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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-5- 10.0% |
$981 - $1.08K
|
45
$9.56K
|
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.71K- 42.11% |
$336K - $369K
|
2.35K
$500K
|
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
BUY
|
- |
3.14KNew |
$617K - $678K
|
3.14K
$668K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
14+ 0.08% |
$2.75K - $3.02K
|
17.8K
$3.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-22- 30.99% |
$4.32K - $4.75K
|
49
$10.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
196+ 14.0% |
$38.5K - $42.3K
|
1.6K
$339K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
4New |
$785 - $863
|
4
$850
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
20+ 4.66% |
$3.93K - $4.32K
|
449
$95.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
94+ 5.99% |
$18.5K - $20.3K
|
1.66K
$353K
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-29- 2.76% |
$5.69K - $6.26K
|
1.02K
$217K
|
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
2.45KNew |
$480K - $528K
|
2.45K
$519K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
23New |
$4.51K - $4.96K
|
23
$4.89K
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-1.4K- 5.05% |
$275K - $302K
|
26.3K
$5.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-100- 3.79% |
$19.6K - $21.6K
|
2.54K
$539K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.13K- 92.22% |
$221K - $243K
|
95
$20.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
39+ 1.2% |
$7.66K - $8.41K
|
3.3K
$701K
|
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
1.2KNew |
$236K - $259K
|
1.2K
$255K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
80New |
$15.7K - $17.3K
|
80
$17K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-16- 0.11% |
$3.14K - $3.45K
|
14.7K
$3.11M
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
117K+ 2402.26% |
$22.9M - $25.2M
|
122K
$25.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Alta Advisers LTD
|
BUY
|
- |
163+ 12.54% |
$32K - $35.2K
|
1.46K
$311K
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-19.9K- 19.58% |
$3.91M - $4.3M
|
81.8K
$17.4M
|
|
|
Aug 07, 2024
Q2 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-98.9K- 35.48% |
$19.4M - $21.3M
|
180K
$38.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-482- 16.99% |
$94.6K - $104K
|
2.36K
$500K
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-40- 39.6% |
$7.85K - $8.63K
|
61
$13K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-159- 41.95% |
$31.2K - $34.3K
|
220
$46.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
318+ 0.45% |
$62.4K - $68.6K
|
70.4K
$15M
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-396- 17.17% |
$77.7K - $85.4K
|
1.91K
$406K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-134- 27.13% |
$26.3K - $28.9K
|
360
$76.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Torray LLC
|
SELL
|
- |
-9.15K- 10.51% |
$1.8M - $1.97M
|
77.9K
$16.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.89K- 4.09% |
$763K - $838K
|
91.1K
$19.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.13KNew |
$221K - $243K
|
1.13K
$239K
|
|
|
Aug 06, 2024
Q2 2024
|
X Square Capital, LLC
|
BUY
|
- |
51+ 1.75% |
$10K - $11K
|
2.96K
$628K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
67.2KNew |
$13.2M - $14.5M
|
67.2K
$14.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.17KNew |
$230K - $253K
|
1.17K
$249K
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.3K- 14.49% |
$255K - $280K
|
7.67K
$1.63M
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-59- 3.26% |
$11.6K - $12.7K
|
1.75K
$372K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-307- 51.42% |
$60.3K - $66.2K
|
290
$61.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
148KNew |
$29.1M - $31.9M
|
148K
$31.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
16New |
$3.14K - $3.45K
|
16
$3.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
6KNew |
$1.18M - $1.29M
|
6K
$1.27M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-15- 6.36% |
$2.94K - $3.24K
|
221
$46.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-302- 24.71% |
$59.3K - $65.2K
|
920
$195K
|
|
|
Aug 01, 2024
Q2 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-321- 13.92% |
$63K - $69.3K
|
1.99K
$422K
|
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
SELL
|
- |
-2.2K- 52.43% |
$432K - $475K
|
2K
$424K
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
BUY
|
- |
158+ 13.21% |
$31K - $34.1K
|
1.35K
$288K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
72+ 1.54% |
$14.1K - $15.5K
|
4.74K
$1.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-9- 1.53% |
$1.77K - $1.94K
|
581
$123K
|
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
121+ 12.3% |
$23.8K - $26.1K
|
1.11K
$235K
|
|
|
Jul 31, 2024
Q2 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-55- 0.14% |
$10.8K - $11.9K
|
39.4K
$8.37M
|