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 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
43New |
$9.03K - $10K
|
43
$9.84K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
43+ 2.62% |
$9.03K - $10K
|
1.68K
$385K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
42+ 2.61% |
$8.82K - $9.8K
|
1.65K
$378K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
42+ 0.67% |
$8.82K - $9.8K
|
6.35K
$1.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
42New |
$8.82K - $9.8K
|
42
$9.61K
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
40+ 0.99% |
$8.4K - $9.33K
|
4.06K
$930K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
40+ 0.32% |
$8.4K - $9.33K
|
12.5K
$2.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
39New |
$8.19K - $9.1K
|
39
$8.92K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
38+ 1.5% |
$7.98K - $8.86K
|
2.56K
$586K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
38New |
$7.98K - $8.86K
|
38
$8.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
36New |
$7.56K - $8.4K
|
36
$8.24K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
36+ 6.2% |
$7.56K - $8.4K
|
617
$141K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
35+ 1.55% |
$7.35K - $8.16K
|
2.3K
$525K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
35+ 1.64% |
$7.35K - $8.16K
|
2.17K
$496K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
35+ 0.66% |
$7.35K - $8.16K
|
5.33K
$1.22M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
35+ 3.64% |
$7.35K - $8.16K
|
996
$228K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
33+ 2.15% |
$6.93K - $7.7K
|
1.57K
$359K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
32+ 0.45% |
$6.72K - $7.46K
|
7.2K
$1.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
31+ 13.42% |
$6.51K - $7.23K
|
262
$60K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
31+ 21.09% |
$6.51K - $7.23K
|
178
$40.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
31New |
$6.51K - $7.23K
|
31
$7.09K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
30+ 3.04% |
$6.3K - $7K
|
1.02K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
29New |
$6.09K - $6.76K
|
29
$6.64K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
29+ 1.75% |
$6.09K - $6.76K
|
1.69K
$387K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
29+ 3.27% |
$6.09K - $6.76K
|
916
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
28+ 12.84% |
$5.88K - $6.53K
|
246
$56.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
28+ 56.0% |
$5.88K - $6.53K
|
78
$17.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
28+ 22.76% |
$5.88K - $6.53K
|
151
$34.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
26+ 0.86% |
$5.46K - $6.06K
|
3.06K
$700K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
26New |
$5.46K - $6.06K
|
26
$5.95K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
25+ 1.43% |
$5.25K - $5.83K
|
1.77K
$405K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
25+ 8.62% |
$5.25K - $5.83K
|
315
$72.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
25New |
$5.25K - $5.83K
|
25
$5.72K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
25New |
$5.25K - $5.83K
|
25
$5.72K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25+ 2.11% |
$5.25K - $5.83K
|
1.21K
$277K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
25+ 0.56% |
$5.25K - $5.83K
|
4.47K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
25+ 22.12% |
$5.25K - $5.83K
|
138
$31.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
25+ 2.0% |
$5.25K - $5.83K
|
1.28K
$292K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
24+ 1.41% |
$5.04K - $5.6K
|
1.72K
$394K
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
22+ 2.15% |
$4.62K - $5.13K
|
1.05K
$239K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
22+ 1.61% |
$4.62K - $5.13K
|
1.39K
$319K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
22+ 2.22% |
$4.62K - $5.13K
|
1.01K
$231K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
22+ 0.59% |
$4.62K - $5.13K
|
3.72K
$851K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
21+ 1.9% |
$4.41K - $4.9K
|
1.13K
$258K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
20New |
$4.2K - $4.66K
|
20
$4.58K
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
20+ 1.42% |
$4.2K - $4.66K
|
1.43K
$327K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
20+ 0.69% |
$4.2K - $4.66K
|
2.91K
$667K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
20+ 2.07% |
$4.2K - $4.66K
|
988
$226K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
20New |
$4.2K - $4.66K
|
20
$4.58K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
20+ 1.39% |
$4.2K - $4.66K
|
1.46K
$334K
|