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 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-5- 11.9% |
$1.06K - $1.22K
|
37
$7.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-5- 9.09% |
$1.06K - $1.22K
|
50
$9.87K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-6- 2.32% |
$1.27K - $1.47K
|
253
$49.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-6- 37.5% |
$1.27K - $1.47K
|
10
$1.97K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.34% |
$1.27K - $1.47K
|
1.76K
$348K
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-6- 0.1% |
$1.27K - $1.47K
|
6.05K
$1.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-6- 0.02% |
$1.27K - $1.47K
|
26.4K
$5.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-7- 28.0% |
$1.48K - $1.71K
|
18
$3.55K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-7- 28.0% |
$1.48K - $1.71K
|
18
$3.55K
|
|
|
Aug 07, 2025
Q2 2025
|
E Cio, Inc.
Madison, WI |
SELL
|
- |
-7- 0.67% |
$1.48K - $1.71K
|
1.04K
$206K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-7- 0.67% |
$1.48K - $1.71K
|
1.04K
$205K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-9- 5.81% |
$1.91K - $2.2K
|
146
$28.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-10- 43.48% |
$2.12K - $2.44K
|
13
$2.57K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-10- 0.78% |
$2.12K - $2.44K
|
1.27K
$251K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-10- 17.24% |
$2.12K - $2.44K
|
48
$9.48K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-10- 11.11% |
$2.12K - $2.44K
|
80
$15.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-10- 0.63% |
$2.12K - $2.44K
|
1.58K
$312K
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.38% |
$2.12K - $2.44K
|
2.64K
$520K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-10- 7.58% |
$2.12K - $2.44K
|
122
$24.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-10- 0.2% |
$2.12K - $2.44K
|
4.87K
$962K
|
|
|
Aug 13, 2025
Q2 2025
|
Optimize Financial Inc
Laguna Hills, CA |
SELL
|
- |
-10- 0.64% |
$2.12K - $2.44K
|
1.56K
$309K
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-11- 0.39% |
$2.33K - $2.69K
|
2.8K
$553K
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-11- 0.84% |
$2.33K - $2.69K
|
1.29K
$255K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-11Closed |
$2.33K - $2.69K
|
0
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-13- 1.08% |
$2.76K - $3.18K
|
1.19K
$235K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-13- 30.23% |
$2.76K - $3.18K
|
30
$5.92K
|
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-13- 0.24% |
$2.76K - $3.18K
|
5.47K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-13- 0.14% |
$2.76K - $3.18K
|
9.41K
$1.86M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-14- 1.11% |
$2.97K - $3.42K
|
1.25K
$246K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-14- 0.57% |
$2.97K - $3.42K
|
2.43K
$480K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-15- 0.25% |
$3.18K - $3.66K
|
6.03K
$1.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-15- 3.79% |
$3.18K - $3.66K
|
381
$75.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-15- 4.84% |
$3.18K - $3.66K
|
295
$58.2K
|
|
|
Aug 14, 2025
Q2 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-15- 1.19% |
$3.18K - $3.66K
|
1.25K
$246K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-16- 1.59% |
$3.39K - $3.91K
|
990
$195K
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-16- 0.77% |
$3.39K - $3.91K
|
2.05K
$405K
|
|
|
Aug 14, 2025
Q2 2025
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-16- 0.49% |
$3.39K - $3.91K
|
3.24K
$640K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-16- 0.18% |
$3.39K - $3.91K
|
8.65K
$1.71M
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-17- 0.03% |
$3.61K - $4.15K
|
52.2K
$10.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-17- 1.11% |
$3.61K - $4.15K
|
1.52K
$299K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-17- 0.49% |
$3.61K - $4.15K
|
3.48K
$687K
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-18- 0.18% |
$3.82K - $4.4K
|
10.2K
$2.01M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
SELL
|
- |
-18- 1.46% |
$3.82K - $4.4K
|
1.21K
$239K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-19- 1.99% |
$4.03K - $4.64K
|
934
$184K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-19- 1.18% |
$4.03K - $4.64K
|
1.59K
$314K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-19- 0.14% |
$4.03K - $4.64K
|
13.7K
$2.71M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-19- 0.12% |
$4.03K - $4.64K
|
16.1K
$3.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-20- 1.35% |
$4.24K - $4.89K
|
1.46K
$288K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-20- 0.47% |
$4.24K - $4.89K
|
4.19K
$828K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-21- 1.46% |
$4.45K - $5.13K
|
1.41K
$279K
|