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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 33.33% |
$210 - $233
|
2
$428
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
20New |
$4.2K - $4.66K
|
20
$4.28K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-13- 61.9% |
$2.73K - $3.03K
|
8
$1.71K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-7- 4.43% |
$1.47K - $1.63K
|
151
$32.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-31- 0.39% |
$6.51K - $7.23K
|
7.98K
$1.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
25New |
$5.25K - $5.83K
|
25
$5.35K
|
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
1.5KNew |
$315K - $350K
|
1.5K
$321K
|
|
|
Feb 11, 2025
Q4 2024
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-15.3K- 54.39% |
$3.21M - $3.57M
|
12.8K
$2.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
330+ 23.49% |
$69.3K - $77K
|
1.74K
$372K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
231New |
$48.5K - $53.9K
|
231
$49.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-11.2K- 88.1% |
$2.36M - $2.62M
|
1.52K
$325K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.33KNew |
$278K - $309K
|
1.33K
$284K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.12KNew |
$235K - $261K
|
1.12K
$240K
|
|
|
Feb 11, 2025
Q4 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
25.8K+ 416.2% |
$5.41M - $6.02M
|
32K
$6.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
PUT |
-229K- 91.31% |
$48.1M - $53.5M
|
21.8K
$4.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
4.96KNew |
$1.04M - $1.16M
|
4.96K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
15New |
$3.15K - $3.5K
|
15
$3.21K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
6.36K+ 26.89% |
$1.33M - $1.48M
|
30K
$6.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
1+ 0.06% |
$210 - $233
|
1.63K
$350K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
88New |
$18.5K - $20.5K
|
88
$18.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
43+ 2.39% |
$9.03K - $10K
|
1.84K
$394K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
28+ 56.0% |
$5.88K - $6.53K
|
78
$16.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-17- 2.52% |
$3.57K - $3.97K
|
658
$141K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
273KNew |
$57.2M - $63.6M
|
273K
$58.4M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-17- 48.57% |
$3.57K - $3.97K
|
18
$3.86K
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-5.8K- 1.2% |
$1.22M - $1.35M
|
478K
$102M
|
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
2.2KNew |
$462K - $514K
|
2.2K
$472K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.64K+ 3379.49% |
$553K - $615K
|
2.71K
$581K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3New |
$630 - $700
|
3
$643
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-72- 3.94% |
$15.1K - $16.8K
|
1.75K
$376K
|
|
|
Feb 10, 2025
Q4 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-100- 0.78% |
$21K - $23.3K
|
12.8K
$2.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
43New |
$9.03K - $10K
|
43
$9.21K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
PUT |
-300- 13.04% |
$63K - $70K
|
2K
$428K
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
7K+ 39.7% |
$1.47M - $1.63M
|
24.6K
$5.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
5.06KNew |
$1.06M - $1.18M
|
5.06K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.61KNew |
$548K - $609K
|
2.61K
$560K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
66New |
$13.9K - $15.4K
|
66
$14.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
5New |
$1.05K - $1.17K
|
5
$1.07K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
6New |
$1.26K - $1.4K
|
6
$1.29K
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
2.24KNew |
$470K - $522K
|
2.24K
$480K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.4K- 0.99% |
$294K - $327K
|
141K
$30.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-4- 0.37% |
$840 - $933
|
1.08K
$231K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
239New |
$50.2K - $55.7K
|
239
$51.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
5.35K+ 147.42% |
$1.12M - $1.25M
|
8.97K
$1.92M
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-112- 2.24% |
$23.5K - $26.1K
|
4.88K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.17KNew |
$245K - $273K
|
1.17K
$250K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
78.7KNew |
$16.5M - $18.4M
|
78.7K
$16.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 2.33% |
$420 - $466
|
88
$18.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-196- 12.28% |
$41.1K - $45.7K
|
1.4K
$300K
|