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 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-41- 5.92% |
$8.7K - $10K
|
651
$139K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
21+ 0.34% |
$4.45K - $5.13K
|
6.12K
$1.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-428- 16.54% |
$90.8K - $105K
|
2.16K
$462K
|
|
|
Jul 09, 2025
Q2 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
2.56K+ 6.52% |
$542K - $624K
|
41.7K
$8.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-958- 28.66% |
$203K - $234K
|
2.39K
$511K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-3- 0.29% |
$636 - $733
|
1.05K
$224K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-59- 5.02% |
$12.5K - $14.4K
|
1.12K
$239K
|
|
|
Jul 09, 2025
Q2 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
35+ 0.75% |
$7.42K - $8.55K
|
4.68K
$1M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
16+ 1.35% |
$3.39K - $3.91K
|
1.2K
$257K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-52- 1.4% |
$11K - $12.7K
|
3.67K
$785K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-14- 0.57% |
$2.97K - $3.42K
|
2.43K
$521K
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-677- 3.15% |
$144K - $165K
|
20.8K
$4.46M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-55- 1.19% |
$11.7K - $13.4K
|
4.57K
$978K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-91- 1.84% |
$19.3K - $22.2K
|
4.84K
$1.04M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
618+ 149.28% |
$131K - $151K
|
1.03K
$221K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-66- 0.69% |
$14K - $16.1K
|
9.43K
$2.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
111+ 2.58% |
$23.5K - $27.1K
|
4.41K
$944K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.36% |
$212 - $244
|
281
$60.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
60+ 0.03% |
$12.7K - $14.7K
|
201K
$43.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-87- 6.79% |
$18.5K - $21.3K
|
1.19K
$256K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
5+ 1.53% |
$1.06K - $1.22K
|
332
$71.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
372+ 4.52% |
$78.9K - $90.9K
|
8.6K
$1.84M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-2.18K- 41.24% |
$462K - $532K
|
3.1K
$664K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
122+ 6.05% |
$25.9K - $29.8K
|
2.14K
$458K
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
1+ 0.03% |
$212 - $244
|
3.88K
$831K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
30+ 14.49% |
$6.36K - $7.33K
|
237
$50.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
190+ 4.84% |
$40.3K - $46.4K
|
4.12K
$882K
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-29- 0.43% |
$6.15K - $7.08K
|
6.78K
$1.45M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1+ 1.33% |
$212 - $244
|
76
$16.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.22K+ 21.68% |
$259K - $299K
|
6.87K
$1.47M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-102- 13.67% |
$21.6K - $24.9K
|
644
$138K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
8+ 42.11% |
$1.7K - $1.95K
|
27
$5.78K
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
10.9KNew |
$2.32M - $2.67M
|
10.9K
$2.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-14- 1.11% |
$2.97K - $3.42K
|
1.25K
$267K
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-18- 0.18% |
$3.82K - $4.4K
|
10.2K
$2.18M
|
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
900+ 8.18% |
$191K - $220K
|
11.9K
$2.55M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
85+ 7.78% |
$18K - $20.8K
|
1.18K
$252K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.26K- 19.1% |
$267K - $308K
|
5.34K
$1.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-456- 6.26% |
$96.7K - $111K
|
6.83K
$1.46M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
21+ 2.09% |
$4.45K - $5.13K
|
1.03K
$220K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
160+ 8.7% |
$33.9K - $39.1K
|
2K
$428K
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
11+ 0.34% |
$2.33K - $2.69K
|
3.23K
$691K
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
SELL
|
- |
-65- 0.93% |
$13.8K - $15.9K
|
6.89K
$1.48M
|
|
| Q1 2025 | |||||||
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
269New |
$56.1K - $65.6K
|
269
$57.6K
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-51.9K- 20.15% |
$10.8M - $12.7M
|
206K
$44.1M
|
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Sabic
|
SELL
|
- |
-1.5K- 15.0% |
$313K - $366K
|
8.5K
$1.82M
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
18.2KNew |
$3.8M - $4.44M
|
18.2K
$3.9M
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-371- 8.54% |
$77.3K - $90.5K
|
3.97K
$851K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-92Closed |
$19.2K - $22.5K
|
0
$0
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
1.07K+ 31.75% |
$223K - $261K
|
4.44K
$952K
|
|