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
|
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
|
|
|
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
|
|
|
Oct 24, 2025
Q3 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
9+ 0.9% |
$1.77K - $1.96K
|
1.01K
$182K
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
8+ 0.47% |
$1.57K - $1.74K
|
1.7K
$308K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
7+ 0.66% |
$1.37K - $1.52K
|
1.07K
$193K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
7New |
$1.37K - $1.52K
|
7
$1.27K
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
BUY
|
- |
7+ 0.71% |
$1.37K - $1.52K
|
996
$180K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 2.49% |
$1.37K - $1.52K
|
288
$52.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
6+ 0.07% |
$1.18K - $1.31K
|
8.59K
$1.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6New |
$1.18K - $1.31K
|
6
$1.09K
|
|
|
Nov 07, 2025
Q3 2025
|
Tobam
|
BUY
|
- |
6+ 100.0% |
$1.18K - $1.31K
|
12
$2.17K
|
|
|
Nov 04, 2025
Q3 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
6New |
$1.18K - $1.31K
|
6
$1.09K
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
6New |
$1.18K - $1.31K
|
6
$1.09K
|
|
|
Nov 03, 2025
Q3 2025
|
Everett Harris & CO
|
BUY
|
- |
6+ 0.42% |
$1.18K - $1.31K
|
1.42K
$257K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
6+ 0.38% |
$1.18K - $1.31K
|
1.6K
$288K
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
5New |
$981 - $1.09K
|
5
$904
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
5+ 4.72% |
$981 - $1.09K
|
111
$20.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
5New |
$981 - $1.09K
|
5
$904
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4+ 0.95% |
$785 - $871
|
427
$77.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
4+ 1.95% |
$785 - $871
|
209
$37.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Ckw Financial Group
|
BUY
|
- |
4+ 0.21% |
$785 - $871
|
1.95K
$353K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4+ 0.38% |
$785 - $871
|
1.06K
$191K
|
|
|
Oct 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
3+ 0.2% |
$588 - $653
|
1.53K
$277K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 0.22% |
$588 - $653
|
1.39K
$251K
|
|
|
Oct 29, 2025
Q3 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
3+ 0.11% |
$588 - $653
|
2.84K
$514K
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
3New |
$588 - $653
|
3
$543
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3+ 0.23% |
$588 - $653
|
1.32K
$238K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 16.67% |
$588 - $653
|
21
$3.8K
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
3+ 4.23% |
$588 - $653
|
74
$13.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
2New |
$392 - $436
|
2
$362
|
|
|
Nov 13, 2025
Q3 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
2+ 0.12% |
$392 - $436
|
1.71K
$309K
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.43% |
$392 - $436
|
463
$83.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2New |
$392 - $436
|
2
$362
|
|