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 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
8.19K+ 4.45% |
$1.71M - $2M
|
192K
$41.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
SELL
|
- |
-57- 5.36% |
$11.9K - $13.9K
|
1.01K
$215K
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
2.57KNew |
$535K - $627K
|
2.57K
$550K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-499- 76.3% |
$104K - $122K
|
155
$33.2K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
10+ 200.0% |
$2.08K - $2.44K
|
15
$3.21K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
33+ 2.29% |
$6.88K - $8.05K
|
1.48K
$316K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
12.6K+ 6.01% |
$2.63M - $3.07M
|
222K
$47.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 5.56% |
$834 - $976
|
76
$16.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-74- 0.03% |
$15.4K - $18.1K
|
258K
$55.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-1.6K- 50.0% |
$334K - $390K
|
1.6K
$343K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
8+ 0.63% |
$1.67K - $1.95K
|
1.28K
$275K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-556- 29.75% |
$116K - $136K
|
1.31K
$281K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.46K+ 12.58% |
$305K - $357K
|
13.1K
$2.8M
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-31- 3.2% |
$6.46K - $7.56K
|
937
$201K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
3.9K+ 41.1% |
$814K - $953K
|
13.4K
$2.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-849- 5.37% |
$177K - $207K
|
15K
$3.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-267- 26.28% |
$55.7K - $65.2K
|
749
$160K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
4+ 5.97% |
$834 - $976
|
71
$15.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
233+ 9.2% |
$48.6K - $56.9K
|
2.77K
$592K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
107+ 133.75% |
$22.3K - $26.1K
|
187
$40K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
10.8K+ 236.31% |
$2.25M - $2.63M
|
15.3K
$3.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-9.98K- 34.8% |
$2.08M - $2.44M
|
18.7K
$4M
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
74+ 6.08% |
$15.4K - $18.1K
|
1.29K
$277K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-357- 2.95% |
$74.4K - $87.1K
|
11.7K
$2.51M
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
SELL
|
- |
-445- 11.9% |
$92.8K - $109K
|
3.3K
$706K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
210+ 1.98% |
$43.8K - $51.2K
|
10.8K
$2.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-350- 22.52% |
$73K - $85.4K
|
1.2K
$258K
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-73- 4.7% |
$15.2K - $17.8K
|
1.48K
$317K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
13+ 22.81% |
$2.71K - $3.17K
|
70
$15K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
462+ 29.62% |
$96.3K - $113K
|
2.02K
$433K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
39.9K+ 30.6% |
$8.32M - $9.74M
|
170K
$36.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
304K+ 18.19% |
$63.5M - $74.3M
|
1.98M
$424M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
110KNew |
$23M - $26.9M
|
110K
$23.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-176- 4.13% |
$36.7K - $42.9K
|
4.09K
$876K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-172- 16.1% |
$35.9K - $42K
|
896
$192K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-198- 8.28% |
$41.3K - $48.3K
|
2.19K
$470K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
871New |
$182K - $213K
|
871
$187K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
268+ 8.97% |
$55.9K - $65.4K
|
3.26K
$697K
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
905New |
$189K - $221K
|
905
$194K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-19- 1.91% |
$3.96K - $4.64K
|
975
$209K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-56- 0.22% |
$11.7K - $13.7K
|
25.1K
$5.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-270- 1.67% |
$56.3K - $65.9K
|
15.9K
$3.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Suncoast Equity Management
|
BUY
|
- |
511+ 2.66% |
$107K - $125K
|
19.7K
$4.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-182- 3.27% |
$37.9K - $44.4K
|
5.39K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-473- 1.52% |
$98.6K - $115K
|
30.6K
$6.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-83- 1.95% |
$17.3K - $20.3K
|
4.17K
$893K
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
339+ 0.56% |
$70.7K - $82.7K
|
60.6K
$13M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
171New |
$35.7K - $41.7K
|
171
$36.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-13.7K- 34.9% |
$2.85M - $3.33M
|
25.5K
$5.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
125+ 12.25% |
$26.1K - $30.5K
|
1.15K
$245K
|