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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
31New |
$6.51K - $7.23K
|
31
$6.64K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
39New |
$8.19K - $9.1K
|
39
$8.35K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.18K- 12.01% |
$248K - $275K
|
8.65K
$1.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-57- 2.55% |
$12K - $13.3K
|
2.17K
$466K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-1- 16.67% |
$210 - $233
|
5
$1.07K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
26New |
$5.46K - $6.06K
|
26
$5.57K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
20New |
$4.2K - $4.66K
|
20
$4.28K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
58+ 4.28% |
$12.2K - $13.5K
|
1.41K
$302K
|
|
|
Jan 22, 2025
Q4 2024
|
James Hambro & Partners
|
BUY
|
- |
225+ 8.7% |
$47.2K - $52.5K
|
2.81K
$602K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2+ 5.56% |
$420 - $466
|
38
$8.14K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
3.19KNew |
$670K - $744K
|
3.19K
$683K
|
|
|
Jan 21, 2025
Q4 2024
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-1.65K- 1.95% |
$346K - $384K
|
82.8K
$17.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
276+ 137.31% |
$57.9K - $64.4K
|
477
$102K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-72- 75.79% |
$15.1K - $16.8K
|
23
$4.93K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
180New |
$37.8K - $42K
|
180
$38.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.81KNew |
$589K - $654K
|
2.81K
$601K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-1- 0.08% |
$210 - $233
|
1.23K
$263K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-659- 15.83% |
$138K - $154K
|
3.5K
$750K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$1.05K - $1.17K
|
5
$1.07K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
5.13K+ 28.78% |
$1.08M - $1.2M
|
22.9K
$4.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
128+ 12.64% |
$26.9K - $29.9K
|
1.14K
$244K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-129- 8.79% |
$27.1K - $30.1K
|
1.34K
$287K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
42New |
$8.82K - $9.8K
|
42
$9K
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
1.7KNew |
$357K - $397K
|
1.7K
$364K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-12- 2.55% |
$2.52K - $2.8K
|
458
$98.1K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
303New |
$63.6K - $70.7K
|
303
$64.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-19- 9.45% |
$3.99K - $4.43K
|
182
$39K
|
|
|
Jan 07, 2025
Q4 2024
|
Northcape Capital Pty LTD
|
BUY
|
- |
1.45K+ 15.73% |
$304K - $337K
|
10.6K
$2.28M
|
|
| Q3 2024 | |||||||
|
Jun 23, 2025
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1- 0.11% |
$210 - $232
|
898
$192K
|
|
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
6.93K+ 33.07% |
$1.46M - $1.61M
|
27.9K
$5.97M
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
89+ 0.33% |
$18.7K - $20.6K
|
26.7K
$5.72M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
429+ 487.5% |
$90.2K - $99.5K
|
517
$111K
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
1.1KNew |
$230K - $254K
|
1.1K
$235K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
14+ 0.93% |
$2.94K - $3.25K
|
1.51K
$324K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
7New |
$1.47K - $1.62K
|
7
$1.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
4.06KNew |
$854K - $942K
|
4.06K
$870K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
4+ 25.0% |
$841 - $927
|
20
$4.28K
|
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-33.2K- 98.98% |
$6.99M - $7.71M
|
343
$73.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-29.8K- 64.15% |
$6.26M - $6.91M
|
16.6K
$3.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
10.6KNew |
$2.23M - $2.46M
|
10.6K
$2.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
654+ 51.05% |
$138K - $152K
|
1.94K
$414K
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-40.8K- 89.26% |
$8.59M - $9.47M
|
4.91K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-76- 3.83% |
$16K - $17.6K
|
1.91K
$409K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
CALL |
1.1KNew |
$231K - $255K
|
1.1K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
2.37KNew |
$499K - $550K
|
2.37K
$508K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.26KNew |
$264K - $292K
|
1.26K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
427New |
$89.8K - $99K
|
427
$91.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-47- 4.51% |
$9.88K - $10.9K
|
995
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
334New |
$70.2K - $77.4K
|
334
$71.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
PUT |
41.8K+ 72.83% |
$8.78M - $9.68M
|
99.1K
$21.2M
|
|