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
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
660+ 163.77% |
$140K - $161K
|
1.06K
$210K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
640+ 50.39% |
$136K - $156K
|
1.91K
$377K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
638+ 36.94% |
$135K - $156K
|
2.37K
$467K
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
630+ 1.63% |
$134K - $154K
|
39.2K
$7.73M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
628+ 60.79% |
$133K - $153K
|
1.66K
$328K
|
|
|
Jul 15, 2025
Q2 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
623+ 36.65% |
$132K - $152K
|
2.32K
$459K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
618+ 149.28% |
$131K - $151K
|
1.03K
$204K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
609New |
$129K - $149K
|
609
$120K
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
609+ 20.37% |
$129K - $149K
|
3.6K
$710K
|
|
|
Aug 13, 2025
Q2 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
606+ 3.41% |
$129K - $148K
|
18.4K
$3.63M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
596+ 24.93% |
$126K - $146K
|
2.99K
$590K
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
582+ 17.51% |
$123K - $142K
|
3.91K
$771K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
572+ 45.65% |
$121K - $140K
|
1.83K
$360K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
558+ 9.11% |
$118K - $136K
|
6.69K
$1.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
548+ 4.43% |
$116K - $134K
|
12.9K
$2.55M
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
546+ 3.07% |
$116K - $133K
|
18.3K
$3.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
537+ 40.41% |
$114K - $131K
|
1.87K
$368K
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
536+ 19.38% |
$114K - $131K
|
3.3K
$652K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
523+ 6.05% |
$111K - $128K
|
9.17K
$1.81M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
512+ 1.52% |
$109K - $125K
|
34.3K
$6.77M
|
|
|
Jul 24, 2025
Q2 2025
|
Lindenwold Advisors
|
BUY
|
- |
508+ 3.52% |
$108K - $124K
|
14.9K
$2.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
505+ 2.68% |
$107K - $123K
|
19.3K
$3.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
500+ 28.99% |
$106K - $122K
|
2.23K
$439K
|
|
|
Jul 17, 2025
Q2 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
496+ 1.36% |
$105K - $121K
|
36.9K
$7.29M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
496+ 16.54% |
$105K - $121K
|
3.5K
$690K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
493+ 9.34% |
$105K - $120K
|
5.77K
$1.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
489+ 39.92% |
$104K - $119K
|
1.71K
$338K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
485New |
$103K - $118K
|
485
$95.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
485+ 15.1% |
$103K - $118K
|
3.7K
$730K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
478+ 33.57% |
$101K - $117K
|
1.9K
$375K
|
|
|
Aug 14, 2025
Q2 2025
|
L1 Capital International Pty LTD
Sydney Nsw 2000, C3 |
BUY
|
- |
478+ 0.62% |
$101K - $117K
|
77.3K
$15.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
477+ 3.64% |
$101K - $117K
|
13.6K
$2.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
470+ 0.69% |
$99.7K - $115K
|
68.9K
$13.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
464+ 4.54% |
$98.4K - $113K
|
10.7K
$2.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
459+ 1.76% |
$97.4K - $112K
|
26.6K
$5.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
457+ 3.66% |
$96.9K - $112K
|
12.9K
$2.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
452+ 0.58% |
$95.9K - $110K
|
78.7K
$15.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
447+ 8.65% |
$94.8K - $109K
|
5.62K
$1.11M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
446+ 12.7% |
$94.6K - $109K
|
3.96K
$782K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
439+ 9.66% |
$93.1K - $107K
|
4.98K
$983K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
437+ 27.3% |
$92.7K - $107K
|
2.04K
$402K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
436+ 4.92% |
$92.5K - $107K
|
9.3K
$1.84M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
432+ 37.73% |
$91.6K - $106K
|
1.58K
$311K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
428+ 1.46% |
$90.8K - $105K
|
29.7K
$5.87M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
BUY
|
- |
425+ 46.5% |
$90.1K - $104K
|
1.34K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
422+ 48.23% |
$89.5K - $103K
|
1.3K
$256K
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
414+ 44.33% |
$87.8K - $101K
|
1.35K
$266K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
409+ 7.72% |
$86.7K - $99.9K
|
5.71K
$1.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
409+ 1.61% |
$86.7K - $99.9K
|
25.9K
$5.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
408+ 0.03% |
$86.5K - $99.7K
|
1.19M
$235M
|