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 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
831+ 21.74% |
$176K - $203K
|
4.65K
$919K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-15- 3.79% |
$3.18K - $3.66K
|
381
$75.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
6.49K+ 19.81% |
$1.38M - $1.58M
|
39.2K
$7.74M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-5- 9.09% |
$1.06K - $1.22K
|
50
$9.87K
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
396+ 10.56% |
$84K - $96.7K
|
4.15K
$818K
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
151+ 2.63% |
$32K - $36.9K
|
5.9K
$1.16M
|
|
|
Aug 07, 2025
Q2 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
37K+ 3.78% |
$7.85M - $9.04M
|
1.02M
$200M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
7New |
$1.48K - $1.71K
|
7
$1.38K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
106+ 4.45% |
$22.5K - $25.9K
|
2.49K
$492K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-70- 12.17% |
$14.8K - $17.1K
|
505
$99.7K
|
|
|
Aug 07, 2025
Q2 2025
|
E Cio, Inc.
Madison, WI |
SELL
|
- |
-7- 0.67% |
$1.48K - $1.71K
|
1.04K
$206K
|
|
|
Aug 06, 2025
Q2 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-1- 0.05% |
$212 - $244
|
1.82K
$359K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
300+ 7.39% |
$63.6K - $73.3K
|
4.36K
$860K
|
|
|
Aug 06, 2025
Q2 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
9.99K+ 5.9% |
$2.12M - $2.44M
|
179K
$35.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Waverton Investment Management LTD
|
BUY
|
- |
86.2K+ 7.15% |
$18.3M - $21.1M
|
1.29M
$255M
|
|
|
Aug 06, 2025
Q2 2025
|
Suncoast Equity Management
|
BUY
|
- |
350+ 1.77% |
$74.2K - $85.5K
|
20.1K
$3.96M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-117- 20.93% |
$24.8K - $28.6K
|
442
$87.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
12.5K+ 137.21% |
$2.65M - $3.05M
|
21.6K
$4.27M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-57- 21.67% |
$12.1K - $13.9K
|
206
$40.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-382- 9.37% |
$81K - $93.3K
|
3.7K
$729K
|
|
|
Aug 06, 2025
Q2 2025
|
Baillie Gifford & CO
|
SELL
|
- |
-5.03K- 5.15% |
$1.07M - $1.23M
|
92.6K
$18.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-5.03K- 18.28% |
$1.07M - $1.23M
|
22.5K
$4.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.28K- 3.35% |
$697K - $802K
|
94.7K
$18.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-6- 0.1% |
$1.27K - $1.47K
|
6.05K
$1.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-38- 1.78% |
$8.06K - $9.28K
|
2.1K
$414K
|
|
|
Aug 06, 2025
Q2 2025
|
Ing Groep Nv
|
BUY
|
- |
1.8K+ 8.18% |
$382K - $440K
|
23.8K
$4.7M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-1.07K- 53.12% |
$227K - $262K
|
946
$187K
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
SELL
|
- |
-1.27K- 14.4% |
$268K - $309K
|
7.52K
$1.48M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
178+ 14.35% |
$37.8K - $43.5K
|
1.42K
$280K
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
4.92K+ 7.29% |
$1.04M - $1.2M
|
72.5K
$14.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Achmea Investment Management B.V.
|
SELL
|
- |
-7.15K- 19.91% |
$1.52M - $1.75M
|
28.8K
$5.68M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-9- 5.81% |
$1.91K - $2.2K
|
146
$28.8K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
60+ 6.09% |
$12.7K - $14.7K
|
1.05K
$206K
|
|
|
Aug 06, 2025
Q2 2025
|
Parnassus Investments, LLC
|
SELL
|
- |
-138K- 4.93% |
$29.3M - $33.7M
|
2.66M
$525M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
23.9K+ 6.23% |
$5.06M - $5.83M
|
407K
$80.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Smart Money Group LLC
|
BUY
|
- |
5+ 0.41% |
$1.06K - $1.22K
|
1.23K
$243K
|
|
|
Aug 06, 2025
Q2 2025
|
Mcrae Capital Management Inc
|
SELL
|
- |
-50- 1.72% |
$10.6K - $12.2K
|
2.85K
$562K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-6.3K- 38.5% |
$1.34M - $1.54M
|
10.1K
$1.98M
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
SELL
|
- |
-2- 1.42% |
$424 - $489
|
139
$27.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-258- 3.87% |
$54.7K - $63K
|
6.41K
$1.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-77- 0.39% |
$16.3K - $18.8K
|
19.4K
$3.84M
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
SELL
|
- |
-125- 29.07% |
$26.5K - $30.5K
|
305
$60.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
284+ 3.6% |
$60.2K - $69.4K
|
8.17K
$1.61M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
5.27K+ 181.59% |
$1.12M - $1.29M
|
8.17K
$1.61M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.76K- 14.98% |
$797K - $917K
|
21.3K
$4.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
7+ 11.11% |
$1.48K - $1.71K
|
70
$13.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-924- 4.77% |
$196K - $226K
|
18.4K
$3.64M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-5- 11.9% |
$1.06K - $1.22K
|
37
$7.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
628+ 60.79% |
$133K - $153K
|
1.66K
$328K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
446+ 12.7% |
$94.6K - $109K
|
3.96K
$782K
|