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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
21New |
$4.45K - $5.13K
|
21
$3.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
18+ 1.22% |
$3.82K - $4.4K
|
1.5K
$271K
|
|
|
Aug 05, 2025
Q2 2025
|
Dillon & Associates Inc
|
BUY
|
- |
17+ 0.94% |
$3.61K - $4.15K
|
1.82K
$329K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
16+ 1.74% |
$3.39K - $3.91K
|
935
$169K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
15+ 1.88% |
$3.18K - $3.66K
|
815
$147K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
14+ 1.46% |
$2.97K - $3.42K
|
971
$176K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
13New |
$2.76K - $3.18K
|
13
$2.35K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
12+ 2.32% |
$2.55K - $2.93K
|
529
$95.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12+ 20.69% |
$2.55K - $2.93K
|
70
$12.7K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
11New |
$2.33K - $2.69K
|
11
$1.99K
|
|
|
Jan 07, 2026
Q2 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
8+ 2.2% |
$1.7K - $1.95K
|
371
$67.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
7+ 116.67% |
$1.48K - $1.71K
|
13
$2.35K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
7New |
$1.48K - $1.71K
|
7
$1.27K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
6New |
$1.27K - $1.47K
|
6
$1.09K
|
|
|
Aug 06, 2025
Q2 2025
|
Smart Money Group LLC
|
BUY
|
- |
5+ 0.41% |
$1.06K - $1.22K
|
1.23K
$223K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
5New |
$1.06K - $1.22K
|
5
$904
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
5New |
$1.06K - $1.22K
|
5
$904
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
3+ 7.89% |
$636 - $733
|
41
$7.42K
|
|
|
Jul 29, 2025
Q2 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
3+ 0.31% |
$636 - $733
|
965
$175K
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
3+ 0.29% |
$636 - $733
|
1.03K
$187K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.43% |
$424 - $489
|
469
$84.8K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1+ 12.5% |
$212 - $244
|
9
$1.63K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1+ 0.3% |
$212 - $244
|
330
$59.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 2.94% |
$212 - $244
|
35
$6.33K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.1% |
$212 - $244
|
1.02K
$184K
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
1+ 0.03% |
$212 - $244
|
3.88K
$702K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
110KNew |
$23M - $26.9M
|
110K
$19.9M
|
|
|
May 13, 2025
Q1 2025
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
99.3KNew |
$20.7M - $24.2M
|
99.3K
$18M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
98.1KNew |
$20.5M - $23.9M
|
98.1K
$17.7M
|
|
|
May 02, 2025
Q1 2025
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
BUY
|
- |
71.8K+ 9.55% |
$15M - $17.5M
|
824K
$149M
|
|
|
May 15, 2025
Q1 2025
|
Teewinot Capital Advisers, L.L.C.
New York, NY |
BUY
|
- |
43.1K+ 21.89% |
$8.99M - $10.5M
|
240K
$43.4M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
37KNew |
$7.71M - $9.03M
|
37K
$6.69M
|
|
|
May 14, 2025
Q1 2025
|
Oribel Capital Management, LP
New York, NY |
BUY
|
- |
36.9KNew |
$7.69M - $9M
|
36.9K
$6.67M
|
|
|
May 06, 2025
Q1 2025
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
33.5KNew |
$6.98M - $8.18M
|
33.5K
$6.06M
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
24KNew |
$5M - $5.86M
|
24K
$4.34M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
18.3KNew |
$3.82M - $4.47M
|
18.3K
$3.31M
|
|
|
May 15, 2025
Q1 2025
|
New Vernon Investment Management LLC
Highland Park, IL |
BUY
|
- |
9.91K+ 135.48% |
$2.07M - $2.42M
|
17.2K
$3.11M
|
|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
8.13KNew |
$1.7M - $1.98M
|
8.13K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
7.25KNew |
$1.51M - $1.77M
|
7.25K
$1.31M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
6.05KNew |
$1.26M - $1.48M
|
6.05K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
5.6KNew |
$1.17M - $1.37M
|
5.6K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
5.26KNew |
$1.1M - $1.28M
|
5.26K
$952K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
3.7K+ 154.17% |
$771K - $903K
|
6.1K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
2.89K+ 166.36% |
$603K - $706K
|
4.63K
$838K
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
2.57KNew |
$535K - $627K
|
2.57K
$464K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.29KNew |
$476K - $558K
|
2.29K
$413K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.12KNew |
$441K - $517K
|
2.12K
$383K
|
|
|
May 13, 2025
Q1 2025
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
BUY
|
- |
2.06K+ 5.79% |
$430K - $503K
|
37.7K
$6.82M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.06K+ 3.88% |
$429K - $503K
|
55.1K
$9.97M
|
|