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 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
3.23KNew |
$678K - $753K
|
3.23K
$774K
|
|
|
Feb 12, 2025
Q4 2024
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
3.2KNew |
$672K - $746K
|
3.2K
$766K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
3.19KNew |
$670K - $744K
|
3.19K
$764K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.18K+ 234.91% |
$668K - $742K
|
4.54K
$1.09M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.18K+ 33.93% |
$667K - $741K
|
12.5K
$3M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
3.16K+ 81.53% |
$664K - $738K
|
7.05K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
3.11K+ 6.44% |
$652K - $725K
|
51.3K
$12.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.1K+ 91.31% |
$650K - $723K
|
6.49K
$1.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.07K+ 544.4% |
$643K - $715K
|
3.63K
$869K
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
BUY
|
- |
3K+ 42.86% |
$630K - $700K
|
10K
$2.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.96K+ 51.23% |
$621K - $690K
|
8.74K
$2.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.86K+ 3.36% |
$599K - $666K
|
87.7K
$21M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
2.83K+ 0.24% |
$594K - $660K
|
1.18M
$283M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.82K+ 4.7% |
$592K - $658K
|
62.8K
$15M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.81KNew |
$589K - $654K
|
2.81K
$672K
|
|
|
Feb 14, 2025
Q4 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2.79KNew |
$585K - $650K
|
2.79K
$667K
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
2.74KNew |
$574K - $638K
|
2.74K
$655K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
2.72K+ 33.11% |
$572K - $635K
|
10.9K
$2.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.72K+ 14.18% |
$571K - $635K
|
21.9K
$5.25M
|
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
2.71K+ 34.14% |
$569K - $632K
|
10.6K
$2.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.71KNew |
$568K - $632K
|
2.71K
$649K
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
2.66K+ 36.73% |
$559K - $621K
|
9.91K
$2.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
2.65K+ 12.61% |
$556K - $617K
|
23.6K
$5.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.64K+ 3379.49% |
$553K - $615K
|
2.71K
$650K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.63K+ 4.42% |
$551K - $612K
|
62K
$14.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.61KNew |
$548K - $609K
|
2.61K
$626K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.61K+ 3.07% |
$548K - $609K
|
87.7K
$21M
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
2.59K+ 75.54% |
$544K - $605K
|
6.03K
$1.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.55K+ 5.25% |
$534K - $594K
|
51K
$12.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.53K+ 9.8% |
$531K - $591K
|
28.4K
$6.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.52K+ 119.46% |
$530K - $588K
|
4.64K
$1.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
2.48K+ 109.58% |
$521K - $579K
|
4.75K
$1.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
2.46KNew |
$516K - $573K
|
2.46K
$588K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.44K+ 8.08% |
$512K - $569K
|
32.6K
$7.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.41K+ 128.51% |
$505K - $561K
|
4.28K
$1.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.37K+ 2.78% |
$498K - $554K
|
87.8K
$21M
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
2.27K+ 1.13% |
$476K - $529K
|
202K
$48.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
2.24KNew |
$470K - $522K
|
2.24K
$536K
|
|
|
Feb 12, 2025
Q4 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
2.22K+ 21.62% |
$467K - $518K
|
12.5K
$2.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
2.2KNew |
$462K - $514K
|
2.2K
$527K
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
2.19K+ 45.6% |
$460K - $512K
|
7.01K
$1.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.19KNew |
$460K - $512K
|
2.19K
$525K
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
2.14K+ 10.63% |
$449K - $499K
|
22.3K
$5.33M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.12K+ 17.79% |
$445K - $494K
|
14K
$3.36M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2.11K+ 72.31% |
$442K - $491K
|
5.02K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2.09K+ 4.69% |
$438K - $487K
|
46.6K
$11.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.06K+ 9.32% |
$431K - $479K
|
24.1K
$5.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.03K+ 1.55% |
$427K - $474K
|
133K
$31.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.01K+ 6913.79% |
$421K - $468K
|
2.03K
$487K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.97K+ 4.84% |
$414K - $460K
|
42.8K
$10.2M
|