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 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
65New |
$13.7K - $15.1K
|
65
$13.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
602+ 3.5% |
$127K - $140K
|
17.8K
$3.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
2.49K+ 263.39% |
$523K - $577K
|
3.43K
$733K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
23+ 2.45% |
$4.84K - $5.33K
|
961
$205K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-67- 1.97% |
$14.1K - $15.5K
|
3.34K
$713K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
301+ 3.36% |
$63.3K - $69.8K
|
9.25K
$1.98M
|
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-22- 0.46% |
$4.63K - $5.1K
|
4.81K
$1.03M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
74+ 1.39% |
$15.6K - $17.2K
|
5.39K
$1.15M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 2.67% |
$421 - $464
|
77
$16.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
1KNew |
$211K - $233K
|
1K
$214K
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-938- 0.47% |
$197K - $217K
|
200K
$42.6M
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
249+ 15.92% |
$52.4K - $57.7K
|
1.81K
$387K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
989New |
$208K - $229K
|
989
$211K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-24- 1.41% |
$5.05K - $5.56K
|
1.68K
$359K
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-2.61K- 0.6% |
$549K - $606K
|
431K
$92.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-8- 0.22% |
$1.68K - $1.85K
|
3.7K
$790K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
7.31K+ 98.65% |
$1.54M - $1.69M
|
14.7K
$3.14M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
266+ 5.4% |
$55.9K - $61.7K
|
5.19K
$1.11M
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
48New |
$10.1K - $11.1K
|
48
$10.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
210+ 0.23% |
$44.2K - $48.7K
|
89.9K
$19.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-264- 1.49% |
$55.5K - $61.2K
|
17.4K
$3.72M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.81K+ 3.15% |
$381K - $421K
|
59.4K
$12.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-15- 0.35% |
$3.15K - $3.48K
|
4.27K
$911K
|
|
|
Oct 10, 2024
Q3 2024
|
Northcape Capital Pty LTD
|
SELL
|
- |
-8.57K- 48.21% |
$1.8M - $1.99M
|
9.2K
$1.96M
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
163+ 16.77% |
$34.3K - $37.8K
|
1.14K
$242K
|
|
|
Oct 09, 2024
Q3 2024
|
Pensionfund Sabic
|
SELL
|
- |
-2K- 22.22% |
$421K - $464K
|
7K
$1.49M
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
74+ 1.87% |
$15.6K - $17.2K
|
4.02K
$859K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-42- 1.04% |
$8.83K - $9.74K
|
3.98K
$850K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
21+ 2.5% |
$4.42K - $4.87K
|
862
$184K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-151- 3.98% |
$31.7K - $35K
|
3.65K
$778K
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
566+ 1.45% |
$119K - $131K
|
39.7K
$8.47M
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
763+ 1.15% |
$160K - $177K
|
66.9K
$14.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
254+ 5.64% |
$53.4K - $58.9K
|
4.76K
$1.02M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-30K- 96.2% |
$6.31M - $6.96M
|
1.19K
$253K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$210 - $232
|
1
$213
|
|
|
Oct 08, 2024
Q3 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
70+ 0.73% |
$14.7K - $16.2K
|
9.68K
$2.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
433+ 15.21% |
$91K - $100K
|
3.28K
$700K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-188- 13.38% |
$39.5K - $43.6K
|
1.22K
$260K
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
88+ 0.92% |
$18.5K - $20.4K
|
9.7K
$2.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-136- 7.31% |
$28.6K - $31.5K
|
1.72K
$368K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-36- 4.83% |
$7.57K - $8.35K
|
710
$152K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
267+ 3.78% |
$56.1K - $61.9K
|
7.32K
$1.56M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-230- 14.45% |
$48.4K - $53.3K
|
1.36K
$291K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
110+ 3.57% |
$23.1K - $25.5K
|
3.19K
$681K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
34+ 1.66% |
$7.15K - $7.88K
|
2.08K
$444K
|
|
|
Oct 08, 2024
Q3 2024
|
Reliant Investment Management, LLC
|
SELL
|
- |
-790- 3.24% |
$166K - $183K
|
23.6K
$5.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
523+ 2.43% |
$110K - $121K
|
22.1K
$4.71M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
93+ 5.58% |
$19.6K - $21.6K
|
1.76K
$375K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-417- 23.28% |
$87.7K - $96.7K
|
1.37K
$293K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
147+ 7.79% |
$30.9K - $34.1K
|
2.03K
$434K
|