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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
106New |
$22.3K - $24.6K
|
106
$22.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-14K- 30.02% |
$2.95M - $3.26M
|
32.7K
$7.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-7- 63.64% |
$1.47K - $1.62K
|
4
$857
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
183New |
$38.5K - $42.4K
|
183
$39.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-1.64K- 3.46% |
$344K - $379K
|
45.6K
$9.76M
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-60- 58.25% |
$12.6K - $13.9K
|
43
$9.21K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.97K- 23.88% |
$414K - $456K
|
6.27K
$1.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-93- 14.46% |
$19.6K - $21.6K
|
550
$118K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-116- 18.77% |
$24.4K - $26.9K
|
502
$108K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
1.04KNew |
$218K - $241K
|
1.04K
$223K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1K+ 100.0% |
$210K - $232K
|
2K
$428K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
453New |
$95.2K - $105K
|
453
$97K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
33+ 3.43% |
$6.94K - $7.65K
|
996
$213K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-261- 2.75% |
$54.9K - $60.5K
|
9.23K
$1.98M
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-21- 5.92% |
$4.42K - $4.87K
|
334
$71.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-254- 7.59% |
$53.4K - $58.9K
|
3.09K
$662K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
420New |
$88.3K - $97.4K
|
420
$90K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
3+ 2.91% |
$631 - $696
|
106
$22.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-43- 2.15% |
$9.04K - $9.97K
|
1.96K
$420K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
60+ 85.71% |
$12.6K - $13.9K
|
130
$27.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-2.03K- 2.53% |
$426K - $470K
|
77.9K
$16.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
4New |
$841 - $927
|
4
$857
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
7New |
$1.47K - $1.62K
|
7
$1.5K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
6New |
$1.26K - $1.39K
|
6
$1.29K
|
|
|
Oct 25, 2024
Q3 2024
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-7K- 7.28% |
$1.47M - $1.62M
|
89.2K
$19.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
3.86K+ 29.73% |
$812K - $896K
|
16.9K
$3.61M
|
|
|
Oct 24, 2024
Q3 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
3.99KNew |
$840K - $926K
|
3.99K
$855K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
10+ 0.63% |
$2.1K - $2.32K
|
1.59K
$341K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-30- 2.98% |
$6.31K - $6.96K
|
977
$209K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
2+ 5.88% |
$421 - $464
|
36
$7.71K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-401- 8.05% |
$84.3K - $93K
|
4.58K
$981K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
61+ 210.34% |
$12.8K - $14.1K
|
90
$19.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
94+ 5.79% |
$19.8K - $21.8K
|
1.72K
$368K
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
2.33KNew |
$490K - $540K
|
2.33K
$499K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
50New |
$10.5K - $11.6K
|
50
$10.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1- 0.01% |
$210 - $232
|
6.9K
$1.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-24- 50.0% |
$5.05K - $5.56K
|
24
$5.14K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-30- 54.55% |
$6.31K - $6.96K
|
25
$5.35K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-2.07K- 1.63% |
$435K - $480K
|
125K
$26.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
25New |
$5.26K - $5.8K
|
25
$5.35K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-19- 0.12% |
$3.99K - $4.41K
|
15.7K
$3.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.75K+ 0.84% |
$1.63M - $1.8M
|
933K
$200M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.91K- 6.18% |
$821K - $905K
|
59.3K
$12.7M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
4New |
$841 - $927
|
4
$857
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
55+ 5.52% |
$11.6K - $12.8K
|
1.05K
$225K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
35+ 0.89% |
$7.36K - $8.12K
|
3.96K
$847K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
82+ 8.52% |
$17.2K - $19K
|
1.05K
$224K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-117- 8.6% |
$24.6K - $27.1K
|
1.24K
$266K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-161- 49.69% |
$33.9K - $37.3K
|
163
$34.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
12New |
$2.52K - $2.78K
|
12
$2.57K
|