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
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1.22KNew |
$240K - $266K
|
1.22K
$221K
|
|
|
Nov 21, 2025
Q3 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
1.22K+ 4.23% |
$239K - $265K
|
30K
$5.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.21K+ 4.86% |
$236K - $262K
|
26K
$4.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.2KNew |
$236K - $262K
|
1.2K
$217K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.2KNew |
$235K - $261K
|
1.2K
$217K
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.18KNew |
$231K - $257K
|
1.18K
$213K
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.18K+ 80.37% |
$230K - $256K
|
2.64K
$477K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
1.15KNew |
$226K - $251K
|
1.15K
$209K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.12KNew |
$220K - $244K
|
1.12K
$203K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.11KNew |
$218K - $242K
|
1.11K
$201K
|
|
|
Nov 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.11KNew |
$217K - $241K
|
1.11K
$200K
|
|
|
Nov 07, 2025
Q3 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.11KNew |
$217K - $241K
|
1.11K
$200K
|
|
|
Oct 29, 2025
Q3 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.11K+ 26.33% |
$217K - $241K
|
5.3K
$959K
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.11KNew |
$217K - $241K
|
1.11K
$200K
|
|
|
Nov 13, 2025
Q3 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
1.1K+ 0.61% |
$216K - $240K
|
182K
$32.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
1.1KNew |
$216K - $240K
|
1.1K
$199K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
1.1K+ 0.53% |
$216K - $240K
|
209K
$37.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.07KNew |
$209K - $233K
|
1.07K
$193K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1.07KNew |
$209K - $232K
|
1.07K
$193K
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.07KNew |
$209K - $232K
|
1.07K
$193K
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.06K+ 34.89% |
$209K - $232K
|
4.11K
$744K
|
|
|
Nov 13, 2025
Q3 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
1.06K+ 5.79% |
$209K - $232K
|
19.4K
$3.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.06K+ 13.07% |
$207K - $230K
|
9.14K
$1.65M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.06KNew |
$207K - $230K
|
1.06K
$191K
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.05KNew |
$207K - $229K
|
1.05K
$190K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.05KNew |
$205K - $228K
|
1.05K
$189K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.04K+ 0.78% |
$204K - $226K
|
134K
$24.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.02KNew |
$199K - $222K
|
1.02K
$184K
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1.02KNew |
$199K - $221K
|
1.02K
$184K
|
|
|
Oct 28, 2025
Q3 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
1.02KNew |
$199K - $221K
|
1.02K
$184K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.01KNew |
$198K - $220K
|
1.01K
$183K
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1.01KNew |
$198K - $220K
|
1.01K
$183K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.01KNew |
$198K - $220K
|
1.01K
$183K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
1.01KNew |
$198K - $220K
|
1.01K
$182K
|
|
|
Oct 30, 2025
Q3 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
1.01KNew |
$198K - $219K
|
1.01K
$182K
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
CALL |
1KNew |
$196K - $218K
|
1K
$181K
|
|
|
Nov 05, 2025
Q3 2025
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
1KNew |
$196K - $218K
|
1K
$181K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1K+ 11.71% |
$196K - $218K
|
9.54K
$1.73M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
996+ 5.3% |
$195K - $217K
|
19.8K
$3.58M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
990+ 28.28% |
$194K - $216K
|
4.49K
$812K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
981+ 6.83% |
$192K - $214K
|
15.3K
$2.77M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
979+ 14.64% |
$192K - $213K
|
7.67K
$1.39M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
979+ 1.82% |
$192K - $213K
|
54.7K
$9.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
968+ 30.44% |
$190K - $211K
|
4.15K
$750K
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
967+ 4.48% |
$190K - $211K
|
22.5K
$4.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
933+ 65.8% |
$183K - $203K
|
2.35K
$425K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
932+ 1.19% |
$183K - $203K
|
79K
$14.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Terril Brothers, Inc.
|
BUY
|
- |
920+ 85.26% |
$180K - $200K
|
2K
$362K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
913+ 24.72% |
$179K - $199K
|
4.61K
$833K
|
|
|
Nov 14, 2025
Q3 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
911+ 3.23% |
$179K - $198K
|
29.1K
$5.26M
|
|