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 06, 2025
Q2 2025
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
3.8K+ 10.58% |
$807K - $929K
|
39.8K
$7.85M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
19+ 0.42% |
$4.03K - $4.64K
|
4.56K
$899K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4+ 10.53% |
$848 - $977
|
42
$8.29K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3+ 150.0% |
$636 - $733
|
5
$987
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-2.06K- 6.3% |
$438K - $504K
|
30.7K
$6.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
1.1KNew |
$233K - $269K
|
1.1K
$217K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-7- 28.0% |
$1.48K - $1.71K
|
18
$3.55K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-7- 28.0% |
$1.48K - $1.71K
|
18
$3.55K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-4.43K- 62.08% |
$940K - $1.08M
|
2.71K
$534K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
402+ 26.17% |
$85.3K - $98.2K
|
1.94K
$383K
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-307K- 90.23% |
$65.2M - $75M
|
33.3K
$6.57M
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-570- 4.13% |
$121K - $139K
|
13.2K
$2.61M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
29+ 0.34% |
$6.15K - $7.08K
|
8.65K
$1.71M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.41K+ 9.1% |
$300K - $345K
|
16.9K
$3.34M
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-700- 0.5% |
$148K - $171K
|
140K
$27.6M
|
|
|
Aug 05, 2025
Q2 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-57K- 97.11% |
$12.1M - $13.9M
|
1.7K
$336K
|
|
|
Aug 05, 2025
Q2 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.21K- 3.09% |
$257K - $296K
|
38.1K
$7.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Core Alternative Capital
|
SELL
|
- |
-2.02K- 99.02% |
$428K - $493K
|
20
$3.95K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-10- 7.58% |
$2.12K - $2.44K
|
122
$24.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.25K+ 9.54% |
$266K - $306K
|
14.4K
$2.84M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
275+ 12.2% |
$58.3K - $67.2K
|
2.53K
$499K
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
396+ 11.3% |
$84K - $96.7K
|
3.9K
$770K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1- 0.34% |
$212 - $244
|
291
$57.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
31+ 1.72% |
$6.58K - $7.57K
|
1.84K
$362K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 2.94% |
$212 - $244
|
35
$6.91K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
109+ 363.33% |
$23.1K - $26.6K
|
139
$27.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
31+ 2.61% |
$6.58K - $7.57K
|
1.22K
$241K
|
|
|
Aug 05, 2025
Q2 2025
|
Torray LLC
|
SELL
|
- |
-800- 1.13% |
$170K - $195K
|
70K
$13.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-285K- 33.49% |
$60.5M - $69.7M
|
567K
$112M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-30- 0.03% |
$6.36K - $7.33K
|
98.8K
$19.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
BUY
|
- |
97+ 3.15% |
$20.6K - $23.7K
|
3.18K
$628K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
179New |
$38K - $43.7K
|
179
$35.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-26- 0.19% |
$5.51K - $6.35K
|
13.6K
$2.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-102- 0.54% |
$21.6K - $24.9K
|
18.7K
$3.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
7+ 2.79% |
$1.48K - $1.71K
|
258
$50.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.15KNew |
$244K - $281K
|
1.15K
$227K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
311+ 0.8% |
$66K - $76K
|
39K
$7.7M
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
8+ 200.0% |
$1.7K - $1.95K
|
12
$2.37K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-47- 0.9% |
$9.97K - $11.5K
|
5.15K
$1.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-125- 0.2% |
$26.5K - $30.5K
|
62.7K
$12.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
35+ 3.42% |
$7.42K - $8.55K
|
1.06K
$209K
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
130+ 2.48% |
$27.6K - $31.8K
|
5.38K
$1.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
45+ 2.14% |
$9.54K - $11K
|
2.14K
$423K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
77+ 47.24% |
$16.3K - $18.8K
|
240
$47.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.69KNew |
$357K - $412K
|
1.69K
$333K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 3.03% |
$212 - $244
|
34
$6.71K
|
|
|
Aug 05, 2025
Q2 2025
|
Dillon & Associates Inc
|
BUY
|
- |
17+ 0.94% |
$3.61K - $4.15K
|
1.82K
$359K
|
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
464+ 4.54% |
$98.4K - $113K
|
10.7K
$2.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-224- 4.81% |
$47.5K - $54.7K
|
4.43K
$874K
|
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
2.34KNew |
$496K - $572K
|
2.34K
$462K
|