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 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
875New |
$182K - $214K
|
875
$173K
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
871New |
$182K - $213K
|
871
$172K
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
870New |
$181K - $212K
|
870
$172K
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
866New |
$181K - $211K
|
866
$171K
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
BUY
|
- |
864New |
$180K - $211K
|
864
$171K
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
861New |
$180K - $210K
|
861
$170K
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
859New |
$179K - $210K
|
859
$170K
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
854New |
$178K - $208K
|
854
$169K
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
851New |
$177K - $208K
|
851
$168K
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
847New |
$177K - $207K
|
847
$167K
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
847New |
$177K - $207K
|
847
$167K
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
840New |
$175K - $205K
|
840
$166K
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
836New |
$174K - $204K
|
836
$165K
|
|
May 09, 2025
Q1 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
833New |
$174K - $203K
|
833
$164K
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
830New |
$173K - $203K
|
830
$164K
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
829New |
$173K - $202K
|
829
$164K
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
829New |
$173K - $202K
|
829
$164K
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
823New |
$172K - $201K
|
823
$162K
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
820New |
$171K - $200K
|
820
$162K
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
792+ 5.84% |
$165K - $193K
|
14.4K
$2.83M
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
743+ 12.9% |
$155K - $181K
|
6.5K
$1.28M
|
|
Apr 17, 2025
Q1 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
724+ 40.09% |
$151K - $177K
|
2.53K
$499K
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
721+ 63.86% |
$150K - $176K
|
1.85K
$365K
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
700New |
$146K - $171K
|
700
$138K
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
700+ 44.36% |
$146K - $171K
|
2.28K
$450K
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
655+ 2.33% |
$137K - $160K
|
28.8K
$5.69M
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
654+ 47.7% |
$136K - $160K
|
2.03K
$400K
|
|
May 13, 2025
Q1 2025
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
540+ 53.73% |
$113K - $132K
|
1.55K
$305K
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
500+ 0.35% |
$104K - $122K
|
143K
$28.3M
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
428+ 74.83% |
$89.2K - $104K
|
1K
$197K
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
310New |
$64.6K - $75.6K
|
310
$61.2K
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
269New |
$56.1K - $65.6K
|
269
$53.1K
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
264+ 14.19% |
$55K - $64.4K
|
2.13K
$419K
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
247+ 17.37% |
$51.5K - $60.3K
|
1.67K
$329K
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
244New |
$50.9K - $59.5K
|
244
$48.2K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
235+ 12.46% |
$49K - $57.3K
|
2.12K
$419K
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
193New |
$40.2K - $47.1K
|
193
$38.1K
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
173+ 4.63% |
$36.1K - $42.2K
|
3.91K
$772K
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
171New |
$35.7K - $41.7K
|
171
$33.8K
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
167+ 14.2% |
$34.8K - $40.8K
|
1.34K
$265K
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
150New |
$31.3K - $36.6K
|
150
$29.6K
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
114New |
$23.8K - $27.8K
|
114
$22.5K
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
107+ 133.75% |
$22.3K - $26.1K
|
187
$36.9K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
106+ 1.46% |
$22.1K - $25.9K
|
7.38K
$1.46M
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
106+ 32.02% |
$22.1K - $25.9K
|
437
$86.3K
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
104New |
$21.7K - $25.4K
|
104
$20.5K
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
CALL |
100+ 12.5% |
$20.8K - $24.4K
|
900
$178K
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
100New |
$20.8K - $24.4K
|
100
$19.7K
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
94+ 1.48% |
$19.6K - $22.9K
|
6.44K
$1.27M
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
93+ 1.23% |
$19.4K - $22.7K
|
7.65K
$1.51M
|