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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5.14KNew |
$977K - $1.07M
|
5.14K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-226- 1.13% |
$43K - $47K
|
19.8K
$4.24M
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.1KNew |
$209K - $229K
|
1.1K
$235K
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
355+ 612.07% |
$67.5K - $73.8K
|
413
$88.2K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.16K+ 7.31% |
$410K - $449K
|
31.7K
$6.76M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.07K+ 53.12% |
$585K - $639K
|
8.86K
$1.89M
|
|
|
May 13, 2024
Q1 2024
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
SELL
|
- |
-98- 26.34% |
$18.6K - $20.4K
|
274
$58.5K
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
85K+ 19.28% |
$16.2M - $17.7M
|
526K
$112M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
182+ 15.17% |
$34.6K - $37.8K
|
1.38K
$295K
|
|
|
May 13, 2024
Q1 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
19.8K+ 2.44% |
$3.76M - $4.11M
|
832K
$178M
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
1.01KNew |
$192K - $210K
|
1.01K
$216K
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.15KNew |
$219K - $240K
|
1.15K
$246K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
20New |
$3.8K - $4.16K
|
20
$4.27K
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
1.36K+ 4.24% |
$258K - $282K
|
33.3K
$7.12M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-2.33K- 1.44% |
$443K - $484K
|
159K
$34M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2+ 0.08% |
$380 - $416
|
2.46K
$524K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-2.87K- 99.97% |
$546K - $597K
|
1
$213
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4- 6.78% |
$761 - $832
|
55
$11.7K
|
|
|
May 10, 2024
Q1 2024
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
2K+ 19.89% |
$380K - $416K
|
12.1K
$2.57M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-63- 39.87% |
$12K - $13.1K
|
95
$20.3K
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-3.27K- 26.28% |
$621K - $679K
|
9.16K
$1.95M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.25KNew |
$237K - $259K
|
1.25K
$266K
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-74- 4.8% |
$14.1K - $15.4K
|
1.47K
$313K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
34.1K+ 2.88% |
$6.49M - $7.09M
|
1.22M
$260M
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-925- 19.03% |
$176K - $192K
|
3.94K
$840K
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-188- 9.03% |
$35.8K - $39.1K
|
1.89K
$404K
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-26- 0.4% |
$4.94K - $5.41K
|
6.45K
$1.38M
|
|
|
May 09, 2024
Q1 2024
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
8.42KNew |
$1.6M - $1.75M
|
8.42K
$1.8M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10+ 250.0% |
$1.9K - $2.08K
|
14
$2.99K
|
|
|
May 08, 2024
Q1 2024
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-6.23K- 78.22% |
$1.18M - $1.29M
|
1.73K
$370K
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
BUY
|
- |
14+ 0.46% |
$2.66K - $2.91K
|
3.03K
$647K
|
|
|
May 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.39KNew |
$265K - $290K
|
1.39K
$297K
|
|
|
May 08, 2024
Q1 2024
|
Humankind Investments LLC
|
BUY
|
- |
119+ 6.98% |
$22.6K - $24.7K
|
1.83K
$390K
|
|
|
May 08, 2024
Q1 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-2.14K- 17.83% |
$407K - $445K
|
9.86K
$2.1M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
1.01KNew |
$191K - $209K
|
1.01K
$215K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3New |
$571 - $624
|
3
$640
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-152- 12.85% |
$28.9K - $31.6K
|
1.03K
$220K
|
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-477- 22.61% |
$90.7K - $99.2K
|
1.63K
$349K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
1KNew |
$190K - $208K
|
1K
$213K
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.02KNew |
$195K - $213K
|
1.02K
$219K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
3.5KNew |
$666K - $728K
|
3.5K
$747K
|
|
|
May 03, 2024
Q1 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
1KNew |
$190K - $208K
|
1K
$213K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-21- 0.79% |
$3.99K - $4.37K
|
2.63K
$561K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
PUT |
-400- 14.81% |
$76.1K - $83.2K
|
2.3K
$491K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.78K- 31.17% |
$1.1M - $1.2M
|
12.8K
$2.73M
|
|
|
May 03, 2024
Q1 2024
|
Broderick Brian C
|
BUY
|
- |
2.5KNew |
$475K - $520K
|
2.5K
$534K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-8- 0.43% |
$1.52K - $1.66K
|
1.85K
$394K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-35- 20.11% |
$6.66K - $7.28K
|
139
$29.7K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
450New |
$85.6K - $93.6K
|
450
$96.1K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-67- 1.51% |
$12.7K - $13.9K
|
4.38K
$934K
|