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 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.4K+ 7.55% |
$2.83M - $3.14M
|
206K
$37.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-133- 2.71% |
$26.1K - $29K
|
4.78K
$864K
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-243K- 95.94% |
$47.7M - $52.9M
|
10.3K
$1.86M
|
|
|
Nov 04, 2025
Q3 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-258- 7.6% |
$50.6K - $56.2K
|
3.14K
$567K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-19.1K- 41.88% |
$3.75M - $4.17M
|
26.5K
$4.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
738+ 20.02% |
$145K - $161K
|
4.43K
$800K
|
|
|
Nov 04, 2025
Q3 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
1.69K+ 8.76% |
$332K - $369K
|
21K
$3.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
SELL
|
- |
-458- 6.09% |
$89.8K - $99.8K
|
7.06K
$1.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-34.5K- 4.24% |
$6.76M - $7.5M
|
777K
$141M
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
SELL
|
- |
-42- 2.87% |
$8.24K - $9.15K
|
1.42K
$257K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-966- 37.3% |
$189K - $210K
|
1.62K
$294K
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
12New |
$2.35K - $2.61K
|
12
$2.17K
|
|
|
Nov 04, 2025
Q3 2025
|
Donald Yacktman
Yacktman Asset Management LP
|
BUY
|
- |
17.3KNew |
$3.4M - $3.78M
|
17.3K
$3.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
3.18K+ 4.35% |
$623K - $692K
|
76.2K
$13.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1K+ 11.71% |
$196K - $218K
|
9.54K
$1.73M
|
|
|
Nov 04, 2025
Q3 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
6New |
$1.18K - $1.31K
|
6
$1.09K
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.64K- 1.23% |
$321K - $356K
|
131K
$23.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-802K- 14.93% |
$157M - $175M
|
4.57M
$827M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
19+ 26.76% |
$3.73K - $4.14K
|
90
$16.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-94- 1.09% |
$18.4K - $20.5K
|
8.56K
$1.55M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.07K+ 11.23% |
$406K - $451K
|
20.5K
$3.71M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
314+ 7.21% |
$61.6K - $68.4K
|
4.67K
$845K
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-6- 6.06% |
$1.18K - $1.31K
|
93
$16.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1.01KNew |
$198K - $220K
|
1.01K
$183K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
28New |
$5.49K - $6.1K
|
28
$5.06K
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-4.43K- 1.72% |
$869K - $965K
|
253K
$45.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
2.3K+ 11.17% |
$451K - $501K
|
22.9K
$4.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-16- 4.16% |
$3.14K - $3.49K
|
369
$66.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
842+ 1.35% |
$165K - $183K
|
63K
$11.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2+ 0.73% |
$392 - $436
|
275
$49.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9+ 3.05% |
$1.77K - $1.96K
|
304
$55K
|
|
|
Nov 04, 2025
Q3 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-911- 41.37% |
$179K - $198K
|
1.29K
$234K
|
|
|
Nov 04, 2025
Q3 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-873- 2.93% |
$171K - $190K
|
28.9K
$5.23M
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
6New |
$1.18K - $1.31K
|
6
$1.09K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
30+ 1.11% |
$5.88K - $6.53K
|
2.74K
$495K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
109+ 78.42% |
$21.4K - $23.7K
|
248
$44.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-242- 8.67% |
$47.5K - $52.7K
|
2.55K
$461K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.23K+ 27.97% |
$436K - $485K
|
10.2K
$1.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
14.3K+ 142.04% |
$2.8M - $3.11M
|
24.3K
$4.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
14.7K+ 107.1% |
$2.88M - $3.2M
|
28.4K
$5.14M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-306- 12.94% |
$60K - $66.7K
|
2.06K
$372K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.1K+ 2.06% |
$5.13M - $5.7M
|
1.3M
$234M
|
|
|
Nov 04, 2025
Q3 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
14.1KNew |
$2.77M - $3.08M
|
14.1K
$2.56M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.2K- 18.54% |
$234K - $260K
|
5.25K
$949K
|
|
|
Nov 04, 2025
Q3 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
52+ 5.44% |
$10.2K - $11.3K
|
1.01K
$182K
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1- 0.01% |
$196 - $218
|
6.9K
$1.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-45- 8.91% |
$8.83K - $9.8K
|
460
$83.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Everett Harris & CO
|
BUY
|
- |
6+ 0.42% |
$1.18K - $1.31K
|
1.42K
$257K
|
|
|
Nov 03, 2025
Q3 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.67KNew |
$523K - $581K
|
2.67K
$482K
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.18KNew |
$231K - $257K
|
1.18K
$213K
|
|