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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
172+ 1.54% |
$36.1K - $40.1K
|
11.4K
$2.67M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
171New |
$35.9K - $39.9K
|
171
$40.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
171New |
$35.9K - $39.9K
|
171
$40.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
170+ 2.96% |
$35.7K - $39.7K
|
5.91K
$1.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
168+ 40.68% |
$35.3K - $39.2K
|
581
$136K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
162+ 2.19% |
$34K - $37.8K
|
7.56K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
161+ 0.99% |
$33.8K - $37.6K
|
16.4K
$3.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
161+ 17.75% |
$33.8K - $37.6K
|
1.07K
$251K
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
156+ 2.58% |
$32.7K - $36.4K
|
6.2K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
155New |
$32.5K - $36.2K
|
155
$36.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
153+ 1.14% |
$32.1K - $35.7K
|
13.6K
$3.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
152+ 4.96% |
$31.9K - $35.5K
|
3.22K
$755K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
152+ 4.56% |
$31.9K - $35.5K
|
3.49K
$818K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
152+ 16.24% |
$31.9K - $35.5K
|
1.09K
$255K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
150+ 1.43% |
$31.5K - $35K
|
10.6K
$2.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
148+ 5.01% |
$31.1K - $34.5K
|
3.1K
$727K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
146+ 0.12% |
$30.6K - $34.1K
|
122K
$28.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
146+ 3.07% |
$30.6K - $34.1K
|
4.9K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
140+ 0.76% |
$29.4K - $32.7K
|
18.5K
$4.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
137+ 5.82% |
$28.8K - $32K
|
2.49K
$584K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
136+ 10.92% |
$28.5K - $31.7K
|
1.38K
$324K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
135+ 3.75% |
$28.3K - $31.5K
|
3.74K
$877K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
133+ 1.23% |
$27.9K - $31K
|
11K
$2.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
132+ 3.4% |
$27.7K - $30.8K
|
4.02K
$942K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
131+ 2.43% |
$27.5K - $30.6K
|
5.52K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
129+ 1.81% |
$27.1K - $30.1K
|
7.27K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
129+ 121.7% |
$27.1K - $30.1K
|
235
$55.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
129+ 30.21% |
$27.1K - $30.1K
|
556
$130K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
128+ 12.64% |
$26.9K - $29.9K
|
1.14K
$268K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
127+ 7.22% |
$26.7K - $29.6K
|
1.89K
$442K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
127+ 3.37% |
$26.7K - $29.6K
|
3.9K
$915K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
127+ 6.54% |
$26.7K - $29.6K
|
2.07K
$486K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
124+ 4.24% |
$26K - $28.9K
|
3.05K
$715K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
123+ 10.61% |
$25.8K - $28.7K
|
1.28K
$301K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
122+ 4.43% |
$25.6K - $28.5K
|
2.87K
$674K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
120+ 10.29% |
$25.2K - $28K
|
1.29K
$302K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
120+ 5.0% |
$25.2K - $28K
|
2.52K
$592K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
119+ 41.03% |
$25K - $27.8K
|
409
$96K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
117+ 1.3% |
$24.6K - $27.3K
|
9.14K
$2.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
117+ 12.0% |
$24.6K - $27.3K
|
1.09K
$256K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
116+ 0.6% |
$24.3K - $27.1K
|
19.4K
$4.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
115+ 7.86% |
$24.1K - $26.8K
|
1.58K
$370K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
115+ 8.32% |
$24.1K - $26.8K
|
1.5K
$351K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
114+ 0.45% |
$23.9K - $26.6K
|
25.7K
$6.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
113+ 11.69% |
$23.7K - $26.4K
|
1.08K
$253K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
113+ 1.54% |
$23.7K - $26.4K
|
7.44K
$1.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
112+ 10.03% |
$23.5K - $26.1K
|
1.23K
$288K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
112+ 8.55% |
$23.5K - $26.1K
|
1.42K
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
110New |
$23.1K - $25.7K
|
110
$25.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
110+ 5.2% |
$23.1K - $25.7K
|
2.22K
$522K
|