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 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-120- 0.36% |
$25K - $29.3K
|
33.7K
$7.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-5.09K- 26.2% |
$1.06M - $1.24M
|
14.3K
$3.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
38+ 2.18% |
$7.92K - $9.27K
|
1.78K
$381K
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
1+ 0.08% |
$208 - $244
|
1.3K
$279K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
81+ 0.65% |
$16.9K - $19.8K
|
12.6K
$2.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Coho Partners, Ltd.
|
SELL
|
- |
-112K- 29.0% |
$23.3M - $27.3M
|
274K
$58.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
332+ 9.5% |
$69.2K - $81K
|
3.83K
$819K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-350- 23.3% |
$73K - $85.4K
|
1.15K
$247K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 1.25% |
$417 - $488
|
162
$34.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
23+ 0.18% |
$4.8K - $5.61K
|
12.8K
$2.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
31+ 2.27% |
$6.46K - $7.56K
|
1.4K
$299K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.75K- 4.17% |
$364K - $426K
|
40.2K
$8.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
953New |
$199K - $233K
|
953
$204K
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-81- 5.09% |
$16.9K - $19.8K
|
1.51K
$323K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-84- 6.27% |
$17.5K - $20.5K
|
1.26K
$269K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
437+ 6.2% |
$91.1K - $107K
|
7.48K
$1.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
655+ 2.33% |
$137K - $160K
|
28.8K
$6.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-21- 18.92% |
$4.38K - $5.12K
|
90
$19.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
323+ 5.87% |
$67.3K - $78.8K
|
5.83K
$1.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
10.9K+ 15.55% |
$2.26M - $2.65M
|
80.7K
$17.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
130+ 9.5% |
$27.1K - $31.7K
|
1.5K
$321K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-4- 0.14% |
$834 - $976
|
2.8K
$601K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
912New |
$190K - $223K
|
912
$195K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.73K+ 108.01% |
$360K - $421K
|
3.32K
$712K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-23- 7.3% |
$4.8K - $5.61K
|
292
$62.5K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.57K+ 2.49% |
$326K - $382K
|
64.5K
$13.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
210+ 6.51% |
$43.8K - $51.2K
|
3.44K
$736K
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-150- 0.38% |
$31.3K - $36.6K
|
39.2K
$8.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-24- 4.89% |
$5K - $5.86K
|
467
$100K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
282+ 0.06% |
$58.8K - $68.8K
|
461K
$98.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
20+ 1.26% |
$4.17K - $4.88K
|
1.61K
$344K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-5.57K- 2.29% |
$1.16M - $1.36M
|
238K
$50.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-13.5K- 35.51% |
$2.81M - $3.29M
|
24.5K
$5.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-15- 1.23% |
$3.13K - $3.66K
|
1.2K
$257K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.21K- 52.85% |
$253K - $296K
|
1.08K
$232K
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-10- 0.47% |
$2.08K - $2.44K
|
2.13K
$457K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
5+ 0.19% |
$1.04K - $1.22K
|
2.66K
$571K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.37KNew |
$285K - $334K
|
1.37K
$293K
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
12+ 0.32% |
$2.5K - $2.93K
|
3.76K
$805K
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-46- 2.55% |
$9.59K - $11.2K
|
1.76K
$376K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
890+ 5.3% |
$186K - $217K
|
17.7K
$3.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 0.15% |
$625 - $732
|
1.96K
$419K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.05K- 61.75% |
$220K - $257K
|
653
$140K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
117+ 4.82% |
$24.4K - $28.6K
|
2.54K
$544K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-3- 0.29% |
$625 - $732
|
1.02K
$218K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-794- 0.75% |
$166K - $194K
|
106K
$22.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-816- 1.0% |
$170K - $199K
|
81.1K
$17.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
51+ 0.62% |
$10.6K - $12.4K
|
8.33K
$1.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
85+ 8.99% |
$17.7K - $20.7K
|
1.03K
$221K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-667- 0.84% |
$139K - $163K
|
79K
$16.9M
|