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 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.53K- 7.05% |
$301K - $334K
|
20.2K
$3.65M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.48K+ 2.15% |
$291K - $323K
|
70.4K
$12.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-171- 11.26% |
$33.5K - $37.2K
|
1.35K
$244K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-421- 25.7% |
$82.6K - $91.7K
|
1.22K
$220K
|
|
|
Oct 29, 2025
Q3 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.11K+ 26.33% |
$217K - $241K
|
5.3K
$959K
|
|
|
Oct 29, 2025
Q3 2025
|
Oak Ridge Investments LLC
|
SELL
|
- |
-16- 0.05% |
$3.14K - $3.49K
|
32.8K
$5.94M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 0.22% |
$588 - $653
|
1.39K
$251K
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-202K- 2.09% |
$39.6M - $44M
|
9.47M
$1.71B
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.49K- 1.48% |
$291K - $324K
|
98.6K
$17.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
3+ 0.11% |
$588 - $653
|
2.84K
$514K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
346+ 0.81% |
$67.9K - $75.4K
|
43.3K
$7.83M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
22+ 0.22% |
$4.32K - $4.79K
|
9.87K
$1.79M
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.45K+ 76.39% |
$284K - $315K
|
3.34K
$604K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
50.4K+ 35.72% |
$9.88M - $11M
|
191K
$34.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-18- 1.77% |
$3.53K - $3.92K
|
1K
$181K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
18.6KNew |
$3.64M - $4.04M
|
18.6K
$3.36M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.74K+ 298.05% |
$930K - $1.03M
|
6.33K
$1.14M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.62KNew |
$317K - $352K
|
1.62K
$292K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-45- 8.32% |
$8.83K - $9.8K
|
496
$89.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.24K+ 43.75% |
$439K - $487K
|
7.35K
$1.33M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.31K+ 62.85% |
$258K - $286K
|
3.4K
$615K
|
|
|
Oct 29, 2025
Q3 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
369+ 53.48% |
$72.4K - $80.4K
|
1.06K
$192K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
17+ 5.67% |
$3.33K - $3.7K
|
317
$57.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
623New |
$122K - $136K
|
623
$113K
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2.36KNew |
$463K - $514K
|
2.36K
$426K
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
5.2K+ 2.09% |
$1.02M - $1.13M
|
254K
$45.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-7.01K- 48.73% |
$1.37M - $1.53M
|
7.37K
$1.33M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.41K- 16.79% |
$277K - $308K
|
7.01K
$1.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Middleton & CO Inc
|
BUY
|
- |
1.64KNew |
$321K - $356K
|
1.64K
$296K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-576- 13.24% |
$113K - $125K
|
3.77K
$682K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
43New |
$8.43K - $9.37K
|
43
$7.78K
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
420+ 25.83% |
$82.4K - $91.5K
|
2.05K
$370K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
214+ 12.0% |
$42K - $46.6K
|
2K
$361K
|
|
|
Oct 29, 2025
Q3 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
530+ 54.64% |
$104K - $115K
|
1.5K
$271K
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
3.9K+ 1.79% |
$765K - $850K
|
222K
$40.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
7New |
$1.37K - $1.52K
|
7
$1.27K
|
|
|
Oct 28, 2025
Q3 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1.03K- 1.63% |
$202K - $224K
|
62.2K
$11.2M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-2- 16.67% |
$392 - $436
|
10
$1.81K
|
|
|
Oct 28, 2025
Q3 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
1.02KNew |
$199K - $221K
|
1.02K
$184K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-278- 2.61% |
$54.5K - $60.6K
|
10.4K
$1.87M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.77K- 40.02% |
$348K - $386K
|
2.66K
$481K
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
272+ 0.24% |
$53.4K - $59.2K
|
116K
$20.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.05KNew |
$205K - $228K
|
1.05K
$189K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-723- 3.04% |
$142K - $157K
|
23.1K
$4.18M
|
|
|
Oct 28, 2025
Q3 2025
|
Ycg, LLC
|
BUY
|
- |
12.4K+ 5.77% |
$2.44M - $2.71M
|
228K
$41.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
163+ 1.24% |
$32K - $35.5K
|
13.3K
$2.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-5- 1.51% |
$981 - $1.09K
|
327
$59.1K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-69- 14.5% |
$13.5K - $15K
|
407
$73.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
22+ 0.44% |
$4.32K - $4.79K
|
5K
$905K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
683+ 35.22% |
$134K - $149K
|
2.62K
$474K
|
|