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 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
7+ 4.67% |
$1.37K - $1.51K
|
157
$33.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-106- 2.0% |
$20.8K - $22.9K
|
5.2K
$1.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
BUY
|
- |
3.75KNew |
$736K - $809K
|
3.75K
$797K
|
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-100- 1.93% |
$19.6K - $21.6K
|
5.09K
$1.08M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
34New |
$6.67K - $7.34K
|
34
$7.22K
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
23+ 0.73% |
$4.51K - $4.96K
|
3.17K
$674K
|
|
|
Jul 15, 2024
Q2 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
42.6KNew |
$8.35M - $9.18M
|
42.6K
$9.04M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5+ 7.69% |
$981 - $1.08K
|
70
$14.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-1.97KClosed |
$386K - $425K
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
1.58KNew |
$309K - $340K
|
1.58K
$335K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
6New |
$1.18K - $1.29K
|
6
$1.27K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
698New |
$137K - $151K
|
698
$148K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
585+ 13.87% |
$115K - $126K
|
4.8K
$1.02M
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
3+ 2.5% |
$589 - $647
|
123
$26.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-28- 25.69% |
$5.5K - $6.04K
|
81
$17.2K
|
|
|
Jul 10, 2024
Q2 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-50- 4.05% |
$9.81K - $10.8K
|
1.19K
$252K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-389- 6.49% |
$76.4K - $83.9K
|
5.61K
$1.19M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
50New |
$9.81K - $10.8K
|
50
$10.6K
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
350New |
$68.7K - $75.5K
|
350
$74.3K
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2+ 0.05% |
$393 - $432
|
4.29K
$912K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
16New |
$3.14K - $3.45K
|
16
$3.4K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-12- 6.35% |
$2.36K - $2.59K
|
177
$37.6K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-345- 26.14% |
$67.7K - $74.4K
|
975
$207K
|
|
|
Jul 01, 2024
Q2 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-3K- 35.17% |
$589K - $647K
|
5.53K
$1.17M
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
66.9K+ 39.15% |
$12.7M - $13.9M
|
238K
$50.5M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
6.04KNew |
$1.15M - $1.25M
|
6.04K
$1.28M
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
1.27K+ 2.18% |
$241K - $264K
|
59.6K
$12.7M
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-200- 40.0% |
$38K - $41.6K
|
300
$63.7K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-81- 4.25% |
$15.4K - $16.8K
|
1.83K
$388K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-418- 27.9% |
$79.5K - $86.9K
|
1.08K
$229K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
72+ 22.09% |
$13.7K - $15K
|
398
$84.5K
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
56+ 15.56% |
$10.6K - $11.6K
|
416
$88.4K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-225- 9.86% |
$42.8K - $46.8K
|
2.06K
$437K
|
|
|
May 15, 2024
Q1 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
59.2K+ 75.9% |
$11.3M - $12.3M
|
137K
$29.1M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
16New |
$3.04K - $3.33K
|
16
$3.4K
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.79KNew |
$340K - $371K
|
1.79K
$379K
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.96KNew |
$373K - $407K
|
1.96K
$416K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
35+ 1.17% |
$6.66K - $7.28K
|
3.03K
$644K
|
|
|
May 15, 2024
Q1 2024
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
1.19KNew |
$226K - $248K
|
1.19K
$253K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
60+ 3.24% |
$11.4K - $12.5K
|
1.91K
$406K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3.09K- 29.59% |
$587K - $642K
|
7.35K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
3KNew |
$571K - $624K
|
3K
$637K
|
|
|
May 15, 2024
Q1 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
3.69KNew |
$702K - $767K
|
3.69K
$784K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
82+ 5.68% |
$15.6K - $17K
|
1.53K
$324K
|
|
|
May 14, 2024
Q1 2024
|
Marathon Asset Management LTD
|
SELL
|
- |
-2.4K- 2.47% |
$457K - $500K
|
94.8K
$20.1M
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
225New |
$42.8K - $46.8K
|
225
$47.8K
|
|
|
May 14, 2024
Q1 2024
|
Srb Corp
Boston, MA |
BUY
|
- |
3.4KNew |
$647K - $707K
|
3.4K
$722K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-176- 38.77% |
$33.5K - $36.6K
|
278
$59K
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
1.41KNew |
$269K - $294K
|
1.41K
$300K
|
|