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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3.06KNew |
$563K - $608K
|
3.06K
$654K
|
|
|
Oct 30, 2023
Q3 2023
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
BUY
|
- |
13K+ 43.33% |
$2.39M - $2.58M
|
43K
$9.18M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
397+ 29.78% |
$73K - $78.8K
|
1.73K
$369K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
341New |
$62.7K - $67.7K
|
341
$72.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-981- 11.93% |
$180K - $195K
|
7.24K
$1.55M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
275+ 0.93% |
$50.6K - $54.6K
|
29.9K
$6.38M
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-572- 0.65% |
$105K - $114K
|
87.2K
$18.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
706New |
$130K - $140K
|
706
$151K
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
4KNew |
$736K - $794K
|
4K
$854K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
204New |
$37.5K - $40.5K
|
204
$43.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
25+ 32.47% |
$4.6K - $4.96K
|
102
$21.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
4+ 0.25% |
$736 - $794
|
1.59K
$339K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
1.11KNew |
$205K - $221K
|
1.11K
$238K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-87- 83.65% |
$16K - $17.3K
|
17
$3.63K
|
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-90- 4.11% |
$16.6K - $17.9K
|
2.1K
$448K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7New |
$1.29K - $1.39K
|
7
$1.49K
|
|
|
Oct 12, 2023
Q3 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.52KNew |
$279K - $302K
|
1.52K
$324K
|
|
|
Oct 12, 2023
Q3 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-350- 15.84% |
$64.4K - $69.5K
|
1.86K
$397K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
169New |
$31.1K - $33.6K
|
169
$36.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-21- 3.62% |
$3.86K - $4.17K
|
559
$119K
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-175- 2.65% |
$32.2K - $34.7K
|
6.43K
$1.37M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-103- 1.21% |
$19K - $20.5K
|
8.41K
$1.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
410New |
$75.4K - $81.4K
|
410
$87.5K
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
9K+ 3.59% |
$1.51M - $1.69M
|
259K
$55.4M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-21- 77.78% |
$3.52K - $3.95K
|
6
$1.28K
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-600- 33.33% |
$101K - $113K
|
1.2K
$256K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-34.8KClosed |
$5.83M - $6.54M
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
9.94K+ 6.04% |
$1.67M - $1.87M
|
175K
$37.3M
|
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
90New |
$15.1K - $16.9K
|
90
$19.2K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-39.6K- 26.82% |
$6.65M - $7.46M
|
108K
$23.1M
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
7+ 0.36% |
$1.17K - $1.32K
|
1.94K
$414K
|
|
|
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-673K- 99.47% |
$113M - $127M
|
3.6K
$768K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
753New |
$126K - $142K
|
753
$161K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-75- 4.05% |
$12.6K - $14.1K
|
1.78K
$380K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-4.07K- 69.61% |
$683K - $766K
|
1.78K
$380K
|
|
|
Aug 14, 2023
Q2 2023
|
Manatuck Hill Partners, LLC
Westport, CT |
BUY
|
- |
2KNew |
$335K - $376K
|
2K
$427K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
65New |
$10.9K - $12.2K
|
65
$13.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
180K+ 327.27% |
$30.2M - $33.9M
|
235K
$50.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.21K+ 148.41% |
$1.21M - $1.36M
|
12.1K
$2.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-10.1K- 59.76% |
$1.7M - $1.9M
|
6.81K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-3.16K- 25.65% |
$530K - $594K
|
9.16K
$1.95M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-4- 0.31% |
$671 - $752
|
1.28K
$273K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.83K+ 4.69% |
$307K - $344K
|
40.8K
$8.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.53KNew |
$256K - $287K
|
1.53K
$326K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
27.6KNew |
$4.63M - $5.19M
|
27.6K
$5.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1.07KNew |
$179K - $201K
|
1.07K
$228K
|
|
|
Aug 11, 2023
Q2 2023
|
Oribel Capital Management, LP
New York, NY |
SELL
|
- |
-104K- 61.72% |
$17.5M - $19.6M
|
64.7K
$13.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.09K+ 20.49% |
$183K - $205K
|
6.4K
$1.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
6.38K+ 1.64% |
$1.07M - $1.2M
|
397K
$84.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
5New |
$839 - $940
|
5
$1.07K
|
|