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 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
75KNew |
$15.7M - $17.5M
|
75K
$14.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
65.8KNew |
$13.8M - $15.4M
|
65.8K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
53.1KNew |
$11.1M - $12.4M
|
53.1K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
PUT |
30KNew |
$6.3M - $7M
|
30K
$5.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
15.1KNew |
$3.17M - $3.53M
|
15.1K
$2.99M
|
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
14.9K+ 558.56% |
$3.12M - $3.47M
|
17.5K
$3.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
13.6KNew |
$2.85M - $3.16M
|
13.6K
$2.68M
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
13.3K+ 18.21% |
$2.78M - $3.09M
|
86K
$17M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
11.2KNew |
$2.35M - $2.61M
|
11.2K
$2.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
7.46K+ 454.01% |
$1.57M - $1.74M
|
9.11K
$1.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
6.36K+ 26.89% |
$1.33M - $1.48M
|
30K
$5.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
5.35K+ 147.42% |
$1.12M - $1.25M
|
8.97K
$1.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
5.13K+ 28.78% |
$1.08M - $1.2M
|
22.9K
$4.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
5.06KNew |
$1.06M - $1.18M
|
5.06K
$999K
|
|
|
Feb 11, 2025
Q4 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
4.96KNew |
$1.04M - $1.16M
|
4.96K
$980K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
4.02KNew |
$844K - $938K
|
4.02K
$794K
|
|
|
Feb 14, 2025
Q4 2024
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
3.86KNew |
$811K - $901K
|
3.86K
$763K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
3.23KNew |
$678K - $753K
|
3.23K
$638K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.81KNew |
$589K - $654K
|
2.81K
$554K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.64K+ 3379.49% |
$553K - $615K
|
2.71K
$536K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.37K+ 2.78% |
$498K - $554K
|
87.8K
$17.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
2.2KNew |
$462K - $514K
|
2.2K
$435K
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
1.79KNew |
$375K - $417K
|
1.79K
$353K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.76K+ 46.13% |
$369K - $410K
|
5.56K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
1.7KNew |
$357K - $397K
|
1.7K
$336K
|
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
1.5KNew |
$315K - $350K
|
1.5K
$296K
|
|
|
Jan 07, 2025
Q4 2024
|
Northcape Capital Pty LTD
|
BUY
|
- |
1.45K+ 15.73% |
$304K - $337K
|
10.6K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
1.44KNew |
$301K - $335K
|
1.44K
$283K
|
|
|
Jan 30, 2025
Q4 2024
|
Australian Super Pty LTD
|
BUY
|
- |
1.42K+ 5.96% |
$299K - $332K
|
25.3K
$5M
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
1.38KNew |
$290K - $322K
|
1.38K
$272K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.33KNew |
$278K - $309K
|
1.33K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
1.3KNew |
$274K - $304K
|
1.3K
$257K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.26KNew |
$264K - $294K
|
1.26K
$249K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.17KNew |
$245K - $273K
|
1.17K
$231K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.12KNew |
$235K - $261K
|
1.12K
$221K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
1.11KNew |
$232K - $258K
|
1.11K
$218K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
1.08KNew |
$227K - $252K
|
1.08K
$214K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
1.03KNew |
$216K - $240K
|
1.03K
$203K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.02KNew |
$214K - $237K
|
1.02K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
869+ 39.59% |
$182K - $203K
|
3.06K
$605K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
833New |
$175K - $194K
|
833
$164K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
700New |
$147K - $163K
|
700
$138K
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
587New |
$123K - $137K
|
587
$116K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
468New |
$98.2K - $109K
|
468
$92.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
382+ 8.83% |
$80.2K - $89.1K
|
4.71K
$929K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
372New |
$78.1K - $86.8K
|
372
$73.4K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
303New |
$63.6K - $70.7K
|
303
$59.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
300New |
$63K - $70K
|
300
$59.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
270+ 18.66% |
$56.7K - $63K
|
1.72K
$339K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
239New |
$50.2K - $55.7K
|
239
$47.2K
|