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 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
40+ 29.63% |
$8.48K - $9.77K
|
175
$34.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
40New |
$8.48K - $9.77K
|
40
$7.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
38+ 542.86% |
$8.06K - $9.28K
|
45
$8.88K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
38New |
$8.06K - $9.28K
|
38
$7.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
37+ 740.0% |
$7.85K - $9.04K
|
42
$8.29K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
36New |
$7.64K - $8.79K
|
36
$7.11K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
36+ 2.51% |
$7.64K - $8.79K
|
1.47K
$290K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
35+ 29.41% |
$7.42K - $8.55K
|
154
$30.4K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
35+ 2.13% |
$7.42K - $8.55K
|
1.68K
$332K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
35+ 3.42% |
$7.42K - $8.55K
|
1.06K
$209K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
35+ 1.15% |
$7.42K - $8.55K
|
3.07K
$605K
|
|
|
Jul 09, 2025
Q2 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
35+ 0.75% |
$7.42K - $8.55K
|
4.68K
$924K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
34+ 2.29% |
$7.21K - $8.31K
|
1.52K
$300K
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
34+ 0.89% |
$7.21K - $8.31K
|
3.86K
$762K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
32New |
$6.79K - $7.82K
|
32
$6.32K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
31+ 5.25% |
$6.58K - $7.57K
|
621
$123K
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
31+ 1.72% |
$6.58K - $7.57K
|
1.84K
$362K
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
31+ 2.61% |
$6.58K - $7.57K
|
1.22K
$241K
|
|
|
Aug 04, 2025
Q2 2025
|
Terril Brothers, Inc.
|
BUY
|
- |
30+ 2.86% |
$6.36K - $7.33K
|
1.08K
$213K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
30+ 14.49% |
$6.36K - $7.33K
|
237
$46.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
29+ 0.34% |
$6.15K - $7.08K
|
8.65K
$1.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
29+ 2.83% |
$6.15K - $7.08K
|
1.05K
$208K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
28+ 0.57% |
$5.94K - $6.84K
|
4.91K
$969K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
28+ 1.81% |
$5.94K - $6.84K
|
1.58K
$311K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
27+ 2.77% |
$5.73K - $6.6K
|
1K
$198K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
26+ 2.04% |
$5.51K - $6.35K
|
1.3K
$257K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
25New |
$5.3K - $6.11K
|
25
$4.94K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
25+ 208.33% |
$5.3K - $6.11K
|
37
$7.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
25+ 0.62% |
$5.3K - $6.11K
|
4.07K
$802K
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
24+ 1.64% |
$5.09K - $5.86K
|
1.49K
$293K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
24+ 0.91% |
$5.09K - $5.86K
|
2.67K
$526K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
23+ 115.0% |
$4.88K - $5.62K
|
43
$8.49K
|
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
23+ 0.36% |
$4.88K - $5.62K
|
6.47K
$1.28M
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
23+ 14.47% |
$4.88K - $5.62K
|
182
$35.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
23+ 8.3% |
$4.88K - $5.62K
|
300
$59.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
22+ 7.91% |
$4.67K - $5.37K
|
300
$59.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
22+ 0.67% |
$4.67K - $5.37K
|
3.28K
$648K
|
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
BUY
|
- |
22+ 2.13% |
$4.67K - $5.37K
|
1.05K
$208K
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
22+ 1.12% |
$4.67K - $5.37K
|
1.98K
$391K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
22New |
$4.67K - $5.37K
|
22
$4.34K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
21+ 5.57% |
$4.45K - $5.13K
|
398
$78.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
21New |
$4.45K - $5.13K
|
21
$4.15K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
21+ 0.34% |
$4.45K - $5.13K
|
6.12K
$1.21M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
21+ 2.09% |
$4.45K - $5.13K
|
1.03K
$203K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
19+ 0.31% |
$4.03K - $4.64K
|
6.21K
$1.23M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
19+ 0.42% |
$4.03K - $4.64K
|
4.56K
$899K
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
19+ 0.36% |
$4.03K - $4.64K
|
5.31K
$1.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
19+ 1.47% |
$4.03K - $4.64K
|
1.31K
$259K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
18+ 1.22% |
$3.82K - $4.4K
|
1.5K
$296K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
17+ 1.34% |
$3.61K - $4.15K
|
1.29K
$254K
|