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 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
1.5KNew |
$315K - $350K
|
1.5K
$315K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.47K+ 3.91% |
$309K - $344K
|
39.1K
$8.23M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.47K+ 10.49% |
$309K - $343K
|
15.5K
$3.26M
|
|
|
Jan 07, 2025
Q4 2024
|
Northcape Capital Pty LTD
|
BUY
|
- |
1.45K+ 15.73% |
$304K - $337K
|
10.6K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.44K+ 8.21% |
$303K - $337K
|
19K
$4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
1.44KNew |
$301K - $335K
|
1.44K
$302K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.43K+ 1.81% |
$301K - $334K
|
80.8K
$17M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.43KNew |
$300K - $333K
|
1.43K
$301K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.43KNew |
$300K - $333K
|
1.43K
$300K
|
|
|
Jan 30, 2025
Q4 2024
|
Australian Super Pty LTD
|
BUY
|
- |
1.42K+ 5.96% |
$299K - $332K
|
25.3K
$5.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.42KNew |
$297K - $331K
|
1.42K
$298K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.39K+ 10.99% |
$292K - $324K
|
14K
$2.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
1.38KNew |
$290K - $322K
|
1.38K
$290K
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
1.38K+ 2.15% |
$289K - $321K
|
65.2K
$13.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.33KNew |
$278K - $309K
|
1.33K
$279K
|
|
|
Jan 16, 2025
Q4 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
1.32K+ 5.59% |
$277K - $308K
|
24.9K
$5.24M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.31KNew |
$274K - $304K
|
1.31K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
1.3KNew |
$274K - $304K
|
1.3K
$274K
|
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.3K+ 5.4% |
$273K - $304K
|
25.4K
$5.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.3K+ 2.78% |
$273K - $303K
|
48K
$10.1M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
1.3K+ 0.83% |
$272K - $303K
|
159K
$33.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
1.29K+ 6.46% |
$270K - $300K
|
21.2K
$4.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
1.27KNew |
$267K - $297K
|
1.27K
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.27K+ 86.23% |
$267K - $296K
|
2.75K
$577K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.26KNew |
$264K - $294K
|
1.26K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.23K+ 8.98% |
$259K - $288K
|
15K
$3.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.23KNew |
$259K - $288K
|
1.23K
$259K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
1.22KNew |
$256K - $284K
|
1.22K
$256K
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.22KNew |
$255K - $284K
|
1.22K
$256K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.22KNew |
$255K - $283K
|
1.22K
$256K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.2K+ 3.22% |
$252K - $280K
|
38.4K
$8.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.19K+ 50.83% |
$251K - $278K
|
3.54K
$745K
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
1.19KNew |
$250K - $278K
|
1.19K
$250K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.18K+ 12.55% |
$248K - $276K
|
10.6K
$2.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.18KNew |
$247K - $274K
|
1.18K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1.17K+ 5.99% |
$246K - $274K
|
20.7K
$4.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.17KNew |
$245K - $273K
|
1.17K
$246K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
1.14K+ 0.73% |
$240K - $267K
|
157K
$33M
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.14K+ 10.01% |
$240K - $266K
|
12.5K
$2.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.14K+ 19.64% |
$240K - $266K
|
6.96K
$1.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.13KNew |
$237K - $263K
|
1.13K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.13K+ 1.14% |
$237K - $263K
|
99.7K
$21M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.12KNew |
$235K - $261K
|
1.12K
$236K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.12K+ 20.77% |
$234K - $261K
|
6.49K
$1.37M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
1.11KNew |
$232K - $258K
|
1.11K
$233K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
1.08KNew |
$227K - $252K
|
1.08K
$228K
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.07KNew |
$225K - $250K
|
1.07K
$226K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.07K+ 39.17% |
$225K - $250K
|
3.8K
$800K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.06K+ 1.9% |
$221K - $246K
|
56.4K
$11.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.05KNew |
$221K - $246K
|
1.05K
$222K
|