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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-65- 6.73% |
$13.6K - $15.9K
|
901
$178K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
11New |
$2.29K - $2.68K
|
11
$2.17K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
71New |
$14.8K - $17.3K
|
71
$14K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
6.05KNew |
$1.26M - $1.48M
|
6.05K
$1.19M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-15- 0.25% |
$3.13K - $3.66K
|
6.03K
$1.19M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
59+ 15.45% |
$12.3K - $14.4K
|
441
$87.1K
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
1.17KNew |
$244K - $286K
|
1.17K
$231K
|
|
|
May 02, 2025
Q1 2025
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
BUY
|
- |
71.8K+ 9.55% |
$15M - $17.5M
|
824K
$163M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
954New |
$199K - $233K
|
954
$188K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-211- 11.72% |
$44K - $51.5K
|
1.59K
$314K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1+ 0.07% |
$208 - $244
|
1.47K
$289K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
173+ 4.63% |
$36.1K - $42.2K
|
3.91K
$772K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-30- 2.22% |
$6.25K - $7.32K
|
1.32K
$261K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-16- 22.86% |
$3.34K - $3.9K
|
54
$10.7K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-120- 65.57% |
$25K - $29.3K
|
63
$12.4K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-376- 9.48% |
$78.4K - $91.8K
|
3.59K
$708K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
823New |
$172K - $201K
|
823
$162K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
39+ 16.25% |
$8.13K - $9.52K
|
279
$55.1K
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-2.14K- 47.95% |
$446K - $522K
|
2.32K
$459K
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
48+ 2.56% |
$10K - $11.7K
|
1.93K
$380K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
17+ 0.46% |
$3.54K - $4.15K
|
3.68K
$726K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
8New |
$1.67K - $1.95K
|
8
$1.58K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-500- 2.13% |
$104K - $122K
|
22.9K
$4.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
48+ 4.0% |
$10K - $11.7K
|
1.25K
$246K
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-19- 9.41% |
$3.96K - $4.64K
|
183
$36.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
895New |
$187K - $218K
|
895
$177K
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.29KNew |
$269K - $315K
|
1.29K
$254K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
5+ 0.49% |
$1.04K - $1.22K
|
1.03K
$204K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-42- 0.85% |
$8.76K - $10.2K
|
4.89K
$966K
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
895New |
$187K - $218K
|
895
$177K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
928New |
$193K - $226K
|
928
$183K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-60- 3.03% |
$12.5K - $14.6K
|
1.92K
$379K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
235+ 12.46% |
$49K - $57.3K
|
2.12K
$419K
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
1.28K+ 23.08% |
$268K - $313K
|
6.85K
$1.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
1.16K+ 39.81% |
$242K - $283K
|
4.07K
$804K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
840New |
$175K - $205K
|
840
$166K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-1- 0.07% |
$208 - $244
|
1.43K
$281K
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet Bank & Trust LTD
|
BUY
|
- |
1.7K+ 25.37% |
$354K - $415K
|
8.4K
$1.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
39+ 2.53% |
$8.13K - $9.52K
|
1.58K
$312K
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
25+ 1.82% |
$5.21K - $6.1K
|
1.4K
$275K
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
830New |
$173K - $203K
|
830
$164K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-33- 5.12% |
$6.88K - $8.05K
|
611
$121K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
75New |
$15.6K - $18.3K
|
75
$14.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-18- 1.61% |
$3.75K - $4.39K
|
1.1K
$218K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
94+ 1.48% |
$19.6K - $22.9K
|
6.44K
$1.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
12New |
$2.5K - $2.93K
|
12
$2.37K
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
836New |
$174K - $204K
|
836
$165K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-150- 95.54% |
$31.3K - $36.6K
|
7
$1.38K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
9New |
$1.88K - $2.2K
|
9
$1.78K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-3.94K- 22.5% |
$822K - $962K
|
13.6K
$2.68M
|