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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
4New |
$740 - $807
|
4
$854
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
60KNew |
$11.1M - $12.1M
|
60K
$12.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Viking Global Investors LP
|
BUY
|
- |
238KNew |
$44M - $48M
|
238K
$50.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-299- 11.63% |
$55.3K - $60.4K
|
2.27K
$485K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 1.5% |
$555 - $606
|
197
$42.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
812New |
$150K - $164K
|
812
$173K
|
|
|
Feb 14, 2024
Q4 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-16.8K- 73.72% |
$3.11M - $3.39M
|
5.99K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
1.4KNew |
$259K - $283K
|
1.4K
$299K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
42New |
$7.77K - $8.48K
|
42
$8.97K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-402- 2.4% |
$74.3K - $81.1K
|
16.3K
$3.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2.04KNew |
$376K - $411K
|
2.04K
$434K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 1.43% |
$185 - $202
|
71
$15.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-50- 20.0% |
$9.25K - $10.1K
|
200
$42.7K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-998- 90.98% |
$185K - $201K
|
99
$21.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-183K- 97.89% |
$33.8M - $36.9M
|
3.95K
$842K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
84New |
$15.5K - $17K
|
84
$17.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
583New |
$108K - $118K
|
583
$124K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
300New |
$55.5K - $60.6K
|
300
$64K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
174+ 33.85% |
$32.2K - $35.1K
|
688
$147K
|
|
|
Feb 14, 2024
Q4 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.19KNew |
$220K - $240K
|
1.19K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
57New |
$10.5K - $11.5K
|
57
$12.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2.81KNew |
$520K - $568K
|
2.81K
$600K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
12.1KNew |
$2.24M - $2.44M
|
12.1K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
8New |
$1.48K - $1.61K
|
8
$1.71K
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-164- 10.16% |
$30.3K - $33.1K
|
1.45K
$310K
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-45- 0.86% |
$8.32K - $9.08K
|
5.17K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
29New |
$5.36K - $5.85K
|
29
$6.19K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-143- 82.66% |
$26.4K - $28.9K
|
30
$6.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
6.52KNew |
$1.2M - $1.32M
|
6.52K
$1.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
52New |
$9.61K - $10.5K
|
52
$11.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Sonnipe LTD
Douglas, Y8 |
SELL
|
- |
-1.71K- 38.77% |
$317K - $346K
|
2.71K
$577K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-12- 92.31% |
$2.22K - $2.42K
|
1
$213
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6New |
$1.11K - $1.21K
|
6
$1.28K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
1.19KNew |
$220K - $240K
|
1.19K
$254K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-162Closed |
$30K - $32.7K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
18.3KNew |
$3.38M - $3.69M
|
18.3K
$3.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-759- 13.93% |
$140K - $153K
|
4.69K
$1M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.33% |
$370 - $404
|
615
$131K
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.32KNew |
$243K - $265K
|
1.32K
$281K
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
1.14KNew |
$210K - $229K
|
1.14K
$242K
|
|
|
Feb 09, 2024
Q4 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-58.9K- 59.42% |
$10.9M - $11.9M
|
40.2K
$8.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6+ 3.85% |
$1.11K - $1.21K
|
162
$34.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
29+ 2.01% |
$5.36K - $5.85K
|
1.47K
$314K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
5New |
$925 - $1.01K
|
5
$1.07K
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
11.7KNew |
$2.17M - $2.37M
|
11.7K
$2.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
2.64KNew |
$487K - $532K
|
2.64K
$562K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.07KNew |
$198K - $216K
|
1.07K
$228K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-536- 17.64% |
$99.1K - $108K
|
2.5K
$534K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-1.5K- 12.5% |
$277K - $303K
|
10.5K
$2.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.23K- 24.26% |
$227K - $247K
|
3.83K
$817K
|