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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-102- 5.3% |
$20K - $22.2K
|
1.82K
$330K
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
4.43KNew |
$869K - $965K
|
4.43K
$801K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1- 0.55% |
$196 - $218
|
181
$32.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-207- 3.57% |
$40.6K - $45.1K
|
5.6K
$1.01M
|
|
|
Oct 31, 2025
Q3 2025
|
Quilter PLC
|
BUY
|
- |
77.1K+ 23.49% |
$15.1M - $16.8M
|
405K
$73.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
663+ 0.51% |
$130K - $144K
|
130K
$23.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-206- 11.09% |
$40.4K - $44.9K
|
1.65K
$299K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.65K- 24.25% |
$520K - $577K
|
8.28K
$1.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.42K+ 2.13% |
$278K - $308K
|
67.9K
$12.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-18.8K- 76.86% |
$3.69M - $4.1M
|
5.66K
$1.02M
|
|
|
Oct 31, 2025
Q3 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-858- 0.81% |
$168K - $187K
|
105K
$19M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-118- 2.07% |
$23.1K - $25.7K
|
5.59K
$1.01M
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-50- 2.8% |
$9.81K - $10.9K
|
1.74K
$314K
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.22K- 5.69% |
$631K - $701K
|
53.3K
$9.64M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-7.85K- 11.64% |
$1.54M - $1.71M
|
59.6K
$10.8M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-736- 33.18% |
$144K - $160K
|
1.48K
$268K
|
|
|
Oct 31, 2025
Q3 2025
|
Tom Gayner
Markel Corp
|
BUY
|
- |
6.25K+ 0.83% |
$1.23M - $1.36M
|
755K
$137M
|
|
|
Oct 31, 2025
Q3 2025
|
Riverwater Partners LLC
|
BUY
|
- |
420+ 39.89% |
$82.4K - $91.5K
|
1.47K
$266K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.99K+ 85.07% |
$782K - $868K
|
8.67K
$1.57M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-30- 2.33% |
$5.88K - $6.53K
|
1.26K
$228K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-6.1K- 1.2% |
$1.2M - $1.33M
|
501K
$90.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
3+ 0.2% |
$588 - $653
|
1.53K
$277K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-16- 1.34% |
$3.14K - $3.49K
|
1.18K
$213K
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-790- 0.58% |
$155K - $172K
|
136K
$24.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-198- 0.26% |
$38.8K - $43.1K
|
77.4K
$14M
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
SELL
|
- |
-41.9K- 93.35% |
$8.22M - $9.13M
|
2.99K
$540K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
9+ 0.59% |
$1.77K - $1.96K
|
1.54K
$278K
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
188+ 9.02% |
$36.9K - $41K
|
2.27K
$411K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-223- 18.76% |
$43.7K - $48.6K
|
966
$175K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-6.98K- 51.18% |
$1.37M - $1.52M
|
6.66K
$1.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
88+ 13.52% |
$17.3K - $19.2K
|
739
$134K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.2KNew |
$235K - $261K
|
1.2K
$217K
|
|
|
Oct 30, 2025
Q3 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
1.01KNew |
$198K - $219K
|
1.01K
$182K
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.32KNew |
$258K - $286K
|
1.32K
$238K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-11- 4.6% |
$2.16K - $2.4K
|
228
$41.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
BUY
|
- |
4.91K+ 2.93% |
$962K - $1.07M
|
172K
$31.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
89+ 1.95% |
$17.5K - $19.4K
|
4.65K
$840K
|
|
|
Oct 30, 2025
Q3 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
26+ 1.95% |
$5.1K - $5.66K
|
1.36K
$246K
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
2.09K+ 1083.42% |
$410K - $455K
|
2.28K
$413K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.07KNew |
$209K - $233K
|
1.07K
$193K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-500- 25.8% |
$98.1K - $109K
|
1.44K
$260K
|
|
|
Oct 30, 2025
Q3 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-180- 10.59% |
$35.3K - $39.2K
|
1.52K
$275K
|
|
|
Oct 30, 2025
Q3 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
333+ 12.03% |
$65.3K - $72.5K
|
3.1K
$561K
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
9.49K+ 125.3% |
$1.86M - $2.07M
|
17.1K
$3.09M
|
|
|
Oct 30, 2025
Q3 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.94KNew |
$380K - $422K
|
1.94K
$351K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
6.33K+ 4.54% |
$1.24M - $1.38M
|
146K
$26.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
SELL
|
- |
-451K- 42.91% |
$88.5M - $98.3M
|
600K
$109M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
94New |
$18.4K - $20.5K
|
94
$17K
|
|
|
Oct 30, 2025
Q3 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
2.06K+ 111.23% |
$404K - $449K
|
3.91K
$708K
|
|
|
Oct 30, 2025
Q3 2025
|
Jlb & Associates Inc
|
BUY
|
- |
648+ 1.14% |
$127K - $141K
|
57.5K
$10.4M
|
|