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 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.43K+ 131.24% |
$720K - $800K
|
6.05K
$1.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
3.7K+ 1.94% |
$777K - $863K
|
195K
$47.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-375- 0.96% |
$78.7K - $87.5K
|
38.7K
$9.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Alphinity Investment Management Pty LTD
|
SELL
|
- |
-86.2K- 3.43% |
$18.1M - $20.1M
|
2.43M
$592M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.17KNew |
$245K - $273K
|
1.17K
$285K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-2.55K- 2.62% |
$535K - $595K
|
94.7K
$23.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
92+ 7.76% |
$19.3K - $21.5K
|
1.28K
$312K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
13+ 5.88% |
$2.73K - $3.03K
|
234
$57.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-314- 18.57% |
$65.9K - $73.2K
|
1.38K
$336K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
688+ 5.31% |
$144K - $160K
|
13.7K
$3.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
40+ 0.32% |
$8.4K - $9.33K
|
12.5K
$3.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-1.69K- 92.34% |
$354K - $393K
|
140
$34.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
767+ 49.36% |
$161K - $179K
|
2.32K
$566K
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
562+ 0.94% |
$118K - $131K
|
60.3K
$14.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.72K- 2.84% |
$361K - $401K
|
58.8K
$14.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
78.7KNew |
$16.5M - $18.4M
|
78.7K
$19.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.65K+ 1.71% |
$766K - $851K
|
217K
$53.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
1.04KNew |
$218K - $242K
|
1.04K
$254K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
4.98K+ 20.53% |
$1.05M - $1.16M
|
29.2K
$7.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 2.33% |
$420 - $466
|
88
$21.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
89+ 0.06% |
$18.7K - $20.8K
|
154K
$37.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
836+ 72.26% |
$175K - $195K
|
1.99K
$486K
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
287+ 0.39% |
$60.2K - $66.9K
|
74.2K
$18.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
10+ 0.77% |
$2.1K - $2.33K
|
1.3K
$318K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
117+ 12.0% |
$24.6K - $27.3K
|
1.09K
$266K
|
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-196- 12.28% |
$41.1K - $45.7K
|
1.4K
$342K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
274+ 0.89% |
$57.5K - $63.9K
|
31.1K
$7.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
1.38K+ 2.15% |
$289K - $321K
|
65.2K
$15.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
33+ 2.15% |
$6.93K - $7.7K
|
1.57K
$383K
|
|
|
Feb 05, 2025
Q4 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
3.77K+ 13.98% |
$792K - $880K
|
30.8K
$7.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
5.07K+ 11.43% |
$1.06M - $1.18M
|
49.4K
$12.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.01K+ 6913.79% |
$421K - $468K
|
2.03K
$496K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
8New |
$1.68K - $1.87K
|
8
$1.95K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.12K+ 20.77% |
$234K - $261K
|
6.49K
$1.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-160- 6.15% |
$33.6K - $37.3K
|
2.44K
$595K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-40- 0.52% |
$8.4K - $9.33K
|
7.63K
$1.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
210New |
$44.1K - $49K
|
210
$51.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
46+ 2.5% |
$9.65K - $10.7K
|
1.89K
$460K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
6+ 0.54% |
$1.26K - $1.4K
|
1.12K
$274K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.41K+ 128.51% |
$505K - $561K
|
4.28K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.72K+ 14.18% |
$571K - $635K
|
21.9K
$5.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
642New |
$135K - $150K
|
642
$157K
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-12.4K- 1.31% |
$2.59M - $2.88M
|
934K
$228M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
416+ 4.35% |
$87.3K - $97K
|
9.99K
$2.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
4.8K+ 3.22% |
$1.01M - $1.12M
|
154K
$37.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.71KNew |
$568K - $632K
|
2.71K
$661K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2- 1.02% |
$420 - $466
|
195
$47.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
270+ 18.66% |
$56.7K - $63K
|
1.72K
$419K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3+ 2.33% |
$630 - $700
|
132
$32.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
68.9K+ 6.23% |
$14.5M - $16.1M
|
1.17M
$286M
|