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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
62+ 4.43% |
$13.2K - $15.1K
|
1.46K
$313K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-24- 1.38% |
$5.09K - $5.86K
|
1.71K
$367K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-524- 2.12% |
$111K - $128K
|
24.2K
$5.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
793K+ 5035.89% |
$168M - $194M
|
809K
$173M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
247+ 4.75% |
$52.4K - $60.3K
|
5.45K
$1.17M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
361+ 12.8% |
$76.6K - $88.2K
|
3.18K
$681K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-2- 0.03% |
$424 - $489
|
7.76K
$1.66M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
23+ 8.3% |
$4.88K - $5.62K
|
300
$64.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
6.92K+ 17.86% |
$1.47M - $1.69M
|
45.7K
$9.78M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
686+ 1.97% |
$146K - $168K
|
35.5K
$7.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-134- 10.16% |
$28.4K - $32.7K
|
1.19K
$254K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
385+ 9.84% |
$81.7K - $94K
|
4.3K
$921K
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
166+ 1.23% |
$35.2K - $40.5K
|
13.6K
$2.92M
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-162- 13.59% |
$34.4K - $39.6K
|
1.03K
$221K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
10.1K+ 16.02% |
$2.15M - $2.48M
|
73.4K
$15.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Walter Public Investments Inc.
Westmount, Z4 |
SELL
|
- |
-14.4K- 12.1% |
$3.06M - $3.52M
|
105K
$22.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.32K+ 2.14% |
$492K - $567K
|
111K
$23.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-96- 1.23% |
$20.4K - $23.4K
|
7.74K
$1.66M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
245K+ 37.56% |
$51.9M - $59.8M
|
897K
$192M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
723+ 61.79% |
$153K - $177K
|
1.89K
$405K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
37.5K+ 36.19% |
$7.95M - $9.15M
|
141K
$30.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
5New |
$1.06K - $1.22K
|
5
$1.07K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
3.6K+ 1.99% |
$764K - $879K
|
184K
$39.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-382- 10.11% |
$81K - $93.3K
|
3.4K
$727K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
3.94KNew |
$837K - $963K
|
3.94K
$845K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
BUY
|
- |
425+ 46.5% |
$90.1K - $104K
|
1.34K
$287K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-7.43K- 32.61% |
$1.57M - $1.81M
|
15.3K
$3.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
11+ 0.3% |
$2.33K - $2.69K
|
3.63K
$778K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-166- 2.85% |
$35.2K - $40.5K
|
5.66K
$1.21M
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1.3K+ 6.25% |
$275K - $316K
|
22K
$4.72M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-348- 2.79% |
$73.8K - $85K
|
12.1K
$2.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-26- 5.79% |
$5.51K - $6.35K
|
423
$90.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
155+ 8.51% |
$32.9K - $37.9K
|
1.98K
$423K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-2- 0.69% |
$424 - $489
|
286
$61.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
5.58K+ 6.33% |
$1.18M - $1.36M
|
93.7K
$20.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-44- 3.58% |
$9.33K - $10.7K
|
1.19K
$254K
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
7.64K+ 6.77% |
$1.62M - $1.87M
|
120K
$25.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
28+ 1.81% |
$5.94K - $6.84K
|
1.58K
$338K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
334+ 35.99% |
$70.8K - $81.6K
|
1.26K
$270K
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-75- 1.2% |
$15.9K - $18.3K
|
6.16K
$1.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-69- 5.57% |
$14.6K - $16.9K
|
1.17K
$251K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-109- 3.37% |
$23.1K - $26.6K
|
3.13K
$669K
|
|
|
Jul 09, 2025
Q2 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
559KNew |
$119M - $137M
|
559K
$120M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-220- 6.4% |
$46.7K - $53.7K
|
3.22K
$689K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-68- 2.07% |
$14.4K - $16.6K
|
3.22K
$690K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-112- 6.03% |
$23.8K - $27.4K
|
1.75K
$374K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.79KNew |
$379K - $437K
|
1.79K
$383K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-21- 1.46% |
$4.45K - $5.13K
|
1.41K
$303K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-1.36K- 6.26% |
$288K - $331K
|
20.3K
$4.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
4+ 0.13% |
$848 - $977
|
3.2K
$686K
|