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 |
|---|---|---|---|---|---|---|---|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.62M- 99.78% |
$556M - $641M
|
5.76K
$1.14M
|
|
|
Sep 08, 2025
Q2 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
935New |
$198K - $228K
|
935
$185K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25.9K+ 30.94% |
$5.49M - $6.32M
|
109K
$21.6M
|
|
|
Sep 04, 2025
Q2 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-60- 3.39% |
$12.7K - $14.7K
|
1.71K
$338K
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-19- 0.12% |
$4.03K - $4.64K
|
16.1K
$3.19M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
25New |
$5.3K - $6.11K
|
25
$4.94K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
11New |
$2.33K - $2.69K
|
11
$2.17K
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
243K+ 117.79% |
$51.6M - $59.4M
|
450K
$88.8M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
12+ 0.02% |
$2.55K - $2.93K
|
55.5K
$11M
|
|
|
Aug 26, 2025
Q2 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
9KNew |
$1.91M - $2.2M
|
9K
$1.78M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.17K- 3.13% |
$1.31M - $1.51M
|
191K
$37.7M
|
|
|
Aug 22, 2025
Q2 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
5.99KNew |
$1.27M - $1.46M
|
5.99K
$1.18M
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-929- 6.48% |
$197K - $227K
|
13.4K
$2.65M
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-2.07K- 6.15% |
$439K - $506K
|
31.6K
$6.24M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
35+ 29.41% |
$7.42K - $8.55K
|
154
$30.4K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
148New |
$31.4K - $36.2K
|
148
$29.2K
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
209+ 70.37% |
$44.3K - $51.1K
|
506
$99.9K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
12+ 2.32% |
$2.55K - $2.93K
|
529
$104K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-16- 0.18% |
$3.39K - $3.91K
|
8.65K
$1.71M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.74K- 43.96% |
$369K - $425K
|
2.22K
$438K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
796+ 1007.59% |
$169K - $194K
|
875
$173K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
35+ 2.13% |
$7.42K - $8.55K
|
1.68K
$332K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.45K- 57.2% |
$307K - $354K
|
1.08K
$214K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-6K- 25.42% |
$1.27M - $1.47M
|
17.6K
$3.47M
|
|
|
Aug 18, 2025
Q2 2025
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-595- 17.85% |
$126K - $145K
|
2.74K
$541K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-58- 5.05% |
$12.3K - $14.2K
|
1.09K
$215K
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
5.76K+ 128.34% |
$1.22M - $1.41M
|
10.2K
$2.02M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-347K- 5.08% |
$73.7M - $84.9M
|
6.49M
$1.28B
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
496+ 16.54% |
$105K - $121K
|
3.5K
$690K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
41.8K+ 11.58% |
$8.87M - $10.2M
|
403K
$79.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1+ 12.5% |
$212 - $244
|
9
$1.78K
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-8K- 4.46% |
$1.7M - $1.95M
|
171K
$33.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-209- 0.62% |
$44.3K - $51.1K
|
33.8K
$6.67M
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
71+ 21.26% |
$15.1K - $17.3K
|
405
$79.9K
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.13KNew |
$664K - $764K
|
3.13K
$618K
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-59- 1.14% |
$12.5K - $14.4K
|
5.11K
$1.01M
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-300- 2.5% |
$63.6K - $73.3K
|
11.7K
$2.31M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
934New |
$198K - $228K
|
934
$184K
|
|
|
Aug 15, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
1.46KNew |
$309K - $356K
|
1.46K
$287K
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-136- 18.11% |
$28.8K - $33.2K
|
615
$121K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-152- 1.62% |
$32.2K - $37.1K
|
9.23K
$1.82M
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-11- 0.84% |
$2.33K - $2.69K
|
1.29K
$255K
|
|
|
Aug 15, 2025
Q2 2025
|
Wellington Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
2.76KNew |
$585K - $674K
|
2.76K
$545K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
364+ 6.92% |
$77.2K - $88.9K
|
5.63K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-21.4K- 33.15% |
$4.54M - $5.23M
|
43.2K
$8.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
106New |
$22.5K - $25.9K
|
106
$20.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
143KNew |
$30.4M - $35M
|
143K
$28.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
991+ 2.85% |
$210K - $242K
|
35.8K
$7.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-25.4K- 12.34% |
$5.39M - $6.2M
|
181K
$35.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-7.31K- 2.1% |
$1.55M - $1.79M
|
341K
$67.4M
|