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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
194+ 16.75% |
$40.8K - $45K
|
1.35K
$289K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
33+ 3.43% |
$6.94K - $7.65K
|
996
$213K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
248+ 4.6% |
$52.1K - $57.5K
|
5.63K
$1.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.33K+ 0.68% |
$280K - $309K
|
198K
$42.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.78K- 4.35% |
$374K - $412K
|
39.1K
$8.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-261- 2.75% |
$54.9K - $60.5K
|
9.23K
$1.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
139New |
$29.2K - $32.2K
|
139
$29.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
101+ 7.88% |
$21.2K - $23.4K
|
1.38K
$295K
|
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
1.06K+ 4.47% |
$222K - $245K
|
24.7K
$5.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-3.8K- 1.95% |
$799K - $881K
|
191K
$40.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-377- 8.17% |
$79.3K - $87.4K
|
4.24K
$905K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-878- 1.23% |
$185K - $204K
|
70.2K
$15M
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-21- 5.92% |
$4.42K - $4.87K
|
334
$71.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
254+ 0.8% |
$53.4K - $58.9K
|
32K
$6.83M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
4.91K+ 4.89% |
$1.03M - $1.14M
|
105K
$22.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
998+ 16.94% |
$210K - $231K
|
6.89K
$1.47M
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
30+ 2.17% |
$6.31K - $6.96K
|
1.41K
$301K
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.25KNew |
$263K - $290K
|
1.25K
$267K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
15+ 1.37% |
$3.15K - $3.48K
|
1.11K
$237K
|
|
|
Oct 30, 2024
Q3 2024
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-11.1K- 4.84% |
$2.33M - $2.57M
|
218K
$46.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
136+ 0.36% |
$28.6K - $31.5K
|
38.2K
$8.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
111+ 5.17% |
$23.3K - $25.7K
|
2.26K
$482K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
17+ 94.44% |
$3.57K - $3.94K
|
35
$7.47K
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
970+ 2.64% |
$204K - $225K
|
37.7K
$8.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
7+ 0.46% |
$1.47K - $1.62K
|
1.54K
$328K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
38+ 3.17% |
$7.99K - $8.81K
|
1.24K
$264K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.68K- 1.65% |
$354K - $390K
|
100K
$21.4M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-776- 21.05% |
$163K - $180K
|
2.91K
$621K
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
2+ 0.12% |
$421 - $464
|
1.63K
$348K
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-254- 7.59% |
$53.4K - $58.9K
|
3.09K
$660K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
420New |
$88.3K - $97.4K
|
420
$89.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
3+ 2.91% |
$631 - $696
|
106
$22.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
165+ 3.24% |
$34.7K - $38.3K
|
5.26K
$1.12M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 9.38% |
$631 - $696
|
35
$7.47K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
163+ 4.65% |
$34.3K - $37.8K
|
3.67K
$783K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
5.52K+ 2.35% |
$1.16M - $1.28M
|
241K
$51.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-1.16K- 5.34% |
$244K - $269K
|
20.6K
$4.39M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
58+ 3.08% |
$12.2K - $13.4K
|
1.94K
$415K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-43- 2.15% |
$9.04K - $9.97K
|
1.96K
$418K
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
19.5K+ 1.2% |
$4.1M - $4.53M
|
1.65M
$352M
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-19- 0.28% |
$3.99K - $4.41K
|
6.67K
$1.42M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4+ 0.15% |
$841 - $927
|
2.68K
$571K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-2- 1.74% |
$421 - $464
|
113
$24.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
65+ 4.27% |
$13.7K - $15.1K
|
1.59K
$339K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
11+ 8.15% |
$2.31K - $2.55K
|
146
$31.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
53+ 5.13% |
$11.1K - $12.3K
|
1.09K
$232K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
8.98K+ 9.08% |
$1.89M - $2.08M
|
108K
$23M
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
SELL
|
- |
-94- 2.41% |
$19.8K - $21.8K
|
3.81K
$812K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.98K- 1.72% |
$626K - $690K
|
170K
$36.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
29+ 1.12% |
$6.1K - $6.72K
|
2.63K
$561K
|