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 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.22% |
$208 - $244
|
459
$98.3K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-39- 2.23% |
$8.13K - $9.52K
|
1.71K
$365K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
18+ 0.55% |
$3.75K - $4.39K
|
3.26K
$699K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-20.2K- 9.28% |
$4.21M - $4.93M
|
197K
$42.3M
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
167+ 14.2% |
$34.8K - $40.8K
|
1.34K
$288K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
PUT |
-37.2K- 76.7% |
$7.76M - $9.08M
|
11.3K
$2.42M
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-114- 5.53% |
$23.8K - $27.8K
|
1.95K
$417K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-52- 1.13% |
$10.8K - $12.7K
|
4.54K
$972K
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
SELL
|
- |
-227K- 34.11% |
$47.4M - $55.5M
|
439K
$94.1M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
42.2K+ 15.48% |
$8.8M - $10.3M
|
315K
$67.5M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
890New |
$186K - $217K
|
890
$191K
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
875New |
$182K - $214K
|
875
$187K
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
SELL
|
- |
-2.22K- 22.83% |
$463K - $542K
|
7.51K
$1.61M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-10- 0.77% |
$2.08K - $2.44K
|
1.28K
$275K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
18+ 0.24% |
$3.75K - $4.39K
|
7.5K
$1.61M
|
|
|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
SELL
|
- |
-100- 7.63% |
$20.8K - $24.4K
|
1.21K
$259K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
506+ 16.83% |
$105K - $123K
|
3.51K
$752K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1New |
$208 - $244
|
1
$214
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-51- 4.7% |
$10.6K - $12.4K
|
1.03K
$221K
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
490+ 7.45% |
$102K - $120K
|
7.06K
$1.51M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
161+ 0.17% |
$33.6K - $39.3K
|
94.5K
$20.2M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-198- 1.99% |
$41.3K - $48.3K
|
9.76K
$2.09M
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
4.65K+ 72.8% |
$969K - $1.13M
|
11K
$2.36M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
743+ 12.9% |
$155K - $181K
|
6.5K
$1.39M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
507+ 1.76% |
$106K - $124K
|
29.3K
$6.27M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.7K+ 12.61% |
$2.43M - $2.85M
|
104K
$22.3M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-15.8K- 32.67% |
$3.29M - $3.85M
|
32.5K
$6.96M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
38+ 2.06% |
$7.92K - $9.27K
|
1.88K
$403K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
141+ 3.23% |
$29.4K - $34.4K
|
4.51K
$967K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
425+ 8.95% |
$88.6K - $104K
|
5.17K
$1.11M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.64K- 6.35% |
$1.18M - $1.38M
|
83.1K
$17.8M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-8.96K- 1.34% |
$1.87M - $2.19M
|
658K
$141M
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
851New |
$177K - $208K
|
851
$182K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
24+ 1.64% |
$5K - $5.86K
|
1.49K
$318K
|
|
|
May 06, 2025
Q1 2025
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
33.5KNew |
$6.98M - $8.18M
|
33.5K
$7.17M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-9.66K- 1.79% |
$2.01M - $2.36M
|
529K
$113M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
146+ 1.15% |
$30.4K - $35.6K
|
12.8K
$2.74M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-56- 1.19% |
$11.7K - $13.7K
|
4.65K
$997K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
190+ 4.94% |
$39.6K - $46.4K
|
4.04K
$865K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.2% |
$417 - $488
|
1.01K
$215K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
840+ 7.64% |
$175K - $205K
|
11.8K
$2.54M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
24+ 4.13% |
$5K - $5.86K
|
605
$130K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
2.02KNew |
$421K - $492K
|
2.02K
$432K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-190- 1.79% |
$39.6K - $46.4K
|
10.4K
$2.24M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
249+ 3.73% |
$51.9K - $60.8K
|
6.92K
$1.48M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.5K- 1.49% |
$313K - $366K
|
98.8K
$21.2M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
970+ 44.21% |
$202K - $237K
|
3.16K
$678K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
232+ 15.52% |
$48.4K - $56.6K
|
1.73K
$370K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2+ 0.85% |
$417 - $488
|
236
$50.5K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-557- 36.1% |
$116K - $136K
|
986
$211K
|