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 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-67- 1.83% |
$14.2K - $16.4K
|
3.6K
$757K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-68- 2.07% |
$14.4K - $16.6K
|
3.22K
$677K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-69- 5.57% |
$14.6K - $16.9K
|
1.17K
$246K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-73- 9.52% |
$15.5K - $17.8K
|
694
$146K
|
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-75- 3.05% |
$15.9K - $18.3K
|
2.39K
$502K
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-75- 1.2% |
$15.9K - $18.3K
|
6.16K
$1.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-80- 8.95% |
$17K - $19.5K
|
814
$171K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-87- 6.79% |
$18.5K - $21.3K
|
1.19K
$251K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-91- 1.84% |
$19.3K - $22.2K
|
4.84K
$1.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-92- 1.86% |
$19.5K - $22.5K
|
4.85K
$1.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-96- 2.95% |
$20.4K - $23.4K
|
3.16K
$664K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-96- 1.23% |
$20.4K - $23.4K
|
7.74K
$1.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-97- 6.93% |
$20.6K - $23.7K
|
1.3K
$274K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-100- 2.54% |
$21.2K - $24.4K
|
3.84K
$808K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-102- 13.67% |
$21.6K - $24.9K
|
644
$135K
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-105- 4.89% |
$22.3K - $25.6K
|
2.04K
$429K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-107- 1.2% |
$22.7K - $26.1K
|
8.83K
$1.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-109- 3.37% |
$23.1K - $26.6K
|
3.13K
$657K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-112- 6.03% |
$23.8K - $27.4K
|
1.75K
$367K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-128- 17.39% |
$27.1K - $31.3K
|
608
$128K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-128- 0.74% |
$27.1K - $31.3K
|
17.1K
$3.59M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-134- 10.16% |
$28.4K - $32.7K
|
1.19K
$249K
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-162- 13.59% |
$34.4K - $39.6K
|
1.03K
$217K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-166- 2.85% |
$35.2K - $40.5K
|
5.66K
$1.19M
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
SELL
|
- |
-168- 1.45% |
$35.6K - $41K
|
11.5K
$2.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-171- 1.21% |
$36.3K - $41.8K
|
13.9K
$2.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-190- 29.1% |
$40.3K - $46.4K
|
463
$97.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-210Closed |
$44.5K - $51.3K
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Harrington Investments, Inc
|
SELL
|
- |
-210- 0.85% |
$44.5K - $51.3K
|
24.6K
$5.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-213- 5.08% |
$45.2K - $52K
|
3.98K
$837K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-220- 6.4% |
$46.7K - $53.7K
|
3.22K
$677K
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-235- 2.54% |
$49.8K - $57.4K
|
9.01K
$1.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-262- 14.94% |
$55.6K - $64K
|
1.49K
$314K
|
|
|
Jul 17, 2025
Q2 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-275- 2.88% |
$58.3K - $67.2K
|
9.26K
$1.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-300- 12.79% |
$63.6K - $73.3K
|
2.05K
$430K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-306- 4.42% |
$64.9K - $74.7K
|
6.62K
$1.39M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-311- 1.0% |
$66K - $76K
|
30.7K
$6.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-315- 0.16% |
$66.8K - $76.9K
|
200K
$42M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-320- 3.12% |
$67.9K - $78.2K
|
9.93K
$2.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-340- 1.03% |
$72.1K - $83.1K
|
32.6K
$6.85M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-348- 2.79% |
$73.8K - $85K
|
12.1K
$2.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-375- 1.24% |
$79.5K - $91.6K
|
29.8K
$6.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-381- 1.67% |
$80.8K - $93.1K
|
22.4K
$4.71M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-382- 10.11% |
$81K - $93.3K
|
3.4K
$714K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-428- 16.54% |
$90.8K - $105K
|
2.16K
$454K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-456- 6.26% |
$96.7K - $111K
|
6.83K
$1.44M
|
|
|
Jul 17, 2025
Q2 2025
|
James Hambro & Partners
|
SELL
|
- |
-485- 17.25% |
$103K - $118K
|
2.33K
$489K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-524- 2.12% |
$111K - $128K
|
24.2K
$5.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-604- 25.61% |
$128K - $148K
|
1.75K
$369K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-620- 9.82% |
$132K - $151K
|
5.69K
$1.2M
|