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 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-73- 5.42% |
$15.3K - $17K
|
1.27K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-73- 3.82% |
$15.3K - $17K
|
1.84K
$387K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-73- 1.52% |
$15.3K - $17K
|
4.73K
$995K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-75- 1.5% |
$15.7K - $17.5K
|
4.93K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-76- 5.66% |
$16K - $17.7K
|
1.27K
$266K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-77- 2.16% |
$16.2K - $18K
|
3.49K
$735K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-78- 2.02% |
$16.4K - $18.2K
|
3.79K
$797K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-79- 2.53% |
$16.6K - $18.4K
|
3.05K
$640K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-80- 5.25% |
$16.8K - $18.7K
|
1.44K
$303K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-80- 6.16% |
$16.8K - $18.7K
|
1.22K
$256K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-81- 4.17% |
$17K - $18.9K
|
1.86K
$391K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-81- 2.05% |
$17K - $18.9K
|
3.87K
$813K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-82- 4.03% |
$17.2K - $19.1K
|
1.95K
$411K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-82- 3.96% |
$17.2K - $19.1K
|
1.99K
$418K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-82- 7.03% |
$17.2K - $19.1K
|
1.08K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-84- 3.43% |
$17.6K - $19.6K
|
2.36K
$497K
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-89- 4.31% |
$18.7K - $20.8K
|
1.98K
$416K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-90- 0.97% |
$18.9K - $21K
|
9.16K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-90- 4.64% |
$18.9K - $21K
|
1.85K
$389K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-91- 2.85% |
$19.1K - $21.2K
|
3.1K
$652K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-92- 2.92% |
$19.3K - $21.5K
|
3.06K
$644K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-98- 0.34% |
$20.6K - $22.9K
|
28.7K
$6.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-99- 6.19% |
$20.8K - $23.1K
|
1.5K
$315K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-100- 0.25% |
$21K - $23.3K
|
39.3K
$8.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-100- 3.96% |
$21K - $23.3K
|
2.43K
$510K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-100- 6.24% |
$21K - $23.3K
|
1.5K
$316K
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-100- 2.91% |
$21K - $23.3K
|
3.33K
$701K
|
|
|
Feb 10, 2025
Q4 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-100- 0.78% |
$21K - $23.3K
|
12.8K
$2.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-102- 0.71% |
$21.4K - $23.8K
|
14.2K
$2.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-103- 2.14% |
$21.6K - $24K
|
4.71K
$991K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-109- 2.14% |
$22.9K - $25.4K
|
5K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-111- 7.65% |
$23.3K - $25.9K
|
1.34K
$282K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-112- 2.24% |
$23.5K - $26.1K
|
4.88K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-115- 2.87% |
$24.1K - $26.8K
|
3.9K
$820K
|
|
|
Feb 18, 2025
Q4 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-115- 2.03% |
$24.1K - $26.8K
|
5.56K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-118- 1.23% |
$24.8K - $27.5K
|
9.49K
$2M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-126- 3.0% |
$26.4K - $29.4K
|
4.07K
$856K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-129- 8.79% |
$27.1K - $30.1K
|
1.34K
$281K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-130- 0.56% |
$27.3K - $30.3K
|
23K
$4.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-131- 8.56% |
$27.5K - $30.6K
|
1.4K
$294K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-141- 2.71% |
$29.6K - $32.9K
|
5.06K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-143- 3.7% |
$30K - $33.4K
|
3.72K
$783K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-145- 2.4% |
$30.4K - $33.8K
|
5.9K
$1.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-146- 0.43% |
$30.6K - $34.1K
|
33.6K
$7.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-148- 3.83% |
$31.1K - $34.5K
|
3.72K
$782K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-150- 11.11% |
$31.5K - $35K
|
1.2K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-150- 0.77% |
$31.5K - $35K
|
19.3K
$4.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-151- 12.83% |
$31.7K - $35.2K
|
1.03K
$216K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-155- 0.58% |
$32.5K - $36.2K
|
26.4K
$5.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-156- 9.84% |
$32.7K - $36.4K
|
1.43K
$301K
|