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 21, 2025
Q1 2025
|
Dupont Capital Management Corp
|
BUY
|
- |
3.2K+ 6.97% |
$667K - $780K
|
49.1K
$10.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
316+ 15.48% |
$65.9K - $77.1K
|
2.36K
$505K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-22- 73.33% |
$4.59K - $5.37K
|
8
$1.71K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
2+ 0.16% |
$417 - $488
|
1.29K
$276K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-65- 4.12% |
$13.6K - $15.9K
|
1.51K
$324K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
377+ 0.09% |
$78.6K - $92K
|
430K
$92.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-156- 4.83% |
$32.5K - $38.1K
|
3.08K
$659K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2- 6.9% |
$417 - $488
|
27
$5.78K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-22- 1.0% |
$4.59K - $5.37K
|
2.17K
$465K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
1.11K+ 19.35% |
$232K - $272K
|
6.87K
$1.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-8- 0.48% |
$1.67K - $1.95K
|
1.68K
$359K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
841New |
$175K - $205K
|
841
$180K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-101- 2.25% |
$21.1K - $24.6K
|
4.39K
$939K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-6- 50.0% |
$1.25K - $1.46K
|
6
$1.29K
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
4+ 0.39% |
$834 - $976
|
1.03K
$221K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-44- 2.13% |
$9.17K - $10.7K
|
2.03K
$434K
|
|
|
Apr 17, 2025
Q1 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
724+ 40.09% |
$151K - $177K
|
2.53K
$542K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.37K+ 15.64% |
$285K - $334K
|
10.1K
$2.16M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
11+ 0.47% |
$2.29K - $2.68K
|
2.35K
$502K
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
36.6K+ 20.94% |
$7.64M - $8.94M
|
212K
$45.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-42- 42.0% |
$8.76K - $10.2K
|
58
$12.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.77K- 14.73% |
$578K - $677K
|
16K
$3.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-40- 1.46% |
$8.34K - $9.76K
|
2.7K
$578K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
914+ 11.85% |
$191K - $223K
|
8.62K
$1.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
846+ 0.77% |
$176K - $206K
|
110K
$23.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3+ 20.0% |
$625 - $732
|
18
$3.86K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
835+ 15.9% |
$174K - $204K
|
6.09K
$1.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
56+ 1.99% |
$11.7K - $13.7K
|
2.86K
$613K
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-85- 1.8% |
$17.7K - $20.7K
|
4.65K
$995K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-6.87K- 7.25% |
$1.43M - $1.68M
|
87.9K
$18.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-15- 0.64% |
$3.13K - $3.66K
|
2.35K
$502K
|
|
|
Apr 17, 2025
Q1 2025
|
Jlb & Associates Inc
|
SELL
|
- |
-2.89K- 4.53% |
$601K - $704K
|
60.9K
$13M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-14- 0.99% |
$2.92K - $3.42K
|
1.4K
$299K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-135- 1.49% |
$28.1K - $32.9K
|
8.94K
$1.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-32- 0.39% |
$6.67K - $7.81K
|
8.18K
$1.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
55+ 0.22% |
$11.5K - $13.4K
|
25.5K
$5.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-2- 0.07% |
$417 - $488
|
3.04K
$651K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-3.34K- 11.67% |
$697K - $816K
|
25.3K
$5.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.45KNew |
$303K - $355K
|
1.45K
$311K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-200- 95.24% |
$41.7K - $48.8K
|
10
$2.14K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
82+ 6.86% |
$17.1K - $20K
|
1.28K
$274K
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
820New |
$171K - $200K
|
820
$176K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
13.2K+ 14.49% |
$2.75M - $3.22M
|
104K
$22.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
69.3K+ 139.75% |
$14.5M - $16.9M
|
119K
$25.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-689- 99.14% |
$144K - $168K
|
6
$1.29K
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-518- 1.54% |
$108K - $126K
|
33.1K
$7.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
133+ 13.35% |
$27.7K - $32.5K
|
1.13K
$242K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1- 0.01% |
$208 - $244
|
7.35K
$1.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-23- 0.47% |
$4.8K - $5.61K
|
4.9K
$1.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-352- 1.49% |
$73.4K - $85.9K
|
23.2K
$4.97M
|