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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.27K- 7.34% |
$264K - $309K
|
16K
$3.43M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
757+ 3.86% |
$158K - $185K
|
20.4K
$4.37M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2K+ 4.67% |
$417K - $488K
|
44.8K
$9.59M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
22+ 0.45% |
$4.59K - $5.37K
|
4.88K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
52.8K+ 9.63% |
$11M - $12.9M
|
601K
$129M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-42- 1.55% |
$8.76K - $10.2K
|
2.67K
$571K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
67+ 1.69% |
$14K - $16.4K
|
4.04K
$864K
|
|
|
May 09, 2025
Q1 2025
|
Ing Groep Nv
|
SELL
|
- |
-168- 0.76% |
$35K - $41K
|
22K
$4.72M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-201- 1.2% |
$41.9K - $49.1K
|
16.5K
$3.53M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
450+ 1500.0% |
$93.8K - $110K
|
480
$103K
|
|
|
May 09, 2025
Q1 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
833New |
$174K - $203K
|
833
$178K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
164New |
$34.2K - $40K
|
164
$35.1K
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1.12K- 15.6% |
$233K - $273K
|
6.06K
$1.3M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
42+ 17.07% |
$8.76K - $10.2K
|
288
$61.7K
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
236+ 9.11% |
$49.2K - $57.6K
|
2.83K
$605K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5.19K- 5.47% |
$1.08M - $1.27M
|
89.8K
$19.2M
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
SELL
|
- |
-322- 0.45% |
$67.1K - $78.6K
|
71.6K
$15.3M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-19- 10.67% |
$3.96K - $4.64K
|
159
$34.1K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
104New |
$21.7K - $25.4K
|
104
$22.3K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
896New |
$187K - $219K
|
896
$192K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.14K- 47.28% |
$237K - $277K
|
1.27K
$272K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.63K- 11.97% |
$339K - $397K
|
12K
$2.56M
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
48.1K+ 451.79% |
$10M - $11.7M
|
58.7K
$12.6M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
934New |
$195K - $228K
|
934
$200K
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
BUY
|
- |
910New |
$190K - $222K
|
910
$195K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-237- 14.61% |
$49.4K - $57.8K
|
1.39K
$297K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
244New |
$50.9K - $59.5K
|
244
$52.3K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.1K- 23.27% |
$437K - $511K
|
6.91K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-2.36K- 3.61% |
$491K - $575K
|
62.9K
$13.5M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
422+ 12.56% |
$88K - $103K
|
3.78K
$810K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-275- 7.89% |
$57.3K - $67.1K
|
3.21K
$688K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.26K+ 111.35% |
$262K - $307K
|
2.38K
$511K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-2.74K- 9.81% |
$571K - $669K
|
25.2K
$5.39M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
153+ 4.52% |
$31.9K - $37.3K
|
3.54K
$758K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
235+ 66.2% |
$49K - $57.3K
|
590
$126K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
319K+ 7.93% |
$66.5M - $77.9M
|
4.35M
$931M
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
896New |
$187K - $219K
|
896
$192K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-421- 1.49% |
$87.8K - $103K
|
27.8K
$5.94M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
582K+ 1.3% |
$121M - $142M
|
45.3M
$9.71B
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
57+ 7.42% |
$11.9K - $13.9K
|
825
$177K
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-353- 5.97% |
$73.6K - $86.1K
|
5.56K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-411K- 13.51% |
$85.7M - $100M
|
2.63M
$563M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
199+ 2.46% |
$41.5K - $48.6K
|
8.28K
$1.77M
|
|
|
May 09, 2025
Q1 2025
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-44.4K- 1.62% |
$9.26M - $10.8M
|
2.69M
$576M
|
|
|
May 09, 2025
Q1 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
5.26KNew |
$1.1M - $1.28M
|
5.26K
$1.13M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
65.8K+ 2.36% |
$13.7M - $16.1M
|
2.86M
$612M
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-21- 0.77% |
$4.38K - $5.12K
|
2.71K
$581K
|
|
|
May 09, 2025
Q1 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
114KNew |
$23.8M - $27.9M
|
114K
$24.5M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-147- 7.94% |
$30.6K - $35.9K
|
1.7K
$365K
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
BUY
|
- |
4+ 0.11% |
$834 - $976
|
3.75K
$803K
|