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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-848- 45.89% |
$180K - $207K
|
1K
$181K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
22New |
$4.67K - $5.37K
|
22
$3.98K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-10- 17.24% |
$2.12K - $2.44K
|
48
$8.68K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-15- 0.25% |
$3.18K - $3.66K
|
6.03K
$1.09M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.55K- 51.33% |
$753K - $867K
|
3.36K
$608K
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$212 - $244
|
5.72K
$1.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
87+ 10.34% |
$18.5K - $21.3K
|
928
$168K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
2.06KNew |
$437K - $503K
|
2.06K
$372K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
147+ 16.52% |
$31.2K - $35.9K
|
1.04K
$188K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
478+ 33.57% |
$101K - $117K
|
1.9K
$344K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-6- 37.5% |
$1.27K - $1.47K
|
10
$1.81K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-4- 4.21% |
$848 - $977
|
91
$16.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-17.4K- 68.42% |
$3.69M - $4.24M
|
8.02K
$1.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-43- 1.75% |
$9.12K - $10.5K
|
2.41K
$436K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
102New |
$21.6K - $24.9K
|
102
$18.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
4.55K+ 57.93% |
$964K - $1.11M
|
12.4K
$2.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
31.4K+ 47.04% |
$6.65M - $7.66M
|
98K
$17.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-10- 0.78% |
$2.12K - $2.44K
|
1.27K
$230K
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-311- 1.0% |
$66K - $76K
|
30.7K
$5.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-710- 63.96% |
$151K - $173K
|
400
$72.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.43% |
$424 - $489
|
469
$84.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
BUY
|
- |
103+ 114.44% |
$21.8K - $25.2K
|
193
$34.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
88+ 9.72% |
$18.7K - $21.5K
|
993
$180K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
108+ 10.29% |
$22.9K - $26.4K
|
1.16K
$209K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
38New |
$8.06K - $9.28K
|
38
$6.87K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
16+ 1.74% |
$3.39K - $3.91K
|
935
$169K
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
SELL
|
- |
-168- 1.45% |
$35.6K - $41K
|
11.5K
$2.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 5.88% |
$424 - $489
|
32
$5.79K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
609New |
$129K - $149K
|
609
$110K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-16- 1.59% |
$3.39K - $3.91K
|
990
$179K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
36+ 2.51% |
$7.64K - $8.79K
|
1.47K
$266K
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-2.16K- 8.47% |
$458K - $528K
|
23.3K
$4.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
1KNew |
$213K - $245K
|
1K
$182K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-50- 0.13% |
$10.6K - $12.2K
|
39.1K
$7.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-43- 4.16% |
$9.12K - $10.5K
|
990
$179K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-300- 12.79% |
$63.6K - $73.3K
|
2.05K
$370K
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
3+ 0.29% |
$636 - $733
|
1.03K
$187K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
485New |
$103K - $118K
|
485
$87.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
51+ 5.54% |
$10.8K - $12.5K
|
971
$176K
|
|
|
Jul 15, 2025
Q2 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
623+ 36.65% |
$132K - $152K
|
2.32K
$420K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
81+ 2.2% |
$17.2K - $19.8K
|
3.76K
$681K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-37- 2.2% |
$7.85K - $9.04K
|
1.64K
$297K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-19- 1.99% |
$4.03K - $4.64K
|
934
$169K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
14+ 1.46% |
$2.97K - $3.42K
|
971
$176K
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-20- 1.35% |
$4.24K - $4.89K
|
1.46K
$264K
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-97- 6.93% |
$20.6K - $23.7K
|
1.3K
$235K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12+ 20.69% |
$2.55K - $2.93K
|
70
$12.7K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
44+ 4.64% |
$9.33K - $10.7K
|
992
$179K
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
40New |
$8.48K - $9.77K
|
40
$7.23K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-80- 8.95% |
$17K - $19.5K
|
814
$147K
|
|