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 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-129- 8.79% |
$27.1K - $30.1K
|
1.34K
$320K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-130- 0.56% |
$27.3K - $30.3K
|
23K
$5.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-131- 8.56% |
$27.5K - $30.6K
|
1.4K
$335K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-141- 2.71% |
$29.6K - $32.9K
|
5.06K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-143- 3.7% |
$30K - $33.4K
|
3.72K
$892K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-145- 2.4% |
$30.4K - $33.8K
|
5.9K
$1.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-146- 0.43% |
$30.6K - $34.1K
|
33.6K
$8.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-148- 3.83% |
$31.1K - $34.5K
|
3.72K
$890K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-150- 11.11% |
$31.5K - $35K
|
1.2K
$287K
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-150- 0.77% |
$31.5K - $35K
|
19.3K
$4.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-151- 12.83% |
$31.7K - $35.2K
|
1.03K
$246K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-155- 0.58% |
$32.5K - $36.2K
|
26.4K
$6.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-156- 9.84% |
$32.7K - $36.4K
|
1.43K
$342K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-156- 1.86% |
$32.7K - $36.4K
|
8.24K
$1.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-156- 2.32% |
$32.7K - $36.4K
|
6.57K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-158- 3.01% |
$33.2K - $36.9K
|
5.1K
$1.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-159- 6.37% |
$33.4K - $37.1K
|
2.34K
$560K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-159- 1.14% |
$33.4K - $37.1K
|
13.8K
$3.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-160- 6.15% |
$33.6K - $37.3K
|
2.44K
$584K
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-160- 0.8% |
$33.6K - $37.3K
|
19.9K
$4.77M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-163- 8.99% |
$34.2K - $38K
|
1.65K
$395K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-171- 1.56% |
$35.9K - $39.9K
|
10.8K
$2.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-174- 12.54% |
$36.5K - $40.6K
|
1.21K
$291K
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-176- 11.17% |
$36.9K - $41.1K
|
1.4K
$335K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-177- 4.76% |
$37.2K - $41.3K
|
3.54K
$848K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-177- 2.33% |
$37.2K - $41.3K
|
7.41K
$1.77M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-180- 3.18% |
$37.8K - $42K
|
5.48K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-180- 5.65% |
$37.8K - $42K
|
3.01K
$720K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-184- 20.93% |
$38.6K - $42.9K
|
695
$166K
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-185- 1.94% |
$38.8K - $43.1K
|
9.33K
$2.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-185- 1.23% |
$38.8K - $43.1K
|
14.8K
$3.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-189- 4.06% |
$39.7K - $44.1K
|
4.46K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-193- 5.1% |
$40.5K - $45K
|
3.59K
$860K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-195- 3.65% |
$40.9K - $45.5K
|
5.15K
$1.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-196- 12.28% |
$41.1K - $45.7K
|
1.4K
$335K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-201- 0.92% |
$42.2K - $46.9K
|
21.5K
$5.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-206- 2.68% |
$43.2K - $48K
|
7.48K
$1.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-209- 5.69% |
$43.9K - $48.7K
|
3.46K
$829K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-209- 0.39% |
$43.9K - $48.7K
|
53K
$12.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-210- 5.01% |
$44.1K - $49K
|
3.98K
$954K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-220- 6.58% |
$46.2K - $51.3K
|
3.12K
$747K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-220- 3.3% |
$46.2K - $51.3K
|
6.45K
$1.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-222- 5.58% |
$46.6K - $51.8K
|
3.76K
$900K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-223- 1.32% |
$46.8K - $52K
|
16.7K
$4M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-223- 79.36% |
$46.8K - $52K
|
58
$13.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-226- 1.32% |
$47.4K - $52.7K
|
16.9K
$4.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-228- 1.62% |
$47.9K - $53.2K
|
13.8K
$3.32M
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-228- 7.66% |
$47.9K - $53.2K
|
2.75K
$658K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-232- 5.96% |
$48.7K - $54.1K
|
3.66K
$877K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-241- 9.11% |
$50.6K - $56.2K
|
2.41K
$576K
|