Latest Institutional Purchases of Marsh & Mclennan Companies, Inc. (MMC)
This list provides information on the latest institutional transactions involving Marsh & Mclennan Companies, Inc. (MMC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
284+ 3.6% |
$60.2K - $69.4K
|
8.17K
$1.61M
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
284+ 16.83% |
$60.2K - $69.4K
|
1.97K
$389K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
281+ 0.08% |
$59.6K - $68.6K
|
361K
$71.3M
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
275+ 12.2% |
$58.3K - $67.2K
|
2.53K
$499K
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
272+ 181.33% |
$57.7K - $66.4K
|
422
$83.3K
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
269+ 29.79% |
$57.1K - $65.7K
|
1.17K
$231K
|
|
Aug 13, 2025
Q2 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
266New |
$56.4K - $65K
|
266
$52.5K
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
BUY
|
- |
265+ 0.26% |
$56.2K - $64.7K
|
101K
$20M
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
248+ 1.45% |
$52.6K - $60.6K
|
17.4K
$3.43M
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
247+ 1.88% |
$52.4K - $60.3K
|
13.4K
$2.65M
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
247+ 4.75% |
$52.4K - $60.3K
|
5.45K
$1.08M
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
246+ 5.56% |
$52.2K - $60.1K
|
4.67K
$922K
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
244+ 0.4% |
$51.8K - $59.6K
|
60.9K
$12M
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
242+ 16.89% |
$51.3K - $59.1K
|
1.68K
$331K
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
BUY
|
- |
238+ 0.09% |
$50.5K - $58.1K
|
276K
$54.6M
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
237+ 0.63% |
$50.3K - $57.9K
|
38K
$7.5M
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
231+ 5.9% |
$49K - $56.4K
|
4.15K
$819K
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
221+ 7.63% |
$46.9K - $54K
|
3.12K
$616K
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
218+ 14.46% |
$46.2K - $53.3K
|
1.73K
$341K
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
209+ 70.37% |
$44.3K - $51.1K
|
506
$99.9K
|
|
Aug 14, 2025
Q2 2025
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
207+ 6.28% |
$43.9K - $50.6K
|
3.5K
$691K
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
205New |
$43.5K - $50.1K
|
205
$40.5K
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
204+ 12.92% |
$43.3K - $49.8K
|
1.78K
$352K
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
201+ 16.48% |
$42.6K - $49.1K
|
1.42K
$281K
|
|
Aug 13, 2025
Q2 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
200+ 20.0% |
$42.4K - $48.9K
|
1.2K
$237K
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
197+ 195.05% |
$41.8K - $48.1K
|
298
$58.8K
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
192+ 0.18% |
$40.7K - $46.9K
|
106K
$20.9M
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
190+ 4.84% |
$40.3K - $46.4K
|
4.12K
$813K
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
188+ 26.29% |
$39.9K - $45.9K
|
903
$178K
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
186+ 2.71% |
$39.5K - $45.4K
|
7.06K
$1.39M
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
179New |
$38K - $43.7K
|
179
$35.3K
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
178+ 14.35% |
$37.8K - $43.5K
|
1.42K
$280K
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
177+ 5.15% |
$37.5K - $43.2K
|
3.61K
$713K
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
170+ 0.91% |
$36.1K - $41.5K
|
19K
$3.74M
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
166+ 1.23% |
$35.2K - $40.5K
|
13.6K
$2.69M
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
161+ 10.9% |
$34.1K - $39.3K
|
1.64K
$323K
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
160+ 8.7% |
$33.9K - $39.1K
|
2K
$395K
|
|
Aug 14, 2025
Q2 2025
|
Tcw Group Inc
|
BUY
|
- |
156+ 1.36% |
$33.1K - $38.1K
|
11.6K
$2.29M
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
155+ 6.67% |
$32.9K - $37.9K
|
2.48K
$490K
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
155+ 8.51% |
$32.9K - $37.9K
|
1.98K
$390K
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
151+ 2.63% |
$32K - $36.9K
|
5.9K
$1.16M
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
150+ 6.54% |
$31.8K - $36.6K
|
2.44K
$482K
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
149+ 10.34% |
$31.6K - $36.4K
|
1.59K
$314K
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
148New |
$31.4K - $36.2K
|
148
$29.2K
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
148+ 2.58% |
$31.4K - $36.2K
|
5.88K
$1.16M
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
147+ 16.52% |
$31.2K - $35.9K
|
1.04K
$205K
|
|
Aug 14, 2025
Q2 2025
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
146+ 15.42% |
$31K - $35.7K
|
1.09K
$216K
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
145+ 690.48% |
$30.8K - $35.4K
|
166
$32.8K
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
143+ 13.07% |
$30.3K - $34.9K
|
1.24K
$244K
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
138+ 16.22% |
$29.3K - $33.7K
|
989
$195K
|