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 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
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
34+ 1.95% |
$6.67K - $7.41K
|
1.78K
$322K
|
|
|
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
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
21+ 8.86% |
$4.12K - $4.57K
|
258
$46.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
20+ 1.24% |
$3.92K - $4.36K
|
1.63K
$295K
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
20+ 1.69% |
$3.92K - $4.36K
|
1.21K
$218K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
20+ 95.24% |
$3.92K - $4.36K
|
41
$7.42K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
19+ 26.76% |
$3.73K - $4.14K
|
90
$16.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
19+ 1.66% |
$3.73K - $4.14K
|
1.17K
$211K
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
18New |
$3.53K - $3.92K
|
18
$3.26K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
18+ 0.45% |
$3.53K - $3.92K
|
4.04K
$731K
|
|
|
Nov 10, 2025
Q3 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
17+ 1.14% |
$3.33K - $3.7K
|
1.5K
$272K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
17+ 5.67% |
$3.33K - $3.7K
|
317
$57.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
17+ 26.15% |
$3.33K - $3.7K
|
82
$14.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
16+ 1.68% |
$3.14K - $3.49K
|
970
$175K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
16New |
$3.14K - $3.49K
|
16
$2.89K
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
BUY
|
- |
14New |
$2.75K - $3.05K
|
14
$2.53K
|
|
|
Oct 09, 2025
Q3 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
14+ 0.43% |
$2.75K - $3.05K
|
3.24K
$586K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
12+ 0.7% |
$2.35K - $2.61K
|
1.72K
$311K
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
12New |
$2.35K - $2.61K
|
12
$2.17K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
12New |
$2.35K - $2.61K
|
12
$2.17K
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
BUY
|
- |
12+ 0.1% |
$2.35K - $2.61K
|
11.7K
$2.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
12+ 6.67% |
$2.35K - $2.61K
|
192
$34.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
11+ 0.5% |
$2.16K - $2.4K
|
2.22K
$401K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
11New |
$2.16K - $2.4K
|
11
$1.99K
|
|
|
Nov 12, 2025
Q3 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
10New |
$1.96K - $2.18K
|
10
$1.81K
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
10+ 0.47% |
$1.96K - $2.18K
|
2.15K
$389K
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
10+ 111.11% |
$1.96K - $2.18K
|
19
$3.44K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
10New |
$1.96K - $2.18K
|
10
$1.81K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9+ 3.05% |
$1.77K - $1.96K
|
304
$55K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
9+ 0.59% |
$1.77K - $1.96K
|
1.54K
$278K
|
|