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 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
5+ 1.53% |
$1.06K - $1.22K
|
332
$65.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4+ 10.53% |
$848 - $977
|
42
$8.29K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4+ 0.15% |
$848 - $977
|
2.59K
$511K
|
|
|
Jul 25, 2025
Q2 2025
|
Ckw Financial Group
|
BUY
|
- |
4+ 0.21% |
$848 - $977
|
1.95K
$385K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4+ 0.02% |
$848 - $977
|
17.7K
$3.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
4+ 0.13% |
$848 - $977
|
3.2K
$632K
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.18% |
$636 - $733
|
1.65K
$326K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 1.27% |
$636 - $733
|
239
$47.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3+ 150.0% |
$636 - $733
|
5
$987
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
3+ 7.89% |
$636 - $733
|
41
$8.09K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3+ 0.25% |
$636 - $733
|
1.21K
$239K
|
|
|
Jul 29, 2025
Q2 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
3+ 0.31% |
$636 - $733
|
965
$190K
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
3+ 50.0% |
$636 - $733
|
9
$1.78K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3+ 0.23% |
$636 - $733
|
1.31K
$259K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3+ 16.67% |
$636 - $733
|
21
$4.15K
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
3+ 0.29% |
$636 - $733
|
1.03K
$204K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 1.03% |
$424 - $489
|
196
$38.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.43% |
$424 - $489
|
469
$92.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.44% |
$424 - $489
|
461
$91K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1+ 12.5% |
$212 - $244
|
9
$1.78K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.59% |
$212 - $244
|
170
$33.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
1+ 0.04% |
$212 - $244
|
2.46K
$485K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1+ 0.3% |
$212 - $244
|
330
$65.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 2.94% |
$212 - $244
|
35
$6.91K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 3.03% |
$212 - $244
|
34
$6.71K
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
1+ 0.03% |
$212 - $244
|
3.98K
$785K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.1% |
$212 - $244
|
1.02K
$201K
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$212 - $244
|
5.72K
$1.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.36% |
$212 - $244
|
281
$55.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
1+ 0.03% |
$212 - $244
|
3.88K
$766K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1+ 1.33% |
$212 - $244
|
76
$15K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
110KNew |
$23M - $26.9M
|
110K
$21.7M
|
|
|
May 13, 2025
Q1 2025
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
99.3KNew |
$20.7M - $24.2M
|
99.3K
$19.6M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
98.1KNew |
$20.5M - $23.9M
|
98.1K
$19.4M
|
|
|
May 02, 2025
Q1 2025
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
BUY
|
- |
71.8K+ 9.55% |
$15M - $17.5M
|
824K
$163M
|
|
|
May 14, 2025
Q1 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
64.6KNew |
$13.5M - $15.8M
|
64.6K
$12.7M
|
|
|
May 15, 2025
Q1 2025
|
Teewinot Capital Advisers, L.L.C.
New York, NY |
BUY
|
- |
43.1K+ 21.89% |
$8.99M - $10.5M
|
240K
$47.4M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
37KNew |
$7.71M - $9.03M
|
37K
$7.3M
|
|
|
May 14, 2025
Q1 2025
|
Oribel Capital Management, LP
New York, NY |
BUY
|
- |
36.9KNew |
$7.69M - $9M
|
36.9K
$7.28M
|
|
|
May 06, 2025
Q1 2025
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
33.5KNew |
$6.98M - $8.18M
|
33.5K
$6.61M
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
33K+ 231.38% |
$6.89M - $8.06M
|
47.3K
$9.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
BUY
|
- |
29.4K+ 9.82% |
$6.12M - $7.16M
|
328K
$64.8M
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
24KNew |
$5M - $5.86M
|
24K
$4.74M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
18.3KNew |
$3.82M - $4.47M
|
18.3K
$3.62M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
14.4K+ 1004.69% |
$2.99M - $3.5M
|
15.8K
$3.12M
|
|
|
May 15, 2025
Q1 2025
|
Delta Global Management LP
New York, NY |
BUY
|
- |
10.8KNew |
$2.26M - $2.64M
|
10.8K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
New Vernon Investment Management LLC
Highland Park, IL |
BUY
|
- |
9.91K+ 135.48% |
$2.07M - $2.42M
|
17.2K
$3.4M
|
|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
8.13KNew |
$1.7M - $1.98M
|
8.13K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
7.25KNew |
$1.51M - $1.77M
|
7.25K
$1.43M
|
|