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 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
87+ 10.03% |
$18.5K - $21.3K
|
954
$188K
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
87+ 10.34% |
$18.5K - $21.3K
|
928
$183K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
86+ 0.81% |
$18.2K - $21K
|
10.7K
$2.11M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
85+ 7.78% |
$18K - $20.8K
|
1.18K
$232K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
82+ 0.27% |
$17.4K - $20K
|
30.7K
$6.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
81+ 2.2% |
$17.2K - $19.8K
|
3.76K
$743K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
79+ 4.64% |
$16.8K - $19.3K
|
1.78K
$352K
|
|
|
Aug 14, 2025
Q2 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
78+ 2.41% |
$16.5K - $19.1K
|
3.32K
$656K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
77+ 47.24% |
$16.3K - $18.8K
|
240
$47.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
77+ 2.0% |
$16.3K - $18.8K
|
3.93K
$776K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
76+ 44.44% |
$16.1K - $18.6K
|
247
$48.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
74+ 1.47% |
$15.7K - $18.1K
|
5.11K
$1.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
73+ 16.78% |
$15.5K - $17.8K
|
508
$100K
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
71+ 21.26% |
$15.1K - $17.3K
|
405
$79.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
70+ 7.01% |
$14.8K - $17.1K
|
1.07K
$211K
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
70+ 1.3% |
$14.8K - $17.1K
|
5.46K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
69+ 0.83% |
$14.6K - $16.9K
|
8.34K
$1.65M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
69+ 4.32% |
$14.6K - $16.9K
|
1.67K
$329K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
68+ 0.67% |
$14.4K - $16.6K
|
10.2K
$2.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
68+ 1.37% |
$14.4K - $16.6K
|
5.03K
$994K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
66+ 5.04% |
$14K - $16.1K
|
1.38K
$271K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
65New |
$13.8K - $15.9K
|
65
$12.8K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
62+ 4.18% |
$13.2K - $15.1K
|
1.55K
$305K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
62+ 4.43% |
$13.2K - $15.1K
|
1.46K
$289K
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
60+ 6.75% |
$12.7K - $14.7K
|
949
$187K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
60+ 6.09% |
$12.7K - $14.7K
|
1.05K
$206K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
60+ 5.31% |
$12.7K - $14.7K
|
1.19K
$235K
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
60+ 0.03% |
$12.7K - $14.7K
|
201K
$39.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
59+ 2.91% |
$12.5K - $14.4K
|
2.08K
$411K
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
57+ 3.1% |
$12.1K - $13.9K
|
1.9K
$374K
|
|
|
Jul 29, 2025
Q2 2025
|
Parthenon LLC
|
BUY
|
- |
56+ 4.62% |
$11.9K - $13.7K
|
1.27K
$251K
|
|
|
Aug 04, 2025
Q2 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
55+ 2.03% |
$11.7K - $13.4K
|
2.77K
$547K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
55New |
$11.7K - $13.4K
|
55
$10.9K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
54+ 1.0% |
$11.5K - $13.2K
|
5.46K
$1.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
53+ 2.64% |
$11.2K - $12.9K
|
2.06K
$407K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
51+ 0.25% |
$10.8K - $12.5K
|
20.5K
$4.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
51+ 18.48% |
$10.8K - $12.5K
|
327
$64.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
51+ 5.54% |
$10.8K - $12.5K
|
971
$192K
|
|
|
Aug 14, 2025
Q2 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
50+ 0.81% |
$10.6K - $12.2K
|
6.21K
$1.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
50+ 11.66% |
$10.6K - $12.2K
|
479
$94.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
50+ 0.68% |
$10.6K - $12.2K
|
7.4K
$1.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
49+ 3.52% |
$10.4K - $12K
|
1.44K
$284K
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
48+ 2.65% |
$10.2K - $11.7K
|
1.86K
$367K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
47+ 4.92% |
$9.97K - $11.5K
|
1K
$198K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
47+ 5.85% |
$9.97K - $11.5K
|
850
$168K
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
45+ 1.9% |
$9.54K - $11K
|
2.41K
$476K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
45New |
$9.54K - $11K
|
45
$8.88K
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
45+ 2.14% |
$9.54K - $11K
|
2.14K
$423K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
44+ 4.64% |
$9.33K - $10.7K
|
992
$196K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
42+ 17.8% |
$8.91K - $10.3K
|
278
$54.9K
|