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 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
3+ 50.0% |
$636 - $733
|
9
$1.89K
|
|
|
Jul 22, 2025
Q2 2025
|
Amf Tjanstepension Ab
|
BUY
|
- |
54.2K+ 23.32% |
$11.5M - $13.2M
|
287K
$60.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-340- 1.03% |
$72.1K - $83.1K
|
32.6K
$6.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
1.31K+ 58.66% |
$279K - $321K
|
3.55K
$747K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
5+ 166.67% |
$1.06K - $1.22K
|
8
$1.68K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.4KNew |
$509K - $586K
|
2.4K
$504K
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
126+ 11.07% |
$26.7K - $30.8K
|
1.26K
$266K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
891+ 18.7% |
$189K - $218K
|
5.66K
$1.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-105- 4.89% |
$22.3K - $25.6K
|
2.04K
$429K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
247+ 1.88% |
$52.4K - $60.3K
|
13.4K
$2.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-320- 3.12% |
$67.9K - $78.2K
|
9.93K
$2.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
10+ 125.0% |
$2.12K - $2.44K
|
18
$3.79K
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-43- 1.75% |
$9.12K - $10.5K
|
2.41K
$507K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
24+ 0.91% |
$5.09K - $5.86K
|
2.67K
$561K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
50+ 0.68% |
$10.6K - $12.2K
|
7.4K
$1.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3- 0.06% |
$636 - $733
|
4.69K
$986K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.5K+ 91.2% |
$1.38M - $1.59M
|
13.6K
$2.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
135+ 10.82% |
$28.6K - $33K
|
1.38K
$291K
|
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-75- 3.05% |
$15.9K - $18.3K
|
2.39K
$502K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.2KNew |
$255K - $293K
|
1.2K
$253K
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
582+ 17.51% |
$123K - $142K
|
3.91K
$821K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.62M+ 48212.88% |
$556M - $641M
|
2.63M
$553M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
102New |
$21.6K - $24.9K
|
102
$21.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.13K+ 2.11% |
$452K - $520K
|
103K
$21.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
237+ 0.63% |
$50.3K - $57.9K
|
38K
$7.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-107- 1.2% |
$22.7K - $26.1K
|
8.83K
$1.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
876+ 4.32% |
$186K - $214K
|
21.1K
$4.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Regency Capital Management Inc.\De
|
BUY
|
- |
4.81KNew |
$1.02M - $1.17M
|
4.81K
$1.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
4.55K+ 57.93% |
$964K - $1.11M
|
12.4K
$2.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.09K- 22.97% |
$232K - $267K
|
3.67K
$771K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3+ 0.23% |
$636 - $733
|
1.31K
$276K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
1.08K+ 0.94% |
$228K - $263K
|
115K
$24.3M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
1.29KNew |
$274K - $316K
|
1.29K
$272K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
82+ 0.27% |
$17.4K - $20K
|
30.7K
$6.46M
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-1.58K- 25.06% |
$336K - $387K
|
4.74K
$996K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.46K+ 9.25% |
$1.16M - $1.33M
|
64.6K
$13.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-315- 0.16% |
$66.8K - $76.9K
|
200K
$42M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
536+ 19.38% |
$114K - $131K
|
3.3K
$694K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-67- 1.83% |
$14.2K - $16.4K
|
3.6K
$757K
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.38K- 2.86% |
$294K - $338K
|
47K
$9.88M
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
3.41KNew |
$722K - $832K
|
3.41K
$716K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
7+ 4.09% |
$1.48K - $1.71K
|
178
$37.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-46.2K- 52.53% |
$9.79M - $11.3M
|
41.7K
$8.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1K- 1.27% |
$213K - $245K
|
78K
$16.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-977- 4.62% |
$207K - $239K
|
20.2K
$4.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
14.7K+ 11.98% |
$3.11M - $3.59M
|
137K
$28.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-762- 50.73% |
$162K - $186K
|
740
$156K
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
59+ 2.91% |
$12.5K - $14.4K
|
2.08K
$438K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.07K+ 14.96% |
$227K - $261K
|
8.21K
$1.73M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-2- 0.09% |
$424 - $489
|
2.19K
$461K
|