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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-389- 6.49% |
$76.4K - $83.9K
|
5.61K
$1.2M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
50New |
$9.81K - $10.8K
|
50
$10.7K
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
350New |
$68.7K - $75.5K
|
350
$75K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
16New |
$3.14K - $3.45K
|
16
$3.43K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-12- 6.35% |
$2.36K - $2.59K
|
177
$37.9K
|
|
|
Jul 01, 2024
Q2 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-3K- 35.17% |
$589K - $647K
|
5.53K
$1.18M
|
|
| Q1 2024 | |||||||
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-28.4K- 28.45% |
$5.39M - $5.9M
|
71.4K
$15.3M
|
|
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
6.09MNew |
$1.16B - $1.27B
|
6.09M
$1.3B
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
5.66K+ 18856.67% |
$1.08M - $1.18M
|
5.69K
$1.22M
|
|
|
Jan 08, 2025
Q1 2024
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.06K+ 17.2% |
$393K - $429K
|
14.1K
$3.01M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
6.04KNew |
$1.15M - $1.25M
|
6.04K
$1.29M
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-200- 40.0% |
$38K - $41.6K
|
300
$64.3K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-81- 4.25% |
$15.4K - $16.8K
|
1.83K
$391K
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
56+ 15.56% |
$10.6K - $11.6K
|
416
$89.1K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
16New |
$3.04K - $3.33K
|
16
$3.43K
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.79KNew |
$340K - $371K
|
1.79K
$383K
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.96KNew |
$373K - $407K
|
1.96K
$420K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
35+ 1.17% |
$6.66K - $7.28K
|
3.03K
$650K
|
|
|
May 15, 2024
Q1 2024
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
1.19KNew |
$226K - $248K
|
1.19K
$255K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
60+ 3.24% |
$11.4K - $12.5K
|
1.91K
$409K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3.09K- 29.59% |
$587K - $642K
|
7.35K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
3.69KNew |
$702K - $767K
|
3.69K
$790K
|
|
|
May 14, 2024
Q1 2024
|
Marathon Asset Management LTD
|
SELL
|
- |
-2.4K- 2.47% |
$457K - $500K
|
94.8K
$20.3M
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
225New |
$42.8K - $46.8K
|
225
$48.2K
|
|
|
May 14, 2024
Q1 2024
|
Srb Corp
Boston, MA |
BUY
|
- |
3.4KNew |
$647K - $707K
|
3.4K
$728K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-226- 1.13% |
$43K - $47K
|
19.8K
$4.25M
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.1KNew |
$209K - $229K
|
1.1K
$236K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.16K+ 7.31% |
$410K - $449K
|
31.7K
$6.79M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.07K+ 53.12% |
$585K - $639K
|
8.86K
$1.9M
|
|
|
May 13, 2024
Q1 2024
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
SELL
|
- |
-98- 26.34% |
$18.6K - $20.4K
|
274
$58.7K
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
85K+ 19.28% |
$16.2M - $17.7M
|
526K
$113M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
182+ 15.17% |
$34.6K - $37.8K
|
1.38K
$296K
|
|
|
May 13, 2024
Q1 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
19.8K+ 2.44% |
$3.76M - $4.11M
|
832K
$178M
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
1.01KNew |
$192K - $210K
|
1.01K
$216K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
20New |
$3.8K - $4.16K
|
20
$4.28K
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
1.36K+ 4.24% |
$258K - $282K
|
33.3K
$7.14M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-2.33K- 1.44% |
$443K - $484K
|
159K
$34.1M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2+ 0.08% |
$380 - $416
|
2.46K
$526K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-2.87K- 99.97% |
$546K - $597K
|
1
$214
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4- 6.78% |
$761 - $832
|
55
$11.8K
|
|
|
May 10, 2024
Q1 2024
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
2K+ 19.89% |
$380K - $416K
|
12.1K
$2.58M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-63- 39.87% |
$12K - $13.1K
|
95
$20.3K
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-3.27K- 26.28% |
$621K - $679K
|
9.16K
$1.96M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.25KNew |
$237K - $259K
|
1.25K
$267K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
34.1K+ 2.88% |
$6.49M - $7.09M
|
1.22M
$261M
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-925- 19.03% |
$176K - $192K
|
3.94K
$843K
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-26- 0.4% |
$4.94K - $5.41K
|
6.45K
$1.38M
|
|
|
May 09, 2024
Q1 2024
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
8.42KNew |
$1.6M - $1.75M
|
8.42K
$1.8M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10+ 250.0% |
$1.9K - $2.08K
|
14
$3K
|
|