Latest Institutional Purchases of Marsh & Mclennan Companies, Inc. (MMC)
This list provides information on the latest institutional transactions involving Marsh & Mclennan Companies, Inc. (MMC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
110K+ 3623.42% |
$23M - $26.9M
|
113K
$25M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
110K+ 3146.65% |
$22.8M - $26.7M
|
113K
$24.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
69.3K+ 139.75% |
$14.5M - $16.9M
|
119K
$26.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
52.2K+ 101.72% |
$10.9M - $12.7M
|
104K
$22.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
39K+ 985.84% |
$8.13M - $9.52M
|
43K
$9.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
36.9K+ 1978.07% |
$7.69M - $9M
|
38.8K
$8.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
36.6K+ 20.94% |
$7.64M - $8.94M
|
212K
$46.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
28.6K+ 2.97% |
$5.96M - $6.98M
|
990K
$218M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
17K+ 1119.38% |
$3.55M - $4.16M
|
18.6K
$4.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
13.2K+ 14.49% |
$2.75M - $3.22M
|
104K
$22.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
10.8K+ 109.16% |
$2.26M - $2.64M
|
20.7K
$4.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
7.68K+ 50.91% |
$1.6M - $1.87M
|
22.8K
$5.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
6.32KNew |
$1.32M - $1.54M
|
6.32K
$1.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
6.32K+ 5.94% |
$1.32M - $1.54M
|
113K
$24.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
6.31K+ 2.57% |
$1.32M - $1.54M
|
252K
$55.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.7K+ 399.93% |
$1.19M - $1.39M
|
7.13K
$1.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4KNew |
$835K - $977K
|
4K
$881K
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
3.88KNew |
$809K - $947K
|
3.88K
$854K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
3.53K+ 48.18% |
$736K - $862K
|
10.9K
$2.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.88K+ 16.55% |
$600K - $702K
|
20.3K
$4.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.45KNew |
$510K - $597K
|
2.45K
$539K
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
2.33KNew |
$485K - $567K
|
2.33K
$512K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.06KNew |
$429K - $502K
|
2.06K
$453K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.72K+ 105.6% |
$358K - $419K
|
3.34K
$736K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.65K+ 4.96% |
$344K - $402K
|
34.9K
$7.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.45KNew |
$303K - $355K
|
1.45K
$320K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.44K+ 61.33% |
$300K - $351K
|
3.79K
$834K
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
1.43KNew |
$299K - $349K
|
1.43K
$315K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.37K+ 15.64% |
$285K - $334K
|
10.1K
$2.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.29K+ 2.08% |
$269K - $314K
|
63.3K
$13.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.28KNew |
$266K - $311K
|
1.28K
$281K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
1.25KNew |
$260K - $305K
|
1.25K
$275K
|
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.23K+ 3.23% |
$256K - $300K
|
39.2K
$8.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.22KNew |
$254K - $298K
|
1.22K
$268K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.17KNew |
$244K - $286K
|
1.17K
$257K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.14K+ 12.45% |
$238K - $278K
|
10.3K
$2.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
1.11K+ 19.35% |
$232K - $272K
|
6.87K
$1.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
970New |
$202K - $237K
|
970
$213K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
948+ 20.2% |
$198K - $231K
|
5.64K
$1.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
928New |
$193K - $226K
|
928
$204K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
919New |
$192K - $224K
|
919
$202K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
915New |
$191K - $223K
|
915
$201K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
914+ 11.85% |
$191K - $223K
|
8.62K
$1.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
892New |
$186K - $218K
|
892
$196K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
866New |
$181K - $211K
|
866
$191K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
862+ 9.98% |
$180K - $210K
|
9.5K
$2.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
861New |
$180K - $210K
|
861
$189K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
851New |
$177K - $208K
|
851
$187K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
847+ 27.35% |
$177K - $207K
|
3.94K
$868K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
847New |
$177K - $207K
|
847
$186K
|