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 24, 2025
Q2 2025
|
Conning Inc.
|
BUY
|
- |
1.19K+ 6.68% |
$253K - $291K
|
19K
$3.76M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.18K+ 67.72% |
$250K - $288K
|
2.92K
$575K
|
|
|
Aug 14, 2025
Q2 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
1.17K+ 100.0% |
$248K - $286K
|
2.34K
$462K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.17KNew |
$247K - $285K
|
1.17K
$230K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.15KNew |
$244K - $281K
|
1.15K
$227K
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.15KNew |
$243K - $280K
|
1.15K
$227K
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.15K+ 0.45% |
$243K - $280K
|
253K
$50M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
1.12K+ 1.74% |
$237K - $273K
|
65.4K
$12.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.11K+ 7.46% |
$234K - $270K
|
15.9K
$3.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
1.1KNew |
$233K - $269K
|
1.1K
$217K
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
1.09K+ 5.25% |
$230K - $265K
|
21.8K
$4.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.08K+ 0.49% |
$229K - $264K
|
223K
$44.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
1.08K+ 0.94% |
$228K - $263K
|
115K
$22.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.07K+ 9.06% |
$228K - $262K
|
12.9K
$2.55M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.07K+ 14.96% |
$227K - $261K
|
8.21K
$1.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.06KNew |
$226K - $260K
|
1.06K
$210K
|
|
|
Aug 12, 2025
Q2 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
- |
1.05KNew |
$223K - $256K
|
1.05K
$207K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.01K+ 59.15% |
$215K - $247K
|
2.72K
$538K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
1KNew |
$213K - $245K
|
1K
$198K
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
991+ 2.85% |
$210K - $242K
|
35.8K
$7.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
987New |
$209K - $241K
|
987
$195K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
984New |
$209K - $240K
|
984
$194K
|
|
|
Aug 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
980+ 20.09% |
$208K - $239K
|
5.86K
$1.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
960+ 1.82% |
$204K - $234K
|
53.7K
$10.6M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
945New |
$200K - $231K
|
945
$187K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
941+ 46.54% |
$200K - $230K
|
2.96K
$585K
|
|
|
Jul 25, 2025
Q2 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
938+ 2.77% |
$199K - $229K
|
34.8K
$6.86M
|
|
|
Sep 08, 2025
Q2 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
935New |
$198K - $228K
|
935
$185K
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
934+ 33.9% |
$198K - $228K
|
3.69K
$728K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
934New |
$198K - $228K
|
934
$184K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
932+ 4.04% |
$198K - $228K
|
24K
$4.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
922+ 18440.0% |
$196K - $225K
|
927
$183K
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
919New |
$195K - $224K
|
919
$181K
|
|
|
Aug 14, 2025
Q2 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
902+ 46.93% |
$191K - $220K
|
2.82K
$557K
|
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
900+ 8.18% |
$191K - $220K
|
11.9K
$2.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
891+ 18.7% |
$189K - $218K
|
5.66K
$1.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
876+ 4.32% |
$186K - $214K
|
21.1K
$4.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
871+ 68.21% |
$185K - $213K
|
2.15K
$424K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
847+ 0.44% |
$180K - $207K
|
195K
$38.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
831+ 21.74% |
$176K - $203K
|
4.65K
$919K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
796+ 1007.59% |
$169K - $194K
|
875
$173K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
766+ 3.39% |
$162K - $187K
|
23.4K
$4.61M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
755+ 6.01% |
$160K - $184K
|
13.3K
$2.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
746+ 13.64% |
$158K - $182K
|
6.22K
$1.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
730+ 9.92% |
$155K - $178K
|
8.09K
$1.6M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
723+ 61.79% |
$153K - $177K
|
1.89K
$374K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
688+ 25.97% |
$146K - $168K
|
3.34K
$659K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
686+ 1.97% |
$146K - $168K
|
35.5K
$7.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
686+ 22.67% |
$146K - $168K
|
3.71K
$733K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
664+ 16.58% |
$141K - $162K
|
4.67K
$921K
|