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 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
38New |
$8.06K - $9.28K
|
38
$7.98K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
36+ 2.51% |
$7.64K - $8.79K
|
1.47K
$309K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
35+ 1.15% |
$7.42K - $8.55K
|
3.07K
$644K
|
|
|
Jul 09, 2025
Q2 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
35+ 0.75% |
$7.42K - $8.55K
|
4.68K
$983K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
30+ 14.49% |
$6.36K - $7.33K
|
237
$49.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
29+ 2.83% |
$6.15K - $7.08K
|
1.05K
$221K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
28+ 1.81% |
$5.94K - $6.84K
|
1.58K
$331K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
23+ 8.3% |
$4.88K - $5.62K
|
300
$63K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
21+ 0.34% |
$4.45K - $5.13K
|
6.12K
$1.29M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
21+ 2.09% |
$4.45K - $5.13K
|
1.03K
$216K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
19+ 1.47% |
$4.03K - $4.64K
|
1.31K
$275K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
16+ 1.74% |
$3.39K - $3.91K
|
935
$196K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
16+ 1.35% |
$3.39K - $3.91K
|
1.2K
$252K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
14+ 1.46% |
$2.97K - $3.42K
|
971
$204K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12+ 20.69% |
$2.55K - $2.93K
|
70
$14.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
11+ 0.36% |
$2.33K - $2.69K
|
3.05K
$640K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
11+ 0.3% |
$2.33K - $2.69K
|
3.63K
$763K
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
11+ 0.34% |
$2.33K - $2.69K
|
3.23K
$677K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
10+ 30.3% |
$2.12K - $2.44K
|
43
$9.03K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
8+ 3.02% |
$1.7K - $1.95K
|
273
$57.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
8+ 42.11% |
$1.7K - $1.95K
|
27
$5.67K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
7+ 4.09% |
$1.48K - $1.71K
|
178
$37.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
7+ 0.39% |
$1.48K - $1.71K
|
1.79K
$375K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
5New |
$1.06K - $1.22K
|
5
$1.05K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
5+ 1.53% |
$1.06K - $1.22K
|
332
$69.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
4+ 0.13% |
$848 - $977
|
3.2K
$672K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3+ 16.67% |
$636 - $733
|
21
$4.41K
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
3+ 0.29% |
$636 - $733
|
1.03K
$217K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.43% |
$424 - $489
|
469
$98.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.44% |
$424 - $489
|
461
$96.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.36% |
$212 - $244
|
281
$59K
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
1+ 0.03% |
$212 - $244
|
3.88K
$815K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1+ 1.33% |
$212 - $244
|
76
$16K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
12.8MNew |
$2.67B - $3.13B
|
12.8M
$2.69B
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
4.26MNew |
$887M - $1.04B
|
4.26M
$894M
|
|
|
May 12, 2025
Q1 2025
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
4.16M+ 171.86% |
$867M - $1.02B
|
6.58M
$1.38B
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
634K+ 9.75% |
$132M - $155M
|
7.14M
$1.5B
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
615K+ 66.34% |
$128M - $150M
|
1.54M
$324M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
582K+ 1.3% |
$121M - $142M
|
45.3M
$9.52B
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
467K+ 10.92% |
$97.4M - $114M
|
4.74M
$996M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
462K+ 133.84% |
$96.3M - $113M
|
807K
$169M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
437K+ 3.63% |
$91.1M - $107M
|
12.5M
$2.62B
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
319K+ 7.93% |
$66.5M - $77.9M
|
4.35M
$913M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
272K+ 4.15% |
$56.8M - $66.5M
|
6.84M
$1.44B
|
|
|
May 14, 2025
Q1 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
261K+ 670.2% |
$54.5M - $63.8M
|
300K
$63.1M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
243K+ 73.37% |
$50.7M - $59.4M
|
575K
$121M
|
|
|
May 14, 2025
Q1 2025
|
Findlay Park Partners LLP
London, X0 |
BUY
|
- |
242K+ 27.3% |
$50.5M - $59.2M
|
1.13M
$237M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
239K+ 1.13% |
$49.9M - $58.4M
|
21.5M
$4.51B
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
199K+ 8.12% |
$41.4M - $48.5M
|
2.65M
$556M
|
|
|
May 14, 2025
Q1 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
165K+ 19.92% |
$34.4M - $40.2M
|
992K
$208M
|
|