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 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-525- 3.84% |
$109K - $128K
|
13.1K
$2.81M
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-107- 1.74% |
$22.3K - $26.1K
|
6.05K
$1.3M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-11- 0.07% |
$2.29K - $2.68K
|
15K
$3.21M
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
1+ 0.06% |
$208 - $244
|
1.57K
$336K
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
5.59K+ 31.61% |
$1.16M - $1.36M
|
23.3K
$4.98M
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-34- 1.05% |
$7.09K - $8.3K
|
3.21K
$688K
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
925+ 4.68% |
$193K - $226K
|
20.7K
$4.43M
|
|
May 02, 2025
Q1 2025
|
Tom Gayner
Markel Corp
|
BUY
|
- |
8K+ 1.09% |
$1.67M - $1.95M
|
744K
$159M
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-30- 2.22% |
$6.25K - $7.32K
|
1.32K
$283K
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
SELL
|
- |
-240K- 42.64% |
$50.1M - $58.7M
|
323K
$69.2M
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-16- 22.86% |
$3.34K - $3.9K
|
54
$11.6K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-120- 65.57% |
$25K - $29.3K
|
63
$13.5K
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
2.52KNew |
$525K - $614K
|
2.52K
$539K
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-242- 2.47% |
$50.5K - $59.1K
|
9.54K
$2.04M
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
941+ 17.52% |
$196K - $230K
|
6.31K
$1.35M
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-42K- 6.26% |
$8.75M - $10.2M
|
629K
$135M
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.72K- 2.92% |
$359K - $420K
|
57.1K
$12.2M
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-376- 9.48% |
$78.4K - $91.8K
|
3.59K
$769K
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
3.95K+ 2.78% |
$823K - $963K
|
146K
$31.3M
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
823New |
$172K - $201K
|
823
$176K
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.27K- 1.88% |
$264K - $309K
|
66.2K
$14.2M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
131+ 3.52% |
$27.3K - $32K
|
3.86K
$826K
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
39+ 16.25% |
$8.13K - $9.52K
|
279
$59.8K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.04K+ 8.48% |
$426K - $499K
|
26.1K
$5.6M
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
1.14K+ 54.5% |
$239K - $279K
|
3.24K
$695K
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
55New |
$11.5K - $13.4K
|
55
$11.8K
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
1.81KNew |
$377K - $441K
|
1.81K
$387K
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
615+ 1.66% |
$128K - $150K
|
37.7K
$8.08M
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
11+ 4.68% |
$2.29K - $2.68K
|
246
$52.7K
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-5- 4.03% |
$1.04K - $1.22K
|
119
$25.5K
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.16K+ 3.55% |
$241K - $282K
|
33.8K
$7.23M
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
378+ 13.65% |
$78.8K - $92.2K
|
3.15K
$674K
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-367- 1.39% |
$76.5K - $89.6K
|
26K
$5.57M
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
3.61KNew |
$753K - $882K
|
3.61K
$774K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
250+ 40.52% |
$52.1K - $61K
|
867
$186K
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-559- 15.57% |
$117K - $136K
|
3.03K
$649K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
485+ 5.11% |
$101K - $118K
|
9.98K
$2.14M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-72- 3.1% |
$15K - $17.6K
|
2.25K
$483K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.26K- 5.11% |
$680K - $796K
|
60.6K
$13M
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
12.2K+ 110.94% |
$2.55M - $2.98M
|
23.2K
$4.97M
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
118+ 6.85% |
$24.6K - $28.8K
|
1.84K
$394K
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-2.14K- 47.95% |
$446K - $522K
|
2.32K
$498K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-67- 10.44% |
$14K - $16.4K
|
575
$123K
|
|
Apr 30, 2025
Q1 2025
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
3.25KNew |
$678K - $794K
|
3.25K
$697K
|
|
Apr 30, 2025
Q1 2025
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
66.7KNew |
$13.9M - $16.3M
|
66.7K
$14.3M
|
|
Apr 30, 2025
Q1 2025
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
1.44M+ 153.65% |
$299M - $350M
|
2.37M
$508M
|
|
Apr 30, 2025
Q1 2025
|
Geneva Partners, LLC
|
BUY
|
- |
19.1KNew |
$3.99M - $4.67M
|
19.1K
$4.1M
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
1.28K+ 2.82% |
$267K - $312K
|
46.6K
$9.99M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
83+ 4.93% |
$17.3K - $20.3K
|
1.77K
$379K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.05K- 34.35% |
$219K - $256K
|
2.01K
$430K
|