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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10- 0.24% |
$2.1K - $2.33K
|
4.14K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
6New |
$1.26K - $1.4K
|
6
$1.46K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.14K- 2.44% |
$238K - $265K
|
45.4K
$11.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
8New |
$1.68K - $1.87K
|
8
$1.95K
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
2.24KNew |
$470K - $522K
|
2.24K
$547K
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
BUY
|
- |
1.69K+ 100.36% |
$354K - $393K
|
3.37K
$821K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
59+ 3.63% |
$12.4K - $13.8K
|
1.68K
$411K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-574- 8.49% |
$120K - $134K
|
6.19K
$1.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-621- 7.45% |
$130K - $145K
|
7.71K
$1.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-82- 3.96% |
$17.2K - $19.1K
|
1.99K
$485K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
82+ 8.74% |
$17.2K - $19.1K
|
1.02K
$249K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.2K+ 3.22% |
$252K - $280K
|
38.4K
$9.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-548- 12.14% |
$115K - $128K
|
3.97K
$968K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
88.5K+ 3.27% |
$18.6M - $20.6M
|
2.79M
$681M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
4.53K+ 34.41% |
$950K - $1.06M
|
17.7K
$4.31M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.4K- 0.99% |
$294K - $327K
|
141K
$34.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.43KNew |
$300K - $333K
|
1.43K
$348K
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-24.3K- 1.26% |
$5.1M - $5.66M
|
1.9M
$465M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.21K- 4.12% |
$254K - $282K
|
28.2K
$6.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-4- 0.37% |
$840 - $933
|
1.08K
$263K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-918- 47.86% |
$193K - $214K
|
1K
$244K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-5.78K- 3.28% |
$1.21M - $1.35M
|
170K
$41.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-130- 0.56% |
$27.3K - $30.3K
|
23K
$5.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
SELL
|
- |
-4.88K- 26.33% |
$1.02M - $1.14M
|
13.7K
$3.33M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
12New |
$2.52K - $2.8K
|
12
$2.93K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
239New |
$50.2K - $55.7K
|
239
$58.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
13.3K+ 2.04% |
$2.8M - $3.11M
|
667K
$163M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.9K+ 5.85% |
$1.03M - $1.14M
|
88.8K
$21.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
581+ 0.41% |
$122K - $136K
|
142K
$34.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
136+ 10.92% |
$28.5K - $31.7K
|
1.38K
$337K
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-686K- 99.53% |
$144M - $160M
|
3.24K
$792K
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-26- 2.62% |
$5.46K - $6.06K
|
968
$236K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
215+ 4.61% |
$45.1K - $50.1K
|
4.88K
$1.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
5.35K+ 147.42% |
$1.12M - $1.25M
|
8.97K
$2.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
976KNew |
$205M - $228M
|
976K
$238M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
86+ 0.74% |
$18.1K - $20.1K
|
11.7K
$2.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 0.14% |
$420 - $466
|
1.47K
$359K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.4K- 23.82% |
$293K - $326K
|
4.47K
$1.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-55- 0.4% |
$11.5K - $12.8K
|
13.7K
$3.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
100+ 10.53% |
$21K - $23.3K
|
1.05K
$256K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-4.58K- 34.71% |
$961K - $1.07M
|
8.62K
$2.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
123+ 10.61% |
$25.8K - $28.7K
|
1.28K
$313K
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-185- 1.94% |
$38.8K - $43.1K
|
9.33K
$2.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
40.4K+ 67.68% |
$8.48M - $9.43M
|
100K
$24.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-460- 6.72% |
$96.5K - $107K
|
6.39K
$1.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
182+ 10.81% |
$38.2K - $42.4K
|
1.87K
$455K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-6.09K- 35.63% |
$1.28M - $1.42M
|
11K
$2.69M
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-112- 2.24% |
$23.5K - $26.1K
|
4.88K
$1.19M
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.22KNew |
$255K - $284K
|
1.22K
$297K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
24.6K+ 1562.98% |
$5.16M - $5.73M
|
26.1K
$6.38M
|