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 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
800+ 4.04% |
$170K - $195K
|
20.6K
$4.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.09KNew |
$443K - $510K
|
2.09K
$412K
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
336+ 15.46% |
$71.3K - $82.1K
|
2.51K
$495K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-8.85K- 1.92% |
$1.88M - $2.16M
|
452K
$89.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.65K+ 14.82% |
$350K - $403K
|
12.8K
$2.53M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
7.77K+ 13.03% |
$1.65M - $1.9M
|
67.4K
$13.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Oak Ridge Investments LLC
|
BUY
|
- |
407+ 1.25% |
$86.3K - $99.4K
|
32.9K
$6.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-2.34K- 82.67% |
$496K - $571K
|
490
$96.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
938+ 2.77% |
$199K - $229K
|
34.8K
$6.86M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.1% |
$212 - $244
|
1.02K
$201K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-3.48K- 13.32% |
$739K - $851K
|
22.7K
$4.47M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
8+ 3.25% |
$1.7K - $1.95K
|
254
$50.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-14.5K- 7.52% |
$3.07M - $3.54M
|
178K
$35.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
34+ 0.89% |
$7.21K - $8.31K
|
3.86K
$762K
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-21- 1.95% |
$4.45K - $5.13K
|
1.06K
$208K
|
|
|
Jul 25, 2025
Q2 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-92- 6.1% |
$19.5K - $22.5K
|
1.42K
$280K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.5K- 28.31% |
$318K - $367K
|
3.8K
$750K
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-848- 45.89% |
$180K - $207K
|
1K
$197K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
22New |
$4.67K - $5.37K
|
22
$4.34K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-10- 17.24% |
$2.12K - $2.44K
|
48
$9.48K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-616- 0.91% |
$131K - $150K
|
67.4K
$13.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-15- 0.25% |
$3.18K - $3.66K
|
6.03K
$1.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
300+ 0.71% |
$63.6K - $73.3K
|
42.5K
$8.4M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
493+ 9.34% |
$105K - $120K
|
5.77K
$1.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
149+ 10.34% |
$31.6K - $36.4K
|
1.59K
$314K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.55K- 51.33% |
$753K - $867K
|
3.36K
$664K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.76K- 11.26% |
$585K - $673K
|
21.7K
$4.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$212 - $244
|
5.72K
$1.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Ckw Financial Group
|
BUY
|
- |
4+ 0.21% |
$848 - $977
|
1.95K
$385K
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
132+ 9.44% |
$28K - $32.2K
|
1.53K
$302K
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.2K+ 5.14% |
$253K - $292K
|
24.5K
$4.83M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
87+ 10.34% |
$18.5K - $21.3K
|
928
$183K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.58K+ 14.7% |
$1.4M - $1.61M
|
51.3K
$10.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
34.1K+ 121.1% |
$7.22M - $8.32M
|
62.2K
$12.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
48+ 2.65% |
$10.2K - $11.7K
|
1.86K
$367K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
10+ 4.5% |
$2.12K - $2.44K
|
232
$45.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-576- 7.7% |
$122K - $141K
|
6.9K
$1.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-59- 7.88% |
$12.5K - $14.4K
|
690
$136K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-218- 14.99% |
$46.2K - $53.3K
|
1.24K
$244K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.57K+ 15.99% |
$544K - $627K
|
18.6K
$3.67M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4+ 0.02% |
$848 - $977
|
17.7K
$3.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
31.3K+ 8.26% |
$6.64M - $7.65M
|
410K
$81M
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-656- 9.71% |
$139K - $160K
|
6.1K
$1.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.43K+ 44.06% |
$304K - $350K
|
4.69K
$926K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
BUY
|
- |
1.19K+ 6.68% |
$253K - $291K
|
19K
$3.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 1.23% |
$424 - $489
|
160
$31.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Lindenwold Advisors
|
BUY
|
- |
508+ 3.52% |
$108K - $124K
|
14.9K
$2.95M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-3- 0.07% |
$636 - $733
|
4.38K
$865K
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
414+ 44.33% |
$87.8K - $101K
|
1.35K
$266K
|
|
|
Jul 24, 2025
Q2 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-2.7K- 33.01% |
$573K - $660K
|
5.48K
$1.08M
|