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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2New |
$297 - $346
|
2
$427
|
|
|
Nov 14, 2022
Q3 2022
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
1.08K+ 9.23% |
$160K - $187K
|
12.8K
$2.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
3KNew |
$445K - $519K
|
3K
$640K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
252+ 0.85% |
$37.4K - $43.6K
|
29.7K
$6.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-1.24KClosed |
$184K - $215K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
96.8K+ 10.54% |
$14.4M - $16.8M
|
1.01M
$217M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-966- 3.22% |
$143K - $167K
|
29.1K
$6.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
13+ 12.62% |
$1.93K - $2.25K
|
116
$24.8K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.63K+ 202.51% |
$538K - $628K
|
5.42K
$1.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
755New |
$112K - $131K
|
755
$161K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
36New |
$5.34K - $6.23K
|
36
$7.68K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-429- 0.09% |
$63.6K - $74.3K
|
488K
$104M
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
600New |
$89K - $104K
|
600
$128K
|
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
69.3K+ 6.47% |
$10.3M - $12M
|
1.14M
$243M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
11.3K+ 134.49% |
$1.68M - $1.96M
|
19.7K
$4.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurion Capital Management LP
New York, NY |
BUY
|
PUT |
24.6KNew |
$3.65M - $4.26M
|
24.6K
$5.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
55+ 5.05% |
$8.16K - $9.52K
|
1.14K
$244K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
290New |
$43K - $50.2K
|
290
$61.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-426- 51.2% |
$63.2K - $73.8K
|
406
$86.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-8- 5.56% |
$1.19K - $1.39K
|
136
$29K
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-200- 11.76% |
$29.7K - $34.6K
|
1.5K
$320K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
63+ 2.2% |
$9.35K - $10.9K
|
2.92K
$624K
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-1- 2.13% |
$148 - $173
|
46
$9.82K
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
583+ 61.5% |
$86.5K - $101K
|
1.53K
$327K
|
|
|
Nov 08, 2022
Q3 2022
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-253- 13.94% |
$37.5K - $43.8K
|
1.56K
$333K
|
|
|
Nov 07, 2022
Q3 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-163- 0.23% |
$24.2K - $28.2K
|
71.6K
$15.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
600+ 42.86% |
$89K - $104K
|
2K
$427K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
633+ 11.6% |
$93.9K - $110K
|
6.09K
$1.3M
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
60+ 4.69% |
$8.9K - $10.4K
|
1.34K
$286K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
59New |
$8.75K - $10.2K
|
59
$12.6K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-1.4K- 1.73% |
$207K - $242K
|
79.3K
$16.9M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
71New |
$10.5K - $12.3K
|
71
$15.2K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-8- 1.47% |
$1.19K - $1.39K
|
535
$114K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
80New |
$11.9K - $13.9K
|
80
$17.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
4.13KNew |
$613K - $716K
|
4.13K
$882K
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
515+ 8.67% |
$76.4K - $89.2K
|
6.45K
$1.38M
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
CALL |
-400- 80.0% |
$59.3K - $69.3K
|
100
$21.3K
|
|
|
Oct 25, 2022
Q3 2022
|
Qvr LLC
|
BUY
|
- |
681+ 104.93% |
$101K - $118K
|
1.33K
$284K
|
|
|
Oct 25, 2022
Q3 2022
|
Qvr LLC
|
SELL
|
PUT |
-5.2K- 52.0% |
$771K - $900K
|
4.8K
$1.02M
|
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-53- 1.3% |
$7.86K - $9.18K
|
4.03K
$860K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-12- 0.55% |
$1.78K - $2.08K
|
2.19K
$467K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
9New |
$1.34K - $1.56K
|
9
$1.92K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
885New |
$131K - $153K
|
885
$189K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
7New |
$1.04K - $1.21K
|
7
$1.49K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
97New |
$14.4K - $16.8K
|
97
$20.7K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
106+ 6.2% |
$15.7K - $18.4K
|
1.82K
$388K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-2.23K- 17.81% |
$331K - $386K
|
10.3K
$2.2M
|
|
|
Oct 11, 2022
Q3 2022
|
Heartland Bank & Trust CO
|
SELL
|
- |
-150- 2.66% |
$22.3K - $26K
|
5.48K
$1.17M
|
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
BUY
|
- |
61New |
$9.05K - $10.6K
|
61
$13K
|
|
| Q2 2022 | |||||||
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5New |
$722 - $894
|
5
$1.07K
|
|