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 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.96K+ 53.1% |
$412K - $458K
|
5.66K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.85K+ 114.25% |
$389K - $432K
|
3.47K
$832K
|
|
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
1.82KNew |
$382K - $425K
|
1.82K
$436K
|
|
|
Feb 11, 2025
Q4 2024
|
Sciencast Management LP
|
BUY
|
- |
1.81K+ 14.44% |
$380K - $422K
|
14.3K
$3.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.78K+ 15.2% |
$373K - $414K
|
13.5K
$3.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.76K+ 46.13% |
$369K - $410K
|
5.56K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
1.75K+ 2.03% |
$368K - $409K
|
88.1K
$21.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.75K+ 20.28% |
$367K - $408K
|
10.4K
$2.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.74KNew |
$365K - $406K
|
1.74K
$416K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.71K+ 36.13% |
$358K - $398K
|
6.44K
$1.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
1.7K+ 5.88% |
$357K - $397K
|
30.6K
$7.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
1.7KNew |
$357K - $397K
|
1.7K
$407K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.7K+ 8.47% |
$357K - $397K
|
21.8K
$5.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.7K+ 19.66% |
$357K - $396K
|
10.3K
$2.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.7K+ 6.36% |
$356K - $396K
|
28.4K
$6.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
BUY
|
- |
1.69K+ 100.36% |
$354K - $393K
|
3.37K
$806K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.68KNew |
$352K - $391K
|
1.68K
$401K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.67K+ 3.03% |
$350K - $389K
|
56.6K
$13.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.63K+ 16.1% |
$342K - $380K
|
11.8K
$2.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.61K+ 5.93% |
$338K - $376K
|
28.8K
$6.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.6KNew |
$335K - $373K
|
1.6K
$383K
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.6KNew |
$335K - $372K
|
1.6K
$382K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.58KNew |
$331K - $368K
|
1.58K
$378K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.57K+ 2.53% |
$330K - $367K
|
63.8K
$15.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.56K+ 8.73% |
$326K - $363K
|
19.4K
$4.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
1.55KNew |
$326K - $362K
|
1.55K
$372K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.53K+ 101.19% |
$321K - $357K
|
3.04K
$728K
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
1.53K+ 1644.09% |
$321K - $357K
|
1.62K
$388K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.52K+ 0.56% |
$319K - $355K
|
273K
$65.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.52KNew |
$318K - $353K
|
1.52K
$363K
|
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
1.5KNew |
$315K - $350K
|
1.5K
$359K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.47K+ 3.91% |
$309K - $344K
|
39.1K
$9.38M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.47K+ 10.49% |
$309K - $343K
|
15.5K
$3.71M
|
|
|
Jan 07, 2025
Q4 2024
|
Northcape Capital Pty LTD
|
BUY
|
- |
1.45K+ 15.73% |
$304K - $337K
|
10.6K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.44K+ 8.21% |
$303K - $337K
|
19K
$4.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
1.44KNew |
$301K - $335K
|
1.44K
$344K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.43K+ 1.81% |
$301K - $334K
|
80.8K
$19.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.43KNew |
$300K - $333K
|
1.43K
$342K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.43KNew |
$300K - $333K
|
1.43K
$342K
|
|
|
Jan 30, 2025
Q4 2024
|
Australian Super Pty LTD
|
BUY
|
- |
1.42K+ 5.96% |
$299K - $332K
|
25.3K
$6.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.42KNew |
$297K - $331K
|
1.42K
$339K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.39K+ 10.99% |
$292K - $324K
|
14K
$3.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
1.38KNew |
$290K - $322K
|
1.38K
$330K
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
1.38K+ 2.15% |
$289K - $321K
|
65.2K
$15.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.33KNew |
$278K - $309K
|
1.33K
$317K
|
|
|
Jan 16, 2025
Q4 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
1.32K+ 5.59% |
$277K - $308K
|
24.9K
$5.97M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.31KNew |
$274K - $304K
|
1.31K
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
1.3KNew |
$274K - $304K
|
1.3K
$312K
|
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.3K+ 5.4% |
$273K - $304K
|
25.4K
$6.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.3K+ 2.78% |
$273K - $303K
|
48K
$11.5M
|