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 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
94+ 1.48% |
$19.6K - $22.9K
|
6.44K
$1.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
5.71K+ 0.48% |
$1.19M - $1.39M
|
1.19M
$255M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-3.77K- 3.66% |
$786K - $920K
|
99.1K
$21.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.09K- 47.67% |
$645K - $755K
|
3.4K
$728K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
236+ 2.28% |
$49.2K - $57.6K
|
10.6K
$2.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
12New |
$2.5K - $2.93K
|
12
$2.57K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
124+ 11.31% |
$25.9K - $30.3K
|
1.22K
$261K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-12.6K- 3.53% |
$2.63M - $3.07M
|
345K
$73.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
453+ 0.44% |
$94.4K - $111K
|
104K
$22.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
BUY
|
- |
35+ 1.44% |
$7.3K - $8.54K
|
2.46K
$527K
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
836New |
$174K - $204K
|
836
$179K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
85+ 6.0% |
$17.7K - $20.7K
|
1.5K
$322K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-150- 95.54% |
$31.3K - $36.6K
|
7
$1.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-946- 0.93% |
$197K - $231K
|
101K
$21.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
9New |
$1.88K - $2.2K
|
9
$1.93K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-3.94K- 22.5% |
$822K - $962K
|
13.6K
$2.91M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 9.68% |
$625 - $732
|
34
$7.28K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
38New |
$7.92K - $9.27K
|
38
$8.14K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
153+ 3.32% |
$31.9K - $37.3K
|
4.77K
$1.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
33.8KNew |
$7.05M - $8.26M
|
33.8K
$7.25M
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
SELL
|
- |
-1.09K- 8.56% |
$227K - $266K
|
11.6K
$2.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-1.62K- 7.78% |
$337K - $395K
|
19.2K
$4.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-852- 2.68% |
$178K - $208K
|
31K
$6.63M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-65- 5.19% |
$13.6K - $15.9K
|
1.19K
$254K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
51+ 3.41% |
$10.6K - $12.4K
|
1.55K
$332K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
30+ 1.81% |
$6.25K - $7.32K
|
1.69K
$361K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
538+ 25.49% |
$112K - $131K
|
2.65K
$567K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
55New |
$11.5K - $13.4K
|
55
$11.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
28New |
$5.84K - $6.83K
|
28
$6K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
700+ 44.36% |
$146K - $171K
|
2.28K
$488K
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
941New |
$196K - $230K
|
941
$202K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-54- 2.43% |
$11.3K - $13.2K
|
2.17K
$465K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
19.1K+ 67.21% |
$3.98M - $4.65M
|
47.5K
$10.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-38- 3.75% |
$7.92K - $9.27K
|
974
$209K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-446- 37.73% |
$93K - $109K
|
736
$158K
|
|
|
Apr 24, 2025
Q1 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
1K+ 28.57% |
$208K - $244K
|
4.5K
$964K
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-15- 1.18% |
$3.13K - $3.66K
|
1.26K
$269K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
21+ 1.66% |
$4.38K - $5.12K
|
1.28K
$275K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-5- 7.35% |
$1.04K - $1.22K
|
63
$13.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Waverton Investment Management LTD
|
BUY
|
- |
32.3K+ 2.75% |
$6.74M - $7.88M
|
1.21M
$258M
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
BUY
|
- |
29.4K+ 9.82% |
$6.12M - $7.16M
|
328K
$70.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
70+ 0.2% |
$14.6K - $17.1K
|
35.9K
$7.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
304+ 1.56% |
$63.4K - $74.2K
|
19.7K
$4.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
21+ 0.2% |
$4.38K - $5.12K
|
10.4K
$2.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8.06K+ 15.79% |
$1.68M - $1.97M
|
59.1K
$12.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-135- 0.68% |
$28.1K - $32.9K
|
19.8K
$4.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-190- 8.13% |
$39.6K - $46.4K
|
2.15K
$460K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
37+ 3.39% |
$7.71K - $9.03K
|
1.13K
$242K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
829New |
$173K - $202K
|
829
$178K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4+ 3.39% |
$834 - $976
|
122
$26.1K
|