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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
623+ 36.65% |
$132K - $152K
|
2.32K
$488K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
618+ 149.28% |
$131K - $151K
|
1.03K
$217K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
609New |
$129K - $149K
|
609
$128K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
558+ 9.11% |
$118K - $136K
|
6.69K
$1.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
537+ 40.41% |
$114K - $131K
|
1.87K
$392K
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
536+ 19.38% |
$114K - $131K
|
3.3K
$693K
|
|
|
Jul 17, 2025
Q2 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
496+ 1.36% |
$105K - $121K
|
36.9K
$7.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
485New |
$103K - $118K
|
485
$102K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
432+ 37.73% |
$91.6K - $106K
|
1.58K
$331K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
BUY
|
- |
425+ 46.5% |
$90.1K - $104K
|
1.34K
$281K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
385+ 9.84% |
$81.7K - $94K
|
4.3K
$903K
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
376+ 20.78% |
$79.7K - $91.8K
|
2.19K
$459K
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
372+ 4.52% |
$78.9K - $90.9K
|
8.6K
$1.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
364+ 5.86% |
$77.2K - $88.9K
|
6.58K
$1.38M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
361+ 12.8% |
$76.6K - $88.2K
|
3.18K
$668K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
334+ 35.99% |
$70.8K - $81.6K
|
1.26K
$265K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
329+ 1218.52% |
$69.8K - $80.4K
|
356
$74.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
316+ 3.31% |
$67K - $77.2K
|
9.86K
$2.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
303+ 1.48% |
$64.3K - $74K
|
20.8K
$4.36M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
281+ 0.08% |
$59.6K - $68.6K
|
361K
$75.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
247+ 4.75% |
$52.4K - $60.3K
|
5.45K
$1.14M
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
244+ 0.4% |
$51.8K - $59.6K
|
60.9K
$12.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
190+ 4.84% |
$40.3K - $46.4K
|
4.12K
$865K
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
186+ 2.71% |
$39.5K - $45.4K
|
7.06K
$1.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
177+ 5.15% |
$37.5K - $43.2K
|
3.61K
$759K
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
170+ 0.91% |
$36.1K - $41.5K
|
19K
$3.98M
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
166+ 1.23% |
$35.2K - $40.5K
|
13.6K
$2.86M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
160+ 8.7% |
$33.9K - $39.1K
|
2K
$420K
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
155+ 6.67% |
$32.9K - $37.9K
|
2.48K
$521K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
155+ 8.51% |
$32.9K - $37.9K
|
1.98K
$415K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
138+ 16.22% |
$29.3K - $33.7K
|
989
$208K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
122+ 1.48% |
$25.9K - $29.8K
|
8.37K
$1.76M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
122+ 6.05% |
$25.9K - $29.8K
|
2.14K
$449K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
121+ 1.21% |
$25.7K - $29.6K
|
10.1K
$2.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
111+ 17.9% |
$23.5K - $27.1K
|
731
$154K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
111+ 2.58% |
$23.5K - $27.1K
|
4.41K
$925K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
108+ 10.29% |
$22.9K - $26.4K
|
1.16K
$243K
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
BUY
|
- |
103+ 114.44% |
$21.8K - $25.2K
|
193
$40.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
88+ 9.72% |
$18.7K - $21.5K
|
993
$209K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
85+ 7.78% |
$18K - $20.8K
|
1.18K
$247K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
82+ 0.27% |
$17.4K - $20K
|
30.7K
$6.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
81+ 2.2% |
$17.2K - $19.8K
|
3.76K
$790K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
62+ 4.18% |
$13.2K - $15.1K
|
1.55K
$325K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
62+ 4.43% |
$13.2K - $15.1K
|
1.46K
$307K
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
60+ 0.03% |
$12.7K - $14.7K
|
201K
$42.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
59+ 2.91% |
$12.5K - $14.4K
|
2.08K
$438K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
51+ 5.54% |
$10.8K - $12.5K
|
971
$204K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
47+ 5.85% |
$9.97K - $11.5K
|
850
$179K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
44+ 4.64% |
$9.33K - $10.7K
|
992
$208K
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
40New |
$8.48K - $9.77K
|
40
$8.4K
|