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 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 3.23% |
$210 - $232
|
32
$6.83K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
5+ 4.95% |
$1.05K - $1.16K
|
106
$22.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
15.5K+ 727.58% |
$3.25M - $3.58M
|
17.6K
$3.75M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
188+ 3.68% |
$39.5K - $43.6K
|
5.3K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
654+ 12.88% |
$138K - $152K
|
5.73K
$1.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-506- 1.55% |
$106K - $117K
|
32.1K
$6.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.94K+ 11.15% |
$407K - $449K
|
19.3K
$4.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2- 0.08% |
$421 - $464
|
2.66K
$568K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-17- 7.8% |
$3.57K - $3.94K
|
201
$42.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Norway Savings Bank
|
BUY
|
- |
461+ 6.87% |
$96.9K - $107K
|
7.17K
$1.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-39- 7.07% |
$8.2K - $9.04K
|
513
$110K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
12+ 26.67% |
$2.52K - $2.78K
|
57
$12.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
467+ 3.84% |
$98.2K - $108K
|
12.6K
$2.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
336+ 20.84% |
$70.6K - $77.9K
|
1.95K
$416K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
8.45K+ 248.92% |
$1.78M - $1.96M
|
11.8K
$2.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
851+ 51.86% |
$179K - $197K
|
2.49K
$532K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
1.35KNew |
$285K - $314K
|
1.35K
$289K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-601- 10.97% |
$126K - $139K
|
4.88K
$1.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-120- 6.67% |
$25.2K - $27.8K
|
1.68K
$359K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
95+ 5.72% |
$20K - $22K
|
1.76K
$375K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-4- 0.39% |
$841 - $927
|
1.01K
$215K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
27+ 0.35% |
$5.68K - $6.26K
|
7.74K
$1.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
235+ 12.86% |
$49.4K - $54.5K
|
2.06K
$440K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
11+ 2.2% |
$2.31K - $2.55K
|
512
$109K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 1.33% |
$210 - $232
|
76
$16.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
9+ 7.83% |
$1.89K - $2.09K
|
124
$26.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
121+ 9.55% |
$25.4K - $28.1K
|
1.39K
$296K
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
8+ 0.51% |
$1.68K - $1.85K
|
1.59K
$339K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-1.31K- 14.16% |
$276K - $304K
|
7.96K
$1.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
915New |
$192K - $212K
|
915
$195K
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
8+ 0.49% |
$1.68K - $1.85K
|
1.64K
$350K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-300- 18.76% |
$63.1K - $69.6K
|
1.3K
$277K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
47+ 5.37% |
$9.88K - $10.9K
|
922
$197K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-615- 2.25% |
$129K - $143K
|
26.7K
$5.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-100- 1.04% |
$21K - $23.2K
|
9.51K
$2.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
174+ 14.9% |
$36.6K - $40.3K
|
1.34K
$286K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
88+ 0.5% |
$18.5K - $20.4K
|
17.8K
$3.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.2K+ 3.21% |
$463K - $511K
|
70.8K
$15.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.4% |
$210 - $232
|
252
$53.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-39- 3.41% |
$8.2K - $9.04K
|
1.11K
$236K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.86K+ 6.32% |
$1.23M - $1.36M
|
98.6K
$21M
|
|
|
Oct 11, 2024
Q3 2024
|
Harrington Investments, Inc
|
SELL
|
- |
-300- 1.16% |
$63.1K - $69.6K
|
25.6K
$5.46M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-154- 3.81% |
$32.4K - $35.7K
|
3.89K
$831K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
4.61K+ 18.58% |
$969K - $1.07M
|
29.4K
$6.28M
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
3+ 0.26% |
$631 - $696
|
1.14K
$243K
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-149- 2.38% |
$31.3K - $34.5K
|
6.11K
$1.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
105+ 10.38% |
$22.1K - $24.3K
|
1.12K
$238K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-65- 4.55% |
$13.7K - $15.1K
|
1.36K
$291K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-145- 5.69% |
$30.5K - $33.6K
|
2.4K
$513K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
10+ 0.8% |
$2.1K - $2.32K
|
1.26K
$269K
|