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 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
178+ 2.17% |
$34.9K - $38.8K
|
8.38K
$1.52M
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
SELL
|
- |
-146- 3.59% |
$28.6K - $31.8K
|
3.92K
$709K
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
45+ 0.87% |
$8.83K - $9.8K
|
5.19K
$939K
|
|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-284- 12.42% |
$55.7K - $61.9K
|
2K
$362K
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-226- 3.25% |
$44.3K - $49.2K
|
6.72K
$1.22M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.38K+ 53.6% |
$859K - $953K
|
12.5K
$2.27M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.37K- 2.26% |
$269K - $299K
|
59.2K
$10.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.31K+ 0.95% |
$845K - $938K
|
457K
$82.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-1.22K- 12.77% |
$240K - $266K
|
8.35K
$1.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
2.73KNew |
$535K - $595K
|
2.73K
$494K
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
SELL
|
- |
-2.5K- 34.71% |
$491K - $545K
|
4.71K
$852K
|
|
|
Nov 06, 2025
Q3 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.76KNew |
$344K - $383K
|
1.76K
$318K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
363+ 30.84% |
$71.2K - $79.1K
|
1.54K
$279K
|
|
|
Nov 06, 2025
Q3 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-35.5K- 17.0% |
$6.95M - $7.72M
|
173K
$31.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.61K- 11.51% |
$708K - $786K
|
27.7K
$5.02M
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 1.43% |
$196 - $218
|
71
$12.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
BUY
|
- |
10.7K+ 801.64% |
$2.11M - $2.34M
|
12.1K
$2.18M
|
|
|
Nov 06, 2025
Q3 2025
|
Cincinnati Financial Corp
|
BUY
|
- |
278KNew |
$54.6M - $60.6M
|
278K
$50.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Cincinnati Insurance CO
|
BUY
|
- |
276KNew |
$54.1M - $60.1M
|
276K
$49.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
501+ 12.48% |
$98.3K - $109K
|
4.52K
$817K
|
|
|
Nov 06, 2025
Q3 2025
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-17K- 0.7% |
$3.33M - $3.7M
|
2.41M
$435M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
981+ 6.83% |
$192K - $214K
|
15.3K
$2.77M
|
|
|
Nov 06, 2025
Q3 2025
|
Impax Asset Management Group PLC
|
SELL
|
- |
-52.2K- 10.82% |
$10.2M - $11.4M
|
430K
$77.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Ing Groep Nv
|
SELL
|
- |
-808- 3.39% |
$158K - $176K
|
23K
$4.16M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
4.11K+ 15.81% |
$805K - $894K
|
30.1K
$5.44M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.89K+ 94.09% |
$1.35M - $1.5M
|
14.2K
$2.57M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-15.5K- 1.64% |
$3.04M - $3.38M
|
933K
$169M
|
|
|
Nov 06, 2025
Q3 2025
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
14.1KNew |
$2.76M - $3.06M
|
14.1K
$2.54M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-495- 28.09% |
$97.1K - $108K
|
1.27K
$229K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
76+ 3.94% |
$14.9K - $16.6K
|
2K
$362K
|
|
|
Nov 06, 2025
Q3 2025
|
Mqs Management LLC
|
BUY
|
- |
338+ 34.67% |
$66.3K - $73.6K
|
1.31K
$237K
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-175- 14.44% |
$34.3K - $38.1K
|
1.04K
$188K
|
|
|
Nov 06, 2025
Q3 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
7.36K+ 2.36% |
$1.44M - $1.6M
|
320K
$57.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-691- 36.81% |
$136K - $151K
|
1.19K
$215K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-217- 10.65% |
$42.6K - $47.3K
|
1.82K
$329K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
30+ 66.67% |
$5.88K - $6.53K
|
75
$13.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
4.07K+ 0.59% |
$799K - $887K
|
689K
$125M
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.42K- 4.64% |
$279K - $310K
|
29.3K
$5.29M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.93K+ 2.47% |
$379K - $421K
|
80K
$14.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
28.6K+ 28.19% |
$5.61M - $6.23M
|
130K
$23.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-299- 18.0% |
$58.6K - $65.1K
|
1.36K
$246K
|
|
|
Nov 06, 2025
Q3 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
19.9K+ 21.94% |
$3.9M - $4.33M
|
111K
$20M
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
39+ 0.1% |
$7.65K - $8.5K
|
39.3K
$7.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-148- 0.75% |
$29K - $32.2K
|
19.5K
$3.52M
|
|
|
Nov 06, 2025
Q3 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-115- 3.53% |
$22.6K - $25.1K
|
3.14K
$568K
|
|
|
Nov 06, 2025
Q3 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-27- 1.56% |
$5.3K - $5.88K
|
1.7K
$307K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
22+ 2.97% |
$4.32K - $4.79K
|
762
$138K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-49- 3.55% |
$9.61K - $10.7K
|
1.33K
$241K
|
|
|
Nov 06, 2025
Q3 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-46- 3.25% |
$9.02K - $10K
|
1.37K
$248K
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
8+ 0.47% |
$1.57K - $1.74K
|
1.7K
$308K
|
|