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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
890+ 5.3% |
$186K - $217K
|
17.7K
$3.72M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
889New |
$185K - $217K
|
889
$187K
|
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
883+ 5.16% |
$184K - $215K
|
18K
$3.78M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
882New |
$184K - $215K
|
882
$185K
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
879New |
$183K - $215K
|
879
$185K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
877New |
$183K - $214K
|
877
$184K
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
875New |
$182K - $214K
|
875
$184K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
874+ 25.25% |
$182K - $213K
|
4.34K
$910K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
871New |
$182K - $213K
|
871
$183K
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
870New |
$181K - $212K
|
870
$183K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
866New |
$181K - $211K
|
866
$182K
|
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
BUY
|
- |
864New |
$180K - $211K
|
864
$181K
|
|
|
May 15, 2025
Q1 2025
|
Sciencast Management LP
|
BUY
|
- |
862+ 6.01% |
$180K - $210K
|
15.2K
$3.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
861New |
$180K - $210K
|
861
$181K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
859New |
$179K - $210K
|
859
$180K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
854New |
$178K - $208K
|
854
$179K
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
851New |
$177K - $208K
|
851
$179K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
848+ 84.8% |
$177K - $207K
|
1.85K
$388K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
847New |
$177K - $207K
|
847
$178K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
847+ 27.35% |
$177K - $207K
|
3.94K
$828K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
847New |
$177K - $207K
|
847
$178K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
843+ 4.76% |
$176K - $206K
|
18.5K
$3.89M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
841New |
$175K - $205K
|
841
$177K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
841New |
$175K - $205K
|
841
$177K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
840+ 7.64% |
$175K - $205K
|
11.8K
$2.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
840New |
$175K - $205K
|
840
$176K
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
836New |
$174K - $204K
|
836
$176K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
835+ 15.9% |
$174K - $204K
|
6.09K
$1.28M
|
|
|
May 09, 2025
Q1 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
833New |
$174K - $203K
|
833
$175K
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
830New |
$173K - $203K
|
830
$174K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
829New |
$173K - $202K
|
829
$174K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
829New |
$173K - $202K
|
829
$174K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
823New |
$172K - $201K
|
823
$173K
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
820New |
$171K - $200K
|
820
$172K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
807+ 10.01% |
$168K - $197K
|
8.87K
$1.86M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
792+ 5.84% |
$165K - $193K
|
14.4K
$3.02M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
792+ 6.85% |
$165K - $193K
|
12.4K
$2.6M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
757+ 3.86% |
$158K - $185K
|
20.4K
$4.28M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
749+ 1.95% |
$156K - $183K
|
39.2K
$8.23M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
746+ 11.59% |
$156K - $182K
|
7.18K
$1.51M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
743+ 12.9% |
$155K - $181K
|
6.5K
$1.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
738+ 0.95% |
$154K - $180K
|
78.2K
$16.4M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
732+ 71.35% |
$153K - $179K
|
1.76K
$369K
|
|
|
Apr 17, 2025
Q1 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
724+ 40.09% |
$151K - $177K
|
2.53K
$531K
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
721+ 63.86% |
$150K - $176K
|
1.85K
$389K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
715+ 8.21% |
$149K - $174K
|
9.42K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
700New |
$146K - $171K
|
700
$147K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
700+ 44.36% |
$146K - $171K
|
2.28K
$478K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
693+ 13.74% |
$144K - $169K
|
5.74K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
688+ 1.7% |
$143K - $168K
|
41.2K
$8.65M
|