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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.23K+ 0.23% |
$260K - $299K
|
530K
$105M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.22K+ 21.68% |
$259K - $299K
|
6.87K
$1.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.2KNew |
$255K - $293K
|
1.2K
$237K
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.2K+ 5.14% |
$253K - $292K
|
24.5K
$4.83M
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
BUY
|
- |
1.19K+ 6.68% |
$253K - $291K
|
19K
$3.76M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.18K+ 67.72% |
$250K - $288K
|
2.92K
$575K
|
|
|
Aug 14, 2025
Q2 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
1.17K+ 100.0% |
$248K - $286K
|
2.34K
$462K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.17KNew |
$247K - $285K
|
1.17K
$230K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.15KNew |
$244K - $281K
|
1.15K
$227K
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.15KNew |
$243K - $280K
|
1.15K
$227K
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.15K+ 0.45% |
$243K - $280K
|
253K
$50M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
1.12K+ 1.74% |
$237K - $273K
|
65.4K
$12.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.11K+ 7.46% |
$234K - $270K
|
15.9K
$3.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
1.1KNew |
$233K - $269K
|
1.1K
$217K
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
1.09K+ 5.25% |
$230K - $265K
|
21.8K
$4.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.08K+ 0.49% |
$229K - $264K
|
223K
$44.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
1.08K+ 0.94% |
$228K - $263K
|
115K
$22.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.07K+ 9.06% |
$228K - $262K
|
12.9K
$2.55M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.07K+ 14.96% |
$227K - $261K
|
8.21K
$1.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.06KNew |
$226K - $260K
|
1.06K
$210K
|
|
|
Aug 12, 2025
Q2 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
- |
1.05KNew |
$223K - $256K
|
1.05K
$207K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.01K+ 59.15% |
$215K - $247K
|
2.72K
$538K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
1KNew |
$213K - $245K
|
1K
$198K
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
1KNew |
$212K - $244K
|
1K
$197K
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
991+ 2.85% |
$210K - $242K
|
35.8K
$7.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
987New |
$209K - $241K
|
987
$195K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
984New |
$209K - $240K
|
984
$194K
|
|
|
Aug 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
980+ 20.09% |
$208K - $239K
|
5.86K
$1.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
960+ 1.82% |
$204K - $234K
|
53.7K
$10.6M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
945New |
$200K - $231K
|
945
$187K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
941+ 46.54% |
$200K - $230K
|
2.96K
$585K
|
|
|
Jul 25, 2025
Q2 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
938+ 2.77% |
$199K - $229K
|
34.8K
$6.86M
|
|
|
Sep 08, 2025
Q2 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
935New |
$198K - $228K
|
935
$185K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
934New |
$198K - $228K
|
934
$184K
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
934+ 33.9% |
$198K - $228K
|
3.69K
$728K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
932+ 4.04% |
$198K - $228K
|
24K
$4.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
922+ 18440.0% |
$196K - $225K
|
927
$183K
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
919New |
$195K - $224K
|
919
$181K
|
|
|
Aug 14, 2025
Q2 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
902+ 46.93% |
$191K - $220K
|
2.82K
$557K
|
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
900+ 8.18% |
$191K - $220K
|
11.9K
$2.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
891+ 18.7% |
$189K - $218K
|
5.66K
$1.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
876+ 4.32% |
$186K - $214K
|
21.1K
$4.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
871+ 68.21% |
$185K - $213K
|
2.15K
$424K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
847+ 0.44% |
$180K - $207K
|
195K
$38.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
831+ 21.74% |
$176K - $203K
|
4.65K
$919K
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
800+ 4.04% |
$170K - $195K
|
20.6K
$4.07M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
796+ 1007.59% |
$169K - $194K
|
875
$173K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
766+ 3.39% |
$162K - $187K
|
23.4K
$4.61M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
755+ 6.01% |
$160K - $184K
|
13.3K
$2.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
746+ 13.64% |
$158K - $182K
|
6.22K
$1.23M
|