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 |
|---|---|---|---|---|---|---|---|
|
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 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
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
211+ 18.1% |
$41.4K - $46K
|
1.38K
$249K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
208+ 1.84% |
$40.8K - $45.3K
|
11.5K
$2.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
204+ 15.54% |
$40K - $44.4K
|
1.52K
$274K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
203+ 23.88% |
$39.8K - $44.2K
|
1.05K
$190K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
202+ 14.61% |
$39.6K - $44K
|
1.59K
$287K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
196+ 10.62% |
$38.4K - $42.7K
|
2.04K
$369K
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
188+ 9.02% |
$36.9K - $41K
|
2.27K
$411K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
187+ 4.97% |
$36.7K - $40.7K
|
3.95K
$715K
|
|
|
Nov 12, 2025
Q3 2025
|
United Bank
|
BUY
|
- |
185+ 2.92% |
$36.3K - $40.3K
|
6.51K
$1.18M
|
|
|
Nov 05, 2025
Q3 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
182+ 3.39% |
$35.7K - $39.6K
|
5.56K
$1.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
178+ 2.17% |
$34.9K - $38.8K
|
8.38K
$1.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
173New |
$33.9K - $37.7K
|
173
$31.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Empirical Finance, LLC
|
BUY
|
- |
172+ 1.0% |
$33.7K - $37.5K
|
17.4K
$3.15M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
165+ 7.33% |
$32.4K - $35.9K
|
2.42K
$437K
|
|
|
Oct 28, 2025
Q3 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
163+ 1.24% |
$32K - $35.5K
|
13.3K
$2.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
158New |
$31K - $34.4K
|
158
$28.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
157New |
$30.8K - $34.2K
|
157
$28.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
154+ 0.64% |
$30.2K - $33.5K
|
24.3K
$4.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
153+ 8.56% |
$30K - $33.3K
|
1.94K
$351K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
150New |
$29.4K - $32.7K
|
150
$27.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
146+ 7.08% |
$28.6K - $31.8K
|
2.21K
$399K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
145+ 14.46% |
$28.4K - $31.6K
|
1.15K
$208K
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
143+ 11.57% |
$28K - $31.1K
|
1.38K
$249K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
138+ 0.49% |
$27.1K - $30.1K
|
28K
$5.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
137+ 0.91% |
$26.9K - $29.8K
|
15.2K
$2.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
137+ 2.33% |
$26.9K - $29.8K
|
6.02K
$1.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
135+ 10.01% |
$26.5K - $29.4K
|
1.48K
$268K
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
130+ 9.29% |
$25.5K - $28.3K
|
1.53K
$277K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
130+ 7.79% |
$25.5K - $28.3K
|
1.8K
$325K
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
129+ 0.85% |
$25.3K - $28.1K
|
15.3K
$2.76M
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
126+ 2.5% |
$24.7K - $27.4K
|
5.16K
$933K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
125+ 7.91% |
$24.5K - $27.2K
|
1.71K
$308K
|
|
|
Nov 12, 2025
Q3 2025
|
Becker Capital Management Inc
|
BUY
|
- |
123+ 0.72% |
$24.1K - $26.8K
|
17.3K
$3.13M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
122New |
$23.9K - $26.6K
|
122
$22.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
120+ 2.47% |
$23.5K - $26.1K
|
4.99K
$902K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
118+ 4.7% |
$23.1K - $25.7K
|
2.63K
$475K
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
117+ 7.23% |
$22.9K - $25.5K
|
1.74K
$314K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
113+ 2.9% |
$22.2K - $24.6K
|
4.01K
$726K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
109+ 78.42% |
$21.4K - $23.7K
|
248
$44.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
108+ 6.06% |
$21.2K - $23.5K
|
1.89K
$342K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
104+ 2.82% |
$20.4K - $22.7K
|
3.79K
$686K
|
|
|
Nov 13, 2025
Q3 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
101+ 4.58% |
$19.8K - $22K
|
2.31K
$417K
|
|