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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
8.13KNew |
$1.7M - $1.98M
|
8.13K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
7.25KNew |
$1.51M - $1.77M
|
7.25K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-2.93K- 14.21% |
$610K - $714K
|
17.7K
$3.19M
|
|
|
May 14, 2025
Q1 2025
|
Oribel Capital Management, LP
New York, NY |
BUY
|
- |
36.9KNew |
$7.69M - $9M
|
36.9K
$6.67M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
37KNew |
$7.71M - $9.03M
|
37K
$6.69M
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
956New |
$199K - $233K
|
956
$173K
|
|
|
May 14, 2025
Q1 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
CALL |
2KNew |
$417K - $488K
|
2K
$362K
|
|
|
May 13, 2025
Q1 2025
|
Lgt Group Foundation
|
SELL
|
- |
-893- 26.53% |
$186K - $218K
|
2.47K
$447K
|
|
|
May 13, 2025
Q1 2025
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
99.3KNew |
$20.7M - $24.2M
|
99.3K
$18M
|
|
|
May 13, 2025
Q1 2025
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
900New |
$188K - $220K
|
900
$163K
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
114New |
$23.8K - $27.8K
|
114
$20.6K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
10+ 0.21% |
$2.08K - $2.44K
|
4.68K
$846K
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
1.86KNew |
$388K - $454K
|
1.86K
$336K
|
|
|
May 13, 2025
Q1 2025
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
BUY
|
- |
2.06K+ 5.79% |
$430K - $503K
|
37.7K
$6.82M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
48New |
$10K - $11.7K
|
48
$8.68K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1.32KNew |
$274K - $321K
|
1.32K
$238K
|
|
|
May 12, 2025
Q1 2025
|
Alphinity Investment Management Pty LTD
|
SELL
|
- |
-1.6M- 65.91% |
$334M - $391M
|
828K
$150M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-7.22K- 15.52% |
$1.51M - $1.76M
|
39.3K
$7.11M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
847New |
$177K - $207K
|
847
$153K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
859New |
$179K - $210K
|
859
$155K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-16- 5.06% |
$3.34K - $3.9K
|
300
$54.3K
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-15- 0.26% |
$3.13K - $3.66K
|
5.66K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-17- 29.31% |
$3.54K - $4.15K
|
41
$7.42K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
428+ 74.83% |
$89.2K - $104K
|
1K
$181K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-42- 1.55% |
$8.76K - $10.2K
|
2.67K
$482K
|
|
|
May 09, 2025
Q1 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
833New |
$174K - $203K
|
833
$151K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
104New |
$21.7K - $25.4K
|
104
$18.8K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
244New |
$50.9K - $59.5K
|
244
$44.1K
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-353- 5.97% |
$73.6K - $86.1K
|
5.56K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
5.26KNew |
$1.1M - $1.28M
|
5.26K
$952K
|
|
|
May 08, 2025
Q1 2025
|
Tredje Ap Fonden
|
SELL
|
- |
-52.1K- 42.7% |
$10.9M - $12.7M
|
70K
$12.7M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-344- 18.01% |
$71.7K - $83.9K
|
1.57K
$283K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
32+ 3.37% |
$6.67K - $7.81K
|
981
$177K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
829New |
$173K - $202K
|
829
$150K
|
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-200- 17.95% |
$41.7K - $48.8K
|
914
$165K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-11- 10.89% |
$2.29K - $2.68K
|
90
$16.3K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
18.3KNew |
$3.82M - $4.47M
|
18.3K
$3.31M
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
1.05K+ 88.16% |
$219K - $256K
|
2.24K
$405K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
943New |
$197K - $230K
|
943
$171K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
877New |
$183K - $214K
|
877
$159K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
49+ 0.68% |
$10.2K - $12K
|
7.25K
$1.31M
|
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-334- 7.83% |
$69.6K - $81.5K
|
3.93K
$711K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
4New |
$834 - $976
|
4
$723
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
654+ 47.7% |
$136K - $160K
|
2.03K
$366K
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
167+ 14.2% |
$34.8K - $40.8K
|
1.34K
$243K
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-114- 5.53% |
$23.8K - $27.8K
|
1.95K
$352K
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
875New |
$182K - $214K
|
875
$158K
|
|
|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
SELL
|
- |
-100- 7.63% |
$20.8K - $24.4K
|
1.21K
$219K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1New |
$208 - $244
|
1
$181
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
851New |
$177K - $208K
|
851
$154K
|
|