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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.64K+ 3379.49% |
$553K - $615K
|
2.71K
$571K
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
2.46KNew |
$516K - $573K
|
2.46K
$517K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.37K+ 2.78% |
$498K - $554K
|
87.8K
$18.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
2.2KNew |
$462K - $514K
|
2.2K
$463K
|
|
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
1.82KNew |
$382K - $425K
|
1.82K
$383K
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
1.79KNew |
$375K - $417K
|
1.79K
$376K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.76K+ 46.13% |
$369K - $410K
|
5.56K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
1.7KNew |
$357K - $397K
|
1.7K
$358K
|
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
1.5KNew |
$315K - $350K
|
1.5K
$315K
|
|
|
Jan 07, 2025
Q4 2024
|
Northcape Capital Pty LTD
|
BUY
|
- |
1.45K+ 15.73% |
$304K - $337K
|
10.6K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
1.44KNew |
$301K - $335K
|
1.44K
$302K
|
|
|
Jan 30, 2025
Q4 2024
|
Australian Super Pty LTD
|
BUY
|
- |
1.42K+ 5.96% |
$299K - $332K
|
25.3K
$5.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
1.38KNew |
$290K - $322K
|
1.38K
$290K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.33KNew |
$278K - $309K
|
1.33K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
1.3KNew |
$274K - $304K
|
1.3K
$274K
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
1.3K+ 0.83% |
$272K - $303K
|
159K
$33.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.26KNew |
$264K - $294K
|
1.26K
$265K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.17KNew |
$245K - $273K
|
1.17K
$246K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.12KNew |
$235K - $261K
|
1.12K
$236K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
1.11KNew |
$232K - $258K
|
1.11K
$233K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
1.08KNew |
$227K - $252K
|
1.08K
$228K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
1.03KNew |
$216K - $240K
|
1.03K
$216K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.02KNew |
$214K - $237K
|
1.02K
$214K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
956New |
$201K - $223K
|
956
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
869+ 39.59% |
$182K - $203K
|
3.06K
$644K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
833New |
$175K - $194K
|
833
$175K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
700New |
$147K - $163K
|
700
$147K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
615+ 452.21% |
$129K - $143K
|
751
$158K
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
587New |
$123K - $137K
|
587
$123K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
550+ 27.09% |
$115K - $128K
|
2.58K
$543K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
468New |
$98.2K - $109K
|
468
$98.4K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
430New |
$90.3K - $100K
|
430
$90.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
420+ 20.66% |
$88.2K - $98K
|
2.45K
$516K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
397+ 6.59% |
$83.3K - $92.6K
|
6.42K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
382+ 8.83% |
$80.2K - $89.1K
|
4.71K
$990K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
372New |
$78.1K - $86.8K
|
372
$78.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
330+ 23.49% |
$69.3K - $77K
|
1.74K
$365K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
303New |
$63.6K - $70.7K
|
303
$63.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
300New |
$63K - $70K
|
300
$63.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
276+ 137.31% |
$57.9K - $64.4K
|
477
$100K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
270+ 18.66% |
$56.7K - $63K
|
1.72K
$361K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
239New |
$50.2K - $55.7K
|
239
$50.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
231New |
$48.5K - $53.9K
|
231
$48.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
186+ 67.64% |
$39K - $43.4K
|
461
$96.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
180New |
$37.8K - $42K
|
180
$37.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
171New |
$35.9K - $39.9K
|
171
$36K
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
156+ 2.58% |
$32.7K - $36.4K
|
6.2K
$1.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
155New |
$32.5K - $36.2K
|
155
$32.6K
|
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
145+ 13.19% |
$30.4K - $33.8K
|
1.24K
$262K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
128+ 12.64% |
$26.9K - $29.9K
|
1.14K
$240K
|