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 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-25- 3.22% |
$5.25K - $5.83K
|
752
$148K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-25- 1.89% |
$5.25K - $5.83K
|
1.3K
$257K
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-26- 2.62% |
$5.46K - $6.06K
|
968
$191K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-29- 0.57% |
$6.09K - $6.76K
|
5.04K
$996K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-29- 0.51% |
$6.09K - $6.76K
|
5.7K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-30- 0.79% |
$6.3K - $7K
|
3.75K
$739K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-30- 0.28% |
$6.3K - $7K
|
10.5K
$2.08M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-30- 6.58% |
$6.3K - $7K
|
426
$84.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-31- 0.39% |
$6.51K - $7.23K
|
7.98K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-33- 0.62% |
$6.93K - $7.7K
|
5.26K
$1.04M
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
SELL
|
- |
-34- 0.47% |
$7.14K - $7.93K
|
7.14K
$1.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-34- 0.33% |
$7.14K - $7.93K
|
10.2K
$2.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-35- 2.88% |
$7.35K - $8.16K
|
1.18K
$233K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-35- 3.34% |
$7.35K - $8.16K
|
1.01K
$200K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-35- 2.4% |
$7.35K - $8.16K
|
1.42K
$281K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-36- 0.49% |
$7.56K - $8.4K
|
7.35K
$1.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-37- 64.91% |
$7.77K - $8.63K
|
20
$3.95K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-37- 2.88% |
$7.77K - $8.63K
|
1.25K
$246K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-38- 0.44% |
$7.98K - $8.86K
|
8.64K
$1.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-38- 36.19% |
$7.98K - $8.86K
|
67
$13.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-39- 60.94% |
$8.19K - $9.1K
|
25
$4.94K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-39- 60.94% |
$8.19K - $9.1K
|
25
$4.94K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-39- 1.22% |
$8.19K - $9.1K
|
3.15K
$622K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-40- 0.52% |
$8.4K - $9.33K
|
7.63K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-40- 61.54% |
$8.4K - $9.33K
|
25
$4.94K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-42- 10.58% |
$8.82K - $9.8K
|
355
$70.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-42- 0.46% |
$8.82K - $9.8K
|
9.15K
$1.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-44- 2.65% |
$9.24K - $10.3K
|
1.62K
$319K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-44- 2.79% |
$9.24K - $10.3K
|
1.53K
$302K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-44- 12.22% |
$9.24K - $10.3K
|
316
$62.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-44- 2.14% |
$9.24K - $10.3K
|
2.02K
$398K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-46- 67.65% |
$9.65K - $10.7K
|
22
$4.34K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-46- 3.61% |
$9.65K - $10.7K
|
1.23K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-46- 30.46% |
$9.65K - $10.7K
|
105
$20.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-48- 62.34% |
$10.1K - $11.2K
|
29
$5.72K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-48- 0.77% |
$10.1K - $11.2K
|
6.16K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-49- 3.53% |
$10.3K - $11.4K
|
1.34K
$265K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-51- 0.06% |
$10.7K - $11.9K
|
81.9K
$16.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-51- 24.17% |
$10.7K - $11.9K
|
160
$31.6K
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-51- 2.61% |
$10.7K - $11.9K
|
1.9K
$375K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-53- 32.32% |
$11.1K - $12.4K
|
111
$21.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-55- 0.4% |
$11.5K - $12.8K
|
13.7K
$2.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-55- 0.78% |
$11.5K - $12.8K
|
7K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-56- 4.45% |
$11.8K - $13.1K
|
1.2K
$237K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-57- 2.55% |
$12K - $13.3K
|
2.17K
$429K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-57- 1.97% |
$12K - $13.3K
|
2.84K
$561K
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-60- 2.14% |
$12.6K - $14K
|
2.74K
$541K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-62- 4.48% |
$13K - $14.5K
|
1.32K
$261K
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-62- 0.58% |
$13K - $14.5K
|
10.7K
$2.11M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
SELL
|
- |
-65- 1.71% |
$13.6K - $15.2K
|
3.74K
$738K
|