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 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
152+ 16.24% |
$31.9K - $35.5K
|
1.09K
$261K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
152+ 4.56% |
$31.9K - $35.5K
|
3.49K
$835K
|
|
|
Feb 14, 2025
Q4 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
152+ 4.96% |
$31.9K - $35.5K
|
3.22K
$771K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
150+ 1.43% |
$31.5K - $35K
|
10.6K
$2.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
148+ 5.01% |
$31.1K - $34.5K
|
3.1K
$742K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
146+ 3.07% |
$30.6K - $34.1K
|
4.9K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
146+ 0.12% |
$30.6K - $34.1K
|
122K
$29.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
140+ 0.76% |
$29.4K - $32.7K
|
18.5K
$4.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
137+ 5.82% |
$28.8K - $32K
|
2.49K
$596K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
136+ 10.92% |
$28.5K - $31.7K
|
1.38K
$331K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
135+ 3.75% |
$28.3K - $31.5K
|
3.74K
$895K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
133+ 1.23% |
$27.9K - $31K
|
11K
$2.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
132+ 3.4% |
$27.7K - $30.8K
|
4.02K
$962K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
131+ 2.43% |
$27.5K - $30.6K
|
5.52K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
129+ 30.21% |
$27.1K - $30.1K
|
556
$133K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
129+ 1.81% |
$27.1K - $30.1K
|
7.27K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
129+ 121.7% |
$27.1K - $30.1K
|
235
$56.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
128+ 12.64% |
$26.9K - $29.9K
|
1.14K
$273K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
127+ 3.37% |
$26.7K - $29.6K
|
3.9K
$934K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
127+ 6.54% |
$26.7K - $29.6K
|
2.07K
$496K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
127+ 7.22% |
$26.7K - $29.6K
|
1.89K
$452K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
124+ 4.24% |
$26K - $28.9K
|
3.05K
$730K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
123+ 10.61% |
$25.8K - $28.7K
|
1.28K
$307K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
122+ 4.43% |
$25.6K - $28.5K
|
2.87K
$688K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
120+ 5.0% |
$25.2K - $28K
|
2.52K
$604K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
120+ 10.29% |
$25.2K - $28K
|
1.29K
$308K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
119+ 41.03% |
$25K - $27.8K
|
409
$97.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
117+ 12.0% |
$24.6K - $27.3K
|
1.09K
$262K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
117+ 1.3% |
$24.6K - $27.3K
|
9.14K
$2.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
116+ 0.6% |
$24.3K - $27.1K
|
19.4K
$4.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
115+ 8.32% |
$24.1K - $26.8K
|
1.5K
$359K
|
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
115+ 7.86% |
$24.1K - $26.8K
|
1.58K
$378K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
114+ 0.45% |
$23.9K - $26.6K
|
25.7K
$6.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
113+ 1.54% |
$23.7K - $26.4K
|
7.44K
$1.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
113+ 11.69% |
$23.7K - $26.4K
|
1.08K
$259K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
112+ 8.55% |
$23.5K - $26.1K
|
1.42K
$341K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
112+ 10.03% |
$23.5K - $26.1K
|
1.23K
$294K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
110+ 5.2% |
$23.1K - $25.7K
|
2.22K
$533K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
110New |
$23.1K - $25.7K
|
110
$26.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
109+ 3.22% |
$22.9K - $25.4K
|
3.5K
$837K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
109+ 1.71% |
$22.9K - $25.4K
|
6.49K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
109+ 3.67% |
$22.9K - $25.4K
|
3.08K
$737K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
106+ 10.12% |
$22.2K - $24.7K
|
1.15K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
106+ 0.86% |
$22.2K - $24.7K
|
12.5K
$2.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
102+ 1.66% |
$21.4K - $23.8K
|
6.24K
$1.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
101New |
$21.2K - $23.6K
|
101
$24.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
100+ 10.53% |
$21K - $23.3K
|
1.05K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
97+ 7.63% |
$20.4K - $22.6K
|
1.37K
$328K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
95+ 3.26% |
$19.9K - $22.2K
|
3.01K
$720K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
94+ 0.63% |
$19.7K - $21.9K
|
15K
$3.6M
|