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 14, 2025
Q4 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
1.29K+ 6.46% |
$270K - $300K
|
21.2K
$5.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
1.27KNew |
$267K - $297K
|
1.27K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.27K+ 86.23% |
$267K - $296K
|
2.75K
$657K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.26KNew |
$264K - $294K
|
1.26K
$302K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.23K+ 8.98% |
$259K - $288K
|
15K
$3.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.23KNew |
$259K - $288K
|
1.23K
$295K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
1.22KNew |
$256K - $284K
|
1.22K
$292K
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.22KNew |
$255K - $284K
|
1.22K
$291K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.22KNew |
$255K - $283K
|
1.22K
$291K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.2K+ 3.22% |
$252K - $280K
|
38.4K
$9.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.19K+ 50.83% |
$251K - $278K
|
3.54K
$848K
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
1.19KNew |
$250K - $278K
|
1.19K
$285K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.18K+ 12.55% |
$248K - $276K
|
10.6K
$2.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.18KNew |
$247K - $274K
|
1.18K
$282K
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1.17K+ 5.99% |
$246K - $274K
|
20.7K
$4.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.17KNew |
$245K - $273K
|
1.17K
$280K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
1.14K+ 0.73% |
$240K - $267K
|
157K
$37.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.14K+ 10.01% |
$240K - $266K
|
12.5K
$3M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.14K+ 19.64% |
$240K - $266K
|
6.96K
$1.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.13KNew |
$237K - $263K
|
1.13K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.13K+ 1.14% |
$237K - $263K
|
99.7K
$23.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.12KNew |
$235K - $261K
|
1.12K
$268K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.12K+ 20.77% |
$234K - $261K
|
6.49K
$1.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
1.08KNew |
$227K - $252K
|
1.08K
$259K
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.07KNew |
$225K - $250K
|
1.07K
$257K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.07K+ 39.17% |
$225K - $250K
|
3.8K
$911K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.06K+ 1.9% |
$221K - $246K
|
56.4K
$13.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.05KNew |
$221K - $246K
|
1.05K
$252K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.05K+ 11.23% |
$221K - $245K
|
10.4K
$2.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.04K+ 15.14% |
$219K - $243K
|
7.93K
$1.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
1.04KNew |
$218K - $242K
|
1.04K
$249K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
1.03K+ 0.39% |
$217K - $241K
|
264K
$63.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
1.03KNew |
$216K - $240K
|
1.03K
$246K
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.03KNew |
$215K - $239K
|
1.03K
$246K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.02KNew |
$214K - $237K
|
1.02K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.01K+ 0.46% |
$212K - $236K
|
223K
$53.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.01KNew |
$211K - $235K
|
1.01K
$241K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
998+ 5.79% |
$209K - $233K
|
18.2K
$4.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
975+ 80.65% |
$205K - $227K
|
2.18K
$523K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
973New |
$204K - $227K
|
973
$233K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
949New |
$199K - $221K
|
949
$227K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
941+ 1.41% |
$198K - $219K
|
67.8K
$16.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
940+ 19.27% |
$197K - $219K
|
5.82K
$1.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
937+ 9.31% |
$197K - $219K
|
11K
$2.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
900+ 0.85% |
$189K - $210K
|
107K
$25.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
896+ 8.53% |
$188K - $209K
|
11.4K
$2.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
883+ 39.83% |
$185K - $206K
|
3.1K
$742K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
874+ 1.45% |
$183K - $204K
|
61.2K
$14.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
869+ 39.59% |
$182K - $203K
|
3.06K
$734K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
839+ 21.71% |
$176K - $196K
|
4.7K
$1.13M
|