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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
1.08KNew |
$227K - $252K
|
1.08K
$264K
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.07KNew |
$225K - $250K
|
1.07K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.06K+ 1.9% |
$221K - $246K
|
56.4K
$13.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.05KNew |
$221K - $246K
|
1.05K
$257K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.05K+ 11.23% |
$221K - $245K
|
10.4K
$2.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.04K+ 15.14% |
$219K - $243K
|
7.93K
$1.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
1.04KNew |
$218K - $242K
|
1.04K
$254K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
1.03K+ 0.39% |
$217K - $241K
|
264K
$64.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
1.03KNew |
$216K - $240K
|
1.03K
$251K
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.03KNew |
$215K - $239K
|
1.03K
$250K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.02KNew |
$214K - $237K
|
1.02K
$248K
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.01K+ 0.46% |
$212K - $236K
|
223K
$54.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.01KNew |
$211K - $235K
|
1.01K
$245K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
998+ 5.79% |
$209K - $233K
|
18.2K
$4.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
975+ 80.65% |
$205K - $227K
|
2.18K
$533K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
973New |
$204K - $227K
|
973
$237K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
949New |
$199K - $221K
|
949
$232K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
941+ 1.41% |
$198K - $219K
|
67.8K
$16.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
940+ 19.27% |
$197K - $219K
|
5.82K
$1.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
937+ 9.31% |
$197K - $219K
|
11K
$2.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
900New |
$189K - $210K
|
900
$220K
|
|
|
Feb 07, 2025
Q4 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
900+ 0.85% |
$189K - $210K
|
107K
$26.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
896+ 8.53% |
$188K - $209K
|
11.4K
$2.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
883+ 39.83% |
$185K - $206K
|
3.1K
$756K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
874+ 1.45% |
$183K - $204K
|
61.2K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
869+ 39.59% |
$182K - $203K
|
3.06K
$748K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
836+ 72.26% |
$175K - $195K
|
1.99K
$486K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
833New |
$175K - $194K
|
833
$203K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
825+ 188.79% |
$173K - $192K
|
1.26K
$308K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
801+ 20.58% |
$168K - $187K
|
4.69K
$1.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
767+ 49.36% |
$161K - $179K
|
2.32K
$566K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
767+ 24.05% |
$161K - $179K
|
3.96K
$965K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
756+ 100.93% |
$159K - $176K
|
1.51K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
700New |
$147K - $163K
|
700
$171K
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
699+ 1.88% |
$147K - $163K
|
38K
$9.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
695+ 60.12% |
$146K - $162K
|
1.85K
$452K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
688+ 5.31% |
$144K - $160K
|
13.7K
$3.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
682+ 136.95% |
$143K - $159K
|
1.18K
$288K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
677+ 44.63% |
$142K - $158K
|
2.19K
$535K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
674+ 1.61% |
$141K - $157K
|
42.6K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
646+ 2.99% |
$136K - $151K
|
22.2K
$5.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
642New |
$135K - $150K
|
642
$157K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
639New |
$134K - $149K
|
639
$156K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
615+ 452.21% |
$129K - $143K
|
751
$183K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
613+ 11.91% |
$129K - $143K
|
5.76K
$1.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
609+ 3.34% |
$128K - $142K
|
18.8K
$4.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
595New |
$125K - $139K
|
595
$145K
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
587New |
$123K - $137K
|
587
$143K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
587+ 422.3% |
$123K - $137K
|
726
$177K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
584+ 3.69% |
$123K - $136K
|
16.4K
$4.01M
|