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 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-620- 9.82% |
$132K - $151K
|
5.69K
$1.12M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
62+ 4.18% |
$13.2K - $15.1K
|
1.55K
$305K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
36+ 2.51% |
$7.64K - $8.79K
|
1.47K
$290K
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-820- 2.48% |
$174K - $200K
|
32.3K
$6.37M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
7.99K+ 12.38% |
$1.69M - $1.95M
|
72.5K
$14.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-2.16K- 8.47% |
$458K - $528K
|
23.3K
$4.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
1KNew |
$213K - $245K
|
1K
$198K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3+ 16.67% |
$636 - $733
|
21
$4.15K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
121+ 1.21% |
$25.7K - $29.6K
|
10.1K
$1.99M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-190- 29.1% |
$40.3K - $46.4K
|
463
$91.4K
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
244+ 0.4% |
$51.8K - $59.6K
|
60.9K
$12M
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
5.64K+ 44.02% |
$1.2M - $1.38M
|
18.4K
$3.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.2K- 0.89% |
$254K - $292K
|
133K
$26.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-50- 0.13% |
$10.6K - $12.2K
|
39.1K
$7.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-4- 0.14% |
$848 - $977
|
2.8K
$553K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-43- 4.16% |
$9.12K - $10.5K
|
990
$195K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-262- 14.94% |
$55.6K - $64K
|
1.49K
$295K
|
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
SELL
|
- |
-45- 1.03% |
$9.54K - $11K
|
4.34K
$856K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-300- 12.79% |
$63.6K - $73.3K
|
2.05K
$404K
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-235- 2.54% |
$49.8K - $57.4K
|
9.01K
$1.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-62- 3.17% |
$13.2K - $15.1K
|
1.89K
$374K
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
3.5KNew |
$743K - $855K
|
3.5K
$691K
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
3+ 0.29% |
$636 - $733
|
1.03K
$204K
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
170+ 0.91% |
$36.1K - $41.5K
|
19K
$3.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
104K+ 100.39% |
$22.2M - $25.5M
|
209K
$41.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-10- 43.48% |
$2.12K - $2.44K
|
13
$2.57K
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-381- 1.67% |
$80.8K - $93.1K
|
22.4K
$4.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-13.8K- 6.71% |
$2.93M - $3.38M
|
192K
$38M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
485New |
$103K - $118K
|
485
$95.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-171- 1.21% |
$36.3K - $41.8K
|
13.9K
$2.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
51+ 5.54% |
$10.8K - $12.5K
|
971
$192K
|
|
|
Jul 15, 2025
Q2 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
623+ 36.65% |
$132K - $152K
|
2.32K
$459K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.6K+ 663.9% |
$339K - $391K
|
1.84K
$363K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
81+ 2.2% |
$17.2K - $19.8K
|
3.76K
$743K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
316+ 3.31% |
$67K - $77.2K
|
9.86K
$1.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-92- 1.86% |
$19.5K - $22.5K
|
4.85K
$958K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.43K+ 41.41% |
$303K - $349K
|
4.88K
$963K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
116K+ 53.5% |
$24.6M - $28.3M
|
333K
$65.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-37- 2.2% |
$7.85K - $9.04K
|
1.64K
$325K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-19- 1.99% |
$4.03K - $4.64K
|
934
$184K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
4.48K+ 113.37% |
$949K - $1.09M
|
8.42K
$1.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-55- 1.66% |
$11.7K - $13.4K
|
3.26K
$643K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-39- 1.8% |
$8.27K - $9.53K
|
2.13K
$421K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.06K- 23.58% |
$438K - $504K
|
6.69K
$1.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
14+ 1.46% |
$2.97K - $3.42K
|
971
$192K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.53K+ 41.9% |
$961K - $1.11M
|
15.3K
$3.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-20- 1.35% |
$4.24K - $4.89K
|
1.46K
$288K
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-97- 6.93% |
$20.6K - $23.7K
|
1.3K
$257K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
19.3KNew |
$4.09M - $4.71M
|
19.3K
$3.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12+ 20.69% |
$2.55K - $2.93K
|
70
$13.8K
|