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 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-244- 14.24% |
$47.9K - $53.2K
|
1.47K
$266K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-11- 1.81% |
$2.16K - $2.4K
|
597
$108K
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
91+ 1.67% |
$17.8K - $19.8K
|
5.55K
$1M
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
2+ 20.0% |
$392 - $436
|
12
$2.17K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
SELL
|
- |
-114- 28.64% |
$22.4K - $24.8K
|
284
$51.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-21- 1.02% |
$4.12K - $4.57K
|
2.03K
$367K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-524- 14.51% |
$103K - $114K
|
3.09K
$559K
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
4.24KNew |
$831K - $923K
|
4.24K
$767K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
54+ 1.21% |
$10.6K - $11.8K
|
4.51K
$816K
|
|
|
Oct 22, 2025
Q3 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-214- 1.57% |
$42K - $46.6K
|
13.4K
$2.43M
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-412K- 21.83% |
$80.9M - $89.8M
|
1.48M
$267M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
196+ 10.62% |
$38.4K - $42.7K
|
2.04K
$369K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
449+ 6.79% |
$88.1K - $97.8K
|
7.07K
$1.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
263+ 9.39% |
$51.6K - $57.3K
|
3.06K
$554K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.35K- 80.5% |
$266K - $295K
|
328
$59.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-122- 5.12% |
$23.9K - $26.6K
|
2.26K
$409K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-671- 7.06% |
$132K - $146K
|
8.84K
$1.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-90- 1.85% |
$17.7K - $19.6K
|
4.76K
$862K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 16.67% |
$588 - $653
|
21
$3.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.77% |
$39.2K - $43.6K
|
25.8K
$4.67M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-503- 8.84% |
$98.7K - $110K
|
5.19K
$938K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-46- 15.28% |
$9.02K - $10K
|
255
$46.1K
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.25% |
$196 - $218
|
408
$73.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
43+ 1.04% |
$8.43K - $9.37K
|
4.16K
$752K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-12.1K- 3.81% |
$2.38M - $2.64M
|
306K
$55.3M
|
|
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
2.21KNew |
$433K - $481K
|
2.21K
$399K
|
|
|
Oct 21, 2025
Q3 2025
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-2.04K- 64.57% |
$400K - $444K
|
1.12K
$202K
|
|
|
Oct 21, 2025
Q3 2025
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-1.18M- 46.72% |
$232M - $257M
|
1.35M
$244M
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
10+ 111.11% |
$1.96K - $2.18K
|
19
$3.44K
|
|
|
Oct 21, 2025
Q3 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
73.1K+ 32.06% |
$14.3M - $15.9M
|
301K
$54.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-1.17K- 2.01% |
$229K - $254K
|
56.9K
$10.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
58.4K+ 26.53% |
$11.5M - $12.7M
|
279K
$50.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
862+ 26.11% |
$169K - $188K
|
4.16K
$753K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
460+ 1243.24% |
$90.2K - $100K
|
497
$89.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.01KNew |
$198K - $220K
|
1.01K
$183K
|
|
|
Oct 21, 2025
Q3 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-65- 1.96% |
$12.7K - $14.2K
|
3.26K
$589K
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.39K- 52.6% |
$272K - $302K
|
1.25K
$226K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.12KNew |
$220K - $244K
|
1.12K
$203K
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
249+ 6.37% |
$48.8K - $54.2K
|
4.16K
$752K
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-663- 8.96% |
$130K - $144K
|
6.74K
$1.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
38+ 1.4% |
$7.45K - $8.28K
|
2.76K
$499K
|
|
|
Oct 21, 2025
Q3 2025
|
Suncoast Equity Management
|
SELL
|
- |
-257- 1.28% |
$50.4K - $56K
|
19.8K
$3.59M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
1+ 0.53% |
$196 - $218
|
188
$34K
|
|
|
Oct 21, 2025
Q3 2025
|
Gam Holding Ag
|
BUY
|
- |
2.21KNew |
$434K - $482K
|
2.21K
$400K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
69+ 530.77% |
$13.5K - $15K
|
82
$14.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-266- 21.04% |
$52.2K - $57.9K
|
998
$181K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-518- 11.05% |
$102K - $113K
|
4.17K
$754K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.83K+ 18.08% |
$358K - $398K
|
11.9K
$2.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
46.1KNew |
$9.05M - $10M
|
46.1K
$8.34M
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-400- 1.97% |
$78.5K - $87.1K
|
19.9K
$3.6M
|
|