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 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4- 0.13% |
$841 - $927
|
3.19K
$681K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-204- 7.67% |
$42.9K - $47.3K
|
2.46K
$524K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.94KNew |
$408K - $450K
|
1.94K
$415K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
3.11K+ 2.03% |
$654K - $721K
|
156K
$33.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.04K+ 1.77% |
$219K - $242K
|
59.9K
$12.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
413+ 4.49% |
$86.8K - $95.8K
|
9.61K
$2.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
514+ 3.35% |
$108K - $119K
|
15.8K
$3.38M
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
25New |
$5.26K - $5.8K
|
25
$5.34K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13.4K+ 13.14% |
$2.82M - $3.11M
|
115K
$24.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-19- 0.12% |
$3.99K - $4.41K
|
15.7K
$3.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7- 0.44% |
$1.47K - $1.62K
|
1.6K
$342K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
226+ 17.59% |
$47.5K - $52.4K
|
1.51K
$323K
|
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-42- 1.65% |
$8.83K - $9.74K
|
2.5K
$533K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
296+ 10.35% |
$62.2K - $68.6K
|
3.16K
$674K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-24- 3.45% |
$5.05K - $5.56K
|
672
$143K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.12K- 39.62% |
$867K - $956K
|
6.28K
$1.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
158+ 7.62% |
$33.2K - $36.6K
|
2.23K
$476K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
380+ 10.85% |
$79.9K - $88.1K
|
3.88K
$828K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-325- 15.54% |
$68.3K - $75.4K
|
1.77K
$377K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
129+ 0.13% |
$27.1K - $29.9K
|
97.5K
$20.8M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-25- 3.12% |
$5.26K - $5.8K
|
777
$166K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.75K+ 0.84% |
$1.63M - $1.8M
|
933K
$199M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 13.64% |
$1.26K - $1.39K
|
50
$10.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.91K- 6.18% |
$821K - $905K
|
59.3K
$12.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
313+ 5.37% |
$65.8K - $72.6K
|
6.14K
$1.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
13+ 6.19% |
$2.73K - $3.01K
|
223
$47.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-7- 0.05% |
$1.47K - $1.62K
|
12.8K
$2.73M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.07K+ 1.42% |
$435K - $479K
|
148K
$31.5M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
4New |
$841 - $927
|
4
$854
|
|
|
Oct 18, 2024
Q3 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
138+ 4.23% |
$29K - $32K
|
3.4K
$726K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-1.18K- 5.11% |
$249K - $275K
|
22K
$4.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
517+ 9.15% |
$109K - $120K
|
6.17K
$1.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-12- 15.0% |
$2.52K - $2.78K
|
68
$14.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.1% |
$210 - $232
|
1.02K
$218K
|
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
626+ 2.66% |
$132K - $145K
|
24.1K
$5.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-7.95K- 30.38% |
$1.67M - $1.84M
|
18.2K
$3.89M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
55+ 5.52% |
$11.6K - $12.8K
|
1.05K
$225K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
142+ 12.8% |
$29.9K - $32.9K
|
1.25K
$267K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
32+ 2.11% |
$6.73K - $7.42K
|
1.55K
$330K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
35+ 0.89% |
$7.36K - $8.12K
|
3.96K
$844K
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
44+ 2.1% |
$9.25K - $10.2K
|
2.14K
$457K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
82+ 8.52% |
$17.2K - $19K
|
1.05K
$223K
|
|
|
Oct 18, 2024
Q3 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-24.6K- 1.69% |
$5.18M - $5.71M
|
1.44M
$307M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-117- 8.6% |
$24.6K - $27.1K
|
1.24K
$266K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-228- 8.01% |
$47.9K - $52.9K
|
2.62K
$559K
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.82K+ 2.19% |
$382K - $421K
|
84.9K
$18.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-161- 49.69% |
$33.9K - $37.3K
|
163
$34.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.44% |
$421 - $464
|
456
$97.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.2% |
$421 - $464
|
1K
$214K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
944New |
$198K - $219K
|
944
$202K
|