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 25, 2025
Q2 2025
|
Oak Ridge Investments LLC
|
BUY
|
- |
407+ 1.25% |
$86.3K - $99.4K
|
32.9K
$6.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
402+ 26.17% |
$85.3K - $98.2K
|
1.94K
$383K
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
396+ 11.3% |
$84K - $96.7K
|
3.9K
$770K
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
396+ 10.56% |
$84K - $96.7K
|
4.15K
$818K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
394+ 2.39% |
$83.6K - $96.2K
|
16.9K
$3.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
386+ 0.7% |
$81.9K - $94.3K
|
55.5K
$11M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
385+ 9.84% |
$81.7K - $94K
|
4.3K
$849K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
381+ 17.9% |
$80.8K - $93.1K
|
2.51K
$495K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
380+ 11.83% |
$80.6K - $92.8K
|
3.59K
$709K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
380+ 37.77% |
$80.6K - $92.8K
|
1.39K
$274K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
379+ 10.77% |
$80.4K - $92.6K
|
3.9K
$769K
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
376+ 20.78% |
$79.7K - $91.8K
|
2.19K
$431K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
374+ 33.42% |
$79.3K - $91.4K
|
1.49K
$295K
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
374+ 4675.0% |
$79.3K - $91.4K
|
382
$75.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
372+ 4.52% |
$78.9K - $90.9K
|
8.6K
$1.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
369+ 16.83% |
$78.3K - $90.1K
|
2.56K
$506K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
365+ 7.93% |
$77.4K - $89.2K
|
4.97K
$980K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
364+ 6.92% |
$77.2K - $88.9K
|
5.63K
$1.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
364+ 5.86% |
$77.2K - $88.9K
|
6.58K
$1.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
364+ 13.55% |
$77.2K - $88.9K
|
3.05K
$602K
|
|
|
Aug 12, 2025
Q2 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
364+ 25.94% |
$77.2K - $88.9K
|
1.77K
$349K
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
363+ 4.5% |
$77K - $88.7K
|
8.44K
$1.67M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
361+ 12.8% |
$76.6K - $88.2K
|
3.18K
$628K
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
BUY
|
- |
351+ 4.69% |
$74.4K - $85.7K
|
7.83K
$1.55M
|
|
|
Aug 06, 2025
Q2 2025
|
Suncoast Equity Management
|
BUY
|
- |
350+ 1.77% |
$74.2K - $85.5K
|
20.1K
$3.96M
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
336+ 15.46% |
$71.3K - $82.1K
|
2.51K
$495K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
334+ 35.99% |
$70.8K - $81.6K
|
1.26K
$249K
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
332New |
$70.4K - $81.1K
|
332
$65.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
330New |
$70K - $80.6K
|
330
$65.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
329+ 1218.52% |
$69.8K - $80.4K
|
356
$70.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
329+ 3.19% |
$69.8K - $80.4K
|
10.6K
$2.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
318+ 1.75% |
$67.4K - $77.7K
|
18.5K
$3.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
316+ 3.31% |
$67K - $77.2K
|
9.86K
$1.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
315+ 65.63% |
$66.8K - $76.9K
|
795
$157K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
312+ 24.61% |
$66.2K - $76.2K
|
1.58K
$312K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
311+ 0.8% |
$66K - $76K
|
39K
$7.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
309+ 1.12% |
$65.5K - $75.5K
|
27.9K
$5.51M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
303+ 1.48% |
$64.3K - $74K
|
20.8K
$4.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
301+ 0.79% |
$63.8K - $73.5K
|
38.3K
$7.56M
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
300+ 0.71% |
$63.6K - $73.3K
|
42.5K
$8.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
300+ 7.39% |
$63.6K - $73.3K
|
4.36K
$860K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
296+ 9.83% |
$62.8K - $72.3K
|
3.31K
$653K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
295+ 26.43% |
$62.6K - $72.1K
|
1.41K
$279K
|
|
|
Aug 13, 2025
Q2 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
295+ 58.07% |
$62.6K - $72.1K
|
803
$159K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
287+ 7.02% |
$60.9K - $70.1K
|
4.38K
$864K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
284+ 16.83% |
$60.2K - $69.4K
|
1.97K
$389K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
284+ 3.6% |
$60.2K - $69.4K
|
8.17K
$1.61M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
281+ 0.08% |
$59.6K - $68.6K
|
361K
$71.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
275+ 12.2% |
$58.3K - $67.2K
|
2.53K
$499K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
272+ 181.33% |
$57.7K - $66.4K
|
422
$83.3K
|