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 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
730+ 9.92% |
$155K - $178K
|
8.09K
$1.6M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
723+ 61.79% |
$153K - $177K
|
1.89K
$374K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
688+ 25.97% |
$146K - $168K
|
3.34K
$659K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
686+ 22.67% |
$146K - $168K
|
3.71K
$733K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
686+ 1.97% |
$146K - $168K
|
35.5K
$7.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
664+ 16.58% |
$141K - $162K
|
4.67K
$921K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
660+ 163.77% |
$140K - $161K
|
1.06K
$210K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
640+ 50.39% |
$136K - $156K
|
1.91K
$377K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
638+ 36.94% |
$135K - $156K
|
2.37K
$467K
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
630+ 1.63% |
$134K - $154K
|
39.2K
$7.73M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
628+ 60.79% |
$133K - $153K
|
1.66K
$328K
|
|
|
Jul 15, 2025
Q2 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
623+ 36.65% |
$132K - $152K
|
2.32K
$459K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
618+ 149.28% |
$131K - $151K
|
1.03K
$204K
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
609+ 20.37% |
$129K - $149K
|
3.6K
$710K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
609New |
$129K - $149K
|
609
$120K
|
|
|
Aug 13, 2025
Q2 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
606+ 3.41% |
$129K - $148K
|
18.4K
$3.63M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
596+ 24.93% |
$126K - $146K
|
2.99K
$590K
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
582+ 17.51% |
$123K - $142K
|
3.91K
$771K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
572+ 45.65% |
$121K - $140K
|
1.83K
$360K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
558+ 9.11% |
$118K - $136K
|
6.69K
$1.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
548+ 4.43% |
$116K - $134K
|
12.9K
$2.55M
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
546+ 3.07% |
$116K - $133K
|
18.3K
$3.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
537+ 40.41% |
$114K - $131K
|
1.87K
$368K
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
536+ 19.38% |
$114K - $131K
|
3.3K
$652K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
523+ 6.05% |
$111K - $128K
|
9.17K
$1.81M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
512+ 1.52% |
$109K - $125K
|
34.3K
$6.77M
|
|
|
Jul 24, 2025
Q2 2025
|
Lindenwold Advisors
|
BUY
|
- |
508+ 3.52% |
$108K - $124K
|
14.9K
$2.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
505+ 2.68% |
$107K - $123K
|
19.3K
$3.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
500+ 28.99% |
$106K - $122K
|
2.23K
$439K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
496+ 16.54% |
$105K - $121K
|
3.5K
$690K
|
|
|
Jul 17, 2025
Q2 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
496+ 1.36% |
$105K - $121K
|
36.9K
$7.29M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
493+ 9.34% |
$105K - $120K
|
5.77K
$1.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
489+ 39.92% |
$104K - $119K
|
1.71K
$338K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
485+ 15.1% |
$103K - $118K
|
3.7K
$730K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
485New |
$103K - $118K
|
485
$95.7K
|
|
|
Aug 14, 2025
Q2 2025
|
L1 Capital International Pty LTD
Sydney Nsw 2000, C3 |
BUY
|
- |
478+ 0.62% |
$101K - $117K
|
77.3K
$15.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
478+ 33.57% |
$101K - $117K
|
1.9K
$375K
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
477+ 3.64% |
$101K - $117K
|
13.6K
$2.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
470+ 0.69% |
$99.7K - $115K
|
68.9K
$13.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
464+ 4.54% |
$98.4K - $113K
|
10.7K
$2.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
459+ 1.76% |
$97.4K - $112K
|
26.6K
$5.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
457+ 3.66% |
$96.9K - $112K
|
12.9K
$2.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
452+ 0.58% |
$95.9K - $110K
|
78.7K
$15.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
447+ 8.65% |
$94.8K - $109K
|
5.62K
$1.11M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
446+ 12.7% |
$94.6K - $109K
|
3.96K
$782K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
439+ 9.66% |
$93.1K - $107K
|
4.98K
$983K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
437+ 27.3% |
$92.7K - $107K
|
2.04K
$402K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
436+ 4.92% |
$92.5K - $107K
|
9.3K
$1.84M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
432+ 37.73% |
$91.6K - $106K
|
1.58K
$311K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
428+ 1.46% |
$90.8K - $105K
|
29.7K
$5.87M
|