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 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
270+ 18.66% |
$56.7K - $63K
|
1.72K
$411K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
264+ 1.51% |
$55.4K - $61.6K
|
17.7K
$4.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
264New |
$55.4K - $61.6K
|
264
$63.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
255+ 2.25% |
$53.5K - $59.5K
|
11.6K
$2.77M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
239New |
$50.2K - $55.7K
|
239
$57.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
239+ 20.13% |
$50.2K - $55.7K
|
1.43K
$341K
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
237+ 12.73% |
$49.7K - $55.3K
|
2.1K
$503K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
235+ 5.08% |
$49.3K - $54.8K
|
4.86K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
232+ 1.9% |
$48.7K - $54.1K
|
12.4K
$2.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
231New |
$48.5K - $53.9K
|
231
$55.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
231+ 20.1% |
$48.5K - $53.9K
|
1.38K
$330K
|
|
|
Jan 22, 2025
Q4 2024
|
James Hambro & Partners
|
BUY
|
- |
225+ 8.7% |
$47.2K - $52.5K
|
2.81K
$673K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
223+ 18.06% |
$46.8K - $52K
|
1.46K
$349K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
223+ 4.05% |
$46.8K - $52K
|
5.74K
$1.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
222+ 7.02% |
$46.6K - $51.8K
|
3.39K
$811K
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
219+ 1.17% |
$46K - $51.1K
|
19K
$4.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
216+ 3.9% |
$45.3K - $50.4K
|
5.76K
$1.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
215+ 4.61% |
$45.1K - $50.1K
|
4.88K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
211+ 0.86% |
$44.3K - $49.2K
|
24.9K
$5.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
211+ 7.32% |
$44.3K - $49.2K
|
3.09K
$740K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
210New |
$44.1K - $49K
|
210
$50.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
205+ 4.59% |
$43K - $47.8K
|
4.67K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
205+ 4.61% |
$43K - $47.8K
|
4.65K
$1.11M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
202+ 37.34% |
$42.4K - $47.1K
|
743
$178K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.25% |
$42K - $46.6K
|
81.7K
$19.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
198+ 14.6% |
$41.6K - $46.2K
|
1.55K
$372K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
194New |
$40.7K - $45.2K
|
194
$46.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
193+ 16.9% |
$40.5K - $45K
|
1.34K
$320K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
188+ 7.2% |
$39.5K - $43.8K
|
2.8K
$670K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
188+ 0.26% |
$39.5K - $43.8K
|
72.8K
$17.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
186+ 67.64% |
$39K - $43.4K
|
461
$110K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
183New |
$38.4K - $42.7K
|
183
$43.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
182+ 0.18% |
$38.2K - $42.4K
|
100K
$24M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
182+ 10.81% |
$38.2K - $42.4K
|
1.87K
$447K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
180New |
$37.8K - $42K
|
180
$43.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
176+ 5.21% |
$36.9K - $41.1K
|
3.56K
$852K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
175+ 8.48% |
$36.7K - $40.8K
|
2.24K
$536K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
174+ 2.16% |
$36.5K - $40.6K
|
8.24K
$1.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
174+ 18.22% |
$36.5K - $40.6K
|
1.13K
$270K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
172+ 1.54% |
$36.1K - $40.1K
|
11.4K
$2.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
171New |
$35.9K - $39.9K
|
171
$41K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
171New |
$35.9K - $39.9K
|
171
$41K
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
170+ 2.96% |
$35.7K - $39.7K
|
5.91K
$1.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
168+ 40.68% |
$35.3K - $39.2K
|
581
$139K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
162+ 2.19% |
$34K - $37.8K
|
7.56K
$1.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
161+ 17.75% |
$33.8K - $37.6K
|
1.07K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
161+ 0.99% |
$33.8K - $37.6K
|
16.4K
$3.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
156+ 2.58% |
$32.7K - $36.4K
|
6.2K
$1.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
155New |
$32.5K - $36.2K
|
155
$37.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
153+ 1.14% |
$32.1K - $35.7K
|
13.6K
$3.26M
|