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 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-262- 14.16% |
$55K - $61.1K
|
1.59K
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-262- 0.92% |
$55K - $61.1K
|
28.2K
$5.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-275- 13.13% |
$57.7K - $64.1K
|
1.82K
$359K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-276- 2.23% |
$57.9K - $64.4K
|
12.1K
$2.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-277- 59.31% |
$58.1K - $64.6K
|
190
$37.5K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-280- 1.26% |
$58.8K - $65.3K
|
21.9K
$4.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-282- 4.52% |
$59.2K - $65.8K
|
5.95K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-282- 8.52% |
$59.2K - $65.8K
|
3.03K
$598K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-288- 19.41% |
$60.4K - $67.2K
|
1.2K
$236K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-300- 0.2% |
$63K - $70K
|
151K
$29.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-301- 0.08% |
$63.2K - $70.2K
|
377K
$74.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-302- 0.94% |
$63.4K - $70.4K
|
31.8K
$6.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-303- 0.76% |
$63.6K - $70.7K
|
39.4K
$7.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Harrington Investments, Inc
|
SELL
|
- |
-309- 1.21% |
$64.9K - $72.1K
|
25.3K
$4.99M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-314- 18.57% |
$65.9K - $73.2K
|
1.38K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-320- 15.55% |
$67.2K - $74.6K
|
1.74K
$343K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-330- 14.01% |
$69.3K - $77K
|
2.03K
$400K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-335- 8.99% |
$70.3K - $78.1K
|
3.39K
$669K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-353- 14.83% |
$74.1K - $82.3K
|
2.03K
$400K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-361- 4.54% |
$75.8K - $84.2K
|
7.6K
$1.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-362- 6.32% |
$76K - $84.4K
|
5.37K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-371- 15.38% |
$77.9K - $86.5K
|
2.04K
$403K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-373- 2.69% |
$78.3K - $87K
|
13.5K
$2.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-375- 0.96% |
$78.7K - $87.5K
|
38.7K
$7.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-380- 10.09% |
$79.8K - $88.6K
|
3.39K
$668K
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-394- 1.75% |
$82.7K - $91.9K
|
22.1K
$4.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-399- 4.29% |
$83.7K - $93.1K
|
8.9K
$1.76M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-403- 2.5% |
$84.6K - $94K
|
15.7K
$3.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-405- 1.56% |
$85K - $94.5K
|
25.5K
$5.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-413- 11.33% |
$86.7K - $96.3K
|
3.23K
$638K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-413- 18.03% |
$86.7K - $96.3K
|
1.88K
$371K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-418- 0.83% |
$87.7K - $97.5K
|
49.9K
$9.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-429- 0.63% |
$90K - $100K
|
67.4K
$13.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Ycg, LLC
|
SELL
|
- |
-436- 0.2% |
$91.5K - $102K
|
218K
$43.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-460- 6.72% |
$96.5K - $107K
|
6.39K
$1.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-461- 18.67% |
$96.8K - $108K
|
2.01K
$396K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-462- 0.36% |
$97K - $108K
|
130K
$25.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-465- 1.36% |
$97.6K - $108K
|
33.8K
$6.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-465- 6.14% |
$97.6K - $108K
|
7.11K
$1.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-470- 9.15% |
$98.6K - $110K
|
4.67K
$921K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-471- 4.48% |
$98.9K - $110K
|
10K
$1.98M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-471- 10.63% |
$98.9K - $110K
|
3.96K
$781K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-491- 1.31% |
$103K - $115K
|
36.9K
$7.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-510- 6.27% |
$107K - $119K
|
7.63K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-516- 4.88% |
$108K - $120K
|
10.1K
$1.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-528- 21.19% |
$111K - $123K
|
1.96K
$388K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-548- 12.14% |
$115K - $128K
|
3.97K
$783K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-574- 8.49% |
$120K - $134K
|
6.19K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-579- 7.45% |
$122K - $135K
|
7.2K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-587- 1.24% |
$123K - $137K
|
46.9K
$9.25M
|