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 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-27- 1.56% |
$5.68K - $6.26K
|
1.71K
$364K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-56- 3.66% |
$11.8K - $13K
|
1.47K
$314K
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
SELL
|
- |
-104- 1.39% |
$21.9K - $24.1K
|
7.4K
$1.58M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
11+ 1.24% |
$2.31K - $2.55K
|
897
$191K
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
161+ 2.04% |
$33.9K - $37.3K
|
8.07K
$1.72M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-166- 1.23% |
$34.9K - $38.5K
|
13.4K
$2.86M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
2+ 0.01% |
$421 - $464
|
25.6K
$5.46M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-39- 1.77% |
$8.2K - $9.04K
|
2.17K
$462K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.11KNew |
$234K - $258K
|
1.11K
$238K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
20+ 23.53% |
$4.21K - $4.64K
|
105
$22.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
16+ 1.26% |
$3.36K - $3.71K
|
1.28K
$273K
|
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
747+ 8.18% |
$157K - $173K
|
9.88K
$2.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
52+ 2.27% |
$10.9K - $12.1K
|
2.34K
$500K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
206New |
$43.3K - $47.8K
|
206
$44K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
33+ 0.86% |
$6.94K - $7.65K
|
3.87K
$826K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
61+ 12.71% |
$12.8K - $14.1K
|
541
$115K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3- 0.31% |
$631 - $696
|
969
$207K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-300- 17.29% |
$63.1K - $69.6K
|
1.44K
$306K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
13+ 1.3% |
$2.73K - $3.01K
|
1.01K
$216K
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-109- 0.29% |
$22.9K - $25.3K
|
37.3K
$7.96M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
136+ 6.88% |
$28.6K - $31.5K
|
2.11K
$451K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
111+ 277.5% |
$23.3K - $25.7K
|
151
$32.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
139+ 7.94% |
$29.2K - $32.2K
|
1.89K
$403K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
194+ 14.08% |
$40.8K - $45K
|
1.57K
$336K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-3.61K- 2.02% |
$758K - $836K
|
175K
$37.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-32- 8.89% |
$6.73K - $7.42K
|
328
$70K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2- 0.44% |
$421 - $464
|
455
$97.1K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-46- 1.45% |
$9.67K - $10.7K
|
3.13K
$669K
|
|
|
Oct 04, 2024
Q3 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-254- 8.74% |
$53.4K - $58.9K
|
2.65K
$566K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-60- 1.65% |
$12.6K - $13.9K
|
3.57K
$762K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
45+ 3.13% |
$9.46K - $10.4K
|
1.48K
$317K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.07K+ 38.28% |
$225K - $248K
|
3.87K
$825K
|
|
|
Oct 03, 2024
Q3 2024
|
Amf Tjanstepension Ab
|
BUY
|
- |
19K+ 16.81% |
$4M - $4.41M
|
132K
$28.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
6.28K+ 6.69% |
$1.32M - $1.46M
|
100K
$21.4M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
917New |
$193K - $213K
|
917
$196K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-481- 24.0% |
$101K - $112K
|
1.52K
$325K
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.48K- 10.2% |
$312K - $344K
|
13.1K
$2.79M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
262K+ 278.73% |
$55M - $60.7M
|
356K
$75.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.18K- 8.61% |
$248K - $273K
|
12.5K
$2.67M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-289- 5.27% |
$60.8K - $67K
|
5.2K
$1.11M
|
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
34+ 1.23% |
$7.15K - $7.88K
|
2.81K
$599K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
508+ 13.84% |
$107K - $118K
|
4.18K
$892K
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
12+ 0.38% |
$2.52K - $2.78K
|
3.19K
$681K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-232- 4.35% |
$48.8K - $53.8K
|
5.11K
$1.09M
|
|
|
Oct 02, 2024
Q3 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-1.38K- 2.04% |
$290K - $320K
|
66.2K
$14.1M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-667- 19.62% |
$140K - $155K
|
2.73K
$583K
|
|
| Q2 2024 | |||||||
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-1.4K- 93.33% |
$275K - $302K
|
100
$21.3K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
126+ 0.93% |
$24.7K - $27.2K
|
13.7K
$2.93M
|
|
|
Nov 08, 2024
Q2 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-95.5K- 5.27% |
$18.8M - $20.6M
|
1.72M
$366M
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-62- 1.03% |
$12.2K - $13.4K
|
5.96K
$1.27M
|
|