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 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-57- 2.55% |
$12K - $13.3K
|
2.17K
$521K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-57- 1.97% |
$12K - $13.3K
|
2.84K
$680K
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-60- 2.14% |
$12.6K - $14K
|
2.74K
$656K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-62- 4.48% |
$13K - $14.5K
|
1.32K
$317K
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-62- 0.58% |
$13K - $14.5K
|
10.7K
$2.56M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
SELL
|
- |
-65- 1.71% |
$13.6K - $15.2K
|
3.74K
$896K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-65- 4.8% |
$13.6K - $15.2K
|
1.29K
$309K
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-68- 0.28% |
$14.3K - $15.9K
|
24.5K
$5.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-68- 0.08% |
$14.3K - $15.9K
|
80.9K
$19.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-71- 5.0% |
$14.9K - $16.6K
|
1.35K
$323K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-72- 75.79% |
$15.1K - $16.8K
|
23
$5.51K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-72- 3.94% |
$15.1K - $16.8K
|
1.75K
$420K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-73- 0.89% |
$15.3K - $17K
|
8.12K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-73- 5.42% |
$15.3K - $17K
|
1.27K
$305K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-73- 3.82% |
$15.3K - $17K
|
1.84K
$440K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-73- 1.52% |
$15.3K - $17K
|
4.73K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-75- 1.5% |
$15.7K - $17.5K
|
4.93K
$1.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-76- 5.66% |
$16K - $17.7K
|
1.27K
$303K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-77- 2.16% |
$16.2K - $18K
|
3.49K
$837K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-78- 2.02% |
$16.4K - $18.2K
|
3.79K
$908K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-79- 2.53% |
$16.6K - $18.4K
|
3.05K
$729K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-80- 5.25% |
$16.8K - $18.7K
|
1.44K
$346K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-80- 6.16% |
$16.8K - $18.7K
|
1.22K
$292K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-81- 4.17% |
$17K - $18.9K
|
1.86K
$446K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-81- 2.05% |
$17K - $18.9K
|
3.87K
$926K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-82- 4.03% |
$17.2K - $19.1K
|
1.95K
$467K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-82- 3.96% |
$17.2K - $19.1K
|
1.99K
$476K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-82- 7.03% |
$17.2K - $19.1K
|
1.08K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-84- 3.43% |
$17.6K - $19.6K
|
2.36K
$566K
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-89- 4.31% |
$18.7K - $20.8K
|
1.98K
$474K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-90- 0.97% |
$18.9K - $21K
|
9.16K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-90- 4.64% |
$18.9K - $21K
|
1.85K
$443K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-91- 2.85% |
$19.1K - $21.2K
|
3.1K
$742K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-92- 2.92% |
$19.3K - $21.5K
|
3.06K
$734K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-98- 0.34% |
$20.6K - $22.9K
|
28.7K
$6.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-99- 6.19% |
$20.8K - $23.1K
|
1.5K
$359K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-100- 0.25% |
$21K - $23.3K
|
39.3K
$9.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-100- 3.96% |
$21K - $23.3K
|
2.43K
$581K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-100- 6.24% |
$21K - $23.3K
|
1.5K
$360K
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-100- 2.91% |
$21K - $23.3K
|
3.33K
$798K
|
|
|
Feb 10, 2025
Q4 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-100- 0.78% |
$21K - $23.3K
|
12.8K
$3.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-102- 0.71% |
$21.4K - $23.8K
|
14.2K
$3.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-103- 2.14% |
$21.6K - $24K
|
4.71K
$1.13M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-109- 2.14% |
$22.9K - $25.4K
|
5K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-111- 7.65% |
$23.3K - $25.9K
|
1.34K
$321K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-112- 2.24% |
$23.5K - $26.1K
|
4.88K
$1.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-115- 2.87% |
$24.1K - $26.8K
|
3.9K
$933K
|
|
|
Feb 18, 2025
Q4 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-115- 2.03% |
$24.1K - $26.8K
|
5.56K
$1.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-118- 1.23% |
$24.8K - $27.5K
|
9.49K
$2.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-126- 3.0% |
$26.4K - $29.4K
|
4.07K
$975K
|