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 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.05K+ 11.23% |
$221K - $245K
|
10.4K
$2.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.04K+ 15.14% |
$219K - $243K
|
7.93K
$1.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
1.04KNew |
$218K - $242K
|
1.04K
$219K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
1.03K+ 0.39% |
$217K - $241K
|
264K
$55.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
1.03KNew |
$216K - $240K
|
1.03K
$216K
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.03KNew |
$215K - $239K
|
1.03K
$216K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.02KNew |
$214K - $237K
|
1.02K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.01K+ 0.46% |
$212K - $236K
|
223K
$46.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.01KNew |
$211K - $235K
|
1.01K
$212K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
998+ 5.79% |
$209K - $233K
|
18.2K
$3.83M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
986New |
$207K - $230K
|
986
$207K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
975+ 80.65% |
$205K - $227K
|
2.18K
$459K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
973New |
$204K - $227K
|
973
$205K
|
|
|
May 05, 2025
Q4 2024
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
966New |
$203K - $225K
|
966
$203K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
956New |
$201K - $223K
|
956
$201K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
949New |
$199K - $221K
|
949
$200K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
941+ 1.41% |
$198K - $219K
|
67.8K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
940+ 19.27% |
$197K - $219K
|
5.82K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
937+ 9.31% |
$197K - $219K
|
11K
$2.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
900+ 0.85% |
$189K - $210K
|
107K
$22.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
896+ 8.53% |
$188K - $209K
|
11.4K
$2.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
883+ 39.83% |
$185K - $206K
|
3.1K
$652K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
874+ 1.45% |
$183K - $204K
|
61.2K
$12.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
869+ 39.59% |
$182K - $203K
|
3.06K
$644K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
839+ 21.71% |
$176K - $196K
|
4.7K
$989K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
836+ 72.26% |
$175K - $195K
|
1.99K
$419K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
833New |
$175K - $194K
|
833
$175K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
825+ 188.79% |
$173K - $192K
|
1.26K
$265K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
801+ 20.58% |
$168K - $187K
|
4.69K
$987K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
767+ 24.05% |
$161K - $179K
|
3.96K
$832K
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
767+ 49.36% |
$161K - $179K
|
2.32K
$488K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
756+ 100.93% |
$159K - $176K
|
1.51K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
700New |
$147K - $163K
|
700
$147K
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
699+ 1.88% |
$147K - $163K
|
38K
$7.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
695+ 60.12% |
$146K - $162K
|
1.85K
$389K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
688+ 5.31% |
$144K - $160K
|
13.7K
$2.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
682+ 136.95% |
$143K - $159K
|
1.18K
$248K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
677+ 44.63% |
$142K - $158K
|
2.19K
$461K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
674+ 1.61% |
$141K - $157K
|
42.6K
$8.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
646+ 2.99% |
$136K - $151K
|
22.2K
$4.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
642New |
$135K - $150K
|
642
$135K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
639New |
$134K - $149K
|
639
$134K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
615+ 452.21% |
$129K - $143K
|
751
$158K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
613+ 11.91% |
$129K - $143K
|
5.76K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
609+ 3.34% |
$128K - $142K
|
18.8K
$3.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
595New |
$125K - $139K
|
595
$125K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
587+ 422.3% |
$123K - $137K
|
726
$153K
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
587New |
$123K - $137K
|
587
$123K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
584+ 3.69% |
$123K - $136K
|
16.4K
$3.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
581+ 0.41% |
$122K - $136K
|
142K
$29.9M
|