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 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
44+ 2.99% |
$9.17K - $10.7K
|
1.51K
$318K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
42+ 525.0% |
$8.76K - $10.2K
|
50
$10.5K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
42+ 17.07% |
$8.76K - $10.2K
|
288
$60.5K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
40+ 36.36% |
$8.34K - $9.76K
|
150
$31.5K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
39+ 16.25% |
$8.13K - $9.52K
|
279
$58.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
39+ 2.53% |
$8.13K - $9.52K
|
1.58K
$332K
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
38+ 475.0% |
$7.92K - $9.27K
|
46
$9.66K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
38+ 2.06% |
$7.92K - $9.27K
|
1.88K
$395K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
38New |
$7.92K - $9.27K
|
38
$7.98K
|
|
|
May 15, 2025
Q1 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
37+ 1.15% |
$7.71K - $9.03K
|
3.26K
$684K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
37+ 1.8% |
$7.71K - $9.03K
|
2.1K
$440K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
37+ 3.39% |
$7.71K - $9.03K
|
1.13K
$237K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
36+ 0.63% |
$7.51K - $8.79K
|
5.77K
$1.21M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
36+ 1.72% |
$7.51K - $8.79K
|
2.13K
$447K
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
BUY
|
- |
35+ 1.44% |
$7.3K - $8.54K
|
2.46K
$517K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
34+ 2.17% |
$7.09K - $8.3K
|
1.6K
$336K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
33+ 2.29% |
$6.88K - $8.05K
|
1.48K
$310K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
32+ 3.37% |
$6.67K - $7.81K
|
981
$206K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
31+ 2.27% |
$6.46K - $7.56K
|
1.4K
$294K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
30+ 0.74% |
$6.25K - $7.32K
|
4.06K
$852K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
30+ 1.81% |
$6.25K - $7.32K
|
1.69K
$354K
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
29+ 1.52% |
$6.05K - $7.08K
|
1.94K
$407K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
28+ 0.18% |
$5.84K - $6.83K
|
15.6K
$3.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
28New |
$5.84K - $6.83K
|
28
$5.88K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
27+ 13.85% |
$5.63K - $6.59K
|
222
$46.6K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
26+ 520.0% |
$5.42K - $6.34K
|
31
$6.51K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
26+ 1.12% |
$5.42K - $6.34K
|
2.34K
$492K
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
26+ 0.51% |
$5.42K - $6.34K
|
5.13K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
25+ 1.71% |
$5.21K - $6.1K
|
1.48K
$311K
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
25+ 1.82% |
$5.21K - $6.1K
|
1.4K
$293K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
24+ 1.64% |
$5K - $5.86K
|
1.49K
$312K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
24+ 4.13% |
$5K - $5.86K
|
605
$127K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
22+ 0.45% |
$4.59K - $5.37K
|
4.88K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
21+ 1.57% |
$4.38K - $5.12K
|
1.36K
$286K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
21+ 1.57% |
$4.38K - $5.12K
|
1.36K
$285K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
20+ 1.39% |
$4.17K - $4.88K
|
1.46K
$307K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
18+ 0.55% |
$3.75K - $4.39K
|
3.26K
$685K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
18+ 0.24% |
$3.75K - $4.39K
|
7.5K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
17+ 68.0% |
$3.54K - $4.15K
|
42
$8.82K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
17+ 0.46% |
$3.54K - $4.15K
|
3.68K
$772K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
16+ 1.3% |
$3.34K - $3.9K
|
1.25K
$262K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
14+ 0.24% |
$2.92K - $3.42K
|
5.92K
$1.24M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
14+ 8.92% |
$2.92K - $3.42K
|
171
$35.9K
|
|
|
May 15, 2025
Q1 2025
|
Buckley Wealth Management, LLC
|
BUY
|
- |
13+ 0.37% |
$2.71K - $3.17K
|
3.5K
$735K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
13+ 22.81% |
$2.71K - $3.17K
|
70
$14.7K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
12+ 0.29% |
$2.5K - $2.93K
|
4.08K
$857K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
12+ 0.95% |
$2.5K - $2.93K
|
1.27K
$267K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
12New |
$2.5K - $2.93K
|
12
$2.52K
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
12+ 0.32% |
$2.5K - $2.93K
|
3.76K
$790K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
11New |
$2.29K - $2.68K
|
11
$2.31K
|