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 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-11- 10.89% |
$2.29K - $2.68K
|
90
$19.3K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
199+ 0.29% |
$41.5K - $48.6K
|
68.5K
$14.7M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-57- 14.47% |
$11.9K - $13.9K
|
337
$72.2K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.43K- 5.61% |
$298K - $349K
|
24K
$5.15M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.56K+ 41.54% |
$950K - $1.11M
|
15.5K
$3.33M
|
|
|
May 08, 2025
Q1 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
4.4KNew |
$917K - $1.07M
|
4.4K
$942K
|
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-2.54K- 1.83% |
$530K - $621K
|
136K
$29.2M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
18.3KNew |
$3.82M - $4.47M
|
18.3K
$3.92M
|
|
|
May 07, 2025
Q1 2025
|
Baillie Gifford & CO
|
SELL
|
- |
-11.2K- 10.32% |
$2.34M - $2.74M
|
97.7K
$20.9M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-6.29K- 12.25% |
$1.31M - $1.53M
|
45K
$9.64M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
149+ 10.42% |
$31.1K - $36.4K
|
1.58K
$338K
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
4.68K+ 2.91% |
$975K - $1.14M
|
166K
$35.5M
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
29+ 1.52% |
$6.05K - $7.08K
|
1.94K
$415K
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-684- 3.22% |
$143K - $167K
|
20.5K
$4.4M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-1- 0.7% |
$208 - $244
|
141
$30.2K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.8K+ 12.83% |
$375K - $439K
|
15.8K
$3.39M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
153K+ 18.71% |
$31.8M - $37.3M
|
969K
$207M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
237+ 169.29% |
$49.4K - $57.8K
|
377
$80.7K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-93- 5.89% |
$19.4K - $22.7K
|
1.49K
$318K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
302+ 17.69% |
$63K - $73.7K
|
2.01K
$430K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
68.4K+ 19.41% |
$14.3M - $16.7M
|
421K
$90.2M
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
1.05K+ 88.16% |
$219K - $256K
|
2.24K
$480K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
258+ 1.53% |
$53.8K - $63K
|
17.1K
$3.67M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.15K+ 37.53% |
$240K - $281K
|
4.21K
$903K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.2K+ 9.92% |
$6.1M - $7.14M
|
324K
$69.4M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-206- 12.92% |
$42.9K - $50.3K
|
1.39K
$297K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-180- 0.95% |
$37.5K - $43.9K
|
18.9K
$4.04M
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
72+ 0.63% |
$15K - $17.6K
|
11.4K
$2.45M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
3.52K+ 12.04% |
$734K - $859K
|
32.8K
$7.01M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 0.38% |
$208 - $244
|
263
$56.3K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-22.1K- 93.19% |
$4.61M - $5.4M
|
1.62K
$346K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
943New |
$197K - $230K
|
943
$202K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-38.8K- 5.04% |
$8.09M - $9.47M
|
731K
$157M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
920New |
$192K - $225K
|
920
$197K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
877New |
$183K - $214K
|
877
$188K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
47+ 1.05% |
$9.8K - $11.5K
|
4.52K
$967K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
65+ 2.8% |
$13.6K - $15.9K
|
2.39K
$511K
|
|
|
May 07, 2025
Q1 2025
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
5.17K+ 16.8% |
$1.08M - $1.26M
|
35.9K
$7.7M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
137+ 98.56% |
$28.6K - $33.4K
|
276
$59.1K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
49+ 0.68% |
$10.2K - $12K
|
7.25K
$1.55M
|
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-334- 7.83% |
$69.6K - $81.5K
|
3.93K
$842K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
807+ 10.01% |
$168K - $197K
|
8.87K
$1.9M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
4New |
$834 - $976
|
4
$857
|
|
|
May 07, 2025
Q1 2025
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-249K- 4.01% |
$52M - $60.8M
|
5.97M
$1.28B
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
654+ 47.7% |
$136K - $160K
|
2.03K
$434K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
14.4K+ 1004.69% |
$2.99M - $3.5M
|
15.8K
$3.38M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.47K- 9.17% |
$307K - $359K
|
14.6K
$3.13M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
71.8K+ 12.85% |
$15M - $17.5M
|
631K
$135M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.89K- 2.15% |
$393K - $460K
|
85.8K
$18.4M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
212+ 3.13% |
$44.2K - $51.7K
|
6.99K
$1.5M
|