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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
135+ 10.82% |
$28.6K - $33K
|
1.38K
$273K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
134New |
$28.4K - $32.7K
|
134
$26.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
134+ 9.88% |
$28.4K - $32.7K
|
1.49K
$294K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
133+ 0.91% |
$28.2K - $32.5K
|
14.7K
$2.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
132+ 3.23% |
$28K - $32.2K
|
4.21K
$832K
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
132+ 9.44% |
$28K - $32.2K
|
1.53K
$302K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
130+ 3.44% |
$27.6K - $31.8K
|
3.91K
$772K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
130+ 1.0% |
$27.6K - $31.8K
|
13.1K
$2.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
130+ 2.48% |
$27.6K - $31.8K
|
5.38K
$1.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
130+ 1.33% |
$27.6K - $31.8K
|
9.89K
$1.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
129+ 10.41% |
$27.4K - $31.5K
|
1.37K
$270K
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
128+ 6.16% |
$27.1K - $31.3K
|
2.21K
$436K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
128+ 4.8% |
$27.1K - $31.3K
|
2.79K
$551K
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
126+ 11.07% |
$26.7K - $30.8K
|
1.26K
$250K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
122+ 1.48% |
$25.9K - $29.8K
|
8.37K
$1.65M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
122+ 6.05% |
$25.9K - $29.8K
|
2.14K
$422K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
121+ 1.21% |
$25.7K - $29.6K
|
10.1K
$1.99M
|
|
|
Aug 14, 2025
Q2 2025
|
44 Wealth Management LLC
|
BUY
|
- |
118+ 4.48% |
$25K - $28.8K
|
2.75K
$543K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
118+ 3.31% |
$25K - $28.8K
|
3.69K
$728K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
117+ 13.27% |
$24.8K - $28.6K
|
999
$197K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
115+ 13.67% |
$24.4K - $28.1K
|
956
$189K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
114+ 0.61% |
$24.2K - $27.8K
|
18.8K
$3.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
113+ 8.84% |
$24K - $27.6K
|
1.39K
$275K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
111+ 0.65% |
$23.5K - $27.1K
|
17.2K
$3.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
111+ 17.9% |
$23.5K - $27.1K
|
731
$144K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
111+ 2.58% |
$23.5K - $27.1K
|
4.41K
$870K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
110+ 6.58% |
$23.3K - $26.9K
|
1.78K
$352K
|
|
|
Aug 13, 2025
Q2 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
109+ 11.05% |
$23.1K - $26.6K
|
1.1K
$216K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
109+ 363.33% |
$23.1K - $26.6K
|
139
$27.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
108+ 0.58% |
$22.9K - $26.4K
|
18.7K
$3.68M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
108+ 5.15% |
$22.9K - $26.4K
|
2.2K
$435K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
108+ 10.29% |
$22.9K - $26.4K
|
1.16K
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
107+ 1.07% |
$22.7K - $26.1K
|
10.1K
$2M
|
|
|
Aug 08, 2025
Q2 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
107+ 1.72% |
$22.7K - $26.1K
|
6.34K
$1.25M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
107+ 1.84% |
$22.7K - $26.1K
|
5.93K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
106New |
$22.5K - $25.9K
|
106
$20.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
106+ 4.45% |
$22.5K - $25.9K
|
2.49K
$492K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
105+ 3.41% |
$22.3K - $25.6K
|
3.18K
$628K
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
BUY
|
- |
103+ 114.44% |
$21.8K - $25.2K
|
193
$38.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
102New |
$21.6K - $24.9K
|
102
$20.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Volterra Technologies LP
New York, NY |
BUY
|
PUT |
100New |
$21.2K - $24.4K
|
100
$19.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
100+ 23.53% |
$21.2K - $24.4K
|
525
$104K
|
|
|
Aug 13, 2025
Q2 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
100+ 0.18% |
$21.2K - $24.4K
|
56.8K
$11.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
100+ 2.21% |
$21.2K - $24.4K
|
4.62K
$911K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
98+ 0.63% |
$20.8K - $23.9K
|
15.7K
$3.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
BUY
|
- |
97+ 3.15% |
$20.6K - $23.7K
|
3.18K
$628K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
91+ 1.7% |
$19.3K - $22.2K
|
5.44K
$1.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
89+ 0.88% |
$18.9K - $21.7K
|
10.2K
$2.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
89+ 8.25% |
$18.9K - $21.7K
|
1.17K
$231K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
88+ 9.72% |
$18.7K - $21.5K
|
993
$196K
|