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
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-30- 6.58% |
$6.3K - $7K
|
426
$89.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-31- 0.39% |
$6.51K - $7.23K
|
7.98K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-33- 0.62% |
$6.93K - $7.7K
|
5.26K
$1.11M
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
SELL
|
- |
-34- 0.47% |
$7.14K - $7.93K
|
7.14K
$1.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-34- 0.33% |
$7.14K - $7.93K
|
10.2K
$2.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-35- 2.88% |
$7.35K - $8.16K
|
1.18K
$249K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-35- 3.34% |
$7.35K - $8.16K
|
1.01K
$213K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-35- 2.4% |
$7.35K - $8.16K
|
1.42K
$299K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-36- 0.49% |
$7.56K - $8.4K
|
7.35K
$1.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-37- 64.91% |
$7.77K - $8.63K
|
20
$4.21K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-37- 2.88% |
$7.77K - $8.63K
|
1.25K
$262K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-38- 0.44% |
$7.98K - $8.86K
|
8.64K
$1.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-38- 36.19% |
$7.98K - $8.86K
|
67
$14.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-39- 60.94% |
$8.19K - $9.1K
|
25
$5.26K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-39- 60.94% |
$8.19K - $9.1K
|
25
$5.26K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-39- 1.22% |
$8.19K - $9.1K
|
3.15K
$663K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-40- 0.52% |
$8.4K - $9.33K
|
7.63K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-40- 61.54% |
$8.4K - $9.33K
|
25
$5.26K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-42- 10.58% |
$8.82K - $9.8K
|
355
$74.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-42- 0.46% |
$8.82K - $9.8K
|
9.15K
$1.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-44- 2.65% |
$9.24K - $10.3K
|
1.62K
$340K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-44- 2.79% |
$9.24K - $10.3K
|
1.53K
$322K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-44- 12.22% |
$9.24K - $10.3K
|
316
$66.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-44- 2.14% |
$9.24K - $10.3K
|
2.02K
$424K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-46- 67.65% |
$9.65K - $10.7K
|
22
$4.63K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-46- 3.61% |
$9.65K - $10.7K
|
1.23K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-46- 30.46% |
$9.65K - $10.7K
|
105
$22.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-48- 62.34% |
$10.1K - $11.2K
|
29
$6.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-48- 0.77% |
$10.1K - $11.2K
|
6.16K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-49- 3.53% |
$10.3K - $11.4K
|
1.34K
$282K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-51- 0.06% |
$10.7K - $11.9K
|
81.9K
$17.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-51- 24.17% |
$10.7K - $11.9K
|
160
$33.6K
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-51- 2.61% |
$10.7K - $11.9K
|
1.9K
$400K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-53- 32.32% |
$11.1K - $12.4K
|
111
$23.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-55- 0.4% |
$11.5K - $12.8K
|
13.7K
$2.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-55- 0.78% |
$11.5K - $12.8K
|
7K
$1.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-56- 4.45% |
$11.8K - $13.1K
|
1.2K
$253K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-57- 2.55% |
$12K - $13.3K
|
2.17K
$457K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-57- 1.97% |
$12K - $13.3K
|
2.84K
$597K
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-60- 2.14% |
$12.6K - $14K
|
2.74K
$576K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-62- 4.48% |
$13K - $14.5K
|
1.32K
$278K
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-62- 0.58% |
$13K - $14.5K
|
10.7K
$2.25M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
SELL
|
- |
-65- 1.71% |
$13.6K - $15.2K
|
3.74K
$787K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-65- 4.8% |
$13.6K - $15.2K
|
1.29K
$271K
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-68- 0.28% |
$14.3K - $15.9K
|
24.5K
$5.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-68- 0.08% |
$14.3K - $15.9K
|
80.9K
$17M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-71- 5.0% |
$14.9K - $16.6K
|
1.35K
$284K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-72- 75.79% |
$15.1K - $16.8K
|
23
$4.84K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-72- 3.94% |
$15.1K - $16.8K
|
1.75K
$369K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-73- 0.89% |
$15.3K - $17K
|
8.12K
$1.71M
|