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 14, 2023
Q4 2022
|
Utah Peaks Capital Inc
Park City, UT |
BUY
|
- |
2.19KNew |
$332K - $380K
|
2.19K
$466K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
11.2KNew |
$1.7M - $1.94M
|
11.2K
$2.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
BUY
|
- |
3.2KNew |
$487K - $557K
|
3.2K
$684K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-338- 9.4% |
$51.3K - $58.8K
|
3.26K
$695K
|
|
|
Feb 14, 2023
Q4 2022
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
38.4K+ 739.04% |
$5.84M - $6.68M
|
43.6K
$9.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Cipher Capital LP
New York, NY |
BUY
|
- |
2.08KNew |
$317K - $362K
|
2.08K
$445K
|
|
|
Feb 13, 2023
Q4 2022
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-72- 4.12% |
$10.9K - $12.5K
|
1.67K
$357K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.45K+ 105.08% |
$220K - $252K
|
2.83K
$603K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
61New |
$9.27K - $10.6K
|
61
$13K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
67+ 2.01% |
$10.2K - $11.7K
|
3.4K
$725K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
4.16K+ 90.46% |
$633K - $724K
|
8.77K
$1.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
23New |
$3.49K - $4K
|
23
$4.91K
|
|
|
Feb 10, 2023
Q4 2022
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-66- 3.74% |
$10K - $11.5K
|
1.7K
$363K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
2.1KNew |
$319K - $365K
|
2.1K
$448K
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
1.54KNew |
$234K - $268K
|
1.54K
$329K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
65New |
$9.87K - $11.3K
|
65
$13.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
SELL
|
- |
-1- 1.89% |
$152 - $174
|
52
$11.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-2K- 24.27% |
$304K - $348K
|
6.24K
$1.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
24New |
$3.65K - $4.17K
|
24
$5.12K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-110- 1.71% |
$16.7K - $19.1K
|
6.33K
$1.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-6.89K- 11.71% |
$1.05M - $1.2M
|
51.9K
$11.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
1.28KNew |
$194K - $222K
|
1.28K
$273K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
15New |
$2.28K - $2.61K
|
15
$3.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
3.44KNew |
$522K - $597K
|
3.44K
$733K
|
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-368- 73.16% |
$55.9K - $64K
|
135
$28.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.22KNew |
$185K - $212K
|
1.22K
$260K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
43New |
$6.53K - $7.48K
|
43
$9.18K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-12- 6.94% |
$1.82K - $2.09K
|
161
$34.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-225- 12.42% |
$34.2K - $39.1K
|
1.59K
$339K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
786New |
$119K - $137K
|
786
$168K
|
|
|
Jan 27, 2023
Q4 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
7.05K+ 178.13% |
$1.07M - $1.23M
|
11K
$2.35M
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
32New |
$4.86K - $5.56K
|
32
$6.83K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
8New |
$1.22K - $1.39K
|
8
$1.71K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
24+ 36.92% |
$3.65K - $4.17K
|
89
$19K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-30- 50.0% |
$4.56K - $5.22K
|
30
$6.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Kearns & Associates LLC
|
BUY
|
- |
2.86KNew |
$434K - $497K
|
2.86K
$611K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
2.19KNew |
$332K - $380K
|
2.19K
$467K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
24New |
$3.65K - $4.17K
|
24
$5.12K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
915New |
$139K - $159K
|
915
$195K
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
3+ 0.07% |
$456 - $522
|
4.34K
$926K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
120+ 3.26% |
$18.2K - $20.9K
|
3.8K
$812K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
35New |
$5.32K - $6.09K
|
35
$7.47K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
27New |
$4.1K - $4.7K
|
27
$5.76K
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
1.33KNew |
$202K - $231K
|
1.33K
$283K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
70New |
$10.6K - $12.2K
|
70
$14.9K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
58New |
$8.81K - $10.1K
|
58
$12.4K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-21K- 60.0% |
$3.12M - $3.64M
|
14K
$2.99M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-265- 16.68% |
$39.3K - $45.9K
|
1.32K
$283K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
16+ 1.24% |
$2.37K - $2.77K
|
1.31K
$279K
|
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1.72KNew |
$255K - $298K
|
1.72K
$368K
|
|