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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-49- 4.75% |
$8.22K - $9.22K
|
983
$210K
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-15- 0.78% |
$2.52K - $2.82K
|
1.92K
$410K
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.8KNew |
$302K - $339K
|
1.8K
$384K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3.72K- 18.35% |
$623K - $699K
|
16.5K
$3.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.43K+ 0.86% |
$240K - $269K
|
169K
$36M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
6New |
$1.01K - $1.13K
|
6
$1.28K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
8.53KNew |
$1.43M - $1.6M
|
8.53K
$1.82M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.3KNew |
$218K - $244K
|
1.3K
$277K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
7New |
$1.17K - $1.32K
|
7
$1.49K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
231New |
$38.7K - $43.4K
|
231
$49.3K
|
|
|
Aug 02, 2023
Q2 2023
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
1.2KNew |
$201K - $226K
|
1.2K
$256K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
131+ 86.75% |
$22K - $24.6K
|
282
$60.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-42.1K- 76.88% |
$7.06M - $7.92M
|
12.7K
$2.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
577+ 142.82% |
$96.8K - $109K
|
981
$209K
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-209- 11.65% |
$35.1K - $39.3K
|
1.59K
$338K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
4.08KNew |
$685K - $768K
|
4.08K
$872K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
55+ 9.34% |
$9.22K - $10.3K
|
644
$137K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.1% |
$168 - $188
|
980
$209K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-86- 3.81% |
$14.4K - $16.2K
|
2.17K
$464K
|
|
|
Jul 19, 2023
Q2 2023
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-791- 3.84% |
$133K - $149K
|
19.8K
$4.23M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
360New |
$60.4K - $67.7K
|
360
$76.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.2KNew |
$201K - $226K
|
1.2K
$256K
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
3.37KNew |
$566K - $634K
|
3.37K
$720K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
51New |
$8.55K - $9.59K
|
51
$10.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.2KNew |
$201K - $226K
|
1.2K
$256K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
BUY
|
- |
40+ 160.0% |
$6.71K - $7.52K
|
65
$13.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
BUY
|
- |
1.18KNew |
$198K - $222K
|
1.18K
$252K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 8.33% |
$335 - $376
|
26
$5.55K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
16+ 57.14% |
$2.68K - $3.01K
|
44
$9.39K
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
20.1KNew |
$3.1M - $3.53M
|
20.1K
$4.3M
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-418KClosed |
$64.4M - $73.4M
|
0
$0
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.55KClosed |
$239K - $272K
|
0
$0
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-134- 1.25% |
$20.6K - $23.5K
|
10.5K
$2.25M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
617New |
$95.1K - $108K
|
617
$132K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
5+ 0.14% |
$770 - $878
|
3.68K
$785K
|
|
|
May 15, 2023
Q1 2023
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
- |
64.7KNew |
$9.96M - $11.4M
|
64.7K
$13.8M
|
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-2.5K- 67.39% |
$386K - $440K
|
1.21K
$259K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
SELL
|
- |
-682- 8.79% |
$105K - $120K
|
7.08K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
22+ 157.14% |
$3.39K - $3.86K
|
36
$7.68K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
98+ 1400.0% |
$15.1K - $17.2K
|
105
$22.4K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
13+ 0.45% |
$2K - $2.28K
|
2.91K
$621K
|
|
|
May 15, 2023
Q1 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
4.66KNew |
$718K - $819K
|
4.66K
$995K
|
|
|
May 15, 2023
Q1 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
SELL
|
- |
-8.12K- 36.9% |
$1.25M - $1.43M
|
13.9K
$2.96M
|
|
|
May 15, 2023
Q1 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.36KNew |
$210K - $240K
|
1.36K
$291K
|
|
|
May 15, 2023
Q1 2023
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
2.07KNew |
$318K - $363K
|
2.07K
$441K
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
4.44KNew |
$685K - $781K
|
4.44K
$949K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.07KNew |
$165K - $188K
|
1.07K
$228K
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
11+ 0.19% |
$1.69K - $1.93K
|
5.68K
$1.21M
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
52K+ 6.62% |
$8.01M - $9.13M
|
837K
$179M
|
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
PUT |
25.8KNew |
$3.98M - $4.54M
|
25.8K
$5.51M
|
|