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 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-58- 5.05% |
$12.3K - $14.2K
|
1.09K
$215K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-59- 5.02% |
$12.5K - $14.4K
|
1.12K
$220K
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-59- 7.88% |
$12.5K - $14.4K
|
690
$136K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-59- 2.95% |
$12.5K - $14.4K
|
1.94K
$383K
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-59- 1.14% |
$12.5K - $14.4K
|
5.11K
$1.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-60- 0.9% |
$12.7K - $14.7K
|
6.62K
$1.31M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-60- 2.56% |
$12.7K - $14.7K
|
2.29K
$451K
|
|
|
Sep 04, 2025
Q2 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-60- 3.39% |
$12.7K - $14.7K
|
1.71K
$338K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-62- 3.17% |
$13.2K - $15.1K
|
1.89K
$374K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-63- 0.6% |
$13.4K - $15.4K
|
10.4K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-63- 2.21% |
$13.4K - $15.4K
|
2.79K
$551K
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
SELL
|
- |
-65- 0.93% |
$13.8K - $15.9K
|
6.89K
$1.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-65- 39.63% |
$13.8K - $15.9K
|
99
$19.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-66- 0.69% |
$14K - $16.1K
|
9.43K
$1.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-67- 1.83% |
$14.2K - $16.4K
|
3.6K
$711K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-67- 8.12% |
$14.2K - $16.4K
|
758
$150K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-67- 26.91% |
$14.2K - $16.4K
|
182
$35.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-67- 0.43% |
$14.2K - $16.4K
|
15.5K
$3.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-68- 2.07% |
$14.4K - $16.6K
|
3.22K
$636K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-68- 0.28% |
$14.4K - $16.6K
|
24K
$4.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-69- 5.57% |
$14.6K - $16.9K
|
1.17K
$231K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-70- 12.17% |
$14.8K - $17.1K
|
505
$99.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-71- 2.82% |
$15.1K - $17.3K
|
2.45K
$483K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-73- 9.52% |
$15.5K - $17.8K
|
694
$137K
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-74- 6.86% |
$15.7K - $18.1K
|
1.01K
$198K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-74- 1.96% |
$15.7K - $18.1K
|
3.69K
$729K
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-75- 1.2% |
$15.9K - $18.3K
|
6.16K
$1.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-75- 3.05% |
$15.9K - $18.3K
|
2.39K
$471K
|
|
|
Aug 14, 2025
Q2 2025
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-75- 5.18% |
$15.9K - $18.3K
|
1.37K
$271K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-76- 7.33% |
$16.1K - $18.6K
|
961
$190K
|
|
|
Aug 06, 2025
Q2 2025
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-77- 0.39% |
$16.3K - $18.8K
|
19.4K
$3.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-79- 3.94% |
$16.8K - $19.3K
|
1.93K
$381K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-79- 0.53% |
$16.8K - $19.3K
|
14.9K
$2.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-80- 8.95% |
$17K - $19.5K
|
814
$161K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-84- 0.08% |
$17.8K - $20.5K
|
110K
$21.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
SELL
|
- |
-84- 2.08% |
$17.8K - $20.5K
|
3.95K
$780K
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-84- 0.01% |
$17.8K - $20.5K
|
1.1M
$218M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-86- 0.61% |
$18.2K - $21K
|
14K
$2.76M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-87- 6.79% |
$18.5K - $21.3K
|
1.19K
$236K
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-87- 5.85% |
$18.5K - $21.3K
|
1.4K
$276K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-91- 1.84% |
$19.3K - $22.2K
|
4.84K
$956K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-92- 1.86% |
$19.5K - $22.5K
|
4.85K
$958K
|
|
|
Jul 25, 2025
Q2 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-92- 6.1% |
$19.5K - $22.5K
|
1.42K
$280K
|
|
|
Jul 28, 2025
Q2 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-95- 1.84% |
$20.1K - $23.2K
|
5.08K
$1M
|
|
|
Aug 08, 2025
Q2 2025
|
Beck Bode, LLC
|
SELL
|
- |
-95- 1.98% |
$20.1K - $23.2K
|
4.7K
$928K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-96- 1.23% |
$20.4K - $23.4K
|
7.74K
$1.53M
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-96- 2.95% |
$20.4K - $23.4K
|
3.16K
$623K
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-97- 6.93% |
$20.6K - $23.7K
|
1.3K
$257K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-100- 2.54% |
$21.2K - $24.4K
|
3.84K
$759K
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-100- 2.95% |
$21.2K - $24.4K
|
3.29K
$649K
|