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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.91K- 10.37% |
$616K - $710K
|
25.1K
$4.96M
|
|
|
Jul 30, 2025
Q2 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-164- 0.83% |
$34.8K - $40.1K
|
19.6K
$3.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
11.7K+ 7.41% |
$2.49M - $2.87M
|
170K
$33.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.78K+ 2.76% |
$378K - $436K
|
66.5K
$13.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
409+ 7.72% |
$86.7K - $99.9K
|
5.71K
$1.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
19+ 0.36% |
$4.03K - $4.64K
|
5.31K
$1.05M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
55New |
$11.7K - $13.4K
|
55
$10.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4+ 0.15% |
$848 - $977
|
2.59K
$511K
|
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-144- 3.32% |
$30.5K - $35.2K
|
4.2K
$828K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-312- 6.54% |
$66.2K - $76.2K
|
4.46K
$880K
|
|
|
Jul 30, 2025
Q2 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
2.16KNew |
$459K - $529K
|
2.16K
$427K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
108+ 5.15% |
$22.9K - $26.4K
|
2.2K
$435K
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-1.63K- 19.54% |
$345K - $398K
|
6.71K
$1.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.69K- 16.89% |
$994K - $1.15M
|
23.1K
$4.55M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-4.02K- 26.88% |
$852K - $981K
|
10.9K
$2.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-100- 2.95% |
$21.2K - $24.4K
|
3.29K
$649K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
53+ 2.64% |
$11.2K - $12.9K
|
2.06K
$407K
|
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
409+ 1.61% |
$86.7K - $99.9K
|
25.9K
$5.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-4.33K- 5.94% |
$918K - $1.06M
|
68.5K
$13.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
380+ 11.83% |
$80.6K - $92.8K
|
3.59K
$709K
|
|
|
Jul 30, 2025
Q2 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
2.61KNew |
$554K - $639K
|
2.61K
$516K
|
|
|
Jul 30, 2025
Q2 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-116- 10.62% |
$24.6K - $28.3K
|
976
$193K
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
309+ 1.12% |
$65.5K - $75.5K
|
27.9K
$5.51M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
512+ 1.52% |
$109K - $125K
|
34.3K
$6.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Reliant Investment Management, LLC
|
SELL
|
- |
-22.5K- 90.32% |
$4.77M - $5.49M
|
2.41K
$476K
|
|
|
Jul 30, 2025
Q2 2025
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-50- 1.85% |
$10.6K - $12.2K
|
2.65K
$523K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
746+ 13.64% |
$158K - $182K
|
6.22K
$1.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-161- 4.5% |
$34.1K - $39.3K
|
3.42K
$675K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
295+ 26.43% |
$62.6K - $72.1K
|
1.41K
$279K
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-142- 1.86% |
$30.1K - $34.7K
|
7.5K
$1.48M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
8.85K+ 9.36% |
$1.88M - $2.16M
|
103K
$20.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Cadinha & CO LLC
|
BUY
|
- |
82.7KNew |
$17.5M - $20.2M
|
82.7K
$16.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.69KNew |
$782K - $901K
|
3.69K
$728K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
65New |
$13.8K - $15.9K
|
65
$12.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
110+ 6.58% |
$23.3K - $26.9K
|
1.78K
$352K
|
|
|
Jul 29, 2025
Q2 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
1.85KNew |
$393K - $452K
|
1.85K
$366K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-22- 19.13% |
$4.67K - $5.37K
|
93
$18.4K
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-272- 1.57% |
$57.7K - $66.4K
|
17K
$3.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
4.21K+ 35.09% |
$892K - $1.03M
|
16.2K
$3.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.34% |
$1.27K - $1.47K
|
1.76K
$348K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-79- 3.94% |
$16.8K - $19.3K
|
1.93K
$381K
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-3.22K- 20.32% |
$683K - $787K
|
12.6K
$2.49M
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-121K- 15.49% |
$25.6M - $29.5M
|
658K
$130M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3+ 0.25% |
$636 - $733
|
1.21K
$239K
|
|
|
Jul 29, 2025
Q2 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
SELL
|
- |
-540- 6.89% |
$115K - $132K
|
7.3K
$1.44M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
204+ 12.92% |
$43.3K - $49.8K
|
1.78K
$352K
|
|
|
Jul 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-294- 2.19% |
$62.4K - $71.8K
|
13.1K
$2.59M
|
|
|
Jul 29, 2025
Q2 2025
|
Coho Partners, Ltd.
|
SELL
|
- |
-74K- 27.04% |
$15.7M - $18.1M
|
200K
$39.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
22+ 1.12% |
$4.67K - $5.37K
|
1.98K
$391K
|
|
|
Jul 29, 2025
Q2 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-2.15K- 22.08% |
$456K - $525K
|
7.59K
$1.5M
|