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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
102New |
$21.4K - $23.6K
|
102
$18.4K
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
89+ 0.33% |
$18.7K - $20.6K
|
26.7K
$4.83M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
82+ 8.52% |
$17.2K - $19K
|
1.05K
$189K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
61+ 210.34% |
$12.8K - $14.1K
|
90
$16.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
60+ 85.71% |
$12.6K - $13.9K
|
130
$23.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
55+ 5.52% |
$11.6K - $12.8K
|
1.05K
$190K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
50New |
$10.5K - $11.6K
|
50
$9.04K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
42New |
$8.83K - $9.74K
|
42
$7.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
36+ 0.37% |
$7.57K - $8.35K
|
9.69K
$1.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
35+ 0.89% |
$7.36K - $8.12K
|
3.96K
$716K
|
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
34+ 1.23% |
$7.15K - $7.88K
|
2.81K
$507K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
28New |
$5.89K - $6.49K
|
28
$5.06K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
25New |
$5.26K - $5.8K
|
25
$4.52K
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
25+ 1.02% |
$5.26K - $5.8K
|
2.48K
$448K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
14+ 0.93% |
$2.94K - $3.25K
|
1.51K
$274K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
12New |
$2.52K - $2.78K
|
12
$2.17K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
11+ 2.2% |
$2.31K - $2.55K
|
512
$92.6K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
9+ 0.76% |
$1.89K - $2.09K
|
1.19K
$215K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
7New |
$1.47K - $1.62K
|
7
$1.27K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
7New |
$1.47K - $1.62K
|
7
$1.27K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
5+ 4.95% |
$1.05K - $1.16K
|
106
$19.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
4+ 25.0% |
$841 - $927
|
20
$3.62K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
4New |
$841 - $927
|
4
$723
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
2+ 5.88% |
$421 - $464
|
36
$6.51K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2New |
$421 - $464
|
2
$362
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 1.33% |
$210 - $232
|
76
$13.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$210 - $232
|
1
$181
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
379K+ 0.9% |
$74.4M - $81.7M
|
42.3M
$7.66B
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
148KNew |
$29.1M - $31.9M
|
148K
$26.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
71.2K+ 173.26% |
$14M - $15.4M
|
112K
$20.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
42.6KNew |
$8.35M - $9.18M
|
42.6K
$7.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
BUY
|
CALL |
12.9KNew |
$2.53M - $2.78M
|
12.9K
$2.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Dundas Partners LLP
Edinburgh, X0 |
BUY
|
- |
8.56K+ 4.78% |
$1.68M - $1.85M
|
187K
$33.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
6KNew |
$1.18M - $1.29M
|
6K
$1.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
5.63KNew |
$1.1M - $1.21M
|
5.63K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
5.5KNew |
$1.08M - $1.19M
|
5.5K
$995K
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2.89K+ 52.14% |
$567K - $623K
|
8.43K
$1.52M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
2.12KNew |
$416K - $457K
|
2.12K
$383K
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.85KNew |
$364K - $400K
|
1.85K
$335K
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.57KNew |
$309K - $339K
|
1.57K
$284K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
1.39KNew |
$273K - $300K
|
1.39K
$251K
|
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
1.2KNew |
$236K - $259K
|
1.2K
$217K
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.17KNew |
$230K - $253K
|
1.17K
$212K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
865New |
$170K - $187K
|
865
$156K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
794New |
$156K - $171K
|
794
$144K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
585+ 23.93% |
$115K - $126K
|
3.03K
$548K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
585+ 13.87% |
$115K - $126K
|
4.8K
$869K
|
|
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
376+ 30.67% |
$73.8K - $81.1K
|
1.6K
$290K
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
350New |
$68.7K - $75.5K
|
350
$63.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
318+ 0.45% |
$62.4K - $68.6K
|
70.4K
$12.7M
|
|