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 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-4- 3.85% |
$840 - $933
|
100
$19.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-4- 0.27% |
$840 - $933
|
1.48K
$292K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-4- 2.74% |
$840 - $933
|
142
$28K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-4- 0.16% |
$840 - $933
|
2.57K
$507K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-4- 0.2% |
$840 - $933
|
1.98K
$391K
|
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-4- 0.37% |
$840 - $933
|
1.08K
$213K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-4- 11.76% |
$840 - $933
|
30
$5.92K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-4- 0.11% |
$840 - $933
|
3.59K
$709K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-5- 0.18% |
$1.05K - $1.17K
|
2.81K
$554K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-6- 0.08% |
$1.26K - $1.4K
|
7.73K
$1.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-6- 0.12% |
$1.26K - $1.4K
|
4.86K
$959K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-7- 0.16% |
$1.47K - $1.63K
|
4.29K
$846K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-7- 53.85% |
$1.47K - $1.63K
|
6
$1.18K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-7- 4.43% |
$1.47K - $1.63K
|
151
$29.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-8- 0.14% |
$1.68K - $1.87K
|
5.6K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-8- 0.11% |
$1.68K - $1.87K
|
7.17K
$1.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-8- 5.44% |
$1.68K - $1.87K
|
139
$27.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-9- 0.88% |
$1.89K - $2.1K
|
1.02K
$201K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-9- 0.33% |
$1.89K - $2.1K
|
2.71K
$535K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9- 4.57% |
$1.89K - $2.1K
|
188
$37.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-9- 0.8% |
$1.89K - $2.1K
|
1.12K
$221K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10- 0.24% |
$2.1K - $2.33K
|
4.14K
$816K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-11- 0.52% |
$2.31K - $2.57K
|
2.11K
$416K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-12- 44.44% |
$2.52K - $2.8K
|
15
$2.96K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-12- 2.55% |
$2.52K - $2.8K
|
458
$90.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-12- 1.79% |
$2.52K - $2.8K
|
660
$130K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-12- 0.15% |
$2.52K - $2.8K
|
8.08K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-12- 0.31% |
$2.52K - $2.8K
|
3.85K
$761K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-13- 0.85% |
$2.73K - $3.03K
|
1.52K
$300K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-13- 61.9% |
$2.73K - $3.03K
|
8
$1.58K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-14- 3.23% |
$2.94K - $3.27K
|
420
$82.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-14- 0.9% |
$2.94K - $3.27K
|
1.53K
$303K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-14- 0.6% |
$2.94K - $3.27K
|
2.34K
$461K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-15- 1.35% |
$3.15K - $3.5K
|
1.1K
$216K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-17- 0.54% |
$3.57K - $3.97K
|
3.12K
$615K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-17- 0.54% |
$3.57K - $3.97K
|
3.16K
$623K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-17- 2.52% |
$3.57K - $3.97K
|
658
$130K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-17- 48.57% |
$3.57K - $3.97K
|
18
$3.55K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-18- 0.11% |
$3.78K - $4.2K
|
15.8K
$3.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-18- 1.13% |
$3.78K - $4.2K
|
1.58K
$311K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-19- 9.45% |
$3.99K - $4.43K
|
182
$35.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-20- 0.21% |
$4.2K - $4.66K
|
9.66K
$1.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-20- 1.39% |
$4.2K - $4.66K
|
1.42K
$280K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-20- 4.45% |
$4.2K - $4.66K
|
429
$84.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-20- 0.37% |
$4.2K - $4.66K
|
5.37K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Dempze Nancy E
|
SELL
|
- |
-20- 1.5% |
$4.2K - $4.66K
|
1.31K
$259K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-21- 1.01% |
$4.41K - $4.9K
|
2.06K
$406K
|
|
|
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
$1.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-24- 1.43% |
$5.04K - $5.6K
|
1.66K
$327K
|