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 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
51+ 3.41% |
$10.6K - $12.4K
|
1.55K
$306K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
55New |
$11.5K - $13.4K
|
55
$10.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
28New |
$5.84K - $6.83K
|
28
$5.53K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
700+ 44.36% |
$146K - $171K
|
2.28K
$450K
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
941New |
$196K - $230K
|
941
$186K
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-38- 3.75% |
$7.92K - $9.27K
|
974
$192K
|
|
|
Apr 24, 2025
Q1 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
1K+ 28.57% |
$208K - $244K
|
4.5K
$888K
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-15- 1.18% |
$3.13K - $3.66K
|
1.26K
$248K
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
BUY
|
- |
29.4K+ 9.82% |
$6.12M - $7.16M
|
328K
$64.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
37+ 3.39% |
$7.71K - $9.03K
|
1.13K
$223K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
829New |
$173K - $202K
|
829
$164K
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
2.57KNew |
$535K - $627K
|
2.57K
$507K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 5.56% |
$834 - $976
|
76
$15K
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-1.6K- 50.0% |
$334K - $390K
|
1.6K
$316K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-556- 29.75% |
$116K - $136K
|
1.31K
$259K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-31- 3.2% |
$6.46K - $7.56K
|
937
$185K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
4+ 5.97% |
$834 - $976
|
71
$14K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
107+ 133.75% |
$22.3K - $26.1K
|
187
$36.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
110KNew |
$23M - $26.9M
|
110K
$21.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-172- 16.1% |
$35.9K - $42K
|
896
$177K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
871New |
$182K - $213K
|
871
$172K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-19- 1.91% |
$3.96K - $4.64K
|
975
$192K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
171New |
$35.7K - $41.7K
|
171
$33.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-84- 6.27% |
$17.5K - $20.5K
|
1.26K
$248K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
655+ 2.33% |
$137K - $160K
|
28.8K
$5.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.21K- 52.85% |
$253K - $296K
|
1.08K
$214K
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-10- 0.47% |
$2.08K - $2.44K
|
2.13K
$421K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.37KNew |
$285K - $334K
|
1.37K
$270K
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
12+ 0.32% |
$2.5K - $2.93K
|
3.76K
$742K
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-46- 2.55% |
$9.59K - $11.2K
|
1.76K
$347K
|
|
|
Apr 21, 2025
Q1 2025
|
Dupont Capital Management Corp
|
BUY
|
- |
3.2K+ 6.97% |
$667K - $780K
|
49.1K
$9.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
724+ 40.09% |
$151K - $177K
|
2.53K
$499K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
56+ 1.99% |
$11.7K - $13.7K
|
2.86K
$565K
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-85- 1.8% |
$17.7K - $20.7K
|
4.65K
$917K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-14- 0.99% |
$2.92K - $3.42K
|
1.4K
$275K
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
820New |
$171K - $200K
|
820
$162K
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-689- 99.14% |
$144K - $168K
|
6
$1.18K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-23- 0.47% |
$4.8K - $5.61K
|
4.9K
$968K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-1.76K- 31.47% |
$367K - $430K
|
3.84K
$757K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
7+ 0.32% |
$1.46K - $1.71K
|
2.17K
$429K
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-2.48K- 6.44% |
$518K - $606K
|
36.1K
$7.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-5.28K- 2.76% |
$1.1M - $1.29M
|
186K
$36.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.44K+ 61.33% |
$300K - $351K
|
3.79K
$748K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
11+ 5.37% |
$2.29K - $2.68K
|
216
$42.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-11- 1.08% |
$2.29K - $2.68K
|
1.01K
$199K
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
26+ 0.51% |
$5.42K - $6.34K
|
5.13K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
847New |
$177K - $207K
|
847
$167K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
150New |
$31.3K - $36.6K
|
150
$29.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
100New |
$20.8K - $24.4K
|
100
$19.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
915New |
$191K - $223K
|
915
$181K
|