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 13, 2026
Q4 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-208- 3.67% |
$36.7K - $43.1K
|
5.45K
$986K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-732- 27.85% |
$129K - $152K
|
1.9K
$343K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.65K- 31.75% |
$291K - $341K
|
3.54K
$640K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
322+ 14.82% |
$56.9K - $66.7K
|
2.5K
$451K
|
|
|
Jan 13, 2026
Q4 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
16+ 0.49% |
$2.83K - $3.31K
|
3.26K
$589K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-356- 21.43% |
$62.9K - $73.7K
|
1.31K
$236K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-7.6K- 4.54% |
$1.34M - $1.57M
|
160K
$28.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
2.3K+ 1.12% |
$405K - $475K
|
208K
$37.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
14.6K+ 524.47% |
$2.57M - $3.02M
|
17.4K
$3.14M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11+ 4.31% |
$1.94K - $2.28K
|
266
$48.1K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2- 0.09% |
$353 - $414
|
2.35K
$424K
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.32K+ 3.46% |
$763K - $894K
|
129K
$23.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-90- 2.48% |
$15.9K - $18.6K
|
3.54K
$640K
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
20+ 1.6% |
$3.53K - $4.14K
|
1.27K
$230K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
46+ 3.13% |
$8.12K - $9.52K
|
1.52K
$274K
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-791- 21.97% |
$140K - $164K
|
2.81K
$508K
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
388+ 7.52% |
$68.5K - $80.3K
|
5.55K
$1M
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.96KNew |
$346K - $406K
|
1.96K
$354K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
195+ 11.37% |
$34.4K - $40.4K
|
1.91K
$345K
|
|
|
Jan 12, 2026
Q4 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-28- 0.76% |
$4.94K - $5.8K
|
3.64K
$659K
|
|
|
Jan 12, 2026
Q4 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-3.82K- 18.31% |
$674K - $790K
|
17K
$3.08M
|
|
|
Jan 12, 2026
Q4 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
199+ 4.19% |
$35.1K - $41.2K
|
4.95K
$896K
|
|
|
Jan 12, 2026
Q4 2025
|
Pensionfund Sabic
|
SELL
|
- |
-200- 2.35% |
$35.3K - $41.4K
|
8.3K
$1.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
414K+ 419.03% |
$73.1M - $85.7M
|
513K
$92.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-3.64K- 29.82% |
$643K - $754K
|
8.57K
$1.55M
|
|
|
Jan 12, 2026
Q4 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
297+ 1.16% |
$52.4K - $61.5K
|
26K
$4.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Viking Fund Management LLC
|
BUY
|
- |
17KNew |
$3M - $3.52M
|
17K
$3.07M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
18+ 1.26% |
$3.18K - $3.73K
|
1.45K
$262K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-20- 2.07% |
$3.53K - $4.14K
|
946
$171K
|
|
|
Jan 12, 2026
Q4 2025
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-4.14K- 9.72% |
$731K - $857K
|
38.5K
$6.95M
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-776- 18.68% |
$137K - $161K
|
3.38K
$611K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
63+ 3.91% |
$11.1K - $13K
|
1.67K
$303K
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
889+ 56.77% |
$157K - $184K
|
2.46K
$444K
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.14K- 20.78% |
$201K - $236K
|
4.35K
$787K
|
|
|
Jan 12, 2026
Q4 2025
|
Harrington Investments, Inc
|
BUY
|
- |
605+ 2.48% |
$107K - $125K
|
25K
$4.52M
|
|
|
Jan 12, 2026
Q4 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
6+ 0.1% |
$1.06K - $1.24K
|
6.17K
$1.12M
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-5- 0.26% |
$883 - $1.04K
|
1.93K
$350K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-74- 0.32% |
$13.1K - $15.3K
|
23K
$4.16M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
148+ 24.79% |
$26.1K - $30.6K
|
745
$135K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.5M+ 9455.37% |
$266M - $311M
|
1.52M
$275M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
17.2K+ 18.44% |
$3.04M - $3.56M
|
110K
$20M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.18K+ 15.27% |
$207K - $243K
|
8.87K
$1.6M
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
20+ 1.22% |
$3.53K - $4.14K
|
1.66K
$301K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
212+ 1927.27% |
$37.4K - $43.9K
|
223
$40.3K
|
|
|
Jan 09, 2026
Q4 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
190+ 0.56% |
$33.6K - $39.3K
|
34.3K
$6.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-65.2K- 11.39% |
$11.5M - $13.5M
|
508K
$91.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
8.28K+ 0.89% |
$1.46M - $1.71M
|
935K
$169M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
656+ 53.77% |
$116K - $136K
|
1.88K
$339K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-1.4K- 19.96% |
$247K - $289K
|
5.61K
$1.01M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-110- 6.85% |
$19.4K - $22.8K
|
1.5K
$271K
|
|