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 10, 2025
Q2 2025
|
Rockland Trust CO
|
BUY
|
- |
425+ 46.5% |
$90.1K - $104K
|
1.34K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
422+ 48.23% |
$89.5K - $103K
|
1.3K
$256K
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
414+ 44.33% |
$87.8K - $101K
|
1.35K
$266K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
409+ 7.72% |
$86.7K - $99.9K
|
5.71K
$1.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
409+ 1.61% |
$86.7K - $99.9K
|
25.9K
$5.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
408+ 0.03% |
$86.5K - $99.7K
|
1.19M
$235M
|
|
|
Jul 25, 2025
Q2 2025
|
Oak Ridge Investments LLC
|
BUY
|
- |
407+ 1.25% |
$86.3K - $99.4K
|
32.9K
$6.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
402+ 26.17% |
$85.3K - $98.2K
|
1.94K
$383K
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
396+ 10.56% |
$84K - $96.7K
|
4.15K
$818K
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
396+ 11.3% |
$84K - $96.7K
|
3.9K
$770K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
394+ 2.39% |
$83.6K - $96.2K
|
16.9K
$3.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
385+ 9.84% |
$81.7K - $94K
|
4.3K
$849K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
381+ 17.9% |
$80.8K - $93.1K
|
2.51K
$495K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
380+ 37.77% |
$80.6K - $92.8K
|
1.39K
$274K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
380+ 11.83% |
$80.6K - $92.8K
|
3.59K
$709K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
379+ 10.77% |
$80.4K - $92.6K
|
3.9K
$769K
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
376+ 20.78% |
$79.7K - $91.8K
|
2.19K
$431K
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
374+ 4675.0% |
$79.3K - $91.4K
|
382
$75.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
374+ 33.42% |
$79.3K - $91.4K
|
1.49K
$295K
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
372+ 4.52% |
$78.9K - $90.9K
|
8.6K
$1.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
369+ 16.83% |
$78.3K - $90.1K
|
2.56K
$506K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
365+ 7.93% |
$77.4K - $89.2K
|
4.97K
$980K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
364+ 6.92% |
$77.2K - $88.9K
|
5.63K
$1.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
364+ 25.94% |
$77.2K - $88.9K
|
1.77K
$349K
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
364+ 13.55% |
$77.2K - $88.9K
|
3.05K
$602K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
364+ 5.86% |
$77.2K - $88.9K
|
6.58K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
363+ 4.5% |
$77K - $88.7K
|
8.44K
$1.67M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
361+ 12.8% |
$76.6K - $88.2K
|
3.18K
$628K
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
BUY
|
- |
351+ 4.69% |
$74.4K - $85.7K
|
7.83K
$1.55M
|
|
|
Aug 06, 2025
Q2 2025
|
Suncoast Equity Management
|
BUY
|
- |
350+ 1.77% |
$74.2K - $85.5K
|
20.1K
$3.96M
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
336+ 15.46% |
$71.3K - $82.1K
|
2.51K
$495K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
334+ 35.99% |
$70.8K - $81.6K
|
1.26K
$249K
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
332New |
$70.4K - $81.1K
|
332
$65.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
330New |
$70K - $80.6K
|
330
$65.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
329+ 3.19% |
$69.8K - $80.4K
|
10.6K
$2.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
329+ 1218.52% |
$69.8K - $80.4K
|
356
$70.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
318+ 1.75% |
$67.4K - $77.7K
|
18.5K
$3.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
316+ 3.31% |
$67K - $77.2K
|
9.86K
$1.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
315+ 65.63% |
$66.8K - $76.9K
|
795
$157K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
312+ 24.61% |
$66.2K - $76.2K
|
1.58K
$312K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
311+ 0.8% |
$66K - $76K
|
39K
$7.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
309+ 1.12% |
$65.5K - $75.5K
|
27.9K
$5.51M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
303+ 1.48% |
$64.3K - $74K
|
20.8K
$4.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
301+ 0.79% |
$63.8K - $73.5K
|
38.3K
$7.56M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
300+ 7.39% |
$63.6K - $73.3K
|
4.36K
$860K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
300+ 0.71% |
$63.6K - $73.3K
|
42.5K
$8.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
296+ 9.83% |
$62.8K - $72.3K
|
3.31K
$653K
|
|
|
Aug 13, 2025
Q2 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
295+ 58.07% |
$62.6K - $72.1K
|
803
$159K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
295+ 26.43% |
$62.6K - $72.1K
|
1.41K
$279K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
287+ 7.02% |
$60.9K - $70.1K
|
4.38K
$864K
|