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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
674+ 1.1% |
$141K - $164K
|
61.7K
$13M
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
669+ 11.06% |
$139K - $163K
|
6.72K
$1.41M
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
660+ 29.49% |
$138K - $161K
|
2.9K
$609K
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
659+ 0.81% |
$137K - $161K
|
81.6K
$17.1M
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
655+ 2.33% |
$137K - $160K
|
28.8K
$6.05M
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
654+ 47.7% |
$136K - $160K
|
2.03K
$425K
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
631+ 1.21% |
$132K - $154K
|
52.7K
$11.1M
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
615+ 1.66% |
$128K - $150K
|
37.7K
$7.93M
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
610+ 0.28% |
$127K - $149K
|
218K
$45.8M
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
602+ 25.66% |
$126K - $147K
|
2.95K
$619K
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
600+ 134.53% |
$125K - $146K
|
1.05K
$220K
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
554+ 31.88% |
$115K - $135K
|
2.29K
$481K
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
554+ 2.94% |
$115K - $135K
|
19.4K
$4.07M
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
545+ 29.22% |
$114K - $133K
|
2.41K
$506K
|
|
May 13, 2025
Q1 2025
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
540+ 53.73% |
$113K - $132K
|
1.55K
$324K
|
|
May 12, 2025
Q1 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
535+ 4.28% |
$112K - $131K
|
13K
$2.74M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
520+ 14.62% |
$108K - $127K
|
4.08K
$856K
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
517+ 15.71% |
$108K - $126K
|
3.81K
$800K
|
|
Apr 22, 2025
Q1 2025
|
Suncoast Equity Management
|
BUY
|
- |
511+ 2.66% |
$107K - $125K
|
19.7K
$4.14M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
509+ 14.93% |
$106K - $124K
|
3.92K
$823K
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
508New |
$106K - $124K
|
508
$107K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
507+ 1.76% |
$106K - $124K
|
29.3K
$6.15M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
506+ 16.83% |
$105K - $123K
|
3.51K
$738K
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
505+ 10.43% |
$105K - $123K
|
5.35K
$1.12M
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
500+ 0.35% |
$104K - $122K
|
143K
$30.1M
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
490+ 7.45% |
$102K - $120K
|
7.06K
$1.48M
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
482+ 3.5% |
$100K - $118K
|
14.2K
$2.99M
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
481+ 7.41% |
$100K - $117K
|
6.98K
$1.46M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
477+ 15.43% |
$99.4K - $116K
|
3.57K
$750K
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
474+ 3.58% |
$98.8K - $116K
|
13.7K
$2.88M
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
453+ 0.44% |
$94.4K - $111K
|
104K
$21.8M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
450+ 17.65% |
$93.8K - $110K
|
3K
$630K
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
450+ 1500.0% |
$93.8K - $110K
|
480
$101K
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
445+ 5.83% |
$92.8K - $109K
|
8.07K
$1.7M
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
437+ 6.2% |
$91.1K - $107K
|
7.48K
$1.57M
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
428+ 74.83% |
$89.2K - $104K
|
1K
$210K
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
425+ 8.95% |
$88.6K - $104K
|
5.17K
$1.09M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
422+ 12.56% |
$88K - $103K
|
3.78K
$794K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
419+ 3.51% |
$87.4K - $102K
|
12.4K
$2.6M
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
418+ 8.56% |
$87.1K - $102K
|
5.3K
$1.11M
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
417+ 27.71% |
$86.9K - $102K
|
1.92K
$404K
|
|
May 08, 2025
Q1 2025
|
Lindenwold Advisors
|
BUY
|
- |
413+ 2.95% |
$86.1K - $101K
|
14.4K
$3.03M
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
410+ 4.98% |
$85.5K - $100K
|
8.65K
$1.82M
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
404+ 20.33% |
$84.2K - $98.6K
|
2.39K
$502K
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
388+ 3.04% |
$80.9K - $94.7K
|
13.2K
$2.77M
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
382+ 1.72% |
$79.6K - $93.2K
|
22.6K
$4.75M
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
378+ 13.65% |
$78.8K - $92.2K
|
3.15K
$661K
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
377+ 0.09% |
$78.6K - $92K
|
430K
$90.4M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
369+ 0.1% |
$76.9K - $90K
|
361K
$75.9M
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
343+ 3.02% |
$71.5K - $83.7K
|
11.7K
$2.46M
|