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 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
178+ 16.3% |
$37.1K - $43.4K
|
1.27K
$267K
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
178+ 9.36% |
$37.1K - $43.4K
|
2.08K
$437K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
175+ 8.78% |
$36.5K - $42.7K
|
2.17K
$455K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
175+ 11.68% |
$36.5K - $42.7K
|
1.67K
$351K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
173+ 4.63% |
$36.1K - $42.2K
|
3.91K
$821K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
172+ 3.04% |
$35.9K - $42K
|
5.82K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
172+ 124.64% |
$35.9K - $42K
|
310
$65.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
171New |
$35.7K - $41.7K
|
171
$35.9K
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
167+ 14.2% |
$34.8K - $40.8K
|
1.34K
$282K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
164New |
$34.2K - $40K
|
164
$34.4K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
161+ 0.17% |
$33.6K - $39.3K
|
94.5K
$19.9M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
159+ 8.65% |
$33.1K - $38.8K
|
2K
$420K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
157+ 16.32% |
$32.7K - $38.3K
|
1.12K
$235K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
153+ 4.52% |
$31.9K - $37.3K
|
3.54K
$743K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
153+ 3.32% |
$31.9K - $37.3K
|
4.77K
$1M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
151+ 1258.33% |
$31.5K - $36.8K
|
163
$34.2K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
150+ 1.15% |
$31.3K - $36.6K
|
13.2K
$2.77M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
150New |
$31.3K - $36.6K
|
150
$31.5K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
149+ 10.42% |
$31.1K - $36.4K
|
1.58K
$332K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
148+ 2.9% |
$30.9K - $36.1K
|
5.25K
$1.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
148+ 0.35% |
$30.9K - $36.1K
|
42.2K
$8.87M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
146+ 1.15% |
$30.4K - $35.6K
|
12.8K
$2.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
146+ 14.72% |
$30.4K - $35.6K
|
1.14K
$239K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
145+ 2.75% |
$30.2K - $35.4K
|
5.41K
$1.14M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
141+ 3.23% |
$29.4K - $34.4K
|
4.51K
$948K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
137+ 98.56% |
$28.6K - $33.4K
|
276
$58K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
133+ 13.35% |
$27.7K - $32.5K
|
1.13K
$237K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
131+ 3.52% |
$27.3K - $32K
|
3.86K
$810K
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
130+ 0.75% |
$27.1K - $31.7K
|
17.4K
$3.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
130+ 9.5% |
$27.1K - $31.7K
|
1.5K
$315K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
124+ 11.31% |
$25.9K - $30.3K
|
1.22K
$256K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
119+ 19.97% |
$24.8K - $29K
|
715
$150K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
118+ 6.85% |
$24.6K - $28.8K
|
1.84K
$386K
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
117+ 0.07% |
$24.4K - $28.6K
|
180K
$37.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
117+ 4.82% |
$24.4K - $28.6K
|
2.54K
$534K
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
116+ 11.0% |
$24.2K - $28.3K
|
1.17K
$246K
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
114New |
$23.8K - $27.8K
|
114
$23.9K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
111+ 2775.0% |
$23.1K - $27.1K
|
115
$24.2K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
107+ 133.75% |
$22.3K - $26.1K
|
187
$39.3K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
106+ 1.46% |
$22.1K - $25.9K
|
7.38K
$1.55M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
106+ 32.02% |
$22.1K - $25.9K
|
437
$91.8K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
104New |
$21.7K - $25.4K
|
104
$21.8K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
104+ 8.08% |
$21.7K - $25.4K
|
1.39K
$292K
|
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
CALL |
100+ 12.5% |
$20.8K - $24.4K
|
900
$189K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
100New |
$20.8K - $24.4K
|
100
$21K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
98+ 1.7% |
$20.4K - $23.9K
|
5.86K
$1.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
94+ 1.48% |
$19.6K - $22.9K
|
6.44K
$1.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
93+ 1.23% |
$19.4K - $22.7K
|
7.65K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
88+ 4.97% |
$18.3K - $21.5K
|
1.86K
$390K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
88+ 7.64% |
$18.3K - $21.5K
|
1.24K
$260K
|