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 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
20+ 0.69% |
$4.2K - $4.66K
|
2.91K
$698K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
20New |
$4.2K - $4.66K
|
20
$4.79K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
19New |
$3.99K - $4.43K
|
19
$4.55K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
19+ 1.95% |
$3.99K - $4.43K
|
994
$238K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
19+ 172.73% |
$3.99K - $4.43K
|
30
$7.18K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
18+ 0.83% |
$3.78K - $4.2K
|
2.18K
$523K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
18+ 1.91% |
$3.78K - $4.2K
|
962
$230K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
16New |
$3.36K - $3.73K
|
16
$3.83K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
16+ 0.37% |
$3.36K - $3.73K
|
4.37K
$1.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
16New |
$3.36K - $3.73K
|
16
$3.83K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
16+ 0.2% |
$3.36K - $3.73K
|
7.88K
$1.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
15+ 0.35% |
$3.15K - $3.5K
|
4.25K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
15New |
$3.15K - $3.5K
|
15
$3.59K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
13+ 5.88% |
$2.73K - $3.03K
|
234
$56K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
12+ 1.14% |
$2.52K - $2.8K
|
1.06K
$255K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
12New |
$2.52K - $2.8K
|
12
$2.87K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
12New |
$2.52K - $2.8K
|
12
$2.87K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
12New |
$2.52K - $2.8K
|
12
$2.87K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
11+ 0.34% |
$2.31K - $2.57K
|
3.2K
$767K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11+ 0.34% |
$2.31K - $2.57K
|
3.29K
$788K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
11+ 0.22% |
$2.31K - $2.57K
|
4.94K
$1.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10+ 0.1% |
$2.1K - $2.33K
|
10.3K
$2.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10+ 0.26% |
$2.1K - $2.33K
|
3.93K
$940K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
10+ 0.88% |
$2.1K - $2.33K
|
1.15K
$276K
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
10+ 0.77% |
$2.1K - $2.33K
|
1.3K
$312K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
10+ 0.78% |
$2.1K - $2.33K
|
1.29K
$309K
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
9+ 0.95% |
$1.89K - $2.1K
|
958
$229K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
9+ 0.37% |
$1.89K - $2.1K
|
2.43K
$582K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
9New |
$1.89K - $2.1K
|
9
$2.16K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
8+ 0.64% |
$1.68K - $1.87K
|
1.26K
$302K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
8New |
$1.68K - $1.87K
|
8
$1.92K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
8New |
$1.68K - $1.87K
|
8
$1.92K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
8New |
$1.68K - $1.87K
|
8
$1.92K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
7+ 0.72% |
$1.47K - $1.63K
|
976
$234K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
7+ 0.64% |
$1.47K - $1.63K
|
1.09K
$262K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
7+ 0.4% |
$1.47K - $1.63K
|
1.77K
$425K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
7+ 0.04% |
$1.47K - $1.63K
|
15.6K
$3.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
6+ 0.47% |
$1.26K - $1.4K
|
1.29K
$308K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6+ 3.97% |
$1.26K - $1.4K
|
157
$37.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
6+ 0.54% |
$1.26K - $1.4K
|
1.12K
$269K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
6New |
$1.26K - $1.4K
|
6
$1.44K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
6+ 1.55% |
$1.26K - $1.4K
|
394
$94.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
5+ 0.16% |
$1.05K - $1.17K
|
3.15K
$755K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$1.05K - $1.17K
|
5
$1.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
5+ 0.34% |
$1.05K - $1.17K
|
1.5K
$359K
|
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
5+ 0.19% |
$1.05K - $1.17K
|
2.59K
$620K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
5+ 0.16% |
$1.05K - $1.17K
|
3.1K
$742K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
5New |
$1.05K - $1.17K
|
5
$1.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$1.05K - $1.17K
|
5
$1.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
5New |
$1.05K - $1.17K
|
5
$1.2K
|