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 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-298- 98.68% |
$63.2K - $72.8K
|
4
$790
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.25K+ 1.72% |
$264K - $304K
|
73.8K
$14.6M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-1- 0.01% |
$212 - $244
|
7.22K
$1.42M
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
5New |
$1.06K - $1.22K
|
5
$987
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-533- 35.94% |
$113K - $130K
|
950
$188K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
21+ 5.57% |
$4.45K - $5.13K
|
398
$78.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Jennison Associates LLC
|
BUY
|
- |
728K+ 225.06% |
$154M - $178M
|
1.05M
$207M
|
|
|
Aug 01, 2025
Q2 2025
|
Tom Gayner
Markel Corp
|
BUY
|
- |
5.25K+ 0.71% |
$1.11M - $1.28M
|
749K
$148M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
9New |
$1.91K - $2.2K
|
9
$1.78K
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.08K+ 0.49% |
$229K - $264K
|
223K
$44.1M
|
|
|
Jul 31, 2025
Q2 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
5.64KNew |
$1.2M - $1.38M
|
5.64K
$1.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
197+ 195.05% |
$41.8K - $48.1K
|
298
$58.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
755+ 6.01% |
$160K - $184K
|
13.3K
$2.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-600- 56.98% |
$127K - $147K
|
453
$89.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-3.29K- 1.3% |
$697K - $802K
|
249K
$49.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-165- 3.96% |
$35K - $40.3K
|
4.01K
$791K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
318+ 1.75% |
$67.4K - $77.7K
|
18.5K
$3.66M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
14+ 0.32% |
$2.97K - $3.42K
|
4.35K
$858K
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
408+ 0.03% |
$86.5K - $99.7K
|
1.19M
$235M
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-9.03K- 69.76% |
$1.91M - $2.2M
|
3.91K
$772K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.9K- 23.86% |
$402K - $463K
|
6.05K
$1.19M
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-179- 7.5% |
$38K - $43.7K
|
2.21K
$436K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
89+ 0.88% |
$18.9K - $21.7K
|
10.2K
$2.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
107+ 1.84% |
$22.7K - $26.1K
|
5.93K
$1.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
73+ 16.78% |
$15.5K - $17.8K
|
508
$100K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-117- 6.71% |
$24.8K - $28.6K
|
1.63K
$321K
|
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
SELL
|
- |
-2.64K- 73.01% |
$560K - $644K
|
975
$192K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
60+ 5.31% |
$12.7K - $14.7K
|
1.19K
$235K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
439+ 9.66% |
$93.1K - $107K
|
4.98K
$983K
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-27- 2.63% |
$5.73K - $6.6K
|
998
$197K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.58K- 1.96% |
$335K - $385K
|
79.1K
$15.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
161+ 10.9% |
$34.1K - $39.3K
|
1.64K
$323K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-5.12K- 7.79% |
$1.09M - $1.25M
|
60.6K
$12M
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-24K- 13.33% |
$5.09M - $5.87M
|
156K
$30.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-23- 0.76% |
$4.88K - $5.62K
|
2.99K
$589K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
3+ 7.89% |
$636 - $733
|
41
$8.09K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.1K+ 2.35% |
$6.18M - $7.11M
|
1.27M
$251M
|
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
BUY
|
- |
22+ 2.13% |
$4.67K - $5.37K
|
1.05K
$208K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
40+ 29.63% |
$8.48K - $9.77K
|
175
$34.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
15+ 1.88% |
$3.18K - $3.66K
|
815
$161K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.24K+ 18.46% |
$263K - $303K
|
7.96K
$1.57M
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
14+ 0.24% |
$2.97K - $3.42K
|
5.87K
$1.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-27- 2.21% |
$5.73K - $6.6K
|
1.19K
$235K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
18K+ 1.53% |
$3.82M - $4.4M
|
1.19M
$236M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
50+ 11.66% |
$10.6K - $12.2K
|
479
$94.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
984New |
$209K - $240K
|
984
$194K
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-221- 0.85% |
$46.9K - $54K
|
25.8K
$5.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-1.75K- 3.88% |
$370K - $426K
|
43.3K
$8.54M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
21New |
$4.45K - $5.13K
|
21
$4.15K
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-3.87K- 0.9% |
$820K - $944K
|
427K
$84.2M
|