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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
11+ 2.2% |
$2.31K - $2.55K
|
512
$101K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
9+ 0.76% |
$1.89K - $2.09K
|
1.19K
$235K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
7New |
$1.47K - $1.62K
|
7
$1.38K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
7New |
$1.47K - $1.62K
|
7
$1.38K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
5+ 4.95% |
$1.05K - $1.16K
|
106
$20.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
4+ 25.0% |
$841 - $927
|
20
$3.95K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
4New |
$841 - $927
|
4
$790
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
4New |
$841 - $927
|
4
$790
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
3+ 2.91% |
$631 - $696
|
106
$20.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
2+ 5.88% |
$421 - $464
|
36
$7.11K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2New |
$421 - $464
|
2
$395
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 1.33% |
$210 - $232
|
76
$15K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$210 - $232
|
1
$197
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
379K+ 0.9% |
$74.4M - $81.7M
|
42.3M
$8.36B
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
148KNew |
$29.1M - $31.9M
|
148K
$29.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
71.2K+ 173.26% |
$14M - $15.4M
|
112K
$22.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
42.6KNew |
$8.35M - $9.18M
|
42.6K
$8.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
BUY
|
CALL |
12.9KNew |
$2.53M - $2.78M
|
12.9K
$2.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Dundas Partners LLP
Edinburgh, X0 |
BUY
|
- |
8.56K+ 4.78% |
$1.68M - $1.85M
|
187K
$37M
|
|
|
Jul 30, 2024
Q2 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
6.36K+ 267.96% |
$1.25M - $1.37M
|
8.73K
$1.72M
|
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
6KNew |
$1.18M - $1.29M
|
6K
$1.18M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
5.63KNew |
$1.1M - $1.21M
|
5.63K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
5.5KNew |
$1.08M - $1.19M
|
5.5K
$1.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
BUY
|
- |
3.75KNew |
$736K - $809K
|
3.75K
$740K
|
|
|
Jul 15, 2025
Q2 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
3.22KNew |
$632K - $695K
|
3.22K
$636K
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2.89K+ 52.14% |
$567K - $623K
|
8.43K
$1.66M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
2.12KNew |
$416K - $457K
|
2.12K
$418K
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.85KNew |
$364K - $400K
|
1.85K
$366K
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.57KNew |
$309K - $339K
|
1.57K
$310K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
1.39KNew |
$273K - $300K
|
1.39K
$274K
|
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
1.2KNew |
$236K - $259K
|
1.2K
$237K
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.17KNew |
$230K - $253K
|
1.17K
$231K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
865New |
$170K - $187K
|
865
$171K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
794New |
$156K - $171K
|
794
$157K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
585+ 23.93% |
$115K - $126K
|
3.03K
$598K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
585+ 13.87% |
$115K - $126K
|
4.8K
$948K
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
350New |
$68.7K - $75.5K
|
350
$69.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
318+ 0.45% |
$62.4K - $68.6K
|
70.4K
$13.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
193New |
$37.9K - $41.6K
|
193
$38.1K
|
|
|
Jul 25, 2025
Q2 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
86+ 4.64% |
$16.9K - $18.6K
|
1.94K
$383K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
83+ 97.65% |
$16.3K - $17.9K
|
168
$33.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
80New |
$15.7K - $17.3K
|
80
$15.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
79New |
$15.5K - $17K
|
79
$15.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
72+ 1.54% |
$14.1K - $15.5K
|
4.74K
$935K
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
BUY
|
- |
65New |
$12.8K - $14K
|
65
$12.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
58+ 17.96% |
$11.4K - $12.5K
|
381
$75.2K
|
|
|
Aug 06, 2024
Q2 2024
|
X Square Capital, LLC
|
BUY
|
- |
51+ 1.75% |
$10K - $11K
|
2.96K
$584K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
50New |
$9.81K - $10.8K
|
50
$9.87K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
48+ 600.0% |
$9.42K - $10.4K
|
56
$11.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
42+ 6.06% |
$8.24K - $9.06K
|
735
$145K
|
|