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 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.02K- 11.71% |
$214K - $236K
|
7.69K
$1.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-70- 6.74% |
$14.7K - $16.2K
|
968
$207K
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-199- 15.92% |
$41.8K - $46.1K
|
1.05K
$224K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2K+ 3.32% |
$421K - $464K
|
62.3K
$13.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
4.65KNew |
$978K - $1.08M
|
4.65K
$993K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-2K- 1.15% |
$421K - $464K
|
171K
$36.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
183New |
$38.5K - $42.4K
|
183
$39.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-1.64K- 3.46% |
$344K - $379K
|
45.6K
$9.72M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
91.9K+ 11.78% |
$19.3M - $21.3M
|
872K
$186M
|
|
|
Nov 01, 2024
Q3 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
325+ 0.26% |
$68.3K - $75.4K
|
125K
$26.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4+ 0.12% |
$841 - $927
|
3.23K
$689K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
16+ 0.35% |
$3.36K - $3.71K
|
4.61K
$983K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-60- 58.25% |
$12.6K - $13.9K
|
43
$9.18K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
950New |
$200K - $220K
|
950
$203K
|
|
|
Nov 01, 2024
Q3 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-2.06K- 12.4% |
$433K - $477K
|
14.5K
$3.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 4.07% |
$1.47K - $1.62K
|
179
$38.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.97K- 23.88% |
$414K - $456K
|
6.27K
$1.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-93- 14.46% |
$19.6K - $21.6K
|
550
$117K
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
32+ 0.51% |
$6.73K - $7.42K
|
6.3K
$1.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-16- 1.1% |
$3.36K - $3.71K
|
1.44K
$307K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.55K+ 12.85% |
$2.01M - $2.21M
|
83.9K
$17.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-679- 22.67% |
$143K - $157K
|
2.32K
$494K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-116- 18.77% |
$24.4K - $26.9K
|
502
$107K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
33+ 2.3% |
$6.94K - $7.65K
|
1.47K
$313K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-572- 7.39% |
$120K - $133K
|
7.17K
$1.53M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
44.3KNew |
$9.32M - $10.3M
|
44.3K
$9.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
15.3K+ 2.39% |
$3.21M - $3.54M
|
654K
$140M
|
|
|
Nov 01, 2024
Q3 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
16K+ 2.26% |
$3.36M - $3.71M
|
723K
$154M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
216+ 20.99% |
$45.4K - $50.1K
|
1.25K
$266K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
298+ 0.44% |
$62.7K - $69.1K
|
68.3K
$14.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2- 0.09% |
$421 - $464
|
2.26K
$482K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
146+ 6.81% |
$30.7K - $33.9K
|
2.29K
$489K
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-248- 1.09% |
$52.1K - $57.5K
|
22.5K
$4.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
1.04KNew |
$218K - $241K
|
1.04K
$222K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-38- 0.45% |
$7.99K - $8.81K
|
8.33K
$1.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
355+ 10.56% |
$74.6K - $82.3K
|
3.72K
$793K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-1.68K- 6.78% |
$353K - $390K
|
23.1K
$4.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.4K- 4.56% |
$295K - $326K
|
29.4K
$6.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
805+ 1.78% |
$169K - $187K
|
46.1K
$9.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-81- 5.93% |
$17K - $18.8K
|
1.29K
$274K
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
17.2KNew |
$3.62M - $3.99M
|
17.2K
$3.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
208+ 15.67% |
$43.7K - $48.2K
|
1.54K
$328K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-48- 1.87% |
$10.1K - $11.1K
|
2.53K
$539K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1K+ 100.0% |
$210K - $232K
|
2K
$427K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
453New |
$95.2K - $105K
|
453
$96.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
15+ 0.48% |
$3.15K - $3.48K
|
3.15K
$672K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-905- 1.39% |
$190K - $210K
|
64K
$13.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-65- 4.17% |
$13.7K - $15.1K
|
1.49K
$318K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
24.6K+ 3.02% |
$5.18M - $5.71M
|
840K
$179M
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-461- 1.84% |
$96.9K - $107K
|
24.5K
$5.24M
|