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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-67- 26.91% |
$14.2K - $16.4K
|
182
$35.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.39K+ 8.46% |
$1.57M - $1.8M
|
94.7K
$18.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
546+ 3.07% |
$116K - $133K
|
18.3K
$3.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
871+ 68.21% |
$185K - $213K
|
2.15K
$424K
|
|
|
Aug 11, 2025
Q2 2025
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-22- 0.63% |
$4.67K - $5.37K
|
3.48K
$687K
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-734- 30.36% |
$156K - $179K
|
1.68K
$332K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.35K- 0.44% |
$499K - $575K
|
537K
$106M
|
|
|
Aug 11, 2025
Q2 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-993- 1.19% |
$211K - $243K
|
82.3K
$16.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-15- 4.84% |
$3.18K - $3.66K
|
295
$58.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
6+ 0.07% |
$1.27K - $1.47K
|
8.58K
$1.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-423- 3.3% |
$89.7K - $103K
|
12.4K
$2.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
38+ 542.86% |
$8.06K - $9.28K
|
45
$8.88K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
28+ 0.57% |
$5.94K - $6.84K
|
4.91K
$969K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.34K- 1.3% |
$921K - $1.06M
|
329K
$64.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
42+ 17.8% |
$8.91K - $10.3K
|
278
$54.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.44K+ 1.36% |
$306K - $353K
|
108K
$21.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-405- 0.5% |
$85.9K - $98.9K
|
81.2K
$16M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-505- 8.55% |
$107K - $123K
|
5.4K
$1.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-3- 0.19% |
$636 - $733
|
1.61K
$318K
|
|
|
Aug 11, 2025
Q2 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-4- 0.21% |
$848 - $977
|
1.88K
$371K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
18+ 1.22% |
$3.82K - $4.4K
|
1.5K
$296K
|
|
|
Aug 11, 2025
Q2 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.2K- 1.82% |
$254K - $293K
|
64.5K
$12.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
17+ 0.69% |
$3.61K - $4.15K
|
2.47K
$488K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.33K+ 20.71% |
$282K - $325K
|
7.75K
$1.53M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-201- 27.09% |
$42.6K - $49.1K
|
541
$107K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-622- 14.05% |
$132K - $152K
|
3.81K
$751K
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
987New |
$209K - $241K
|
987
$195K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-400- 10.54% |
$84.8K - $97.7K
|
3.4K
$670K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
394+ 2.39% |
$83.6K - $96.2K
|
16.9K
$3.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 1.27% |
$636 - $733
|
239
$47.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-216- 3.06% |
$45.8K - $52.8K
|
6.84K
$1.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
35.9KNew |
$7.62M - $8.77M
|
35.9K
$7.09M
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-168- 12.13% |
$35.6K - $41K
|
1.22K
$240K
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
10+ 0.39% |
$2.12K - $2.44K
|
2.55K
$504K
|
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
23+ 0.36% |
$4.88K - $5.62K
|
6.47K
$1.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
31+ 5.25% |
$6.58K - $7.57K
|
621
$123K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
111+ 0.65% |
$23.5K - $27.1K
|
17.2K
$3.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
130+ 1.0% |
$27.6K - $31.8K
|
13.1K
$2.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.57K- 0.82% |
$545K - $628K
|
312K
$61.7M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-154- 1.08% |
$32.7K - $37.6K
|
14.1K
$2.78M
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
3.56K+ 1.98% |
$754K - $868K
|
183K
$36.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
837K+ 1.85% |
$178M - $204M
|
46.2M
$9.11B
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
117+ 13.27% |
$24.8K - $28.6K
|
999
$197K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.09K+ 6.78% |
$1.29M - $1.49M
|
95.9K
$18.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-222- 15.98% |
$47.1K - $54.2K
|
1.17K
$230K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
26+ 2.04% |
$5.51K - $6.35K
|
1.3K
$257K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
945New |
$200K - $231K
|
945
$187K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-6- 0.02% |
$1.27K - $1.47K
|
26.4K
$5.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-725K- 26.98% |
$154M - $177M
|
1.96M
$387M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
32New |
$6.79K - $7.82K
|
32
$6.32K
|