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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
12New |
$2.52K - $2.8K
|
12
$2.75K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
12New |
$2.52K - $2.8K
|
12
$2.75K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
12+ 1.14% |
$2.52K - $2.8K
|
1.06K
$243K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
11+ 0.22% |
$2.31K - $2.57K
|
4.94K
$1.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11+ 0.34% |
$2.31K - $2.57K
|
3.29K
$753K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
11+ 0.34% |
$2.31K - $2.57K
|
3.2K
$733K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
10+ 0.78% |
$2.1K - $2.33K
|
1.29K
$296K
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
10+ 0.77% |
$2.1K - $2.33K
|
1.3K
$298K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
10+ 0.88% |
$2.1K - $2.33K
|
1.15K
$264K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10+ 0.26% |
$2.1K - $2.33K
|
3.93K
$899K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10+ 0.1% |
$2.1K - $2.33K
|
10.3K
$2.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
9+ 0.37% |
$1.89K - $2.1K
|
2.43K
$556K
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
9+ 0.95% |
$1.89K - $2.1K
|
958
$219K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
8New |
$1.68K - $1.87K
|
8
$1.83K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
8New |
$1.68K - $1.87K
|
8
$1.83K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
8New |
$1.68K - $1.87K
|
8
$1.83K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
8+ 0.64% |
$1.68K - $1.87K
|
1.26K
$288K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
7+ 0.04% |
$1.47K - $1.63K
|
15.6K
$3.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
7+ 0.4% |
$1.47K - $1.63K
|
1.77K
$406K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
7+ 0.72% |
$1.47K - $1.63K
|
976
$223K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
7+ 0.64% |
$1.47K - $1.63K
|
1.09K
$250K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
6+ 1.55% |
$1.26K - $1.4K
|
394
$90.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
6New |
$1.26K - $1.4K
|
6
$1.37K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
6+ 0.54% |
$1.26K - $1.4K
|
1.12K
$257K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
6+ 0.47% |
$1.26K - $1.4K
|
1.29K
$295K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6+ 3.97% |
$1.26K - $1.4K
|
157
$35.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5+ 0.01% |
$1.05K - $1.17K
|
68.3K
$15.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
5New |
$1.05K - $1.17K
|
5
$1.14K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5+ 0.01% |
$1.05K - $1.17K
|
67.7K
$15.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$1.05K - $1.17K
|
5
$1.14K
|
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
5+ 0.19% |
$1.05K - $1.17K
|
2.59K
$593K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
5+ 0.16% |
$1.05K - $1.17K
|
3.1K
$709K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
5New |
$1.05K - $1.17K
|
5
$1.14K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
5+ 0.34% |
$1.05K - $1.17K
|
1.5K
$343K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$1.05K - $1.17K
|
5
$1.14K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
5+ 0.16% |
$1.05K - $1.17K
|
3.15K
$721K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
4+ 1.32% |
$840 - $933
|
306
$70K
|
|
|
Feb 14, 2025
Q4 2024
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
4+ 0.05% |
$840 - $933
|
7.85K
$1.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
4+ 0.1% |
$840 - $933
|
3.97K
$908K
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
4+ 0.39% |
$840 - $933
|
1.03K
$235K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
4New |
$840 - $933
|
4
$915
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.32% |
$840 - $933
|
1.25K
$287K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
4+ 0.21% |
$840 - $933
|
1.94K
$444K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
4+ 0.07% |
$840 - $933
|
6.12K
$1.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
4+ 0.35% |
$840 - $933
|
1.14K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
3+ 0.17% |
$630 - $700
|
1.74K
$399K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
3+ 0.13% |
$630 - $700
|
2.32K
$530K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.18% |
$630 - $700
|
1.64K
$376K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3New |
$630 - $700
|
3
$686
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3+ 2.33% |
$630 - $700
|
132
$30.2K
|