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 16, 2024
Q2 2024
|
Sageworth Trust CO
|
BUY
|
- |
3.75KNew |
$736K - $809K
|
3.75K
$859K
|
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
BUY
|
- |
3.14KNew |
$617K - $678K
|
3.14K
$720K
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2.89K+ 52.14% |
$567K - $623K
|
8.43K
$1.93M
|
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
2.45KNew |
$480K - $528K
|
2.45K
$560K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
2.12KNew |
$416K - $457K
|
2.12K
$485K
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.85KNew |
$364K - $400K
|
1.85K
$424K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
1.7K+ 70.83% |
$334K - $367K
|
4.1K
$939K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.64KNew |
$321K - $353K
|
1.64K
$375K
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.57KNew |
$309K - $339K
|
1.57K
$360K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.41KNew |
$278K - $305K
|
1.41K
$324K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
1.39KNew |
$273K - $300K
|
1.39K
$318K
|
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
1.2KNew |
$236K - $259K
|
1.2K
$275K
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.17KNew |
$230K - $253K
|
1.17K
$268K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
865New |
$170K - $187K
|
865
$198K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
794New |
$156K - $171K
|
794
$182K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
698New |
$137K - $151K
|
698
$160K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
585+ 23.93% |
$115K - $126K
|
3.03K
$694K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
585+ 13.87% |
$115K - $126K
|
4.8K
$1.1M
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
350New |
$68.7K - $75.5K
|
350
$80.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
318+ 0.45% |
$62.4K - $68.6K
|
70.4K
$16.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
271+ 3.36% |
$53.2K - $58.5K
|
8.34K
$1.91M
|
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
230+ 10.76% |
$45.1K - $49.6K
|
2.37K
$542K
|
|
|
Jul 24, 2024
Q2 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
196+ 7.25% |
$38.5K - $42.3K
|
2.9K
$664K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
193New |
$37.9K - $41.6K
|
193
$44.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Alta Advisers LTD
|
BUY
|
- |
163+ 12.54% |
$32K - $35.2K
|
1.46K
$335K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
83+ 97.65% |
$16.3K - $17.9K
|
168
$38.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
80New |
$15.7K - $17.3K
|
80
$18.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
79New |
$15.5K - $17K
|
79
$18.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
72+ 1.54% |
$14.1K - $15.5K
|
4.74K
$1.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
BUY
|
- |
65New |
$12.8K - $14K
|
65
$14.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
58+ 17.96% |
$11.4K - $12.5K
|
381
$87.2K
|
|
|
Aug 06, 2024
Q2 2024
|
X Square Capital, LLC
|
BUY
|
- |
51+ 1.75% |
$10K - $11K
|
2.96K
$677K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
50New |
$9.81K - $10.8K
|
50
$11.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
48+ 600.0% |
$9.42K - $10.4K
|
56
$12.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
42+ 6.06% |
$8.24K - $9.06K
|
735
$168K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
39+ 1.2% |
$7.66K - $8.41K
|
3.3K
$755K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
34New |
$6.67K - $7.34K
|
34
$7.78K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
30New |
$5.89K - $6.47K
|
30
$6.87K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
29New |
$5.69K - $6.26K
|
29
$6.64K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
27New |
$5.3K - $5.83K
|
27
$6.18K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
17+ 14.66% |
$3.34K - $3.67K
|
133
$30.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
16New |
$3.14K - $3.45K
|
16
$3.66K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
16New |
$3.14K - $3.45K
|
16
$3.66K
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
15+ 0.63% |
$2.94K - $3.24K
|
2.39K
$548K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
14+ 0.08% |
$2.75K - $3.02K
|
17.8K
$4.07M
|
|
|
Feb 05, 2025
Q2 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
9+ 0.26% |
$1.77K - $1.94K
|
3.5K
$802K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
9+ 14.75% |
$1.77K - $1.94K
|
70
$16K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7+ 140.0% |
$1.37K - $1.51K
|
12
$2.75K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
7+ 4.67% |
$1.37K - $1.51K
|
157
$35.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
6New |
$1.18K - $1.29K
|
6
$1.37K
|