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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
123K+ 5.01% |
$25.8M - $28.4M
|
2.57M
$550M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
479+ 12.35% |
$101K - $111K
|
4.36K
$933K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
334+ 10.22% |
$70.2K - $77.4K
|
3.6K
$772K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.95K- 89.81% |
$1.25M - $1.38M
|
675
$145K
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
16.9KNew |
$3.56M - $3.92M
|
16.9K
$3.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
32.3K+ 32.85% |
$6.79M - $7.49M
|
131K
$28M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
35.1K+ 423.59% |
$7.37M - $8.13M
|
43.3K
$9.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-540- 16.95% |
$114K - $125K
|
2.65K
$567K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.02K+ 7.31% |
$214K - $236K
|
14.9K
$3.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
335+ 31.37% |
$70.4K - $77.7K
|
1.4K
$301K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
117+ 0.41% |
$24.6K - $27.1K
|
28.8K
$6.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
431+ 1.7% |
$90.6K - $99.9K
|
25.8K
$5.54M
|
|
|
Nov 12, 2024
Q3 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
13.9KNew |
$2.93M - $3.23M
|
13.9K
$2.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
447+ 0.8% |
$94K - $104K
|
56.2K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
SELL
|
- |
-1.03K- 0.72% |
$216K - $238K
|
142K
$30.3M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
121+ 4.07% |
$25.4K - $28.1K
|
3.09K
$663K
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
913New |
$192K - $212K
|
913
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
86.6K+ 4.7% |
$18.2M - $20.1M
|
1.93M
$413M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-4.32K- 1.57% |
$907K - $1M
|
271K
$58.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-79.7K- 87.81% |
$16.8M - $18.5M
|
11.1K
$2.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-68.4K- 52.34% |
$14.4M - $15.9M
|
62.3K
$13.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
50.2K+ 163.27% |
$10.6M - $11.6M
|
81K
$17.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
43+ 0.48% |
$9.04K - $9.97K
|
9.03K
$1.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
33+ 4.13% |
$6.94K - $7.65K
|
833
$178K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-35- 2.97% |
$7.36K - $8.12K
|
1.14K
$245K
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
4.42K+ 24.76% |
$928K - $1.02M
|
22.3K
$4.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.56K+ 9.55% |
$1.59M - $1.75M
|
86.7K
$18.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
66+ 0.32% |
$13.9K - $15.3K
|
20.5K
$4.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
111+ 8.72% |
$23.3K - $25.7K
|
1.38K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
635+ 51.29% |
$134K - $147K
|
1.87K
$401K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
510K+ 43.98% |
$107M - $118M
|
1.67M
$358M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-413- 26.31% |
$86.8K - $95.8K
|
1.16K
$248K
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-48- 2.73% |
$10.1K - $11.1K
|
1.71K
$366K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-46.7K- 4.58% |
$9.82M - $10.8M
|
973K
$208M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.6K- 15.18% |
$547K - $603K
|
14.5K
$3.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
SELL
|
- |
-1.92K- 0.43% |
$403K - $444K
|
441K
$94.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
744+ 4.5% |
$156K - $173K
|
17.3K
$3.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
8.01KNew |
$1.68M - $1.86M
|
8.01K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
2.27KNew |
$476K - $525K
|
2.27K
$485K
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.27K+ 2.35% |
$267K - $295K
|
55.4K
$11.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
5.95KNew |
$1.25M - $1.38M
|
5.95K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
15KNew |
$3.16M - $3.48M
|
15K
$3.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-105- 1.08% |
$22.1K - $24.3K
|
9.57K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
4+ 2.5% |
$841 - $927
|
164
$35.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
585+ 5.27% |
$123K - $136K
|
11.7K
$2.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-620- 14.34% |
$130K - $144K
|
3.7K
$793K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
30+ 1.29% |
$6.31K - $6.96K
|
2.35K
$503K
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.58K+ 8.03% |
$332K - $366K
|
21.3K
$4.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
94.5K+ 28.86% |
$19.9M - $21.9M
|
422K
$90.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
6.47K+ 12.02% |
$1.36M - $1.5M
|
60.3K
$12.9M
|