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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
2.57MNew |
$544M - $627M
|
2.57M
$464M
|
|
|
Aug 12, 2025
Q2 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
364+ 25.94% |
$77.2K - $88.9K
|
1.77K
$320K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1+ 0.3% |
$212 - $244
|
330
$59.7K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
SELL
|
- |
-18- 1.46% |
$3.82K - $4.4K
|
1.21K
$219K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
36New |
$7.64K - $8.79K
|
36
$6.51K
|
|
|
Aug 12, 2025
Q2 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
SELL
|
- |
-2K- 45.45% |
$424K - $489K
|
2.4K
$434K
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
51.1KNew |
$10.8M - $12.5M
|
51.1K
$9.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-67- 26.91% |
$14.2K - $16.4K
|
182
$32.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
18+ 1.22% |
$3.82K - $4.4K
|
1.5K
$271K
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
987New |
$209K - $241K
|
987
$179K
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-216- 3.06% |
$45.8K - $52.8K
|
6.84K
$1.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
35.9KNew |
$7.62M - $8.77M
|
35.9K
$6.5M
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-168- 12.13% |
$35.6K - $41K
|
1.22K
$220K
|
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
23+ 0.36% |
$4.88K - $5.62K
|
6.47K
$1.17M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
117+ 13.27% |
$24.8K - $28.6K
|
999
$181K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
32New |
$6.79K - $7.82K
|
32
$5.79K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-2.23K- 2.25% |
$473K - $545K
|
96.8K
$17.5M
|
|
|
Aug 08, 2025
Q2 2025
|
M&G PLC
London, X0 |
BUY
|
- |
3.07K+ 12.52% |
$651K - $749K
|
27.6K
$4.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-60- 0.9% |
$12.7K - $14.7K
|
6.62K
$1.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
1.24KNew |
$263K - $302K
|
1.24K
$224K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-115- 5.29% |
$24.4K - $28.1K
|
2.06K
$372K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-7- 0.67% |
$1.48K - $1.71K
|
1.04K
$188K
|
|
|
Aug 08, 2025
Q2 2025
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
1.3KNew |
$276K - $318K
|
1.3K
$235K
|
|
|
Aug 08, 2025
Q2 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
8.62K+ 21.46% |
$1.83M - $2.11M
|
48.8K
$8.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
269+ 29.79% |
$57.1K - $65.7K
|
1.17K
$212K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
428+ 1.46% |
$90.8K - $105K
|
29.7K
$5.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
18.5K+ 70.34% |
$3.92M - $4.52M
|
44.8K
$8.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
13New |
$2.76K - $3.18K
|
13
$2.35K
|
|
|
Aug 07, 2025
Q2 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
SELL
|
- |
-160- 1.33% |
$33.9K - $39.1K
|
11.9K
$2.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-196- 12.99% |
$41.6K - $47.9K
|
1.31K
$237K
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
919New |
$195K - $224K
|
919
$166K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-1- 16.67% |
$212 - $244
|
5
$904
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
7.8K+ 6.74% |
$1.65M - $1.91M
|
124K
$22.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
76+ 44.44% |
$16.1K - $18.6K
|
247
$44.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-13- 30.23% |
$2.76K - $3.18K
|
30
$5.43K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
CALL |
-10.8K- 64.29% |
$2.29M - $2.64M
|
6K
$1.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
7New |
$1.48K - $1.71K
|
7
$1.27K
|
|
|
Aug 07, 2025
Q2 2025
|
E Cio, Inc.
Madison, WI |
SELL
|
- |
-7- 0.67% |
$1.48K - $1.71K
|
1.04K
$189K
|
|
|
Aug 06, 2025
Q2 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-1- 0.05% |
$212 - $244
|
1.82K
$329K
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-6- 0.1% |
$1.27K - $1.47K
|
6.05K
$1.09M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-1.07K- 53.12% |
$227K - $262K
|
946
$171K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-9- 5.81% |
$1.91K - $2.2K
|
146
$26.4K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
60+ 6.09% |
$12.7K - $14.7K
|
1.05K
$189K
|
|
|
Aug 06, 2025
Q2 2025
|
Smart Money Group LLC
|
BUY
|
- |
5+ 0.41% |
$1.06K - $1.22K
|
1.23K
$223K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
SELL
|
- |
-125- 29.07% |
$26.5K - $30.5K
|
305
$55.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
1.1KNew |
$233K - $269K
|
1.1K
$199K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-7- 28.0% |
$1.48K - $1.71K
|
18
$3.26K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-7- 28.0% |
$1.48K - $1.71K
|
18
$3.26K
|
|
|
Aug 05, 2025
Q2 2025
|
Core Alternative Capital
|
SELL
|
- |
-2.02K- 99.02% |
$428K - $493K
|
20
$3.62K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-10- 7.58% |
$2.12K - $2.44K
|
122
$22.1K
|
|