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 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
836+ 72.26% |
$175K - $195K
|
1.99K
$477K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
833New |
$175K - $194K
|
833
$199K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
825+ 188.79% |
$173K - $192K
|
1.26K
$302K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
801+ 20.58% |
$168K - $187K
|
4.69K
$1.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
767+ 24.05% |
$161K - $179K
|
3.96K
$947K
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
767+ 49.36% |
$161K - $179K
|
2.32K
$556K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
756+ 100.93% |
$159K - $176K
|
1.51K
$360K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
700New |
$147K - $163K
|
700
$168K
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
699+ 1.88% |
$147K - $163K
|
38K
$9.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
695+ 60.12% |
$146K - $162K
|
1.85K
$443K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
688+ 5.31% |
$144K - $160K
|
13.7K
$3.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
682+ 136.95% |
$143K - $159K
|
1.18K
$283K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
677+ 44.63% |
$142K - $158K
|
2.19K
$525K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
674+ 1.61% |
$141K - $157K
|
42.6K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
646+ 2.99% |
$136K - $151K
|
22.2K
$5.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
642New |
$135K - $150K
|
642
$154K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
639New |
$134K - $149K
|
639
$153K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
615+ 452.21% |
$129K - $143K
|
751
$180K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
613+ 11.91% |
$129K - $143K
|
5.76K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
609+ 3.34% |
$128K - $142K
|
18.8K
$4.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
595New |
$125K - $139K
|
595
$142K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
587+ 422.3% |
$123K - $137K
|
726
$174K
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
587New |
$123K - $137K
|
587
$141K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
584+ 3.69% |
$123K - $136K
|
16.4K
$3.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
581+ 0.41% |
$122K - $136K
|
142K
$34M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
574+ 6.23% |
$120K - $134K
|
9.78K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
572New |
$120K - $133K
|
572
$137K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
570+ 21.3% |
$120K - $133K
|
3.25K
$777K
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
562+ 0.94% |
$118K - $131K
|
60.3K
$14.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
550+ 27.09% |
$115K - $128K
|
2.58K
$618K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
541+ 0.12% |
$114K - $126K
|
461K
$110M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
521+ 2.05% |
$109K - $122K
|
25.9K
$6.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
508+ 22.36% |
$107K - $118K
|
2.78K
$666K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
505New |
$106K - $118K
|
505
$121K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
504+ 8.17% |
$106K - $118K
|
6.67K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
502+ 6.02% |
$105K - $117K
|
8.84K
$2.12M
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
483+ 7.67% |
$101K - $113K
|
6.78K
$1.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
477+ 23.02% |
$100K - $111K
|
2.55K
$610K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
469+ 0.08% |
$98.4K - $109K
|
588K
$141M
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
468New |
$98.2K - $109K
|
468
$112K
|
|
|
Jan 13, 2025
Q4 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
464+ 34.58% |
$97.4K - $108K
|
1.81K
$433K
|
|
|
Feb 13, 2025
Q4 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
462+ 4.68% |
$97K - $108K
|
10.3K
$2.48M
|
|
|
Feb 21, 2025
Q4 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
462+ 4.68% |
$97K - $108K
|
10.3K
$2.48M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
456+ 24.13% |
$95.7K - $106K
|
2.35K
$562K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
453+ 10.09% |
$95.1K - $106K
|
4.94K
$1.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Walter Public Investments Inc.
Westmount, Z4 |
BUY
|
- |
448+ 0.4% |
$94K - $104K
|
113K
$27M
|
|
|
Feb 03, 2025
Q4 2024
|
Suncoast Equity Management
|
BUY
|
- |
446+ 2.38% |
$93.6K - $104K
|
19.2K
$4.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
442+ 25.26% |
$92.8K - $103K
|
2.19K
$525K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
437+ 0.55% |
$91.7K - $102K
|
79.7K
$19.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
433+ 31.51% |
$90.9K - $101K
|
1.81K
$433K
|