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 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
343+ 11.93% |
$71.5K - $83.7K
|
3.22K
$676K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
338+ 152.94% |
$70.5K - $82.5K
|
559
$117K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
337+ 13.15% |
$70.3K - $82.2K
|
2.9K
$609K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
334+ 2.75% |
$69.6K - $81.5K
|
12.5K
$2.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
332+ 9.5% |
$69.2K - $81K
|
3.83K
$803K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
327+ 45.04% |
$68.2K - $79.8K
|
1.05K
$221K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
323+ 5.87% |
$67.3K - $78.8K
|
5.83K
$1.22M
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
310New |
$64.6K - $75.6K
|
310
$65.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
304+ 1.56% |
$63.4K - $74.2K
|
19.7K
$4.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
304+ 4.71% |
$63.4K - $74.2K
|
6.76K
$1.42M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
302+ 17.69% |
$63K - $73.7K
|
2.01K
$422K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
297New |
$61.9K - $72.5K
|
297
$62.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
282+ 0.06% |
$58.8K - $68.8K
|
461K
$96.9M
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
269New |
$56.1K - $65.6K
|
269
$56.5K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
269+ 16.28% |
$56.1K - $65.6K
|
1.92K
$403K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
268+ 8.97% |
$55.9K - $65.4K
|
3.26K
$684K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
267+ 9.73% |
$55.7K - $65.2K
|
3.01K
$633K
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
265+ 0.47% |
$55.2K - $64.7K
|
56.7K
$11.9M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
264+ 14.19% |
$55K - $64.4K
|
2.13K
$446K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
263New |
$54.8K - $64.2K
|
263
$55.2K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
258+ 20.19% |
$53.8K - $63K
|
1.54K
$323K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
258+ 1.53% |
$53.8K - $63K
|
17.1K
$3.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
257+ 24.38% |
$53.6K - $62.7K
|
1.31K
$275K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
250+ 13.26% |
$52.1K - $61K
|
2.14K
$448K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
250+ 40.52% |
$52.1K - $61K
|
867
$182K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
247+ 17.37% |
$51.5K - $60.3K
|
1.67K
$351K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
246+ 5.31% |
$51.3K - $60K
|
4.88K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
244New |
$50.9K - $59.5K
|
244
$51.2K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
238+ 4.72% |
$49.6K - $58.1K
|
5.28K
$1.11M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
237+ 169.29% |
$49.4K - $57.8K
|
377
$79.2K
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
236+ 9.11% |
$49.2K - $57.6K
|
2.83K
$594K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
236+ 2.28% |
$49.2K - $57.6K
|
10.6K
$2.22M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
235+ 66.2% |
$49K - $57.3K
|
590
$124K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
235+ 12.46% |
$49K - $57.3K
|
2.12K
$445K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
234+ 10.71% |
$48.8K - $57.1K
|
2.42K
$508K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
232+ 15.52% |
$48.4K - $56.6K
|
1.73K
$363K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
225+ 10.26% |
$46.9K - $54.9K
|
2.42K
$508K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
223+ 17.34% |
$46.5K - $54.4K
|
1.51K
$317K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
218+ 17.32% |
$45.4K - $53.2K
|
1.48K
$310K
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
212+ 3.13% |
$44.2K - $51.7K
|
6.99K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
207+ 492.86% |
$43.2K - $50.5K
|
249
$52.3K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
205+ 5.71% |
$42.7K - $50K
|
3.8K
$797K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
199+ 2.46% |
$41.5K - $48.6K
|
8.28K
$1.74M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
199+ 0.29% |
$41.5K - $48.6K
|
68.5K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
197+ 5.52% |
$41.1K - $48.1K
|
3.77K
$791K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
193New |
$40.2K - $47.1K
|
193
$40.5K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
190+ 6.79% |
$39.6K - $46.4K
|
2.99K
$628K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
190+ 4.94% |
$39.6K - $46.4K
|
4.04K
$848K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
187+ 0.54% |
$39K - $45.6K
|
34.8K
$7.3M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
180+ 11.12% |
$37.5K - $43.9K
|
1.8K
$378K
|