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 14, 2025
Q2 2025
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-100- 3.08% |
$21.2K - $24.4K
|
3.15K
$622K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-102- 13.67% |
$21.6K - $24.9K
|
644
$127K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-102- 0.54% |
$21.6K - $24.9K
|
18.7K
$3.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-105- 4.89% |
$22.3K - $25.6K
|
2.04K
$403K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-105- 2.26% |
$22.3K - $25.6K
|
4.55K
$898K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-107- 1.2% |
$22.7K - $26.1K
|
8.83K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-108- 9.19% |
$22.9K - $26.4K
|
1.07K
$211K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-109- 3.37% |
$23.1K - $26.6K
|
3.13K
$617K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-111- 5.78% |
$23.5K - $27.1K
|
1.81K
$357K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-112- 6.03% |
$23.8K - $27.4K
|
1.75K
$344K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-115- 5.29% |
$24.4K - $28.1K
|
2.06K
$406K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-115- 6.26% |
$24.4K - $28.1K
|
1.72K
$340K
|
|
|
Jul 30, 2025
Q2 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-116- 10.62% |
$24.6K - $28.3K
|
976
$193K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-117- 6.71% |
$24.8K - $28.6K
|
1.63K
$321K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-117- 20.93% |
$24.8K - $28.6K
|
442
$87.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-125- 0.2% |
$26.5K - $30.5K
|
62.7K
$12.4M
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
SELL
|
- |
-125- 29.07% |
$26.5K - $30.5K
|
305
$60.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-128- 0.74% |
$27.1K - $31.3K
|
17.1K
$3.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-128- 17.39% |
$27.1K - $31.3K
|
608
$120K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-131- 8.66% |
$27.8K - $32K
|
1.38K
$273K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-133- 0.47% |
$28.2K - $32.5K
|
28.2K
$5.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-134- 10.16% |
$28.4K - $32.7K
|
1.19K
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-136- 4.61% |
$28.8K - $33.2K
|
2.81K
$555K
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-136- 18.11% |
$28.8K - $33.2K
|
615
$121K
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-142- 1.86% |
$30.1K - $34.7K
|
7.5K
$1.48M
|
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-144- 3.32% |
$30.5K - $35.2K
|
4.2K
$828K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-152- 9.17% |
$32.2K - $37.1K
|
1.51K
$297K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-152- 1.62% |
$32.2K - $37.1K
|
9.23K
$1.82M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-154- 1.08% |
$32.7K - $37.6K
|
14.1K
$2.78M
|
|
|
Aug 07, 2025
Q2 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
SELL
|
- |
-160- 1.33% |
$33.9K - $39.1K
|
11.9K
$2.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-161- 4.5% |
$34.1K - $39.3K
|
3.42K
$675K
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-162- 13.59% |
$34.4K - $39.6K
|
1.03K
$203K
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-162- 13.02% |
$34.4K - $39.6K
|
1.08K
$214K
|
|
|
Jul 30, 2025
Q2 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-164- 0.83% |
$34.8K - $40.1K
|
19.6K
$3.87M
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-165- 3.96% |
$35K - $40.3K
|
4.01K
$791K
|
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-165- 2.81% |
$35K - $40.3K
|
5.71K
$1.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-166- 2.85% |
$35.2K - $40.5K
|
5.66K
$1.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-166- 6.87% |
$35.2K - $40.5K
|
2.25K
$444K
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-166- 6.89% |
$35.2K - $40.5K
|
2.24K
$443K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-167- 0.74% |
$35.4K - $40.8K
|
22.4K
$4.42M
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
SELL
|
- |
-168- 1.45% |
$35.6K - $41K
|
11.5K
$2.26M
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-168- 12.13% |
$35.6K - $41K
|
1.22K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-170- 0.98% |
$36.1K - $41.5K
|
17.2K
$3.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-171- 1.21% |
$36.3K - $41.8K
|
13.9K
$2.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-174- 11.8% |
$36.9K - $42.5K
|
1.3K
$257K
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-179- 7.5% |
$38K - $43.7K
|
2.21K
$436K
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-180- 10.01% |
$38.2K - $44K
|
1.62K
$319K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-190- 29.1% |
$40.3K - $46.4K
|
463
$91.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-196- 12.99% |
$41.6K - $47.9K
|
1.31K
$259K
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-201- 2.81% |
$42.6K - $49.1K
|
6.95K
$1.37M
|