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 10, 2025
Q3 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1New |
$196 - $218
|
1
$181
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2New |
$392 - $436
|
2
$362
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-1.7K- 91.42% |
$332K - $369K
|
159
$28.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Sageworth Trust CO
|
BUY
|
- |
10.4KNew |
$2.04M - $2.27M
|
10.4K
$1.88M
|
|
|
Nov 07, 2025
Q3 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2.29K- 26.66% |
$449K - $498K
|
6.29K
$1.14M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
73.5K+ 12.29% |
$14.4M - $16M
|
672K
$122M
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.29K+ 54.26% |
$254K - $282K
|
3.68K
$665K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6+ 120.0% |
$1.18K - $1.31K
|
11
$1.99K
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
7.81K+ 4.74% |
$1.53M - $1.7M
|
173K
$31.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
640K+ 15.12% |
$126M - $139M
|
4.87M
$881M
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
SELL
|
- |
-130- 34.12% |
$25.5K - $28.3K
|
251
$45.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-28.1K- 14.61% |
$5.51M - $6.12M
|
164K
$29.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-50- 0.32% |
$9.81K - $10.9K
|
15.7K
$2.83M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
44K+ 0.1% |
$8.62M - $9.58M
|
46.2M
$8.36B
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.06KNew |
$207K - $230K
|
1.06K
$191K
|
|
|
Nov 07, 2025
Q3 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
21K+ 49.9% |
$4.11M - $4.56M
|
63K
$11.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Tobam
|
BUY
|
- |
6+ 100.0% |
$1.18K - $1.31K
|
12
$2.17K
|
|
|
Nov 07, 2025
Q3 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-5.61K- 20.26% |
$1.1M - $1.22M
|
22.1K
$4M
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
99.5K+ 2554.02% |
$19.5M - $21.7M
|
103K
$18.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-101K- 51.23% |
$19.8M - $22M
|
96K
$17.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
10+ 0.47% |
$1.96K - $2.18K
|
2.15K
$389K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
34+ 24.46% |
$6.67K - $7.41K
|
173
$31.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-109- 4.55% |
$21.4K - $23.7K
|
2.29K
$414K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
66+ 0.66% |
$12.9K - $14.4K
|
10K
$1.81M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
382+ 22.17% |
$74.9K - $83.2K
|
2.11K
$381K
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
135+ 10.01% |
$26.5K - $29.4K
|
1.48K
$268K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-526- 0.53% |
$103K - $115K
|
98.3K
$17.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.11KNew |
$217K - $241K
|
1.11K
$200K
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
146+ 7.08% |
$28.6K - $31.8K
|
2.21K
$399K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-13- 0.68% |
$2.55K - $2.83K
|
1.9K
$343K
|
|
|
Nov 07, 2025
Q3 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
140KNew |
$27.4M - $30.4M
|
140K
$25.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.92K+ 13.44% |
$377K - $419K
|
16.2K
$2.94M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.22KNew |
$239K - $266K
|
1.22K
$221K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
165+ 7.33% |
$32.4K - $35.9K
|
2.42K
$437K
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
550+ 6.52% |
$108K - $120K
|
8.99K
$1.63M
|
|
|
Nov 07, 2025
Q3 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
33New |
$6.47K - $7.19K
|
33
$5.97K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.87K- 44.57% |
$564K - $626K
|
3.57K
$646K
|
|
|
Nov 07, 2025
Q3 2025
|
Mcrae Capital Management Inc
|
SELL
|
- |
-85- 2.98% |
$16.7K - $18.5K
|
2.76K
$500K
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-945- 26.26% |
$185K - $206K
|
2.65K
$480K
|
|
|
Nov 07, 2025
Q3 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-200- 4.83% |
$39.2K - $43.6K
|
3.95K
$714K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.27K- 19.34% |
$640K - $711K
|
13.6K
$2.46M
|
|
|
Nov 07, 2025
Q3 2025
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-2.25K- 1.65% |
$441K - $489K
|
134K
$24.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
282+ 1.0% |
$55.3K - $61.4K
|
28.6K
$5.17M
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
613+ 1.17% |
$120K - $134K
|
52.8K
$9.56M
|
|
|
Nov 07, 2025
Q3 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-631- 1.01% |
$124K - $137K
|
62.1K
$11.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
548+ 2.52% |
$107K - $119K
|
22.3K
$4.04M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
711+ 7.75% |
$139K - $155K
|
9.88K
$1.79M
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-301K- 49.03% |
$59.1M - $65.6M
|
313K
$56.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.58KNew |
$311K - $345K
|
1.58K
$286K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
211+ 18.1% |
$41.4K - $46K
|
1.38K
$249K
|
|