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 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
94+ 0.63% |
$19.7K - $21.9K
|
15K
$3.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
93+ 23.37% |
$19.5K - $21.7K
|
491
$113K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
92+ 7.76% |
$19.3K - $21.5K
|
1.28K
$294K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
92+ 5.48% |
$19.3K - $21.5K
|
1.77K
$408K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
91+ 1.14% |
$19.1K - $21.2K
|
8.06K
$1.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
89+ 0.06% |
$18.7K - $20.8K
|
154K
$35.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
89+ 0.89% |
$18.7K - $20.8K
|
10.1K
$2.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
88New |
$18.5K - $20.5K
|
88
$20.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
87+ 2.56% |
$18.3K - $20.3K
|
3.49K
$803K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
87+ 3.2% |
$18.3K - $20.3K
|
2.81K
$646K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
86+ 0.74% |
$18.1K - $20.1K
|
11.7K
$2.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
84+ 1.41% |
$17.6K - $19.6K
|
6.05K
$1.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
83+ 4.54% |
$17.4K - $19.4K
|
1.91K
$440K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
82+ 8.74% |
$17.2K - $19.1K
|
1.02K
$235K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
82+ 6.38% |
$17.2K - $19.1K
|
1.37K
$315K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
82+ 4.08% |
$17.2K - $19.1K
|
2.09K
$482K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
80+ 0.41% |
$16.8K - $18.7K
|
19.6K
$4.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
78+ 0.06% |
$16.4K - $18.2K
|
123K
$28.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
78+ 1.28% |
$16.4K - $18.2K
|
6.16K
$1.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
78+ 1.72% |
$16.4K - $18.2K
|
4.61K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
75+ 8.18% |
$15.7K - $17.5K
|
992
$228K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
74+ 14.18% |
$15.5K - $17.3K
|
596
$137K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
74+ 3.91% |
$15.5K - $17.3K
|
1.97K
$452K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
73+ 5.33% |
$15.3K - $17K
|
1.44K
$332K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
73+ 1.33% |
$15.3K - $17K
|
5.57K
$1.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
71+ 1.57% |
$14.9K - $16.6K
|
4.59K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
66New |
$13.9K - $15.4K
|
66
$15.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
66+ 2.92% |
$13.9K - $15.4K
|
2.33K
$535K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
62+ 1.09% |
$13K - $14.5K
|
5.73K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
61+ 15.14% |
$12.8K - $14.2K
|
464
$107K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
59+ 3.63% |
$12.4K - $13.8K
|
1.68K
$388K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
59+ 6.0% |
$12.4K - $13.8K
|
1.04K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
58+ 0.46% |
$12.2K - $13.5K
|
12.7K
$2.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
58+ 4.28% |
$12.2K - $13.5K
|
1.41K
$325K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
54+ 108.0% |
$11.3K - $12.6K
|
104
$23.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
52+ 29.05% |
$10.9K - $12.1K
|
231
$53.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
51+ 2.02% |
$10.7K - $11.9K
|
2.58K
$593K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
50+ 4.13% |
$10.5K - $11.7K
|
1.26K
$290K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
50+ 0.12% |
$10.5K - $11.7K
|
42.1K
$9.69M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
50+ 4.13% |
$10.5K - $11.7K
|
1.26K
$290K
|
|
|
Feb 12, 2025
Q4 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
49+ 0.86% |
$10.3K - $11.4K
|
5.76K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
48New |
$10.1K - $11.2K
|
48
$11K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
48+ 6.67% |
$10.1K - $11.2K
|
768
$177K
|
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
48+ 0.13% |
$10.1K - $11.2K
|
36.5K
$8.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
47+ 3.68% |
$9.86K - $11K
|
1.32K
$305K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
46+ 2.5% |
$9.65K - $10.7K
|
1.89K
$434K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
46+ 4.05% |
$9.65K - $10.7K
|
1.18K
$272K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
45+ 0.8% |
$9.45K - $10.5K
|
5.68K
$1.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
45+ 2.18% |
$9.45K - $10.5K
|
2.11K
$486K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
43+ 2.39% |
$9.03K - $10K
|
1.84K
$424K
|