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 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
188+ 26.29% |
$39.9K - $45.9K
|
903
$178K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
270K+ 78.44% |
$57.3M - $66M
|
615K
$121M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.18K+ 67.72% |
$250K - $288K
|
2.92K
$575K
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-162- 13.02% |
$34.4K - $39.6K
|
1.08K
$214K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
381+ 17.9% |
$80.8K - $93.1K
|
2.51K
$495K
|
|
|
Aug 04, 2025
Q2 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
35.5KNew |
$7.52M - $8.66M
|
35.5K
$7M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.14K- 5.72% |
$241K - $278K
|
18.7K
$3.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10+ 0.87% |
$2.12K - $2.44K
|
1.16K
$229K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
489+ 39.92% |
$104K - $119K
|
1.71K
$338K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.89K+ 58.87% |
$402K - $463K
|
5.11K
$1.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-12.2K- 79.47% |
$2.59M - $2.98M
|
3.15K
$622K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-19- 0.14% |
$4.03K - $4.64K
|
13.7K
$2.71M
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
192+ 0.18% |
$40.7K - $46.9K
|
106K
$20.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-10- 0.63% |
$2.12K - $2.44K
|
1.58K
$312K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
437+ 27.3% |
$92.7K - $107K
|
2.04K
$402K
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
10.1K+ 6.44% |
$2.15M - $2.47M
|
167K
$33.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
26.4K+ 4.01% |
$5.59M - $6.44M
|
685K
$135M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-167- 0.74% |
$35.4K - $40.8K
|
22.4K
$4.42M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-686- 5.84% |
$146K - $168K
|
11.1K
$2.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
128+ 4.8% |
$27.1K - $31.3K
|
2.79K
$551K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.04K- 6.07% |
$1.07M - $1.23M
|
78.1K
$15.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.87K- 3.72% |
$820K - $945K
|
100K
$19.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
BUY
|
- |
351+ 4.69% |
$74.4K - $85.7K
|
7.83K
$1.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-1.4K- 41.09% |
$296K - $341K
|
2K
$395K
|
|
|
Aug 04, 2025
Q2 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
55+ 2.03% |
$11.7K - $13.4K
|
2.77K
$547K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
47+ 4.92% |
$9.97K - $11.5K
|
1K
$198K
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.38% |
$2.12K - $2.44K
|
2.64K
$520K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
130+ 1.33% |
$27.6K - $31.8K
|
9.89K
$1.95M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
25+ 0.62% |
$5.3K - $6.11K
|
4.07K
$802K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-1.08K- 12.44% |
$228K - $263K
|
7.58K
$1.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
221+ 7.63% |
$46.9K - $54K
|
3.12K
$616K
|
|
|
Aug 04, 2025
Q2 2025
|
Terril Brothers, Inc.
|
BUY
|
- |
30+ 2.86% |
$6.36K - $7.33K
|
1.08K
$213K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-4.98K- 47.85% |
$1.06M - $1.22M
|
5.42K
$1.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-22- 31.43% |
$4.67K - $5.37K
|
48
$9.48K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.06KNew |
$226K - $260K
|
1.06K
$210K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
1.69K+ 29.58% |
$359K - $413K
|
7.41K
$1.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
86+ 0.81% |
$18.2K - $21K
|
10.7K
$2.11M
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-354- 2.07% |
$75.1K - $86.5K
|
16.8K
$3.31M
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
1.32K+ 20.66% |
$280K - $322K
|
7.7K
$1.52M
|
|
|
Aug 01, 2025
Q2 2025
|
Cryder Capital Partners LLP
|
BUY
|
- |
361KNew |
$76.5M - $88.1M
|
361K
$71.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
40.1K+ 6.67% |
$8.51M - $9.8M
|
642K
$127M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
114+ 0.61% |
$24.2K - $27.8K
|
18.8K
$3.71M
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-64.2K- 31.51% |
$13.6M - $15.7M
|
140K
$27.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.2K- 11.15% |
$467K - $538K
|
17.5K
$3.46M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
61.4K+ 2963.97% |
$13M - $15M
|
63.5K
$12.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
12+ 1.15% |
$2.55K - $2.93K
|
1.06K
$209K
|
|
|
Aug 01, 2025
Q2 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
34.4K+ 18.72% |
$7.3M - $8.4M
|
218K
$43.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
231+ 5.9% |
$49K - $56.4K
|
4.15K
$819K
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-419- 5.93% |
$88.9K - $102K
|
6.65K
$1.31M
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
934+ 33.9% |
$198K - $228K
|
3.69K
$728K
|