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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
3+ 0.19% |
$589 - $647
|
1.55K
$330K
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-17- 1.3% |
$3.34K - $3.67K
|
1.29K
$274K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
840+ 37.17% |
$165K - $181K
|
3.1K
$658K
|
|
|
Jul 30, 2024
Q2 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
6.36K+ 267.96% |
$1.25M - $1.37M
|
8.73K
$1.85M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
5.63KNew |
$1.1M - $1.21M
|
5.63K
$1.19M
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
8+ 8.25% |
$1.57K - $1.73K
|
105
$22.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
15.6K+ 23.63% |
$3.05M - $3.35M
|
81.4K
$17.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
SELL
|
- |
-1.18K- 57.27% |
$231K - $254K
|
879
$187K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
193New |
$37.9K - $41.6K
|
193
$41K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7+ 140.0% |
$1.37K - $1.51K
|
12
$2.55K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
198+ 14.91% |
$38.9K - $42.7K
|
1.53K
$324K
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-57- 11.11% |
$11.2K - $12.3K
|
456
$96.9K
|
|
|
Jul 26, 2024
Q2 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-2K- 16.67% |
$393K - $432K
|
10K
$2.12M
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
BUY
|
- |
65New |
$12.8K - $14K
|
65
$13.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-3.74K- 17.58% |
$734K - $806K
|
17.5K
$3.72M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-32- 23.19% |
$6.28K - $6.9K
|
106
$22.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
58+ 17.96% |
$11.4K - $12.5K
|
381
$80.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-27- 12.5% |
$5.3K - $5.83K
|
189
$40.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-157- 14.17% |
$30.8K - $33.9K
|
951
$202K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1- 0.51% |
$196 - $216
|
197
$41.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
SELL
|
- |
-339- 5.7% |
$66.5K - $73.1K
|
5.61K
$1.19M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
2.12KNew |
$416K - $457K
|
2.12K
$450K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
83+ 97.65% |
$16.3K - $17.9K
|
168
$35.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.29KNew |
$253K - $278K
|
1.29K
$274K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
794New |
$156K - $171K
|
794
$169K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
27New |
$5.3K - $5.83K
|
27
$5.74K
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-5- 0.48% |
$981 - $1.08K
|
1.05K
$222K
|
|
|
Jul 24, 2024
Q2 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-15- 0.4% |
$2.94K - $3.24K
|
3.78K
$802K
|
|
|
Jul 24, 2024
Q2 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
196+ 7.25% |
$38.5K - $42.3K
|
2.9K
$616K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
33+ 3.86% |
$6.48K - $7.12K
|
887
$188K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
585+ 23.93% |
$115K - $126K
|
3.03K
$644K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1+ 0.39% |
$196 - $216
|
256
$54.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-89- 4.14% |
$17.5K - $19.2K
|
2.06K
$438K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
6New |
$1.18K - $1.29K
|
6
$1.27K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-169- 13.4% |
$33.2K - $36.5K
|
1.09K
$232K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
2.35K+ 982.01% |
$461K - $506K
|
2.59K
$549K
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-224- 2.94% |
$44K - $48.3K
|
7.39K
$1.57M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
865New |
$170K - $187K
|
865
$184K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
17+ 14.66% |
$3.34K - $3.67K
|
133
$28.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-441- 24.54% |
$86.6K - $95.1K
|
1.36K
$288K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
42+ 6.06% |
$8.24K - $9.06K
|
735
$156K
|
|
|
Jul 18, 2024
Q2 2024
|
Dupont Capital Management Corp
|
SELL
|
- |
-10.4K- 18.45% |
$2.04M - $2.24M
|
45.9K
$9.74M
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
2New |
$393 - $432
|
2
$425
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
48+ 600.0% |
$9.42K - $10.4K
|
56
$11.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Intermede Investment Partners LTD
|
SELL
|
- |
-31.1K- 6.23% |
$6.1M - $6.71M
|
468K
$99.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-47- 1.23% |
$9.23K - $10.1K
|
3.77K
$800K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
79New |
$15.5K - $17K
|
79
$16.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-1- 0.09% |
$196 - $216
|
1.08K
$230K
|
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
230+ 10.76% |
$45.1K - $49.6K
|
2.37K
$503K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
30New |
$5.89K - $6.47K
|
30
$6.37K
|