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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.22K+ 21.68% |
$259K - $299K
|
6.87K
$1.44M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-102- 13.67% |
$21.6K - $24.9K
|
644
$135K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
8+ 42.11% |
$1.7K - $1.95K
|
27
$5.68K
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
10.9KNew |
$2.32M - $2.67M
|
10.9K
$2.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-14- 1.11% |
$2.97K - $3.42K
|
1.25K
$262K
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-18- 0.18% |
$3.82K - $4.4K
|
10.2K
$2.15M
|
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
900+ 8.18% |
$191K - $220K
|
11.9K
$2.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
85+ 7.78% |
$18K - $20.8K
|
1.18K
$248K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.26K- 19.1% |
$267K - $308K
|
5.34K
$1.12M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-456- 6.26% |
$96.7K - $111K
|
6.83K
$1.44M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
21+ 2.09% |
$4.45K - $5.13K
|
1.03K
$216K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
160+ 8.7% |
$33.9K - $39.1K
|
2K
$420K
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
11+ 0.34% |
$2.33K - $2.69K
|
3.23K
$678K
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
SELL
|
- |
-65- 0.93% |
$13.8K - $15.9K
|
6.89K
$1.45M
|
|
| Q1 2025 | |||||||
|
Jul 16, 2025
Q1 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
5+ 0.27% |
$1.04K - $1.22K
|
1.85K
$390K
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
269New |
$56.1K - $65.6K
|
269
$56.6K
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-51.9K- 20.15% |
$10.8M - $12.7M
|
206K
$43.3M
|
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Sabic
|
SELL
|
- |
-1.5K- 15.0% |
$313K - $366K
|
8.5K
$1.79M
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
18.2KNew |
$3.8M - $4.44M
|
18.2K
$3.83M
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-371- 8.54% |
$77.3K - $90.5K
|
3.97K
$836K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-92Closed |
$19.2K - $22.5K
|
0
$0
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
1.07K+ 31.75% |
$223K - $261K
|
4.44K
$935K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
1.05KNew |
$219K - $256K
|
1.05K
$221K
|
|
|
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
$1.47K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1- 0.09% |
$208 - $244
|
1.18K
$247K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
10New |
$2.08K - $2.44K
|
10
$2.1K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
172+ 3.04% |
$35.9K - $42K
|
5.82K
$1.22M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
225+ 10.26% |
$46.9K - $54.9K
|
2.42K
$508K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
178+ 16.3% |
$37.1K - $43.4K
|
1.27K
$267K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-364K- 23.17% |
$75.8M - $88.7M
|
1.21M
$253M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.32K+ 406.77% |
$276K - $323K
|
1.65K
$346K
|
|
|
May 21, 2025
Q1 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
1+ 0.07% |
$208 - $244
|
1.42K
$298K
|
|
|
May 20, 2025
Q1 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
22K+ 11.96% |
$4.59M - $5.37M
|
206K
$43.3M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.09K+ 44.77% |
$227K - $266K
|
3.52K
$740K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
6.89K+ 196.24% |
$1.44M - $1.68M
|
10.4K
$2.19M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-22.1K- 27.41% |
$4.61M - $5.4M
|
58.5K
$12.3M
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
1.35KNew |
$281K - $329K
|
1.35K
$284K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-37.6K- 0.72% |
$7.83M - $9.17M
|
5.18M
$1.09B
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
16+ 1.3% |
$3.34K - $3.9K
|
1.25K
$262K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.05KNew |
$218K - $255K
|
1.05K
$220K
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-4.77K- 21.78% |
$995K - $1.16M
|
17.1K
$3.6M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
74+ 2.66% |
$15.4K - $18.1K
|
2.85K
$600K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.83K+ 16.39% |
$382K - $447K
|
13K
$2.73M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-4- 1.31% |
$834 - $976
|
302
$63.5K
|
|
|
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
$409K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1- 12.5% |
$208 - $244
|
7
$1.47K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-175- 13.46% |
$36.5K - $42.7K
|
1.13K
$237K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
310New |
$64.6K - $75.6K
|
310
$65.2K
|
|