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 |
|---|---|---|---|---|---|---|---|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
1.05KNew |
$219K - $256K
|
1.05K
$225K
|
|
|
Jun 04, 2025
Q1 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
SELL
|
- |
-1.8KClosed |
$375K - $439K
|
0
$0
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
7New |
$1.46K - $1.71K
|
7
$1.5K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1- 0.09% |
$208 - $244
|
1.18K
$252K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
10New |
$2.08K - $2.44K
|
10
$2.14K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
172+ 3.04% |
$35.9K - $42K
|
5.82K
$1.25M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
225+ 10.26% |
$46.9K - $54.9K
|
2.42K
$518K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
178+ 16.3% |
$37.1K - $43.4K
|
1.27K
$272K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
47+ 1.2% |
$9.8K - $11.5K
|
3.95K
$846K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-364K- 23.17% |
$75.8M - $88.7M
|
1.21M
$258M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.32K+ 406.77% |
$276K - $323K
|
1.65K
$353K
|
|
|
May 21, 2025
Q1 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
1+ 0.07% |
$208 - $244
|
1.42K
$304K
|
|
|
May 20, 2025
Q1 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
22K+ 11.96% |
$4.59M - $5.37M
|
206K
$44.1M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.09K+ 44.77% |
$227K - $266K
|
3.52K
$753K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
6.89K+ 196.24% |
$1.44M - $1.68M
|
10.4K
$2.23M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-22.1K- 27.41% |
$4.61M - $5.4M
|
58.5K
$12.5M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.68K- 54.79% |
$1.19M - $1.39M
|
4.69K
$1M
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
1.35KNew |
$281K - $329K
|
1.35K
$289K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-37.6K- 0.72% |
$7.83M - $9.17M
|
5.18M
$1.11B
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
16+ 1.3% |
$3.34K - $3.9K
|
1.25K
$267K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.05KNew |
$218K - $255K
|
1.05K
$224K
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-4.77K- 21.78% |
$995K - $1.16M
|
17.1K
$3.67M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
74+ 2.66% |
$15.4K - $18.1K
|
2.85K
$611K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.83K+ 16.39% |
$382K - $447K
|
13K
$2.78M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-4- 1.31% |
$834 - $976
|
302
$64.7K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3New |
$625 - $732
|
3
$643
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
BUY
|
- |
3+ 0.15% |
$625 - $732
|
1.94K
$416K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1- 12.5% |
$208 - $244
|
7
$1.5K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-175- 13.46% |
$36.5K - $42.7K
|
1.13K
$241K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
310New |
$64.6K - $75.6K
|
310
$66.4K
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-5.75K- 26.24% |
$1.2M - $1.4M
|
16.2K
$3.46M
|
|
|
May 16, 2025
Q1 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
1.57KNew |
$328K - $384K
|
1.57K
$337K
|
|
|
May 15, 2025
Q1 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-250- 13.44% |
$52.1K - $61K
|
1.61K
$345K
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3.9K+ 8.68% |
$812K - $950K
|
48.8K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
2.89K+ 166.36% |
$603K - $706K
|
4.63K
$992K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.15K+ 3.43% |
$240K - $281K
|
34.8K
$7.45M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
939+ 2.68% |
$196K - $229K
|
36K
$7.72M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
13.6K+ 8.4% |
$2.84M - $3.33M
|
176K
$37.7M
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
43.9K+ 4.37% |
$9.15M - $10.7M
|
1.05M
$225M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-234K- 23.8% |
$48.7M - $57M
|
748K
$160M
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
12.1K+ 6.55% |
$2.53M - $2.96M
|
198K
$42.3M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
700New |
$146K - $171K
|
700
$150K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-244- 24.75% |
$50.9K - $59.5K
|
742
$159K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11.6K- 37.07% |
$2.42M - $2.84M
|
19.7K
$4.23M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
46+ 2.04% |
$9.59K - $11.2K
|
2.31K
$494K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
674+ 1.1% |
$141K - $164K
|
61.7K
$13.2M
|
|
|
May 15, 2025
Q1 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.26K+ 18.03% |
$472K - $552K
|
14.8K
$3.17M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
239K+ 1.13% |
$49.9M - $58.4M
|
21.5M
$4.6B
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-86K- 22.8% |
$17.9M - $21M
|
291K
$62.4M
|