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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
305+ 1.93% |
$64K - $71.1K
|
16.1K
$3.77M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
303New |
$63.6K - $70.7K
|
303
$71.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
301+ 2.27% |
$63.2K - $70.2K
|
13.6K
$3.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
300New |
$63K - $70K
|
300
$70.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
300+ 10.0% |
$63K - $70K
|
3.3K
$774K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
296+ 0.17% |
$62.1K - $69K
|
179K
$42.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
294+ 0.42% |
$61.7K - $68.6K
|
69.8K
$16.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
287+ 0.39% |
$60.2K - $66.9K
|
74.2K
$17.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
276+ 137.31% |
$57.9K - $64.4K
|
477
$112K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
274+ 0.89% |
$57.5K - $63.9K
|
31.1K
$7.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
271+ 17.99% |
$56.9K - $63.2K
|
1.78K
$417K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
270+ 18.66% |
$56.7K - $63K
|
1.72K
$403K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
264New |
$55.4K - $61.6K
|
264
$61.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
264+ 1.51% |
$55.4K - $61.6K
|
17.7K
$4.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
255+ 2.25% |
$53.5K - $59.5K
|
11.6K
$2.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
239+ 20.13% |
$50.2K - $55.7K
|
1.43K
$335K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
239New |
$50.2K - $55.7K
|
239
$56.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
237+ 12.73% |
$49.7K - $55.3K
|
2.1K
$492K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
235+ 5.08% |
$49.3K - $54.8K
|
4.86K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
232+ 1.9% |
$48.7K - $54.1K
|
12.4K
$2.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
231New |
$48.5K - $53.9K
|
231
$54.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
231+ 20.1% |
$48.5K - $53.9K
|
1.38K
$324K
|
|
|
Jan 22, 2025
Q4 2024
|
James Hambro & Partners
|
BUY
|
- |
225+ 8.7% |
$47.2K - $52.5K
|
2.81K
$660K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
223+ 4.05% |
$46.8K - $52K
|
5.74K
$1.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
223+ 18.06% |
$46.8K - $52K
|
1.46K
$342K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
222+ 7.02% |
$46.6K - $51.8K
|
3.39K
$794K
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
219+ 1.17% |
$46K - $51.1K
|
19K
$4.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
216+ 3.9% |
$45.3K - $50.4K
|
5.76K
$1.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
215+ 4.61% |
$45.1K - $50.1K
|
4.88K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
211+ 7.32% |
$44.3K - $49.2K
|
3.09K
$725K
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
211+ 0.86% |
$44.3K - $49.2K
|
24.9K
$5.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
210New |
$44.1K - $49K
|
210
$49.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
205+ 4.61% |
$43K - $47.8K
|
4.65K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
205+ 4.59% |
$43K - $47.8K
|
4.67K
$1.1M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
202+ 37.34% |
$42.4K - $47.1K
|
743
$174K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.25% |
$42K - $46.6K
|
81.7K
$19.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
198+ 14.6% |
$41.6K - $46.2K
|
1.55K
$365K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
194New |
$40.7K - $45.2K
|
194
$45.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
193+ 16.9% |
$40.5K - $45K
|
1.34K
$313K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
188+ 0.26% |
$39.5K - $43.8K
|
72.8K
$17.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
188+ 7.2% |
$39.5K - $43.8K
|
2.8K
$657K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
186+ 67.64% |
$39K - $43.4K
|
461
$108K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
183New |
$38.4K - $42.7K
|
183
$42.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
182+ 10.81% |
$38.2K - $42.4K
|
1.87K
$438K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
182+ 0.18% |
$38.2K - $42.4K
|
100K
$23.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
180New |
$37.8K - $42K
|
180
$42.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
176+ 5.21% |
$36.9K - $41.1K
|
3.56K
$835K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
175+ 8.48% |
$36.7K - $40.8K
|
2.24K
$525K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
174+ 18.22% |
$36.5K - $40.6K
|
1.13K
$265K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
174+ 2.16% |
$36.5K - $40.6K
|
8.24K
$1.93M
|