Purchases and Sales Made in Q2 2025 in Marsh & Mclennan Companies, Inc. (MMC)
This table provides information about the institutional ownership of Marsh & Mclennan Companies, Inc. (MMC) during Q2 2025. The information is specifically focused on institutions that hold shares of MARSH & MCLENNAN COMPANIES, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
79+ 4.64% |
$16.8K - $19.3K
|
1.78K
$352K
|
|
|
Aug 14, 2025
Q2 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
78+ 2.41% |
$16.5K - $19.1K
|
3.32K
$656K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
77+ 2.0% |
$16.3K - $18.8K
|
3.93K
$776K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
77+ 47.24% |
$16.3K - $18.8K
|
240
$47.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
76+ 44.44% |
$16.1K - $18.6K
|
247
$48.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
74+ 1.47% |
$15.7K - $18.1K
|
5.11K
$1.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
73+ 16.78% |
$15.5K - $17.8K
|
508
$100K
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
71+ 21.26% |
$15.1K - $17.3K
|
405
$79.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
70+ 1.3% |
$14.8K - $17.1K
|
5.46K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
70+ 7.01% |
$14.8K - $17.1K
|
1.07K
$211K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
69+ 4.32% |
$14.6K - $16.9K
|
1.67K
$329K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
69+ 0.83% |
$14.6K - $16.9K
|
8.34K
$1.65M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
68+ 0.67% |
$14.4K - $16.6K
|
10.2K
$2.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
68+ 1.37% |
$14.4K - $16.6K
|
5.03K
$994K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
66+ 5.04% |
$14K - $16.1K
|
1.38K
$271K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
65New |
$13.8K - $15.9K
|
65
$12.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
62+ 4.43% |
$13.2K - $15.1K
|
1.46K
$289K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
62+ 4.18% |
$13.2K - $15.1K
|
1.55K
$305K
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
60+ 0.03% |
$12.7K - $14.7K
|
201K
$39.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
60+ 5.31% |
$12.7K - $14.7K
|
1.19K
$235K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
60+ 6.09% |
$12.7K - $14.7K
|
1.05K
$206K
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
60+ 6.75% |
$12.7K - $14.7K
|
949
$187K
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
59+ 2.91% |
$12.5K - $14.4K
|
2.08K
$411K
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
57+ 3.1% |
$12.1K - $13.9K
|
1.9K
$374K
|
|
|
Jul 29, 2025
Q2 2025
|
Parthenon LLC
|
BUY
|
- |
56+ 4.62% |
$11.9K - $13.7K
|
1.27K
$251K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
55New |
$11.7K - $13.4K
|
55
$10.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
55+ 2.03% |
$11.7K - $13.4K
|
2.77K
$547K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
54+ 1.0% |
$11.5K - $13.2K
|
5.46K
$1.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
53+ 2.64% |
$11.2K - $12.9K
|
2.06K
$407K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
51+ 5.54% |
$10.8K - $12.5K
|
971
$192K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
51+ 18.48% |
$10.8K - $12.5K
|
327
$64.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
51+ 0.25% |
$10.8K - $12.5K
|
20.5K
$4.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
50+ 0.68% |
$10.6K - $12.2K
|
7.4K
$1.46M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
50+ 11.66% |
$10.6K - $12.2K
|
479
$94.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
50+ 0.81% |
$10.6K - $12.2K
|
6.21K
$1.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
49+ 3.52% |
$10.4K - $12K
|
1.44K
$284K
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
48+ 2.65% |
$10.2K - $11.7K
|
1.86K
$367K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
47+ 5.85% |
$9.97K - $11.5K
|
850
$168K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
47+ 4.92% |
$9.97K - $11.5K
|
1K
$198K
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
45+ 2.14% |
$9.54K - $11K
|
2.14K
$423K
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
45+ 1.9% |
$9.54K - $11K
|
2.41K
$476K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
45New |
$9.54K - $11K
|
45
$8.88K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
44+ 4.64% |
$9.33K - $10.7K
|
992
$196K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
42+ 17.8% |
$8.91K - $10.3K
|
278
$54.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
40New |
$8.48K - $9.77K
|
40
$7.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
40+ 29.63% |
$8.48K - $9.77K
|
175
$34.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
38New |
$8.06K - $9.28K
|
38
$7.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
38+ 542.86% |
$8.06K - $9.28K
|
45
$8.88K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
37+ 740.0% |
$7.85K - $9.04K
|
42
$8.29K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
36+ 2.51% |
$7.64K - $8.79K
|
1.47K
$290K
|