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 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-528- 21.19% |
$111K - $123K
|
1.96K
$470K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-548- 12.14% |
$115K - $128K
|
3.97K
$950K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-574- 8.49% |
$120K - $134K
|
6.19K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-579- 7.45% |
$122K - $135K
|
7.2K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-587- 1.24% |
$123K - $137K
|
46.9K
$11.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-590- 25.18% |
$124K - $138K
|
1.75K
$420K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-594- 4.44% |
$125K - $139K
|
12.8K
$3.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-619- 16.02% |
$130K - $144K
|
3.24K
$777K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-621- 7.45% |
$130K - $145K
|
7.71K
$1.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-647- 16.0% |
$136K - $151K
|
3.4K
$814K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-652- 0.61% |
$137K - $152K
|
106K
$25.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-658- 5.04% |
$138K - $153K
|
12.4K
$2.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-659- 15.83% |
$138K - $154K
|
3.5K
$839K
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-700- 2.9% |
$147K - $163K
|
23.4K
$5.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-703- 2.15% |
$148K - $164K
|
32K
$7.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-731- 42.4% |
$153K - $170K
|
993
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-744- 5.78% |
$156K - $174K
|
12.1K
$2.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-752- 2.41% |
$158K - $175K
|
30.4K
$7.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-773- 36.05% |
$162K - $180K
|
1.37K
$328K
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-776- 0.56% |
$163K - $181K
|
139K
$33.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-784- 2.66% |
$165K - $183K
|
28.6K
$6.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-803- 2.95% |
$169K - $187K
|
26.4K
$6.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-885- 50.37% |
$186K - $206K
|
872
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-896- 1.82% |
$188K - $209K
|
48.4K
$11.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-900- 9.21% |
$189K - $210K
|
8.87K
$2.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-918- 47.86% |
$193K - $214K
|
1K
$239K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-925- 12.52% |
$194K - $216K
|
6.47K
$1.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-949- 6.53% |
$199K - $221K
|
13.6K
$3.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
SELL
|
- |
-950- 6.35% |
$199K - $222K
|
14K
$3.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-953- 2.31% |
$200K - $222K
|
40.4K
$9.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-990- 4.66% |
$208K - $231K
|
20.3K
$4.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1K- 3.34% |
$210K - $233K
|
29K
$6.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Findlay Park Partners LLP
London, X0 |
SELL
|
- |
-1K- 0.11% |
$210K - $233K
|
888K
$213M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1K- 3.6% |
$211K - $234K
|
26.9K
$6.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.03K- 2.69% |
$215K - $239K
|
37.1K
$8.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.07K- 40.59% |
$224K - $249K
|
1.56K
$374K
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
SELL
|
- |
-1.08K- 1.69% |
$228K - $253K
|
62.9K
$15.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.11K- 0.8% |
$232K - $258K
|
137K
$32.8M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.14K- 2.44% |
$238K - $265K
|
45.4K
$10.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.17K- 35.92% |
$245K - $272K
|
2.08K
$499K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.18K- 12.01% |
$248K - $275K
|
8.65K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 34.68% |
$252K - $280K
|
2.26K
$541K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.21K- 4.12% |
$254K - $282K
|
28.2K
$6.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-1.22K- 5.54% |
$256K - $285K
|
20.8K
$4.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-1.27K- 0.35% |
$266K - $295K
|
365K
$87.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.3K- 4.69% |
$273K - $303K
|
26.4K
$6.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.32K- 0.31% |
$277K - $308K
|
430K
$103M
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-1.38K- 2.2% |
$289K - $321K
|
61K
$14.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.4K- 47.1% |
$293K - $325K
|
1.57K
$375K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.4K- 23.82% |
$293K - $326K
|
4.47K
$1.07M
|