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 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
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.22KNew |
$254K - $298K
|
1.22K
$261K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-797- 0.65% |
$166K - $194K
|
123K
$26.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
84+ 5.01% |
$17.5K - $20.5K
|
1.76K
$377K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
6.32KNew |
$1.32M - $1.54M
|
6.32K
$1.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.69K- 6.9% |
$352K - $412K
|
22.8K
$4.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.14K+ 12.45% |
$238K - $278K
|
10.3K
$2.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-1.76K- 31.47% |
$367K - $430K
|
3.84K
$822K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-407- 10.95% |
$84.9K - $99.3K
|
3.31K
$709K
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-7.59K- 30.49% |
$1.58M - $1.85M
|
17.3K
$3.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
110K+ 3146.65% |
$22.8M - $26.7M
|
113K
$24.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
505+ 10.43% |
$105K - $123K
|
5.35K
$1.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
257+ 24.38% |
$53.6K - $62.7K
|
1.31K
$281K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
7+ 0.32% |
$1.46K - $1.71K
|
2.17K
$465K
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-2.48K- 6.44% |
$518K - $606K
|
36.1K
$7.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-5.28K- 2.76% |
$1.1M - $1.29M
|
186K
$39.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
39K+ 985.84% |
$8.13M - $9.52M
|
43K
$9.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
600+ 134.53% |
$125K - $146K
|
1.05K
$224K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
816+ 82.18% |
$170K - $199K
|
1.81K
$387K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
6.31K+ 2.57% |
$1.32M - $1.54M
|
252K
$54M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.44K+ 61.33% |
$300K - $351K
|
3.79K
$811K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
27+ 13.85% |
$5.63K - $6.59K
|
222
$47.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
660+ 29.49% |
$138K - $161K
|
2.9K
$621K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 3.13% |
$208 - $244
|
33
$7.07K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-33.3K- 13.89% |
$6.94M - $8.12M
|
206K
$44.2M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
11+ 5.37% |
$2.29K - $2.68K
|
216
$46.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
919New |
$192K - $224K
|
919
$197K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
847+ 27.35% |
$177K - $207K
|
3.94K
$845K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.06KNew |
$429K - $502K
|
2.06K
$441K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-26- 9.12% |
$5.42K - $6.34K
|
259
$55.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-53.9K- 91.1% |
$11.2M - $13.1M
|
5.26K
$1.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-11- 1.08% |
$2.29K - $2.68K
|
1.01K
$215K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-15- 14.29% |
$3.13K - $3.66K
|
90
$19.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
388+ 3.04% |
$80.9K - $94.7K
|
13.2K
$2.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.12% |
$417 - $488
|
1.71K
$366K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
1.25KNew |
$260K - $305K
|
1.25K
$267K
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
26+ 0.51% |
$5.42K - $6.34K
|
5.13K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Bennett Selby Investments LP
|
SELL
|
- |
-100- 0.27% |
$20.8K - $24.4K
|
36.4K
$7.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
110K+ 3623.42% |
$23M - $26.9M
|
113K
$24.3M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-788- 5.01% |
$164K - $192K
|
14.9K
$3.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
847New |
$177K - $207K
|
847
$181K
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
2.33KNew |
$485K - $567K
|
2.33K
$498K
|