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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
66+ 7.07% |
$12.9K - $14.4K
|
1K
$181K
|
|
|
Nov 05, 2025
Q3 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
66+ 0.99% |
$12.9K - $14.4K
|
6.71K
$1.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
63+ 1.75% |
$12.4K - $13.7K
|
3.66K
$663K
|
|
|
Dec 16, 2025
Q3 2025
|
Lindenwold Advisors
|
BUY
|
- |
62+ 0.42% |
$12.2K - $13.5K
|
15K
$2.71M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
60New |
$11.8K - $13.1K
|
60
$10.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
58+ 2.58% |
$11.4K - $12.6K
|
2.31K
$418K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
56+ 13.27% |
$11K - $12.2K
|
478
$86.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
54+ 20.93% |
$10.6K - $11.8K
|
312
$56.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
54New |
$10.6K - $11.8K
|
54
$9.77K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
54+ 1.21% |
$10.6K - $11.8K
|
4.51K
$816K
|
|
|
Nov 04, 2025
Q3 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
52+ 5.44% |
$10.2K - $11.3K
|
1.01K
$182K
|
|
|
Nov 17, 2025
Q3 2025
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
48+ 4.39% |
$9.42K - $10.5K
|
1.14K
$206K
|
|
|
Nov 14, 2025
Q3 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
47+ 3.64% |
$9.22K - $10.2K
|
1.34K
$242K
|
|
|
Oct 20, 2025
Q3 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
47+ 0.93% |
$9.22K - $10.2K
|
5.13K
$927K
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
45New |
$8.83K - $9.8K
|
45
$8.14K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
45+ 0.33% |
$8.83K - $9.8K
|
13.7K
$2.47M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
45+ 5.66% |
$8.83K - $9.8K
|
840
$152K
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
45+ 0.87% |
$8.83K - $9.8K
|
5.19K
$939K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
45New |
$8.83K - $9.8K
|
45
$8.14K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
43New |
$8.43K - $9.37K
|
43
$7.78K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
43+ 1.41% |
$8.43K - $9.37K
|
3.09K
$559K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
40+ 0.04% |
$7.85K - $8.71K
|
95.9K
$17.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
39+ 7.09% |
$7.65K - $8.5K
|
589
$107K
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
39+ 0.1% |
$7.65K - $8.5K
|
39.3K
$7.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
38+ 7.24% |
$7.45K - $8.28K
|
563
$102K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
38New |
$7.45K - $8.28K
|
38
$6.87K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
38+ 1.4% |
$7.45K - $8.28K
|
2.76K
$499K
|
|
|
Oct 15, 2025
Q3 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
38+ 0.32% |
$7.45K - $8.28K
|
11.9K
$2.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
36+ 1.49% |
$7.06K - $7.84K
|
2.45K
$443K
|
|
|
Nov 10, 2025
Q3 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
36+ 1.91% |
$7.06K - $7.84K
|
1.92K
$347K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
34+ 24.46% |
$6.67K - $7.41K
|
173
$31.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
33New |
$6.47K - $7.19K
|
33
$5.97K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
33+ 0.96% |
$6.47K - $7.19K
|
3.45K
$625K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
32New |
$6.28K - $6.97K
|
32
$5.79K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
30+ 66.67% |
$5.88K - $6.53K
|
75
$13.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
30+ 1.11% |
$5.88K - $6.53K
|
2.74K
$495K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
30New |
$5.88K - $6.53K
|
30
$5.43K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
29+ 10.21% |
$5.69K - $6.32K
|
313
$56.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
29+ 1.76% |
$5.69K - $6.32K
|
1.68K
$304K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
28New |
$5.49K - $6.1K
|
28
$5.06K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
27+ 2.09% |
$5.3K - $5.88K
|
1.32K
$238K
|
|
|
Oct 30, 2025
Q3 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
26+ 1.95% |
$5.1K - $5.66K
|
1.36K
$246K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens & Northern Corp
|
BUY
|
- |
23+ 0.34% |
$4.51K - $5.01K
|
6.73K
$1.22M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
23+ 0.34% |
$4.51K - $5.01K
|
6.71K
$1.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
22+ 2.97% |
$4.32K - $4.79K
|
762
$138K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
22+ 0.22% |
$4.32K - $4.79K
|
9.87K
$1.79M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
22+ 0.44% |
$4.32K - $4.79K
|
5K
$905K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
22+ 314.29% |
$4.32K - $4.79K
|
29
$5.25K
|
|