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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
36New |
$7.64K - $8.79K
|
36
$7.11K
|
|
|
Jul 09, 2025
Q2 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
35+ 0.75% |
$7.42K - $8.55K
|
4.68K
$924K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
35+ 1.15% |
$7.42K - $8.55K
|
3.07K
$605K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
35+ 3.42% |
$7.42K - $8.55K
|
1.06K
$209K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
35+ 2.13% |
$7.42K - $8.55K
|
1.68K
$332K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
35+ 29.41% |
$7.42K - $8.55K
|
154
$30.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
34+ 0.89% |
$7.21K - $8.31K
|
3.86K
$762K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
34+ 2.29% |
$7.21K - $8.31K
|
1.52K
$300K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
32New |
$6.79K - $7.82K
|
32
$6.32K
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
31+ 1.72% |
$6.58K - $7.57K
|
1.84K
$362K
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
31+ 2.61% |
$6.58K - $7.57K
|
1.22K
$241K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
31+ 5.25% |
$6.58K - $7.57K
|
621
$123K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
30+ 14.49% |
$6.36K - $7.33K
|
237
$46.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Terril Brothers, Inc.
|
BUY
|
- |
30+ 2.86% |
$6.36K - $7.33K
|
1.08K
$213K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
29+ 2.83% |
$6.15K - $7.08K
|
1.05K
$208K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
29+ 0.34% |
$6.15K - $7.08K
|
8.65K
$1.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
28+ 1.81% |
$5.94K - $6.84K
|
1.58K
$311K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
28+ 0.57% |
$5.94K - $6.84K
|
4.91K
$969K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
27+ 2.77% |
$5.73K - $6.6K
|
1K
$198K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
26+ 2.04% |
$5.51K - $6.35K
|
1.3K
$257K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
25+ 0.62% |
$5.3K - $6.11K
|
4.07K
$802K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
25+ 208.33% |
$5.3K - $6.11K
|
37
$7.3K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
25New |
$5.3K - $6.11K
|
25
$4.94K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
24+ 0.91% |
$5.09K - $5.86K
|
2.67K
$526K
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
24+ 1.64% |
$5.09K - $5.86K
|
1.49K
$293K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
23+ 8.3% |
$4.88K - $5.62K
|
300
$59.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
23+ 14.47% |
$4.88K - $5.62K
|
182
$35.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
23+ 0.36% |
$4.88K - $5.62K
|
6.47K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
23+ 115.0% |
$4.88K - $5.62K
|
43
$8.49K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
22New |
$4.67K - $5.37K
|
22
$4.34K
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
22+ 1.12% |
$4.67K - $5.37K
|
1.98K
$391K
|
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
BUY
|
- |
22+ 2.13% |
$4.67K - $5.37K
|
1.05K
$208K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
22+ 0.67% |
$4.67K - $5.37K
|
3.28K
$648K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
22+ 7.91% |
$4.67K - $5.37K
|
300
$59.2K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
21+ 2.09% |
$4.45K - $5.13K
|
1.03K
$203K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
21+ 0.34% |
$4.45K - $5.13K
|
6.12K
$1.21M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
21New |
$4.45K - $5.13K
|
21
$4.15K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
21+ 5.57% |
$4.45K - $5.13K
|
398
$78.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
20+ 2.02% |
$4.24K - $4.89K
|
1.01K
$199K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
19+ 1.47% |
$4.03K - $4.64K
|
1.31K
$259K
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
19+ 0.36% |
$4.03K - $4.64K
|
5.31K
$1.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
19+ 0.42% |
$4.03K - $4.64K
|
4.56K
$899K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
19+ 0.31% |
$4.03K - $4.64K
|
6.21K
$1.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
18+ 1.22% |
$3.82K - $4.4K
|
1.5K
$296K
|
|
|
Aug 05, 2025
Q2 2025
|
Dillon & Associates Inc
|
BUY
|
- |
17+ 0.94% |
$3.61K - $4.15K
|
1.82K
$359K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
17+ 0.69% |
$3.61K - $4.15K
|
2.47K
$488K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
17+ 1.34% |
$3.61K - $4.15K
|
1.29K
$254K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
16+ 1.35% |
$3.39K - $3.91K
|
1.2K
$237K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
16+ 1.74% |
$3.39K - $3.91K
|
935
$185K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
15+ 3.25% |
$3.18K - $3.66K
|
476
$94K
|