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 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
11+ 4.68% |
$2.29K - $2.68K
|
246
$51.7K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
11+ 0.47% |
$2.29K - $2.68K
|
2.35K
$493K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
11+ 5.37% |
$2.29K - $2.68K
|
216
$45.4K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
10New |
$2.08K - $2.44K
|
10
$2.1K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
10+ 0.39% |
$2.08K - $2.44K
|
2.59K
$543K
|
|
|
May 13, 2025
Q1 2025
|
Terril Brothers, Inc.
|
BUY
|
- |
10+ 0.96% |
$2.08K - $2.44K
|
1.05K
$220K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
10+ 0.21% |
$2.08K - $2.44K
|
4.68K
$982K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
10+ 200.0% |
$2.08K - $2.44K
|
15
$3.15K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
9New |
$1.88K - $2.2K
|
9
$1.89K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
8New |
$1.67K - $1.95K
|
8
$1.68K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
8New |
$1.67K - $1.95K
|
8
$1.68K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
8+ 0.63% |
$1.67K - $1.95K
|
1.28K
$269K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
8New |
$1.67K - $1.95K
|
8
$1.68K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
7New |
$1.46K - $1.71K
|
7
$1.47K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
7+ 0.32% |
$1.46K - $1.71K
|
2.17K
$456K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 3.19% |
$1.25K - $1.46K
|
194
$40.7K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
6+ 0.08% |
$1.25K - $1.46K
|
7.64K
$1.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
6+ 0.1% |
$1.25K - $1.46K
|
6.19K
$1.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
6+ 0.36% |
$1.25K - $1.46K
|
1.69K
$355K
|
|
|
Jul 16, 2025
Q1 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
5+ 0.27% |
$1.04K - $1.22K
|
1.85K
$389K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
5New |
$1.04K - $1.22K
|
5
$1.05K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
5+ 2.16% |
$1.04K - $1.22K
|
236
$49.6K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
5New |
$1.04K - $1.22K
|
5
$1.05K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
5+ 0.49% |
$1.04K - $1.22K
|
1.03K
$217K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
5+ 0.19% |
$1.04K - $1.22K
|
2.66K
$559K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5+ 33.33% |
$1.04K - $1.22K
|
20
$4.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.19% |
$1.04K - $1.22K
|
2.65K
$555K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
5+ 0.33% |
$1.04K - $1.22K
|
1.52K
$319K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
4New |
$834 - $976
|
4
$840
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
4+ 0.05% |
$834 - $976
|
7.89K
$1.66M
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
BUY
|
- |
4+ 0.11% |
$834 - $976
|
3.75K
$787K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
4New |
$834 - $976
|
4
$840
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
4+ 0.37% |
$834 - $976
|
1.08K
$226K
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
4+ 0.37% |
$834 - $976
|
1.09K
$229K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4New |
$834 - $976
|
4
$840
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4+ 3.39% |
$834 - $976
|
122
$25.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 5.56% |
$834 - $976
|
76
$16K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
4+ 5.97% |
$834 - $976
|
71
$14.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
4+ 0.42% |
$834 - $976
|
962
$202K
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
BUY
|
- |
3+ 0.15% |
$625 - $732
|
1.94K
$408K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.18% |
$625 - $732
|
1.65K
$346K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.5% |
$417 - $488
|
403
$84.6K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2+ 0.06% |
$417 - $488
|
3.5K
$735K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2+ 0.13% |
$417 - $488
|
1.53K
$322K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.2% |
$417 - $488
|
1.01K
$211K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2+ 0.85% |
$417 - $488
|
236
$49.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 1.25% |
$417 - $488
|
162
$34K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2New |
$417 - $488
|
2
$420
|
|
|
May 21, 2025
Q1 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
1+ 0.07% |
$208 - $244
|
1.42K
$298K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 0.38% |
$208 - $244
|
263
$55.2K
|