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 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
17+ 4.08% |
$3.57K - $3.94K
|
434
$92.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-187- 1.83% |
$39.3K - $43.4K
|
10K
$2.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
12New |
$2.52K - $2.78K
|
12
$2.56K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-8- 8.51% |
$1.68K - $1.85K
|
86
$18.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-4.62K- 1.83% |
$971K - $1.07M
|
247K
$52.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.02K- 25.35% |
$635K - $701K
|
8.9K
$1.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-147- 4.49% |
$30.9K - $34.1K
|
3.12K
$667K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-574- 3.44% |
$121K - $133K
|
16.1K
$3.44M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4- 0.04% |
$841 - $927
|
9.37K
$2M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.61K+ 14.95% |
$549K - $605K
|
20.1K
$4.29M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-303- 2.07% |
$63.7K - $70.3K
|
14.3K
$3.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
3.09KNew |
$650K - $717K
|
3.09K
$660K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-170- 5.31% |
$35.7K - $39.4K
|
3.03K
$647K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
118+ 7.97% |
$24.8K - $27.4K
|
1.6K
$341K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-108- 3.58% |
$22.7K - $25K
|
2.91K
$621K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
185+ 6.75% |
$38.9K - $42.9K
|
2.93K
$624K
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
3.19KNew |
$671K - $740K
|
3.19K
$681K
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-2.82K- 9.3% |
$594K - $655K
|
27.5K
$5.88M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.01K+ 7.76% |
$212K - $234K
|
14K
$3M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
6+ 0.54% |
$1.26K - $1.39K
|
1.12K
$238K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-2.41K- 1.71% |
$506K - $558K
|
138K
$29.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
7.25KNew |
$1.52M - $1.68M
|
7.25K
$1.55M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.05KNew |
$220K - $243K
|
1.05K
$224K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
214+ 1.54% |
$45K - $49.6K
|
14.1K
$3M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
11+ 0.59% |
$2.31K - $2.55K
|
1.89K
$404K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
65+ 216.67% |
$13.7K - $15.1K
|
95
$20.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-155- 0.82% |
$32.6K - $35.9K
|
18.8K
$4.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-661- 0.96% |
$139K - $153K
|
67.9K
$14.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.38% |
$2.1K - $2.32K
|
2.64K
$564K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-39- 3.8% |
$8.2K - $9.04K
|
987
$211K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-4- 0.09% |
$841 - $927
|
4.53K
$968K
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
25+ 1.02% |
$5.26K - $5.8K
|
2.48K
$529K
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
SELL
|
- |
-25- 0.86% |
$5.26K - $5.8K
|
2.87K
$613K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-193- 4.16% |
$40.6K - $44.7K
|
4.45K
$949K
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
SELL
|
- |
-25- 1.99% |
$5.26K - $5.8K
|
1.23K
$263K
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
128+ 1.0% |
$26.9K - $29.7K
|
13K
$2.77M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2New |
$421 - $464
|
2
$427
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-412- 7.61% |
$86.6K - $95.5K
|
5K
$1.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-1.13K- 42.38% |
$237K - $261K
|
1.53K
$327K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
55+ 14.4% |
$11.6K - $12.8K
|
437
$93.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
506+ 20.7% |
$106K - $117K
|
2.95K
$630K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
67+ 1.41% |
$14.1K - $15.5K
|
4.81K
$1.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-61- 17.43% |
$12.8K - $14.1K
|
289
$61.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
199+ 0.66% |
$41.8K - $46.1K
|
30.2K
$6.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-27- 1.73% |
$5.68K - $6.26K
|
1.53K
$327K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
700+ 16.67% |
$147K - $162K
|
4.9K
$1.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
25+ 0.44% |
$5.26K - $5.8K
|
5.66K
$1.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Walter Public Investments Inc.
Westmount, Z4 |
BUY
|
- |
4.81K+ 4.46% |
$1.01M - $1.11M
|
112K
$24M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.82K+ 68.11% |
$802K - $885K
|
9.42K
$2.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-25- 1.73% |
$5.26K - $5.8K
|
1.42K
$303K
|