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 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-73- 9.52% |
$15.5K - $17.8K
|
694
$126K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-6- 2.32% |
$1.27K - $1.47K
|
253
$45.8K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
361+ 12.8% |
$76.6K - $88.2K
|
3.18K
$575K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
5New |
$1.06K - $1.22K
|
5
$904
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-2- 0.69% |
$424 - $489
|
286
$51.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-44- 3.58% |
$9.33K - $10.7K
|
1.19K
$214K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
334+ 35.99% |
$70.8K - $81.6K
|
1.26K
$228K
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-75- 1.2% |
$15.9K - $18.3K
|
6.16K
$1.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-14- 0.57% |
$2.97K - $3.42K
|
2.43K
$440K
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-677- 3.15% |
$144K - $165K
|
20.8K
$3.77M
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
1+ 0.03% |
$212 - $244
|
3.88K
$702K
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
10.9KNew |
$2.32M - $2.67M
|
10.9K
$1.98M
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-18- 0.18% |
$3.82K - $4.4K
|
10.2K
$1.85M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
160+ 8.7% |
$33.9K - $39.1K
|
2K
$362K
|
|
| Q1 2025 | |||||||
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-91- 8.43% |
$19K - $22.2K
|
989
$179K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.12KNew |
$441K - $517K
|
2.12K
$383K
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
269New |
$56.1K - $65.6K
|
269
$48.7K
|
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Sabic
|
SELL
|
- |
-1.5K- 15.0% |
$313K - $366K
|
8.5K
$1.54M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-92Closed |
$19.2K - $22.5K
|
0
$0
|
|
|
Jun 04, 2025
Q1 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
SELL
|
- |
-1.8KClosed |
$375K - $439K
|
0
$0
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
10New |
$2.08K - $2.44K
|
10
$1.81K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1- 12.5% |
$208 - $244
|
7
$1.27K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
310New |
$64.6K - $75.6K
|
310
$56.1K
|
|
|
May 15, 2025
Q1 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-250- 13.44% |
$52.1K - $61K
|
1.61K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
2.89K+ 166.36% |
$603K - $706K
|
4.63K
$838K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
700New |
$146K - $171K
|
700
$127K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
26+ 520.0% |
$5.42K - $6.34K
|
31
$5.61K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
PUT |
-800- 88.89% |
$167K - $195K
|
100
$18.1K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.06K+ 3.88% |
$429K - $503K
|
55.1K
$9.97M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
5.6KNew |
$1.17M - $1.37M
|
5.6K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
New Vernon Investment Management LLC
Highland Park, IL |
BUY
|
- |
9.91K+ 135.48% |
$2.07M - $2.42M
|
17.2K
$3.11M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
500+ 0.35% |
$104K - $122K
|
143K
$25.9M
|
|
|
May 15, 2025
Q1 2025
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
1K+ 30.3% |
$208K - $244K
|
4.3K
$778K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
193New |
$40.2K - $47.1K
|
193
$34.9K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.29KNew |
$476K - $558K
|
2.29K
$413K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
98.1KNew |
$20.5M - $23.9M
|
98.1K
$17.7M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-64- 3.75% |
$13.3K - $15.6K
|
1.64K
$297K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
854New |
$178K - $208K
|
854
$154K
|
|
|
May 15, 2025
Q1 2025
|
Teewinot Capital Advisers, L.L.C.
New York, NY |
BUY
|
- |
43.1K+ 21.89% |
$8.99M - $10.5M
|
240K
$43.4M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
4New |
$834 - $976
|
4
$723
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
24KNew |
$5M - $5.86M
|
24K
$4.34M
|
|
|
May 15, 2025
Q1 2025
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-5.42K- 85.8% |
$1.13M - $1.32M
|
897
$162K
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
87+ 8.65% |
$18.1K - $21.2K
|
1.09K
$198K
|
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
CALL |
100+ 12.5% |
$20.8K - $24.4K
|
900
$163K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
3.7K+ 154.17% |
$771K - $903K
|
6.1K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
BUY
|
- |
864New |
$180K - $211K
|
864
$156K
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
879New |
$183K - $215K
|
879
$159K
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
721+ 63.86% |
$150K - $176K
|
1.85K
$335K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
42+ 525.0% |
$8.76K - $10.2K
|
50
$9.04K
|
|