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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
2.04KNew |
$377K - $411K
|
2.04K
$436K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
171+ 2.18% |
$31.6K - $34.5K
|
8K
$1.71M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
105KNew |
$19.4M - $21.2M
|
105K
$22.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6New |
$1.11K - $1.21K
|
6
$1.29K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
273+ 0.93% |
$50.5K - $55.1K
|
29.7K
$6.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 20.0% |
$370 - $404
|
12
$2.57K
|
|
|
Jan 25, 2024
Q4 2023
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-10K- 62.5% |
$1.85M - $2.02M
|
6K
$1.29M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-11- 4.89% |
$2.03K - $2.22K
|
214
$45.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
16New |
$2.96K - $3.23K
|
16
$3.43K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
2.96KNew |
$547K - $597K
|
2.96K
$633K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
150New |
$27.7K - $30.3K
|
150
$32.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
30New |
$5.55K - $6.06K
|
30
$6.43K
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
1.42KNew |
$263K - $287K
|
1.42K
$304K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
17+ 1.16% |
$3.14K - $3.43K
|
1.48K
$316K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-38- 3.31% |
$7.03K - $7.67K
|
1.11K
$238K
|
|
|
Jan 10, 2024
Q4 2023
|
Birinyi Associates Inc
|
BUY
|
- |
2.5KNew |
$462K - $505K
|
2.5K
$535K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
166New |
$30.7K - $33.5K
|
166
$35.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-41- 0.59% |
$7.58K - $8.28K
|
6.95K
$1.49M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-170- 10.64% |
$31.4K - $34.3K
|
1.43K
$306K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-40- 40.0% |
$7.4K - $8.07K
|
60
$12.9K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
150New |
$27.6K - $29.8K
|
150
$32.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-43- 23.76% |
$7.91K - $8.54K
|
138
$29.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-54- 0.14% |
$9.94K - $10.7K
|
38.6K
$8.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.32KNew |
$243K - $262K
|
1.32K
$283K
|
|
|
Nov 14, 2023
Q3 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-2.76K- 72.1% |
$508K - $548K
|
1.07K
$229K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.28K- 7.38% |
$235K - $253K
|
16K
$3.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
1.35KNew |
$247K - $267K
|
1.35K
$288K
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
6.7KNew |
$1.23M - $1.33M
|
6.7K
$1.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
624+ 9.69% |
$115K - $124K
|
7.07K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
419KNew |
$77.1M - $83.2M
|
419K
$89.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-100- 2.59% |
$18.4K - $19.9K
|
3.76K
$804K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
33New |
$6.07K - $6.55K
|
33
$7.07K
|
|
|
Nov 14, 2023
Q3 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
2.46K+ 88.33% |
$452K - $488K
|
5.24K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.86KNew |
$526K - $568K
|
2.86K
$613K
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
80.4KNew |
$14.8M - $16M
|
80.4K
$17.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
446+ 7.61% |
$82.1K - $88.6K
|
6.31K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.3KNew |
$240K - $259K
|
1.3K
$279K
|
|
|
Nov 13, 2023
Q3 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
24.5KNew |
$4.5M - $4.85M
|
24.5K
$5.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
5New |
$920 - $993
|
5
$1.07K
|
|
|
Nov 13, 2023
Q3 2023
|
Rit Capital Partners PLC
London, X0 |
SELL
|
- |
-72.5K- 26.31% |
$13.3M - $14.4M
|
203K
$43.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-25- 1.57% |
$4.6K - $4.96K
|
1.57K
$336K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-639Closed |
$118K - $127K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
68New |
$12.5K - $13.5K
|
68
$14.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Bishop Rock Capital, L.P.
New York, NY |
SELL
|
- |
-17.4K- 63.15% |
$3.2M - $3.45M
|
10.2K
$2.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-795K- 38.59% |
$146M - $158M
|
1.27M
$271M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
17New |
$3.13K - $3.38K
|
17
$3.64K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
17+ 9.55% |
$3.13K - $3.38K
|
195
$41.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-15- 0.4% |
$2.76K - $2.98K
|
3.73K
$799K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
889New |
$164K - $177K
|
889
$190K
|
|
|
Nov 07, 2023
Q3 2023
|
Mu Investments Co., Ltd.
|
SELL
|
- |
-200- 1.09% |
$36.8K - $39.7K
|
18.1K
$3.88M
|
|