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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.06KNew |
$429K - $502K
|
2.06K
$432K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.04K+ 8.48% |
$426K - $499K
|
26.1K
$5.49M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
2.02KNew |
$421K - $492K
|
2.02K
$424K
|
|
|
May 14, 2025
Q1 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
CALL |
2KNew |
$417K - $488K
|
2K
$420K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2K+ 4.67% |
$417K - $488K
|
44.8K
$9.4M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.98K+ 7.59% |
$414K - $484K
|
28.1K
$5.91M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.91K+ 3.04% |
$398K - $466K
|
64.7K
$13.6M
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
1.86KNew |
$388K - $454K
|
1.86K
$391K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.83K+ 16.39% |
$382K - $447K
|
13K
$2.73M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
1.81KNew |
$377K - $441K
|
1.81K
$380K
|
|
|
May 13, 2025
Q1 2025
|
Oak Ridge Investments LLC
|
BUY
|
- |
1.8K+ 5.88% |
$375K - $439K
|
32.5K
$6.81M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
PUT |
1.8KNew |
$375K - $439K
|
1.8K
$378K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.73K+ 108.01% |
$360K - $421K
|
3.32K
$698K
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet Bank & Trust LTD
|
BUY
|
- |
1.7K+ 25.37% |
$354K - $415K
|
8.4K
$1.76M
|
|
|
May 14, 2025
Q1 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
1.68K+ 131.51% |
$351K - $410K
|
2.96K
$622K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1.66KNew |
$345K - $404K
|
1.66K
$348K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.65K+ 9.04% |
$343K - $402K
|
19.9K
$4.17M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.65K+ 6.34% |
$343K - $401K
|
27.6K
$5.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.62K+ 25.94% |
$337K - $394K
|
7.85K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.6KNew |
$333K - $390K
|
1.6K
$336K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.59K+ 13.54% |
$332K - $389K
|
13.4K
$2.8M
|
|
|
May 16, 2025
Q1 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
1.57KNew |
$328K - $384K
|
1.57K
$330K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
1.55KNew |
$323K - $378K
|
1.55K
$326K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.52K+ 5.65% |
$316K - $370K
|
28.4K
$5.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.46K+ 12.58% |
$305K - $357K
|
13.1K
$2.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.45KNew |
$303K - $355K
|
1.45K
$305K
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
1.44K+ 19.9% |
$301K - $352K
|
8.69K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
1.44KNew |
$300K - $351K
|
1.44K
$302K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.44K+ 61.33% |
$300K - $351K
|
3.79K
$796K
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
1.43KNew |
$299K - $349K
|
1.43K
$301K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.37K+ 40.38% |
$285K - $334K
|
4.76K
$999K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.37KNew |
$285K - $334K
|
1.37K
$288K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.37K+ 15.64% |
$285K - $334K
|
10.1K
$2.12M
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
1.35KNew |
$281K - $329K
|
1.35K
$284K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.33K+ 3.89% |
$276K - $324K
|
35.4K
$7.43M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.32K+ 406.77% |
$276K - $323K
|
1.65K
$346K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1.32KNew |
$274K - $321K
|
1.32K
$276K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
1.29K+ 0.82% |
$270K - $316K
|
158K
$33.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.29KNew |
$269K - $315K
|
1.29K
$271K
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
1.28K+ 23.08% |
$268K - $313K
|
6.85K
$1.44M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
1.28K+ 2.82% |
$267K - $312K
|
46.6K
$9.79M
|
|
|
May 14, 2025
Q1 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.28KNew |
$266K - $312K
|
1.28K
$268K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.28KNew |
$266K - $311K
|
1.28K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.26K+ 9.89% |
$262K - $307K
|
14K
$2.93M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.26K+ 111.35% |
$262K - $307K
|
2.38K
$501K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
1.25KNew |
$260K - $305K
|
1.25K
$262K
|
|
|
May 13, 2025
Q1 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
1.23KNew |
$256K - $300K
|
1.23K
$258K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
1.22K+ 11.36% |
$255K - $298K
|
12K
$2.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.22KNew |
$254K - $298K
|
1.22K
$256K
|
|
|
May 12, 2025
Q1 2025
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
1.22K+ 5.15% |
$254K - $297K
|
24.9K
$5.22M
|