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 09, 2025
Q3 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-28- 0.77% |
$5.49K - $6.1K
|
3.6K
$652K
|
|
|
Oct 09, 2025
Q3 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
842+ 2.02% |
$165K - $183K
|
42.6K
$7.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-24- 2.33% |
$4.71K - $5.23K
|
1.01K
$182K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
34+ 1.95% |
$6.67K - $7.41K
|
1.78K
$322K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1- 5.56% |
$196 - $218
|
17
$3.07K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-74.4K- 25.74% |
$14.6M - $16.2M
|
215K
$38.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
14+ 0.43% |
$2.75K - $3.05K
|
3.24K
$586K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.32K- 13.83% |
$259K - $288K
|
8.23K
$1.49M
|
|
|
Oct 09, 2025
Q3 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
9.32K+ 170.01% |
$1.83M - $2.03M
|
14.8K
$2.68M
|
|
|
Oct 09, 2025
Q3 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-3- 0.15% |
$588 - $653
|
2.04K
$369K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
203+ 23.88% |
$39.8K - $44.2K
|
1.05K
$190K
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.76KNew |
$541K - $601K
|
2.76K
$499K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
65+ 8.89% |
$12.7K - $14.2K
|
796
$144K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-168- 1.62% |
$33K - $36.6K
|
10.2K
$1.85M
|
|
|
Oct 09, 2025
Q3 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-138- 11.5% |
$27.1K - $30.1K
|
1.06K
$192K
|
|
|
Oct 08, 2025
Q3 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.42K+ 3.67% |
$868K - $963K
|
125K
$22.6M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
SELL
|
- |
-734- 9.49% |
$144K - $160K
|
7K
$1.27M
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-253- 50.4% |
$49.6K - $55.1K
|
249
$45K
|
|
|
Oct 08, 2025
Q3 2025
|
Bennett Selby Investments LP
|
SELL
|
- |
-56- 0.15% |
$11K - $12.2K
|
36.9K
$6.67M
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-30- 5.37% |
$5.88K - $6.53K
|
529
$95.7K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 2.49% |
$1.37K - $1.52K
|
288
$52.1K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
287+ 7.28% |
$56.3K - $62.5K
|
4.23K
$765K
|
|
|
Oct 08, 2025
Q3 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
5.21K+ 16.13% |
$1.02M - $1.13M
|
37.5K
$6.78M
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
295+ 22.5% |
$57.9K - $64.3K
|
1.61K
$290K
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-23- 53.49% |
$4.51K - $5.01K
|
20
$3.62K
|
|
|
Oct 07, 2025
Q3 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-102K- 71.86% |
$19.9M - $22.1M
|
39.8K
$7.19M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-20- 26.32% |
$3.92K - $4.36K
|
56
$10.1K
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-793K- 98.03% |
$156M - $173M
|
15.9K
$2.88M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-4- 0.08% |
$785 - $871
|
4.84K
$875K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-108- 6.98% |
$21.2K - $23.5K
|
1.44K
$260K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-6.48K- 94.41% |
$1.27M - $1.41M
|
384
$69.5K
|
|
|
Oct 07, 2025
Q3 2025
|
Norway Savings Bank
|
SELL
|
- |
-458- 6.65% |
$89.8K - $99.8K
|
6.43K
$1.16M
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-55- 1.72% |
$10.8K - $12K
|
3.15K
$569K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-33- 3.21% |
$6.47K - $7.19K
|
994
$180K
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-79- 1.29% |
$15.5K - $17.2K
|
6.04K
$1.09M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
79+ 5.49% |
$15.5K - $17.2K
|
1.52K
$275K
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
SELL
|
- |
-312- 19.8% |
$61.2K - $68K
|
1.26K
$229K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-72- 4.03% |
$14.1K - $15.7K
|
1.72K
$310K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.29K+ 32.11% |
$252K - $280K
|
5.29K
$957K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
23+ 0.34% |
$4.51K - $5.01K
|
6.71K
$1.21M
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
SELL
|
- |
-40- 0.88% |
$7.85K - $8.71K
|
4.53K
$819K
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
3+ 4.23% |
$588 - $653
|
74
$13.4K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
16New |
$3.14K - $3.49K
|
16
$2.89K
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
78+ 0.64% |
$15.3K - $17K
|
12.2K
$2.21M
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
382+ 11.87% |
$74.9K - $83.2K
|
3.6K
$651K
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
SELL
|
- |
-12.8K- 89.55% |
$2.5M - $2.78M
|
1.49K
$269K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-84- 13.04% |
$16.5K - $18.3K
|
560
$101K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
498+ 15.47% |
$97.7K - $108K
|
3.72K
$672K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-4- 0.3% |
$785 - $871
|
1.33K
$241K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.36K+ 44.17% |
$462K - $513K
|
7.69K
$1.39M
|
|