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 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
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
30+ 0.74% |
$6.25K - $7.32K
|
4.06K
$869K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
47+ 0.63% |
$9.8K - $11.5K
|
7.48K
$1.6M
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-325- 11.61% |
$67.8K - $79.3K
|
2.48K
$530K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
44+ 2.99% |
$9.17K - $10.7K
|
1.51K
$324K
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-4.87K- 35.66% |
$1.01M - $1.19M
|
8.78K
$1.88M
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-77.5K- 22.02% |
$16.2M - $18.9M
|
275K
$58.8M
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
4.1K+ 26.11% |
$855K - $1M
|
19.8K
$4.24M
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-11.9K- 9.31% |
$2.48M - $2.9M
|
116K
$24.8M
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-19- 4.46% |
$3.96K - $4.64K
|
407
$87.2K
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-49.6K- 12.71% |
$10.3M - $12.1M
|
340K
$72.9M
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.18% |
$625 - $732
|
1.65K
$353K
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
410+ 4.98% |
$85.5K - $100K
|
8.65K
$1.85M
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-65- 6.73% |
$13.6K - $15.9K
|
901
$193K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
4K+ 52.72% |
$835K - $977K
|
11.6K
$2.48M
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
104+ 8.08% |
$21.7K - $25.4K
|
1.39K
$298K
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
6+ 0.08% |
$1.25K - $1.46K
|
7.64K
$1.64M
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.07KNew |
$432K - $506K
|
2.07K
$444K
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-22- 2.1% |
$4.59K - $5.37K
|
1.02K
$219K
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-54- 0.39% |
$11.3K - $13.2K
|
13.8K
$2.95M
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-249K- 2.41% |
$51.9M - $60.8M
|
10.1M
$2.16B
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
1.29K+ 0.82% |
$270K - $316K
|
158K
$33.9M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.91K+ 3.04% |
$398K - $466K
|
64.7K
$13.9M
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
11New |
$2.29K - $2.68K
|
11
$2.36K
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
71New |
$14.8K - $17.3K
|
71
$15.2K
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
6.05KNew |
$1.26M - $1.48M
|
6.05K
$1.3M
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.99K+ 10.03% |
$1.25M - $1.46M
|
65.7K
$14.1M
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
874+ 25.25% |
$182K - $213K
|
4.34K
$928K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.13K+ 15.81% |
$444K - $520K
|
15.6K
$3.34M
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
418+ 8.56% |
$87.1K - $102K
|
5.3K
$1.14M
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.65K+ 6.34% |
$343K - $401K
|
27.6K
$5.91M
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-15- 0.25% |
$3.13K - $3.66K
|
6.03K
$1.29M
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-5.21K- 3.06% |
$1.09M - $1.27M
|
165K
$35.3M
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-25- 18.12% |
$5.21K - $6.1K
|
113
$24.2K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
59+ 15.45% |
$12.3K - $14.4K
|
441
$94.4K
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
1.17KNew |
$244K - $286K
|
1.17K
$251K
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
5.2KNew |
$1.08M - $1.27M
|
5.2K
$1.11M
|
|
May 02, 2025
Q1 2025
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
BUY
|
- |
71.8K+ 9.55% |
$15M - $17.5M
|
824K
$176M
|
|
May 02, 2025
Q1 2025
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
60+ 0.24% |
$12.5K - $14.6K
|
25.4K
$5.44M
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-2.9K- 33.61% |
$604K - $707K
|
5.72K
$1.23M
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-182- 2.66% |
$37.9K - $44.4K
|
6.67K
$1.43M
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
954New |
$199K - $233K
|
954
$204K
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
36+ 1.72% |
$7.51K - $8.79K
|
2.13K
$456K
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-211- 11.72% |
$44K - $51.5K
|
1.59K
$340K
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
143+ 4.04% |
$29.8K - $34.9K
|
3.68K
$789K
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
60+ 4.34% |
$12.5K - $14.6K
|
1.44K
$309K
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-453- 9.69% |
$94.4K - $111K
|
4.22K
$904K
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1+ 0.07% |
$208 - $244
|
1.47K
$314K
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
173+ 4.63% |
$36.1K - $42.2K
|
3.91K
$838K
|