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 24, 2025
Q2 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-371- 5.94% |
$78.7K - $90.6K
|
5.87K
$1.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-67- 8.12% |
$14.2K - $16.4K
|
758
$150K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.49K- 2.45% |
$315K - $363K
|
59.1K
$11.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-921- 12.83% |
$195K - $225K
|
6.26K
$1.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
15+ 3.25% |
$3.18K - $3.66K
|
476
$94K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-13- 1.08% |
$2.76K - $3.18K
|
1.19K
$235K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
10.2K+ 5.17% |
$2.16M - $2.49M
|
208K
$41M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
2.06KNew |
$437K - $503K
|
2.06K
$406K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.05K- 4.17% |
$222K - $256K
|
24.1K
$4.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
2.81K+ 48.62% |
$595K - $685K
|
8.58K
$1.69M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
147+ 16.52% |
$31.2K - $35.9K
|
1.04K
$205K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
8+ 1.68% |
$1.7K - $1.95K
|
485
$95.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
478+ 33.57% |
$101K - $117K
|
1.9K
$375K
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
70+ 1.3% |
$14.8K - $17.1K
|
5.46K
$1.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 1.52% |
$84.8K - $97.7K
|
26K
$5.13M
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-5- 33.33% |
$1.06K - $1.22K
|
10
$1.97K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
374+ 33.42% |
$79.3K - $91.4K
|
1.49K
$295K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-258- 3.44% |
$54.7K - $63K
|
7.24K
$1.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-6- 37.5% |
$1.27K - $1.47K
|
10
$1.97K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-4- 4.21% |
$848 - $977
|
91
$18K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
54+ 1.0% |
$11.5K - $13.2K
|
5.46K
$1.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.48K- 5.86% |
$315K - $362K
|
23.8K
$4.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-17.4K- 68.42% |
$3.69M - $4.24M
|
8.02K
$1.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
272+ 181.33% |
$57.7K - $66.4K
|
422
$83.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.86K- 6.03% |
$607K - $699K
|
44.6K
$8.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-468- 0.71% |
$99.3K - $114K
|
65.7K
$13M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.17KNew |
$247K - $285K
|
1.17K
$230K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
932+ 4.04% |
$198K - $228K
|
24K
$4.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
SELL
|
- |
-28- 1.38% |
$5.94K - $6.84K
|
2K
$394K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
49+ 3.52% |
$10.4K - $12K
|
1.44K
$284K
|
|
|
Jul 23, 2025
Q2 2025
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
6.71K+ 0.44% |
$1.42M - $1.64M
|
1.52M
$300M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.9KNew |
$614K - $708K
|
2.9K
$572K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.52K- 1.64% |
$535K - $616K
|
151K
$29.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
3+ 50.0% |
$636 - $733
|
9
$1.78K
|
|
|
Jul 22, 2025
Q2 2025
|
Amf Tjanstepension Ab
|
BUY
|
- |
54.2K+ 23.32% |
$11.5M - $13.2M
|
287K
$56.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-340- 1.03% |
$72.1K - $83.1K
|
32.6K
$6.43M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
1.31K+ 58.66% |
$279K - $321K
|
3.55K
$702K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
5+ 166.67% |
$1.06K - $1.22K
|
8
$1.58K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.4KNew |
$509K - $586K
|
2.4K
$473K
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
126+ 11.07% |
$26.7K - $30.8K
|
1.26K
$250K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
891+ 18.7% |
$189K - $218K
|
5.66K
$1.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-105- 4.89% |
$22.3K - $25.6K
|
2.04K
$403K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
247+ 1.88% |
$52.4K - $60.3K
|
13.4K
$2.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-320- 3.12% |
$67.9K - $78.2K
|
9.93K
$1.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
10+ 125.0% |
$2.12K - $2.44K
|
18
$3.55K
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-43- 1.75% |
$9.12K - $10.5K
|
2.41K
$476K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
24+ 0.91% |
$5.09K - $5.86K
|
2.67K
$526K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
50+ 0.68% |
$10.6K - $12.2K
|
7.4K
$1.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3- 0.06% |
$636 - $733
|
4.69K
$925K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.5K+ 91.2% |
$1.38M - $1.59M
|
13.6K
$2.69M
|