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 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.06K+ 34.89% |
$209K - $232K
|
4.11K
$744K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-154- 0.05% |
$30.2K - $33.5K
|
342K
$61.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
9.14KNew |
$1.79M - $1.99M
|
9.14K
$1.65M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
53New |
$10.4K - $11.5K
|
53
$9.59K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
229+ 2.46% |
$44.9K - $49.9K
|
9.53K
$1.72M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.09K+ 26.84% |
$410K - $455K
|
9.88K
$1.79M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-214- 65.44% |
$42K - $46.6K
|
113
$20.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
122New |
$23.9K - $26.6K
|
122
$22.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.28K+ 59.85% |
$446K - $496K
|
6.08K
$1.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
43+ 1.41% |
$8.43K - $9.37K
|
3.09K
$559K
|
|
|
Oct 24, 2025
Q3 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-21- 3.61% |
$4.12K - $4.57K
|
561
$101K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
467+ 108.86% |
$91.6K - $102K
|
896
$162K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
79.3K+ 567.6% |
$15.5M - $17.3M
|
93.2K
$16.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.06K- 8.0% |
$405K - $450K
|
23.7K
$4.29M
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
3New |
$588 - $653
|
3
$543
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
1.1K+ 0.53% |
$216K - $240K
|
209K
$37.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.11K- 10.95% |
$414K - $460K
|
17.2K
$3.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
550+ 34.88% |
$108K - $120K
|
2.13K
$385K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
3.57K+ 10.05% |
$701K - $778K
|
39.1K
$7.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
33+ 0.96% |
$6.47K - $7.19K
|
3.45K
$625K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-90- 0.64% |
$17.7K - $19.6K
|
14K
$2.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
311+ 8.6% |
$61K - $67.7K
|
3.93K
$710K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
5.85K+ 185.84% |
$1.15M - $1.27M
|
9K
$1.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
14.7KNew |
$2.87M - $3.19M
|
14.7K
$2.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
54New |
$10.6K - $11.8K
|
54
$9.77K
|
|
|
Oct 23, 2025
Q3 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-304- 0.87% |
$59.6K - $66.2K
|
34.5K
$6.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
12.4K+ 2.91% |
$2.43M - $2.7M
|
439K
$79.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.51K+ 19.31% |
$885K - $983K
|
27.9K
$5.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.64K- 36.41% |
$517K - $574K
|
4.61K
$833K
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.11KNew |
$217K - $241K
|
1.11K
$200K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.27KNew |
$249K - $276K
|
1.27K
$230K
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-170- 3.0% |
$33.3K - $37K
|
5.49K
$993K
|
|
|
Oct 23, 2025
Q3 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
9.53KNew |
$1.87M - $2.07M
|
9.53K
$1.72M
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.83K+ 48.31% |
$359K - $399K
|
5.62K
$1.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-3.46K- 2.21% |
$678K - $753K
|
153K
$27.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
18+ 0.45% |
$3.53K - $3.92K
|
4.04K
$731K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-31- 9.45% |
$6.08K - $6.75K
|
297
$53.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-605- 3.25% |
$119K - $132K
|
18K
$3.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
42.5K+ 34.09% |
$8.34M - $9.26M
|
167K
$30.3M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.85K- 3.93% |
$559K - $620K
|
69.6K
$12.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
13.7K+ 32.17% |
$2.68M - $2.98M
|
56.2K
$10.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.02KNew |
$199K - $222K
|
1.02K
$184K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3+ 0.23% |
$588 - $653
|
1.32K
$238K
|
|
|
Oct 23, 2025
Q3 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
76+ 1.62% |
$14.9K - $16.6K
|
4.76K
$860K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
7.23K+ 3.24% |
$1.42M - $1.58M
|
230K
$41.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.84KNew |
$360K - $400K
|
1.84K
$332K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-47- 3.86% |
$9.22K - $10.2K
|
1.17K
$212K
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
SELL
|
- |
-104- 8.21% |
$20.4K - $22.7K
|
1.16K
$210K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-25.2K- 26.65% |
$4.95M - $5.5M
|
69.5K
$12.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-663- 3.88% |
$130K - $144K
|
16.4K
$2.97M
|
|