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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
14.1KNew |
$2.77M - $3.08M
|
14.1K
$2.56M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.2K- 18.54% |
$234K - $260K
|
5.25K
$949K
|
|
|
Nov 04, 2025
Q3 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
52+ 5.44% |
$10.2K - $11.3K
|
1.01K
$182K
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1- 0.01% |
$196 - $218
|
6.9K
$1.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-45- 8.91% |
$8.83K - $9.8K
|
460
$83.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Everett Harris & CO
|
BUY
|
- |
6+ 0.42% |
$1.18K - $1.31K
|
1.42K
$257K
|
|
|
Nov 03, 2025
Q3 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.67KNew |
$523K - $581K
|
2.67K
$482K
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.18KNew |
$231K - $257K
|
1.18K
$213K
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
154+ 0.64% |
$30.2K - $33.5K
|
24.3K
$4.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-22.4K- 51.66% |
$4.39M - $4.87M
|
20.9K
$3.78M
|
|
|
Nov 03, 2025
Q3 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
124K+ 9575.87% |
$24.3M - $27M
|
125K
$22.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-65- 5.82% |
$12.7K - $14.2K
|
1.05K
$190K
|
|
|
Nov 03, 2025
Q3 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-7- 0.38% |
$1.37K - $1.52K
|
1.83K
$331K
|
|
|
Nov 03, 2025
Q3 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.43K- 36.97% |
$280K - $311K
|
2.43K
$440K
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-90- 6.38% |
$17.7K - $19.6K
|
1.32K
$239K
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
38+ 3.18% |
$7.45K - $8.28K
|
1.23K
$223K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-22.7K- 6.29% |
$4.46M - $4.95M
|
338K
$61.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.45K- 62.53% |
$1.66M - $1.84M
|
5.07K
$916K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-291- 5.05% |
$57.1K - $63.4K
|
5.47K
$990K
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
9.21K+ 14.27% |
$1.81M - $2.01M
|
73.8K
$13.3M
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-39.2K- 6.25% |
$7.68M - $8.53M
|
587K
$106M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-475- 4.82% |
$93.2K - $103K
|
9.38K
$1.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
79+ 12.72% |
$15.5K - $17.2K
|
700
$127K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
40+ 0.04% |
$7.85K - $8.71K
|
95.9K
$17.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-153- 3.74% |
$30K - $33.3K
|
3.94K
$712K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
SELL
|
- |
-82- 88.17% |
$16.1K - $17.9K
|
11
$1.99K
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-217- 12.89% |
$42.6K - $47.3K
|
1.47K
$265K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-277- 4.46% |
$54.3K - $60.3K
|
5.93K
$1.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-129- 50.79% |
$25.3K - $28.1K
|
125
$22.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
130+ 7.79% |
$25.5K - $28.3K
|
1.8K
$325K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.3K+ 58.17% |
$452K - $502K
|
6.26K
$1.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-14- 41.18% |
$2.75K - $3.05K
|
20
$3.62K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.05K- 48.88% |
$402K - $447K
|
2.14K
$388K
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-7.24K- 38.8% |
$1.42M - $1.58M
|
11.4K
$2.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
45New |
$8.83K - $9.8K
|
45
$8.14K
|
|
|
Nov 03, 2025
Q3 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
1.64K+ 8.66% |
$322K - $358K
|
20.6K
$3.73M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
1.01KNew |
$198K - $220K
|
1.01K
$182K
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-50- 10.44% |
$9.81K - $10.9K
|
429
$77.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-589- 34.65% |
$116K - $128K
|
1.11K
$201K
|
|
|
Nov 03, 2025
Q3 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-943- 38.54% |
$185K - $205K
|
1.5K
$272K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
SELL
|
- |
-137- 0.1% |
$26.9K - $29.8K
|
144K
$26M
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-854- 42.47% |
$168K - $186K
|
1.16K
$209K
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
4.17K+ 106.7% |
$819K - $909K
|
8.09K
$1.46M
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-475- 6.41% |
$93.2K - $103K
|
6.94K
$1.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
104+ 2.82% |
$20.4K - $22.7K
|
3.79K
$686K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.07K+ 47.92% |
$602K - $669K
|
9.48K
$1.71M
|
|
|
Nov 03, 2025
Q3 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
22.3K+ 2.2% |
$4.38M - $4.87M
|
1.04M
$188M
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
12New |
$2.35K - $2.61K
|
12
$2.17K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
4.24K+ 2.49% |
$832K - $924K
|
174K
$31.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-17.8K- 4.85% |
$3.5M - $3.89M
|
350K
$63.3M
|
|