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 |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
1.16K+ 39.81% |
$242K - $283K
|
4.07K
$873K
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
948New |
$198K - $231K
|
948
$203K
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-239- 36.21% |
$49.8K - $58.3K
|
421
$90.2K
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-183- 2.09% |
$38.2K - $44.7K
|
8.58K
$1.84M
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-12- 0.45% |
$2.5K - $2.93K
|
2.64K
$566K
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
134+ 1.55% |
$27.9K - $32.7K
|
8.75K
$1.87M
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
688+ 1.7% |
$143K - $168K
|
41.2K
$8.82M
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-187- 0.27% |
$39K - $45.6K
|
68.9K
$14.8M
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
4.66K+ 7.4% |
$971K - $1.14M
|
67.6K
$14.5M
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
6+ 0.36% |
$1.25K - $1.46K
|
1.69K
$362K
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-260- 3.51% |
$54.2K - $63.4K
|
7.15K
$1.53M
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
840New |
$175K - $205K
|
840
$180K
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
148+ 2.9% |
$30.9K - $36.1K
|
5.25K
$1.12M
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-1- 0.07% |
$208 - $244
|
1.43K
$305K
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-400- 1.74% |
$83.4K - $97.6K
|
22.6K
$4.84M
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
9.82K+ 10.78% |
$2.05M - $2.4M
|
101K
$21.6M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
509+ 14.93% |
$106K - $124K
|
3.92K
$839K
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-235- 0.38% |
$49K - $57.3K
|
60.9K
$13.1M
|
|
Apr 28, 2025
Q1 2025
|
Pictet Bank & Trust LTD
|
BUY
|
- |
1.7K+ 25.37% |
$354K - $415K
|
8.4K
$1.8M
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
4+ 0.37% |
$834 - $976
|
1.09K
$234K
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
39+ 2.53% |
$8.13K - $9.52K
|
1.58K
$338K
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
25+ 1.82% |
$5.21K - $6.1K
|
1.4K
$299K
|
|
Apr 28, 2025
Q1 2025
|
Bancreek Capital Management, LP
Santa Monica, CA |
SELL
|
- |
-10.9K- 39.69% |
$2.27M - $2.66M
|
16.5K
$3.54M
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
175+ 11.68% |
$36.5K - $42.7K
|
1.67K
$358K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-62- 2.75% |
$12.9K - $15.1K
|
2.19K
$469K
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-24- 0.89% |
$5K - $5.86K
|
2.69K
$575K
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4New |
$834 - $976
|
4
$857
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
830New |
$173K - $203K
|
830
$178K
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-394- 6.44% |
$82.1K - $96.1K
|
5.72K
$1.23M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-567- 4.52% |
$118K - $138K
|
12K
$2.57M
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
119+ 19.97% |
$24.8K - $29K
|
715
$153K
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.33KNew |
$277K - $324K
|
1.33K
$285K
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-127K- 38.37% |
$26.4M - $31M
|
204K
$43.6M
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
218+ 17.32% |
$45.4K - $53.2K
|
1.48K
$316K
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-25- 2.0% |
$5.21K - $6.1K
|
1.23K
$263K
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
148+ 0.35% |
$30.9K - $36.1K
|
42.2K
$9.05M
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-33- 5.12% |
$6.88K - $8.05K
|
611
$131K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-712- 12.98% |
$148K - $174K
|
4.77K
$1.02M
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.6K+ 0.43% |
$751K - $879K
|
840K
$180M
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-291- 2.77% |
$60.7K - $71K
|
10.2K
$2.19M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
477+ 15.43% |
$99.4K - $116K
|
3.57K
$764K
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
75New |
$15.6K - $18.3K
|
75
$16.1K
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-18- 1.61% |
$3.75K - $4.39K
|
1.1K
$236K
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-3.11K- 14.87% |
$649K - $760K
|
17.8K
$3.82M
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
SELL
|
- |
-117- 4.26% |
$24.4K - $28.6K
|
2.63K
$563K
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
12K+ 4.54% |
$2.5M - $2.93M
|
276K
$59.2M
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
631+ 1.21% |
$132K - $154K
|
52.7K
$11.3M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.7K- 13.52% |
$562K - $658K
|
17.2K
$3.69M
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-2.52K- 20.57% |
$526K - $616K
|
9.74K
$2.09M
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
94+ 1.48% |
$19.6K - $22.9K
|
6.44K
$1.38M
|