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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
322+ 10.33% |
$67.1K - $78.6K
|
3.44K
$816K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
304+ 4.71% |
$63.4K - $74.2K
|
6.76K
$1.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
286+ 4.09% |
$59.6K - $69.8K
|
7.29K
$1.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
257+ 24.38% |
$53.6K - $62.7K
|
1.31K
$311K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
151+ 1258.33% |
$31.5K - $36.8K
|
163
$38.7K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
150New |
$31.3K - $36.6K
|
150
$35.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
146+ 14.72% |
$30.4K - $35.6K
|
1.14K
$270K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
145+ 2.75% |
$30.2K - $35.4K
|
5.41K
$1.28M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
125+ 3.29% |
$26.1K - $30.5K
|
3.93K
$932K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
114+ 3.65% |
$23.8K - $27.8K
|
3.24K
$768K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
106+ 32.02% |
$22.1K - $25.9K
|
437
$104K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
100New |
$20.8K - $24.4K
|
100
$23.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
96+ 8.4% |
$20K - $23.4K
|
1.24K
$294K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
93+ 1.23% |
$19.4K - $22.7K
|
7.65K
$1.82M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
83+ 0.67% |
$17.3K - $20.3K
|
12.5K
$2.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
67+ 5.52% |
$14K - $16.4K
|
1.28K
$304K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
67+ 3.78% |
$14K - $16.4K
|
1.84K
$436K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
65+ 2.58% |
$13.6K - $15.9K
|
2.59K
$614K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
65+ 1.33% |
$13.6K - $15.9K
|
4.97K
$1.18M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
64+ 3.61% |
$13.3K - $15.6K
|
1.84K
$436K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
45New |
$9.38K - $11K
|
45
$10.7K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
33+ 1.18% |
$6.88K - $8.05K
|
2.82K
$669K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
33New |
$6.88K - $8.05K
|
33
$7.83K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
30+ 3.07% |
$6.25K - $7.32K
|
1.01K
$239K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
29+ 6.9% |
$6.05K - $7.08K
|
449
$107K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
29+ 16.29% |
$6.05K - $7.08K
|
207
$49.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
27+ 13.85% |
$5.63K - $6.59K
|
222
$52.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
26+ 0.51% |
$5.42K - $6.34K
|
5.13K
$1.22M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
26+ 0.34% |
$5.42K - $6.34K
|
7.76K
$1.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
15+ 0.98% |
$3.13K - $3.66K
|
1.55K
$367K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
14+ 8.92% |
$2.92K - $3.42K
|
171
$40.6K
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
12+ 0.37% |
$2.5K - $2.93K
|
3.21K
$763K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
11+ 5.37% |
$2.29K - $2.68K
|
216
$51.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
8+ 0.19% |
$1.67K - $1.95K
|
4.3K
$1.02M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
8New |
$1.67K - $1.95K
|
8
$1.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
7+ 0.32% |
$1.46K - $1.71K
|
2.17K
$516K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5+ 33.33% |
$1.04K - $1.22K
|
20
$4.75K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.19% |
$1.04K - $1.22K
|
2.65K
$628K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
5+ 0.33% |
$1.04K - $1.22K
|
1.52K
$361K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
4+ 0.42% |
$834 - $976
|
962
$228K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
3+ 0.25% |
$625 - $732
|
1.18K
$281K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.12% |
$417 - $488
|
1.71K
$406K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
2+ 0.7% |
$417 - $488
|
288
$68.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2New |
$417 - $488
|
2
$475
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 3.13% |
$208 - $244
|
33
$7.83K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
5.82MNew |
$1.22B - $1.36B
|
5.82M
$1.38B
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.88M+ 550.97% |
$395M - $439M
|
2.22M
$528M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
1.82M+ 81.09% |
$383M - $425M
|
4.07M
$967M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
976KNew |
$205M - $228M
|
976K
$232M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
837KNew |
$176M - $195M
|
837K
$199M
|
|