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 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.8K+ 1.08% |
$593K - $683K
|
261K
$51.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-250- 6.89% |
$53K - $61.1K
|
3.38K
$666K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
284+ 16.83% |
$60.2K - $69.4K
|
1.97K
$389K
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-206- 18.8% |
$43.7K - $50.3K
|
890
$176K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-2- 1.77% |
$424 - $489
|
111
$21.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
201+ 16.48% |
$42.6K - $49.1K
|
1.42K
$281K
|
|
|
Jul 29, 2025
Q2 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
89+ 8.25% |
$18.9K - $21.7K
|
1.17K
$231K
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
1+ 0.03% |
$212 - $244
|
3.98K
$785K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-4- 0.29% |
$848 - $977
|
1.36K
$268K
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
SELL
|
- |
-666- 9.52% |
$141K - $163K
|
6.33K
$1.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
364+ 13.55% |
$77.2K - $88.9K
|
3.05K
$602K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-608- 1.06% |
$129K - $149K
|
56.5K
$11.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-401- 4.64% |
$85.1K - $98K
|
8.25K
$1.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Parthenon LLC
|
BUY
|
- |
56+ 4.62% |
$11.9K - $13.7K
|
1.27K
$251K
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
960+ 1.82% |
$204K - $234K
|
53.7K
$10.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-366- 3.65% |
$77.6K - $89.4K
|
9.66K
$1.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
79+ 4.64% |
$16.8K - $19.3K
|
1.78K
$352K
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-201- 2.81% |
$42.6K - $49.1K
|
6.95K
$1.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
77+ 2.0% |
$16.3K - $18.8K
|
3.93K
$776K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
87+ 10.03% |
$18.5K - $21.3K
|
954
$188K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-10- 11.11% |
$2.12K - $2.44K
|
80
$15.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.88K+ 43.24% |
$611K - $704K
|
9.55K
$1.89M
|
|
|
Jul 29, 2025
Q2 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
3+ 0.31% |
$636 - $733
|
965
$190K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
34+ 2.29% |
$7.21K - $8.31K
|
1.52K
$300K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
5+ 0.39% |
$1.06K - $1.22K
|
1.29K
$254K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.45K- 9.19% |
$307K - $354K
|
14.3K
$2.82M
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
477+ 3.64% |
$101K - $117K
|
13.6K
$2.68M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
68+ 0.67% |
$14.4K - $16.6K
|
10.2K
$2.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
66+ 5.04% |
$14K - $16.1K
|
1.38K
$271K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
2.25K+ 3.69% |
$477K - $549K
|
63.2K
$12.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-44.8K- 18.82% |
$9.49M - $10.9M
|
193K
$38.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-43.3K- 4.47% |
$9.18M - $10.6M
|
926K
$183M
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
23+ 14.47% |
$4.88K - $5.62K
|
182
$35.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-71- 2.82% |
$15.1K - $17.3K
|
2.45K
$483K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-1.01K- 9.29% |
$214K - $246K
|
9.85K
$1.94M
|
|
|
Jul 28, 2025
Q2 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-95- 1.84% |
$20.1K - $23.2K
|
5.08K
$1M
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-23- 3.8% |
$4.88K - $5.62K
|
582
$115K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-283- 4.65% |
$60K - $69.1K
|
5.8K
$1.15M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
329+ 3.19% |
$69.8K - $80.4K
|
10.6K
$2.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-3- 0.03% |
$636 - $733
|
9.57K
$1.89M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
68+ 1.37% |
$14.4K - $16.6K
|
5.03K
$994K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
572+ 45.65% |
$121K - $140K
|
1.83K
$360K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
69+ 4.32% |
$14.6K - $16.9K
|
1.67K
$329K
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
SELL
|
- |
-535- 2.79% |
$113K - $131K
|
18.6K
$3.68M
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
4.98KNew |
$1.06M - $1.22M
|
4.98K
$984K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
118+ 3.31% |
$25K - $28.8K
|
3.69K
$728K
|
|
|
Jul 28, 2025
Q2 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
3.58K+ 6.58% |
$760K - $875K
|
58K
$11.5M
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-2.69K- 0.78% |
$570K - $656K
|
342K
$67.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-2.26K- 3.0% |
$478K - $551K
|
73K
$14.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-17.3K- 6.28% |
$3.66M - $4.21M
|
257K
$50.8M
|