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 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 2.94% |
$212 - $244
|
35
$6.33K
|
|
|
Aug 05, 2025
Q2 2025
|
Torray LLC
|
SELL
|
- |
-800- 1.13% |
$170K - $195K
|
70K
$12.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
179New |
$38K - $43.7K
|
179
$32.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.15KNew |
$244K - $281K
|
1.15K
$208K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
35+ 3.42% |
$7.42K - $8.55K
|
1.06K
$192K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
77+ 47.24% |
$16.3K - $18.8K
|
240
$43.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Dillon & Associates Inc
|
BUY
|
- |
17+ 0.94% |
$3.61K - $4.15K
|
1.82K
$329K
|
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
464+ 4.54% |
$98.4K - $113K
|
10.7K
$1.93M
|
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
2.34KNew |
$496K - $572K
|
2.34K
$423K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
188+ 26.29% |
$39.9K - $45.9K
|
903
$163K
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-162- 13.02% |
$34.4K - $39.6K
|
1.08K
$196K
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-10- 0.63% |
$2.12K - $2.44K
|
1.58K
$286K
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-1.4K- 41.09% |
$296K - $341K
|
2K
$362K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
47+ 4.92% |
$9.97K - $11.5K
|
1K
$181K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
221+ 7.63% |
$46.9K - $54K
|
3.12K
$564K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.06KNew |
$226K - $260K
|
1.06K
$192K
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-354- 2.07% |
$75.1K - $86.5K
|
16.8K
$3.03M
|
|
|
Aug 01, 2025
Q2 2025
|
Cryder Capital Partners LLP
|
BUY
|
- |
361KNew |
$76.5M - $88.1M
|
361K
$65.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-298- 98.68% |
$63.2K - $72.8K
|
4
$723
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
5New |
$1.06K - $1.22K
|
5
$904
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-533- 35.94% |
$113K - $130K
|
950
$172K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
318+ 1.75% |
$67.4K - $77.7K
|
18.5K
$3.35M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
73+ 16.78% |
$15.5K - $17.8K
|
508
$91.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-27- 2.63% |
$5.73K - $6.6K
|
998
$181K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
3+ 7.89% |
$636 - $733
|
41
$7.42K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
15+ 1.88% |
$3.18K - $3.66K
|
815
$147K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
18K+ 1.53% |
$3.82M - $4.4M
|
1.19M
$216M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
984New |
$209K - $240K
|
984
$178K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
21New |
$4.45K - $5.13K
|
21
$3.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
55New |
$11.7K - $13.4K
|
55
$9.95K
|
|
|
Jul 30, 2025
Q2 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
2.16KNew |
$459K - $529K
|
2.16K
$391K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
108+ 5.15% |
$22.9K - $26.4K
|
2.2K
$399K
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-100- 2.95% |
$21.2K - $24.4K
|
3.29K
$594K
|
|
|
Jul 30, 2025
Q2 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
2.61KNew |
$554K - $639K
|
2.61K
$473K
|
|
|
Jul 30, 2025
Q2 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-116- 10.62% |
$24.6K - $28.3K
|
976
$177K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
746+ 13.64% |
$158K - $182K
|
6.22K
$1.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.69KNew |
$782K - $901K
|
3.69K
$667K
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-272- 1.57% |
$57.7K - $66.4K
|
17K
$3.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
204+ 12.92% |
$43.3K - $49.8K
|
1.78K
$322K
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
22+ 1.12% |
$4.67K - $5.37K
|
1.98K
$358K
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-206- 18.8% |
$43.7K - $50.3K
|
890
$161K
|
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
201+ 16.48% |
$42.6K - $49.1K
|
1.42K
$257K
|
|
|
Jul 29, 2025
Q2 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
89+ 8.25% |
$18.9K - $21.7K
|
1.17K
$211K
|
|
|
Jul 29, 2025
Q2 2025
|
Parthenon LLC
|
BUY
|
- |
56+ 4.62% |
$11.9K - $13.7K
|
1.27K
$230K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-10- 11.11% |
$2.12K - $2.44K
|
80
$14.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
3+ 0.31% |
$636 - $733
|
965
$175K
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
477+ 3.64% |
$101K - $117K
|
13.6K
$2.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
4.98KNew |
$1.06M - $1.22M
|
4.98K
$901K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.1% |
$212 - $244
|
1.02K
$184K
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-21- 1.95% |
$4.45K - $5.13K
|
1.06K
$191K
|
|