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 12, 2025
Q3 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
399+ 7.08% |
$78.3K - $86.9K
|
6.03K
$1.09M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
391+ 14.01% |
$76.7K - $85.2K
|
3.18K
$576K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
387+ 11.46% |
$75.9K - $84.3K
|
3.76K
$681K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
382+ 22.17% |
$74.9K - $83.2K
|
2.11K
$381K
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
382+ 11.87% |
$74.9K - $83.2K
|
3.6K
$651K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
372+ 18.83% |
$73K - $81K
|
2.35K
$425K
|
|
|
Oct 29, 2025
Q3 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
369+ 53.48% |
$72.4K - $80.4K
|
1.06K
$192K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
363+ 30.84% |
$71.2K - $79.1K
|
1.54K
$279K
|
|
|
Nov 14, 2025
Q3 2025
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
349+ 0.43% |
$68.5K - $76K
|
81.6K
$14.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
346+ 0.81% |
$67.9K - $75.4K
|
43.3K
$7.83M
|
|
|
Oct 16, 2025
Q3 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
345+ 1.12% |
$67.7K - $75.2K
|
31.1K
$5.62M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
343+ 1.84% |
$67.3K - $74.7K
|
19K
$3.43M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
340+ 8.19% |
$66.7K - $74.1K
|
4.49K
$812K
|
|
|
Nov 06, 2025
Q3 2025
|
Mqs Management LLC
|
BUY
|
- |
338+ 34.67% |
$66.3K - $73.6K
|
1.31K
$237K
|
|
|
Nov 14, 2025
Q3 2025
|
44 Wealth Management LLC
|
BUY
|
- |
333+ 12.11% |
$65.3K - $72.5K
|
3.08K
$557K
|
|
|
Oct 30, 2025
Q3 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
333+ 12.03% |
$65.3K - $72.5K
|
3.1K
$561K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
314+ 22.95% |
$61.6K - $68.4K
|
1.68K
$304K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
314+ 7.21% |
$61.6K - $68.4K
|
4.67K
$845K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
311+ 8.6% |
$61K - $67.7K
|
3.93K
$710K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
310+ 0.05% |
$60.8K - $67.5K
|
567K
$103M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
307+ 3.1% |
$60.2K - $66.9K
|
10.2K
$1.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
301+ 8.64% |
$59K - $65.6K
|
3.78K
$684K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
298+ 6.45% |
$58.5K - $64.9K
|
4.92K
$889K
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
295+ 22.5% |
$57.9K - $64.3K
|
1.61K
$290K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
291+ 8.33% |
$57.1K - $63.4K
|
3.79K
$685K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
287+ 7.28% |
$56.3K - $62.5K
|
4.23K
$765K
|
|
|
Nov 12, 2025
Q3 2025
|
Vancity Investment Management LTD
Vancouver, A1 |
BUY
|
- |
286+ 0.33% |
$56.1K - $62.3K
|
88.2K
$16M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
282+ 1.0% |
$55.3K - $61.4K
|
28.6K
$5.17M
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
272+ 0.24% |
$53.4K - $59.2K
|
116K
$20.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
270+ 12.71% |
$53K - $58.8K
|
2.4K
$433K
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
263+ 9.39% |
$51.6K - $57.3K
|
3.06K
$554K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
261+ 27.62% |
$51.2K - $56.9K
|
1.21K
$218K
|
|
|
Oct 20, 2025
Q3 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
260+ 0.43% |
$51K - $56.6K
|
61.1K
$11.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
254New |
$49.8K - $55.3K
|
254
$45.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
254+ 3.28% |
$49.8K - $55.3K
|
8.01K
$1.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
252+ 132.63% |
$49.4K - $54.9K
|
442
$79.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
250+ 11.41% |
$49K - $54.5K
|
2.44K
$442K
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
249+ 6.37% |
$48.8K - $54.2K
|
4.16K
$752K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
234+ 131.46% |
$45.9K - $51K
|
412
$74.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Iam Advisory, LLC
|
BUY
|
- |
233+ 2.71% |
$45.7K - $50.8K
|
8.83K
$1.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
229+ 11450.0% |
$44.9K - $49.9K
|
231
$41.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
229+ 2.46% |
$44.9K - $49.9K
|
9.53K
$1.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
222+ 8.18% |
$43.5K - $48.4K
|
2.94K
$531K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
220+ 8.84% |
$43.2K - $47.9K
|
2.71K
$490K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
219+ 1.63% |
$43K - $47.7K
|
13.6K
$2.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
217+ 7.26% |
$42.6K - $47.3K
|
3.2K
$580K
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
215+ 4.6% |
$42.2K - $46.8K
|
4.89K
$884K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
214+ 12.0% |
$42K - $46.6K
|
2K
$361K
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
214+ 2.56% |
$42K - $46.6K
|
8.59K
$1.55M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
211+ 18.1% |
$41.4K - $46K
|
1.38K
$249K
|
|