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 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
57New |
$10.8K - $11.9K
|
57
$12.2K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
435+ 10.69% |
$82.7K - $90.4K
|
4.5K
$961K
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
BUY
|
- |
1.21KNew |
$231K - $252K
|
1.21K
$259K
|
|
|
Apr 30, 2024
Q1 2024
|
Dillon & Associates Inc
|
BUY
|
- |
300+ 20.0% |
$57.1K - $62.4K
|
1.8K
$384K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
14.4K+ 139.81% |
$2.74M - $2.99M
|
24.7K
$5.27M
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-6- 0.44% |
$1.14K - $1.25K
|
1.37K
$292K
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
5.39KNew |
$1.03M - $1.12M
|
5.39K
$1.15M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-23- 10.09% |
$4.37K - $4.78K
|
205
$43.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
9+ 19.57% |
$1.71K - $1.87K
|
55
$11.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
46New |
$8.75K - $9.56K
|
46
$9.82K
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
87.3KNew |
$16.6M - $18.2M
|
87.3K
$18.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
1.04KNew |
$198K - $217K
|
1.04K
$223K
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1KNew |
$190K - $208K
|
1K
$213K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
39New |
$7.42K - $8.11K
|
39
$8.33K
|
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
BUY
|
- |
1.77KNew |
$336K - $368K
|
1.77K
$377K
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1.05KNew |
$199K - $218K
|
1.05K
$224K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
33New |
$6.28K - $6.86K
|
33
$7.04K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
4.46KNew |
$847K - $926K
|
4.46K
$951K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-100- 43.67% |
$19K - $20.8K
|
129
$27.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
170New |
$32.3K - $35.3K
|
170
$36.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-6.32K- 92.75% |
$1.2M - $1.31M
|
494
$105K
|
|
|
Apr 18, 2024
Q1 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
208+ 17.2% |
$39.6K - $43.2K
|
1.42K
$302K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
34+ 2.38% |
$6.47K - $7.07K
|
1.46K
$312K
|
|
|
Apr 17, 2024
Q1 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
500+ 32.66% |
$95.1K - $104K
|
2.03K
$434K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
31+ 10.44% |
$5.9K - $6.44K
|
328
$70K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-11- 3.25% |
$2.09K - $2.29K
|
327
$69.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
46+ 2.62% |
$8.75K - $9.56K
|
1.8K
$385K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
757+ 18.25% |
$144K - $157K
|
4.91K
$1.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
8New |
$1.52K - $1.66K
|
8
$1.71K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-219- 88.66% |
$41.6K - $45.5K
|
28
$5.98K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
36New |
$6.85K - $7.48K
|
36
$7.68K
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-29- 0.46% |
$5.51K - $6.03K
|
6.24K
$1.33M
|
|
|
Apr 12, 2024
Q1 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-2- 0.16% |
$380 - $416
|
1.21K
$259K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
13KNew |
$2.48M - $2.71M
|
13K
$2.79M
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-9- 3.05% |
$1.71K - $1.87K
|
286
$61.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-142- 3.65% |
$27K - $29.5K
|
3.75K
$800K
|
|
|
Apr 11, 2024
Q1 2024
|
Bennett Selby Investments LP
|
SELL
|
- |
-104- 0.28% |
$19.8K - $21.6K
|
36.5K
$7.79M
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
1.28KNew |
$243K - $266K
|
1.28K
$273K
|
|
|
Apr 09, 2024
Q1 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-20- 1.07% |
$3.8K - $4.16K
|
1.85K
$395K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
993New |
$189K - $206K
|
993
$212K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
298New |
$56.7K - $62K
|
298
$63.6K
|
|
| Q4 2023 | |||||||
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-12.6K- 97.37% |
$2.33M - $2.55M
|
341
$72.8K
|
|
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-6.62K- 2.33% |
$1.22M - $1.34M
|
278K
$59.3M
|
|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
3.6KNew |
$666K - $727K
|
3.6K
$768K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
650+ 96.44% |
$120K - $131K
|
1.32K
$283K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
13New |
$2.4K - $2.62K
|
13
$2.78K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-1.1K- 82.36% |
$203K - $221K
|
235
$50.2K
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-65- 4.93% |
$12K - $13.1K
|
1.25K
$267K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
344New |
$63.6K - $69.4K
|
344
$73.4K
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-639- 32.14% |
$118K - $129K
|
1.35K
$288K
|
|