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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-38- 13.67% |
$7.45K - $8.28K
|
240
$43.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Vancity Investment Management LTD
Vancouver, A1 |
BUY
|
- |
286+ 0.33% |
$56.1K - $62.3K
|
88.2K
$16M
|
|
|
Nov 12, 2025
Q3 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
3.64K+ 3.45% |
$713K - $792K
|
109K
$19.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Family Trust
Los Angeles, CA |
SELL
|
- |
-540- 34.95% |
$106K - $118K
|
1.01K
$182K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.45K+ 103.95% |
$284K - $315K
|
2.84K
$513K
|
|
|
Nov 12, 2025
Q3 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.33K+ 993.28% |
$261K - $290K
|
1.47K
$265K
|
|
|
Nov 12, 2025
Q3 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-145- 5.78% |
$28.4K - $31.6K
|
2.37K
$428K
|
|
|
Nov 12, 2025
Q3 2025
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
4.36K+ 25652.94% |
$855K - $950K
|
4.38K
$792K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.08K+ 3.25% |
$604K - $671K
|
97.8K
$17.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-700- 1.1% |
$137K - $152K
|
63.2K
$11.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.2K- 5.76% |
$627K - $696K
|
52.3K
$9.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
648K+ 41.69% |
$127M - $141M
|
2.2M
$398M
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-3.44K- 10.94% |
$674K - $749K
|
28K
$5.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-40- 22.86% |
$7.85K - $8.71K
|
135
$24.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-5.81K- 56.69% |
$1.14M - $1.26M
|
4.44K
$802K
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
10.7KNew |
$2.1M - $2.34M
|
10.7K
$1.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
858+ 5.97% |
$168K - $187K
|
15.2K
$2.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-359- 2.9% |
$70.4K - $78.2K
|
12K
$2.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-931- 13.63% |
$183K - $203K
|
5.9K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
307+ 3.1% |
$60.2K - $66.9K
|
10.2K
$1.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-165- 4.34% |
$32.4K - $35.9K
|
3.64K
$658K
|
|
|
Nov 12, 2025
Q3 2025
|
Ckw Financial Group
|
BUY
|
- |
4+ 0.21% |
$785 - $871
|
1.95K
$353K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
27+ 2.09% |
$5.3K - $5.88K
|
1.32K
$238K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-13- 3.86% |
$2.55K - $2.83K
|
324
$58.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-33.7K- 9.77% |
$6.61M - $7.34M
|
312K
$56.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-24.8K- 70.63% |
$4.86M - $5.4M
|
10.3K
$1.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-20.6K- 2.54% |
$4.03M - $4.48M
|
789K
$143M
|
|
|
Nov 12, 2025
Q3 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
14.7K+ 298.76% |
$2.87M - $3.19M
|
19.6K
$3.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
2.64KNew |
$518K - $575K
|
2.64K
$477K
|
|
|
Nov 12, 2025
Q3 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
14.6K+ 54.48% |
$2.85M - $3.17M
|
41.3K
$7.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-939- 14.68% |
$184K - $205K
|
5.46K
$987K
|
|
|
Nov 10, 2025
Q3 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-56- 12.5% |
$11K - $12.2K
|
392
$70.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-800- 50.0% |
$157K - $174K
|
800
$145K
|
|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
SELL
|
- |
-112- 0.04% |
$22K - $24.4K
|
302K
$54.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.43% |
$392 - $436
|
463
$83.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-899- 24.44% |
$176K - $196K
|
2.78K
$503K
|
|
|
Nov 10, 2025
Q3 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
1.33KNew |
$260K - $289K
|
1.33K
$240K
|
|
|
Nov 10, 2025
Q3 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
3.83K+ 2.49% |
$751K - $834K
|
157K
$28.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
9.09K+ 1.86% |
$1.78M - $1.98M
|
497K
$89.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-5.5K- 3.67% |
$1.08M - $1.2M
|
144K
$26.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
340+ 8.19% |
$66.7K - $74.1K
|
4.49K
$812K
|
|
|
Nov 10, 2025
Q3 2025
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-123K- 91.03% |
$24.2M - $26.9M
|
12.2K
$2.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
100+ 5.88% |
$19.6K - $21.8K
|
1.8K
$326K
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-1.1K- 44.0% |
$216K - $240K
|
1.4K
$253K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
220+ 8.84% |
$43.2K - $47.9K
|
2.71K
$490K
|
|
|
Nov 10, 2025
Q3 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-50- 0.04% |
$9.81K - $10.9K
|
122K
$22M
|
|
|
Nov 10, 2025
Q3 2025
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
SELL
|
- |
-3.2K- 19.51% |
$628K - $697K
|
13.2K
$2.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
187+ 4.97% |
$36.7K - $40.7K
|
3.95K
$715K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.38K- 8.12% |
$271K - $301K
|
15.6K
$2.83M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-502- 29.79% |
$98.5K - $109K
|
1.18K
$214K
|
|