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 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-2- 2.86% |
$420 - $466
|
68
$16.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2- 1.02% |
$420 - $466
|
195
$46.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2- 0.04% |
$420 - $466
|
4.94K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2- 0.45% |
$420 - $466
|
446
$107K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-3- 0.09% |
$630 - $700
|
3.23K
$772K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3- 8.57% |
$630 - $700
|
32
$7.66K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-4- 3.85% |
$840 - $933
|
100
$23.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-4- 0.27% |
$840 - $933
|
1.48K
$354K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-4- 2.74% |
$840 - $933
|
142
$34K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-4- 0.16% |
$840 - $933
|
2.57K
$615K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-4- 0.2% |
$840 - $933
|
1.98K
$474K
|
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-4- 0.37% |
$840 - $933
|
1.08K
$258K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-4- 11.76% |
$840 - $933
|
30
$7.18K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-4- 0.11% |
$840 - $933
|
3.59K
$860K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-5- 0.18% |
$1.05K - $1.17K
|
2.81K
$672K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-6- 0.08% |
$1.26K - $1.4K
|
7.73K
$1.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-6- 0.12% |
$1.26K - $1.4K
|
4.86K
$1.16M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-7- 0.16% |
$1.47K - $1.63K
|
4.29K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-7- 53.85% |
$1.47K - $1.63K
|
6
$1.44K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-7- 4.43% |
$1.47K - $1.63K
|
151
$36.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-8- 0.14% |
$1.68K - $1.87K
|
5.6K
$1.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-8- 0.11% |
$1.68K - $1.87K
|
7.17K
$1.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-8- 5.44% |
$1.68K - $1.87K
|
139
$33.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-9- 0.88% |
$1.89K - $2.1K
|
1.02K
$243K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-9- 0.33% |
$1.89K - $2.1K
|
2.71K
$649K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9- 4.57% |
$1.89K - $2.1K
|
188
$45K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-9- 0.8% |
$1.89K - $2.1K
|
1.12K
$268K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10- 0.24% |
$2.1K - $2.33K
|
4.14K
$990K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-11- 0.52% |
$2.31K - $2.57K
|
2.11K
$504K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-12- 44.44% |
$2.52K - $2.8K
|
15
$3.59K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-12- 2.55% |
$2.52K - $2.8K
|
458
$110K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-12- 1.79% |
$2.52K - $2.8K
|
660
$158K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-12- 0.15% |
$2.52K - $2.8K
|
8.08K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-12- 0.31% |
$2.52K - $2.8K
|
3.85K
$923K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-13- 0.85% |
$2.73K - $3.03K
|
1.52K
$364K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-13- 61.9% |
$2.73K - $3.03K
|
8
$1.92K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-14- 3.23% |
$2.94K - $3.27K
|
420
$101K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-14- 0.9% |
$2.94K - $3.27K
|
1.53K
$367K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-14- 0.6% |
$2.94K - $3.27K
|
2.34K
$559K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-15- 1.35% |
$3.15K - $3.5K
|
1.1K
$262K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-17- 0.54% |
$3.57K - $3.97K
|
3.12K
$746K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-17- 0.54% |
$3.57K - $3.97K
|
3.16K
$756K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-17- 2.52% |
$3.57K - $3.97K
|
658
$158K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-17- 48.57% |
$3.57K - $3.97K
|
18
$4.31K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-18- 0.11% |
$3.78K - $4.2K
|
15.8K
$3.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-18- 1.13% |
$3.78K - $4.2K
|
1.58K
$378K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-19- 9.45% |
$3.99K - $4.43K
|
182
$43.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-20- 0.21% |
$4.2K - $4.66K
|
9.66K
$2.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-20- 1.39% |
$4.2K - $4.66K
|
1.42K
$339K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-20- 4.45% |
$4.2K - $4.66K
|
429
$103K
|