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 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-20- 0.37% |
$4.2K - $4.66K
|
5.37K
$1.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Dempze Nancy E
|
SELL
|
- |
-20- 1.5% |
$4.2K - $4.66K
|
1.31K
$314K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-21- 1.01% |
$4.41K - $4.9K
|
2.06K
$493K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-22Closed |
$4.62K - $5.13K
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-23- 0.42% |
$4.83K - $5.36K
|
5.5K
$1.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-24- 1.43% |
$5.04K - $5.6K
|
1.66K
$397K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-25- 3.22% |
$5.25K - $5.83K
|
752
$180K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-25- 1.89% |
$5.25K - $5.83K
|
1.3K
$311K
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-26- 2.62% |
$5.46K - $6.06K
|
968
$232K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-29- 0.57% |
$6.09K - $6.76K
|
5.04K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-29- 0.51% |
$6.09K - $6.76K
|
5.7K
$1.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-30- 0.79% |
$6.3K - $7K
|
3.75K
$897K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-30- 0.28% |
$6.3K - $7K
|
10.5K
$2.52M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-30- 6.58% |
$6.3K - $7K
|
426
$102K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-31- 0.39% |
$6.51K - $7.23K
|
7.98K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-33- 0.62% |
$6.93K - $7.7K
|
5.26K
$1.26M
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
SELL
|
- |
-34- 0.47% |
$7.14K - $7.93K
|
7.14K
$1.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-34- 0.33% |
$7.14K - $7.93K
|
10.2K
$2.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-35- 2.88% |
$7.35K - $8.16K
|
1.18K
$283K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-35- 3.34% |
$7.35K - $8.16K
|
1.01K
$242K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-35- 2.4% |
$7.35K - $8.16K
|
1.42K
$341K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-36- 0.49% |
$7.56K - $8.4K
|
7.35K
$1.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-37- 64.91% |
$7.77K - $8.63K
|
20
$4.79K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-37- 2.88% |
$7.77K - $8.63K
|
1.25K
$299K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-38- 0.44% |
$7.98K - $8.86K
|
8.64K
$2.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-38- 36.19% |
$7.98K - $8.86K
|
67
$16K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-39- 60.94% |
$8.19K - $9.1K
|
25
$5.99K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-39- 60.94% |
$8.19K - $9.1K
|
25
$5.99K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-39- 1.22% |
$8.19K - $9.1K
|
3.15K
$755K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-40- 0.52% |
$8.4K - $9.33K
|
7.63K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-40- 61.54% |
$8.4K - $9.33K
|
25
$5.99K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-42- 10.58% |
$8.82K - $9.8K
|
355
$85K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-42- 0.46% |
$8.82K - $9.8K
|
9.15K
$2.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-44- 2.65% |
$9.24K - $10.3K
|
1.62K
$387K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-44- 2.79% |
$9.24K - $10.3K
|
1.53K
$367K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-44- 12.22% |
$9.24K - $10.3K
|
316
$75.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-44- 2.14% |
$9.24K - $10.3K
|
2.02K
$483K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-46- 67.65% |
$9.65K - $10.7K
|
22
$5.27K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-46- 3.61% |
$9.65K - $10.7K
|
1.23K
$295K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-46- 30.46% |
$9.65K - $10.7K
|
105
$25.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-48- 62.34% |
$10.1K - $11.2K
|
29
$6.94K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-48- 0.77% |
$10.1K - $11.2K
|
6.16K
$1.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-49- 3.53% |
$10.3K - $11.4K
|
1.34K
$321K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-51- 0.06% |
$10.7K - $11.9K
|
81.9K
$19.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-51- 24.17% |
$10.7K - $11.9K
|
160
$38.3K
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-51- 2.61% |
$10.7K - $11.9K
|
1.9K
$455K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-53- 32.32% |
$11.1K - $12.4K
|
111
$26.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-55- 0.4% |
$11.5K - $12.8K
|
13.7K
$3.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-55- 0.78% |
$11.5K - $12.8K
|
7K
$1.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-56- 4.45% |
$11.8K - $13.1K
|
1.2K
$288K
|