Latest Institutional Transactions on Marsh & Mclennan Companies, Inc. (MMC)
This table provides information on the latest institutional transactions involving Marsh & Mclennan Companies, Inc. (MMC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
2.16KNew |
$453K - $504K
|
2.16K
$502K
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
1.5KNew |
$316K - $351K
|
1.5K
$350K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.39K+ 4.88% |
$502K - $557K
|
51.3K
$11.9M
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
1.79KNew |
$375K - $417K
|
1.79K
$416K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
1.11KNew |
$232K - $258K
|
1.11K
$257K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
9New |
$1.89K - $2.1K
|
9
$2.09K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
62New |
$13K - $14.5K
|
62
$14.4K
|
|
|
Mar 04, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
17.8K+ 112.13% |
$3.73M - $4.14M
|
33.6K
$7.82M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.96K+ 51.23% |
$621K - $690K
|
8.74K
$2.03M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1.62K+ 166.36% |
$339K - $377K
|
2.59K
$602K
|
|
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
559KNew |
$117M - $130M
|
559K
$130M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
639New |
$134K - $149K
|
639
$149K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
382New |
$80.2K - $89.1K
|
382
$88.8K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-11- 0.52% |
$2.31K - $2.57K
|
2.11K
$490K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
58+ 1.21% |
$12.2K - $13.5K
|
4.84K
$1.13M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-471- 10.63% |
$98.9K - $110K
|
3.96K
$921K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
171New |
$35.9K - $39.9K
|
171
$39.8K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.31KNew |
$274K - $304K
|
1.31K
$304K
|
|
|
Feb 21, 2025
Q4 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
462+ 4.68% |
$97K - $108K
|
10.3K
$2.4M
|
|
|
Feb 21, 2025
Q4 2024
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
42.5KNew |
$8.93M - $9.92M
|
42.5K
$9.89M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
584+ 3.69% |
$123K - $136K
|
16.4K
$3.82M
|
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-1.54K- 4.32% |
$322K - $358K
|
34K
$7.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
94+ 5.83% |
$19.7K - $21.9K
|
1.71K
$397K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
615+ 452.21% |
$129K - $143K
|
751
$175K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
235+ 5.08% |
$49.3K - $54.8K
|
4.86K
$1.13M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
973New |
$204K - $227K
|
973
$226K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.18K+ 33.93% |
$667K - $741K
|
12.5K
$2.92M
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
40+ 0.99% |
$8.4K - $9.33K
|
4.06K
$945K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-280- 1.26% |
$58.8K - $65.3K
|
21.9K
$5.09M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.96K+ 53.1% |
$412K - $458K
|
5.66K
$1.32M
|
|
|
Feb 18, 2025
Q4 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-115- 2.03% |
$24.1K - $26.8K
|
5.56K
$1.29M
|
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
14.9K+ 558.56% |
$3.12M - $3.47M
|
17.5K
$4.08M
|
|
|
Feb 18, 2025
Q4 2024
|
University Of Texas
|
SELL
|
- |
-22.7K- 65.99% |
$4.77M - $5.3M
|
11.7K
$2.72M
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-15.7K- 6.2% |
$3.3M - $3.67M
|
238K
$55.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
CALL |
-50.6K- 85.33% |
$10.6M - $11.8M
|
8.7K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-110K- 40.42% |
$23.1M - $25.7M
|
162K
$37.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
86.6K+ 100.93% |
$18.2M - $20.2M
|
172K
$40.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
309K+ 7.23% |
$64.8M - $72M
|
4.58M
$1.07B
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
110K+ 8.17% |
$23M - $25.6M
|
1.45M
$338M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
900New |
$189K - $210K
|
900
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
321KNew |
$67.4M - $74.8M
|
321K
$74.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.9K+ 51.21% |
$2.49M - $2.77M
|
35.1K
$8.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
106+ 0.86% |
$22.2K - $24.7K
|
12.5K
$2.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
BUY
|
- |
6.04K+ 128.37% |
$1.27M - $1.41M
|
10.7K
$2.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
81.4K+ 13.76% |
$17.1M - $19M
|
673K
$157M
|
|
|
Feb 14, 2025
Q4 2024
|
Findlay Park Partners LLP
London, X0 |
SELL
|
- |
-1K- 0.11% |
$210K - $233K
|
888K
$207M
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
223+ 4.05% |
$46.8K - $52K
|
5.74K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-4.5K- 5.21% |
$945K - $1.05M
|
81.9K
$19.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
73.6K+ 5.53% |
$15.4M - $17.2M
|
1.4M
$327M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
CALL |
-5.7K- 70.37% |
$1.2M - $1.33M
|
2.4K
$558K
|