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 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
25.2K+ 72.99% |
$5.3M - $5.85M
|
59.8K
$12.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
13.5K+ 9.83% |
$2.84M - $3.13M
|
151K
$32.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
114+ 4.32% |
$24K - $26.4K
|
2.75K
$587K
|
|
|
Oct 24, 2024
Q3 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
3.99KNew |
$840K - $926K
|
3.99K
$853K
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.36% |
$1.26K - $1.39K
|
1.64K
$350K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-25K- 23.99% |
$5.26M - $5.8M
|
79.3K
$16.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-34- 1.82% |
$7.15K - $7.88K
|
1.84K
$393K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-10- 0.48% |
$2.1K - $2.32K
|
2.07K
$441K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-2.99K- 0.25% |
$628K - $693K
|
1.19M
$255M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
258+ 13.22% |
$54.2K - $59.8K
|
2.21K
$472K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
67+ 1340.0% |
$14.1K - $15.5K
|
72
$15.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-12.6K- 4.87% |
$2.64M - $2.91M
|
245K
$52.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
10+ 0.58% |
$2.1K - $2.32K
|
1.75K
$373K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.52K- 50.95% |
$741K - $817K
|
3.39K
$724K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
2.56K+ 4.09% |
$537K - $592K
|
65K
$13.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 0.4% |
$210 - $232
|
254
$54.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
10+ 0.63% |
$2.1K - $2.32K
|
1.59K
$339K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
179+ 5.24% |
$37.6K - $41.5K
|
3.59K
$767K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
22.7K+ 14.53% |
$4.77M - $5.26M
|
179K
$38.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
257+ 16.13% |
$54K - $59.6K
|
1.85K
$395K
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
350+ 15.56% |
$73.6K - $81.2K
|
2.6K
$555K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
7+ 0.12% |
$1.47K - $1.62K
|
6.08K
$1.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
14+ 1.0% |
$2.94K - $3.25K
|
1.41K
$301K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-21- 4.3% |
$4.42K - $4.87K
|
467
$99.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
135+ 0.44% |
$28.4K - $31.3K
|
30.8K
$6.58M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-7- 0.64% |
$1.47K - $1.62K
|
1.08K
$231K
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
124+ 9.95% |
$26.1K - $28.8K
|
1.37K
$292K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
5+ 1.85% |
$1.05K - $1.16K
|
275
$58.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-161- 3.83% |
$33.9K - $37.3K
|
4.04K
$863K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-30- 2.98% |
$6.31K - $6.96K
|
977
$209K
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-214- 6.71% |
$45K - $49.6K
|
2.98K
$635K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
2+ 5.88% |
$421 - $464
|
36
$7.68K
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
BUY
|
- |
20K+ 3.1% |
$4.2M - $4.63M
|
665K
$142M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-628- 8.0% |
$132K - $146K
|
7.22K
$1.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5+ 0.52% |
$1.05K - $1.16K
|
967
$206K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-401- 8.05% |
$84.3K - $93K
|
4.58K
$978K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-228- 4.55% |
$47.9K - $52.9K
|
4.79K
$1.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
45+ 18.75% |
$9.46K - $10.4K
|
285
$60.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-194- 4.45% |
$40.8K - $45K
|
4.16K
$889K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-45- 1.18% |
$9.46K - $10.4K
|
3.78K
$808K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
61+ 210.34% |
$12.8K - $14.1K
|
90
$19.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-678K- 97.84% |
$143M - $157M
|
14.9K
$3.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
13.4K+ 38.14% |
$2.81M - $3.1M
|
48.5K
$10.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2.71K- 3.2% |
$570K - $628K
|
81.9K
$17.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.59K+ 6.66% |
$333K - $368K
|
25.4K
$5.43M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
94+ 5.79% |
$19.8K - $21.8K
|
1.72K
$367K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.72% |
$42.1K - $46.4K
|
27.7K
$5.91M
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.15K- 5.41% |
$242K - $267K
|
20.1K
$4.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-236- 0.39% |
$49.6K - $54.7K
|
60.3K
$12.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.46K+ 72.73% |
$727K - $802K
|
8.22K
$1.75M
|