% |
$2.1K - $2.33K
|
1.29K
$255K
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
9+ 0.95% |
$1.89K - $2.1K
|
958
$189K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
9+ 0.37% |
$1.89K - $2.1K
|
2.43K
$480K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
9New |
$1.89K - $2.1K
|
9
$1.78K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
9New |
$1.89K - $2.1K
|
9
$1.78K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
8+ 0.64% |
$1.68K - $1.87K
|
1.26K
$249K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
8New |
$1.68K - $1.87K
|
8
$1.58K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
8New |
$1.68K - $1.87K
|
8
$1.58K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
8New |
$1.68K - $1.87K
|
8
$1.58K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
8New |
$1.68K - $1.87K
|
8
$1.58K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
7+ 0.72% |
$1.47K - $1.63K
|
976
$193K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
7+ 0.64% |
$1.47K - $1.63K
|
1.09K
$216K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
7+ 0.4% |
$1.47K - $1.63K
|
1.77K
$350K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
7+ 0.04% |
$1.47K - $1.63K
|
15.6K
$3.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
6+ 0.47% |
$1.26K - $1.4K
|
1.29K
$254K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6+ 3.97% |
$1.26K - $1.4K
|
157
$31K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
6+ 0.54% |
$1.26K - $1.4K
|
1.12K
$221K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
6New |
$1.26K - $1.4K
|
6
$1.18K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
6+ 1.55% |
$1.26K - $1.4K
|
394
$77.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
5+ 0.16% |
$1.05K - $1.17K
|
3.15K
$622K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$1.05K - $1.17K
|
5
$987
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
5+ 0.34% |
$1.05K - $1.17K
|
1.5K
$296K
|
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
5+ 0.19% |
$1.05K - $1.17K
|
2.59K
$511K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
5+ 0.16% |
$1.05K - $1.17K
|
3.1K
$611K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
5New |
$1.05K - $1.17K
|
5
$987
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$1.05K - $1.17K
|
5
$987
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
5New |
$1.05K - $1.17K
|
5
$987
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5+ 0.01% |
$1.05K - $1.17K
|
67.7K
$13.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5+ 0.01% |
$1.05K - $1.17K
|
68.3K
$13.5M
|
|
|
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
5+ 0.06% |
$1.05K - $1.17K
|
8.76K
$1.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
4+ 0.07% |
$840 - $933
|
6.12K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
4+ 0.35% |
$840 - $933
|
1.14K
$226K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
4+ 0.21% |
$840 - $933
|
1.94K
$383K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.32% |
$840 - $933
|
1.25K
$247K
|