Latest Institutional Purchases of Marsh & Mclennan Companies, Inc. (MMC)
This list provides information on the latest institutional transactions involving Marsh & Mclennan Companies, Inc. (MMC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2021
Q2 2021
|
Easterly Investment Partners LLC
|
BUY
|
- |
68.9KNew |
$8.48M - $9.71M
|
68.9K
$15.1M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
8.16KNew |
$1M - $1.15M
|
8.16K
$1.79M
|
|
|
Jul 27, 2021
Q2 2021
|
Regents Of The University Of California
|
BUY
|
- |
5.2KNew |
$640K - $733K
|
5.2K
$1.14M
|
|
|
Jul 13, 2021
Q2 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.24KNew |
$399K - $457K
|
3.24K
$711K
|
|
|
Aug 16, 2021
Q2 2021
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
BUY
|
- |
2K+ 20.0% |
$246K - $282K
|
12K
$2.63M
|
|
|
Dec 28, 2021
Q2 2021
|
Jordan Park Group LLC
|
BUY
|
- |
1.31K+ 46.59% |
$161K - $184K
|
4.11K
$900K
|
|
|
Jul 16, 2021
Q2 2021
|
American Research & Management Co.
|
BUY
|
- |
916New |
$113K - $129K
|
916
$201K
|
|
|
Aug 02, 2021
Q2 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
74New |
$9.11K - $10.4K
|
74
$16.2K
|
|
|
Aug 02, 2021
Q2 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.65% |
$246 - $282
|
308
$67.5K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
900New |
$96.8K - $110K
|
900
$197K
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
893New |
$96.1K - $109K
|
893
$196K
|
|
|
May 13, 2021
Q1 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
765New |
$82.3K - $93.2K
|
765
$168K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.73KNew |
$178K - $205K
|
1.73K
$378K
|
|
|
Jan 26, 2021
Q4 2020
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
100+ 28.57% |
$10.3K - $11.9K
|
450
$98.6K
|
|
|
Feb 03, 2021
Q4 2020
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
96New |
$9.88K - $11.4K
|
96
$21K
|
|
|
Feb 16, 2021
Q4 2020
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
17New |
$1.75K - $2.02K
|
17
$3.72K
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
CALL |
51.6KNew |
$4.12M - $5.75M
|
51.6K
$11.3M
|
|
|
Dec 16, 2020
Q2 2020
|
S&Co Inc
Boston, MA |
BUY
|
- |
2KNew |
$160K - $223K
|
2K
$438K
|
|
|
Aug 13, 2020
Q2 2020
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2KNew |
$160K - $223K
|
2K
$438K
|
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
PUT |
8+ 15.09% |
$639 - $892
|
61
$13.4K
|
|
| Q1 2020 | |||||||
|
Apr 22, 2020
Q1 2020
|
Hanseatic Management Services Inc
|
BUY
|
- |
2.66KNew |
$204K - $318K
|
2.66K
$584K
|
|
| Q4 2019 | |||||||
|
Feb 06, 2020
Q4 2019
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
3.5KNew |
$333K - $393K
|
3.5K
$767K
|
|
|
Jan 14, 2020
Q4 2019
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
142New |
$13.5K - $15.9K
|
142
$31.1K
|
|
| Q3 2019 | |||||||
|
Oct 17, 2019
Q3 2019
|
Cohen Klingenstein LLC
|
BUY
|
- |
10KNew |
$957K - $1.03M
|
10K
$2.19M
|
|
|
Oct 22, 2019
Q3 2019
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
1.6KNew |
$153K - $165K
|
1.6K
$351K
|
|
| Q2 2019 | |||||||
|
Aug 27, 2019
Q2 2019
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
20.8KNew |
$1.93M - $2.08M
|
20.8K
$4.57M
|
|
| Q1 2019 | |||||||
|
Apr 24, 2019
Q1 2019
|
Domani Wealth, LLC
|
BUY
|
- |
3.34KNew |
$261K - $314K
|
3.34K
$732K
|
|
|
May 06, 2019
Q1 2019
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1.88KNew |
$147K - $177K
|
1.88K
$412K
|
|
|
May 15, 2019
Q1 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
PUT |
1.4KNew |
$109K - $131K
|
1.4K
$307K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.22KNew |
$394K - $465K
|
5.22K
$1.14M
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
36.6KNew |
$3.01M - $3.21M
|
36.6K
$8.02M
|
|
|
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
65+ 0.07% |
$5.35K - $5.7K
|
99.3K
$21.8M
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
CALL |
47.2KNew |
$3.74M - $4.05M
|
47.2K
$10.3M
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
220New |
$17.7K - $18.9K
|
220
$48.2K
|
|
| Q3 2017 | |||||||
|
Oct 31, 2017
Q3 2017
|
C.V. Starr & Co., Inc. Trust
New York, NY |
BUY
|
- |
60KNew |
$4.61M - $5.05M
|
60K
$13.1M
|
|
|
Oct 26, 2017
Q3 2017
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.96KNew |
$151K - $165K
|
1.96K
$429K
|
|
| Q2 2017 | |||||||
|
Aug 14, 2017
Q2 2017
|
Credit Agricole S A
|
BUY
|
CALL |
0New |
N/A
|
0
$0
|
|