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 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 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
|
|
|
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 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
|
|
|
Nov 14, 2025
Q3 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
100+ 0.63% |
$19.6K - $21.8K
|
16K
$2.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
100+ 5.88% |
$19.6K - $21.8K
|
1.8K
$326K
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
96+ 3.07% |
$18.8K - $20.9K
|
3.22K
$583K
|
|
|
Nov 19, 2025
Q3 2025
|
Center For Asset Management LLC
|
BUY
|
- |
95+ 1.74% |
$18.6K - $20.7K
|
5.55K
$1M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
94New |
$18.4K - $20.5K
|
94
$17K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
91New |
$17.8K - $19.8K
|
91
$16.5K
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
91+ 1.67% |
$17.8K - $19.8K
|
5.55K
$1M
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
91+ 0.19% |
$17.8K - $19.8K
|
47.1K
$8.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
90+ 0.44% |
$17.7K - $19.6K
|
20.6K
$3.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
90+ 4.43% |
$17.7K - $19.6K
|
2.12K
$384K
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
89+ 1.95% |
$17.5K - $19.4K
|
4.65K
$840K
|
|
|
Nov 14, 2025
Q3 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
88New |
$17.3K - $19.2K
|
88
$15.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
88+ 13.52% |
$17.3K - $19.2K
|
739
$134K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
82+ 0.55% |
$16.1K - $17.9K
|
15K
$2.72M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
79+ 12.72% |
$15.5K - $17.2K
|
700
$127K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
79+ 5.49% |
$15.5K - $17.2K
|
1.52K
$275K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
73+ 1.06% |
$14.3K - $15.9K
|
6.98K
$1.26M
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
70New |
$13.7K - $15.2K
|
70
$12.7K
|
|