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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.39KNew |
$265K - $290K
|
1.39K
$298K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3New |
$571 - $624
|
3
$643
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-152- 12.85% |
$28.9K - $31.6K
|
1.03K
$221K
|
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-477- 22.61% |
$90.7K - $99.2K
|
1.63K
$350K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
1KNew |
$190K - $208K
|
1K
$214K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
3.5KNew |
$666K - $728K
|
3.5K
$750K
|
|
|
May 03, 2024
Q1 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
1KNew |
$190K - $208K
|
1K
$214K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-21- 0.79% |
$3.99K - $4.37K
|
2.63K
$563K
|
|
|
May 03, 2024
Q1 2024
|
Broderick Brian C
|
BUY
|
- |
2.5KNew |
$475K - $520K
|
2.5K
$535K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-8- 0.43% |
$1.52K - $1.66K
|
1.85K
$395K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-35- 20.11% |
$6.66K - $7.28K
|
139
$29.8K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
450New |
$85.6K - $93.6K
|
450
$96.4K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-67- 1.51% |
$12.7K - $13.9K
|
4.38K
$937K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
57New |
$10.8K - $11.9K
|
57
$12.2K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
435+ 10.69% |
$82.7K - $90.4K
|
4.5K
$964K
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
BUY
|
- |
1.21KNew |
$231K - $252K
|
1.21K
$260K
|
|
|
Apr 30, 2024
Q1 2024
|
Dillon & Associates Inc
|
BUY
|
- |
300+ 20.0% |
$57.1K - $62.4K
|
1.8K
$386K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
14.4K+ 139.81% |
$2.74M - $2.99M
|
24.7K
$5.29M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
9+ 19.57% |
$1.71K - $1.87K
|
55
$11.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
46New |
$8.75K - $9.56K
|
46
$9.85K
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
87.3KNew |
$16.6M - $18.2M
|
87.3K
$18.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
1.04KNew |
$198K - $217K
|
1.04K
$223K
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1KNew |
$190K - $208K
|
1K
$214K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
39New |
$7.42K - $8.11K
|
39
$8.35K
|
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
BUY
|
- |
1.77KNew |
$336K - $368K
|
1.77K
$379K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
33New |
$6.28K - $6.86K
|
33
$7.07K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-100- 43.67% |
$19K - $20.8K
|
129
$27.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
170New |
$32.3K - $35.3K
|
170
$36.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-6.32K- 92.75% |
$1.2M - $1.31M
|
494
$106K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
34+ 2.38% |
$6.47K - $7.07K
|
1.46K
$313K
|
|
|
Apr 17, 2024
Q1 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
500+ 32.66% |
$95.1K - $104K
|
2.03K
$435K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
31+ 10.44% |
$5.9K - $6.44K
|
328
$70.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
757+ 18.25% |
$144K - $157K
|
4.91K
$1.05M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
36New |
$6.85K - $7.48K
|
36
$7.71K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
13KNew |
$2.48M - $2.71M
|
13K
$2.79M
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
1.28KNew |
$243K - $266K
|
1.28K
$274K
|
|
|
Apr 09, 2024
Q1 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-20- 1.07% |
$3.8K - $4.16K
|
1.85K
$396K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
993New |
$189K - $206K
|
993
$213K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
298New |
$56.7K - $62K
|
298
$63.8K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
285K+ 8.53% |
$52.7M - $57.6M
|
3.63M
$777M
|
|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
3.6KNew |
$666K - $727K
|
3.6K
$771K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
650+ 96.44% |
$120K - $131K
|
1.32K
$284K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-1.1K- 82.36% |
$203K - $221K
|
235
$50.3K
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-65- 4.93% |
$12K - $13.1K
|
1.25K
$268K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
344New |
$63.6K - $69.4K
|
344
$73.7K
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-639- 32.14% |
$118K - $129K
|
1.35K
$289K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
4New |
$740 - $807
|
4
$857
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
60KNew |
$11.1M - $12.1M
|
60K
$12.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Viking Global Investors LP
|
BUY
|
- |
238KNew |
$44M - $48M
|
238K
$50.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-299- 11.63% |
$55.3K - $60.4K
|
2.27K
$486K
|
|