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 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-65- 4.53% |
$12.7K - $14.2K
|
1.37K
$248K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-347- 5.28% |
$68.1K - $75.6K
|
6.23K
$1.13M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2New |
$392 - $436
|
2
$362
|
|
|
Oct 01, 2025
Q3 2025
|
Everence Capital Management Inc
|
BUY
|
- |
3.69K+ 29.22% |
$724K - $804K
|
16.3K
$2.95M
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
42.2K+ 12.67% |
$8.94M - $10.3M
|
375K
$67.8M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
176K+ 6.65% |
$37.3M - $43M
|
2.82M
$510M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.74K- 23.14% |
$369K - $425K
|
5.77K
$1.04M
|
|
|
Nov 07, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
1.23KNew |
$261K - $300K
|
1.23K
$222K
|
|
|
Nov 06, 2025
Q2 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
57+ 4.74% |
$12.1K - $13.9K
|
1.26K
$228K
|
|
|
Oct 24, 2025
Q2 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
130New |
$27.6K - $31.8K
|
130
$23.5K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-4- 0.08% |
$848 - $977
|
4.95K
$895K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-11.3K- 17.57% |
$2.41M - $2.77M
|
53.2K
$9.63M
|
|
|
Sep 08, 2025
Q2 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
935New |
$198K - $228K
|
935
$169K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
25New |
$5.3K - $6.11K
|
25
$4.52K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
11New |
$2.33K - $2.69K
|
11
$1.99K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
35+ 29.41% |
$7.42K - $8.55K
|
154
$27.9K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
148New |
$31.4K - $36.2K
|
148
$26.8K
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
209+ 70.37% |
$44.3K - $51.1K
|
506
$91.5K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
12+ 2.32% |
$2.55K - $2.93K
|
529
$95.7K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
796+ 1007.59% |
$169K - $194K
|
875
$158K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-58- 5.05% |
$12.3K - $14.2K
|
1.09K
$197K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1+ 12.5% |
$212 - $244
|
9
$1.63K
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
71+ 21.26% |
$15.1K - $17.3K
|
405
$73.3K
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-59- 1.14% |
$12.5K - $14.4K
|
5.11K
$924K
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-136- 18.11% |
$28.8K - $33.2K
|
615
$111K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-152- 1.62% |
$32.2K - $37.1K
|
9.23K
$1.67M
|
|
|
Aug 15, 2025
Q2 2025
|
Wellington Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
2.76KNew |
$585K - $674K
|
2.76K
$499K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
106New |
$22.5K - $25.9K
|
106
$19.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-7.84K- 3.97% |
$1.66M - $1.92M
|
190K
$34.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
1.8KNew |
$382K - $440K
|
1.8K
$326K
|
|
|
Aug 14, 2025
Q2 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
PUT |
12.3K+ 683.33% |
$2.61M - $3M
|
14.1K
$2.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
36K+ 4.12% |
$7.64M - $8.79M
|
910K
$165M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-74- 6.86% |
$15.7K - $18.1K
|
1.01K
$182K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
296+ 9.83% |
$62.8K - $72.3K
|
3.31K
$598K
|
|
|
Aug 14, 2025
Q2 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
9.65KNew |
$2.05M - $2.36M
|
9.65K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-25.2K- 93.1% |
$5.35M - $6.16M
|
1.87K
$338K
|
|
|
Aug 14, 2025
Q2 2025
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-100- 3.08% |
$21.2K - $24.4K
|
3.15K
$570K
|
|
|
Aug 14, 2025
Q2 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-50- 4.45% |
$10.6K - $12.2K
|
1.07K
$194K
|
|
|
Aug 14, 2025
Q2 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-66.8K- 10.02% |
$14.2M - $16.3M
|
600K
$109M
|
|
|
Aug 14, 2025
Q2 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
50+ 0.81% |
$10.6K - $12.2K
|
6.21K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
CALL |
3.9KNew |
$827K - $953K
|
3.9K
$705K
|
|
|
Aug 14, 2025
Q2 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
SELL
|
- |
-7.16K- 54.89% |
$1.52M - $1.75M
|
5.88K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
2.99KNew |
$635K - $731K
|
2.99K
$542K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
40.5KNew |
$8.59M - $9.89M
|
40.5K
$7.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcw Group Inc
|
BUY
|
- |
156+ 1.36% |
$33.1K - $38.1K
|
11.6K
$2.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Geneva Partners, LLC
|
SELL
|
- |
-16.7K- 87.4% |
$3.55M - $4.09M
|
2.41K
$436K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-23- 2.23% |
$4.88K - $5.62K
|
1.01K
$183K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
69+ 0.83% |
$14.6K - $16.9K
|
8.34K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
70+ 7.01% |
$14.8K - $17.1K
|
1.07K
$193K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-22.9K- 65.99% |
$4.86M - $5.6M
|
11.8K
$2.14M
|
|