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 13, 2022
Q1 2022
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-37KClosed |
$5.45M - $6.36M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-165KClosed |
$24.3M - $28.4M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-51.3KClosed |
$7.56M - $8.82M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-310Closed |
$45.7K - $53.3K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
CALL |
-4KClosed |
$589K - $687K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Nicholas Company, Inc.
|
SELL
|
- |
-100Closed |
$14.7K - $17.2K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-50Closed |
$7.37K - $8.59K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.87KClosed |
$275K - $321K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-4.65KClosed |
$685K - $800K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
9+ 0.38% |
$1.33K - $1.55K
|
2.36K
$505K
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1K- 23.81% |
$147K - $172K
|
3.2K
$685K
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-21Closed |
$3.09K - $3.61K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-1.86KClosed |
$274K - $320K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Nbw Capital LLC
|
SELL
|
- |
-22.8KClosed |
$3.35M - $3.91M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.21KClosed |
$178K - $207K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Capital Management Corp
|
SELL
|
- |
-17- 1.06% |
$2.5K - $2.92K
|
1.58K
$338K
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.23KClosed |
$182K - $212K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-104Closed |
$15.3K - $17.9K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Asio Capital, LLC
|
SELL
|
- |
-200- 11.76% |
$29.5K - $34.4K
|
1.5K
$321K
|
|
Apr 27, 2022
Q1 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-13.3KClosed |
$1.95M - $2.28M
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
4New |
$589 - $687
|
4
$857
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-1.03KClosed |
$151K - $176K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-383Closed |
$56.4K - $65.8K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-200Closed |
$29.5K - $34.4K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-650Closed |
$95.8K - $112K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-50Closed |
$7.37K - $8.59K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-14.6KClosed |
$2.15M - $2.51M
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-20Closed |
$2.95K - $3.44K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-7.7KClosed |
$1.13M - $1.32M
|
0
$0
|
|
Q4 2021 | |||||||
May 09, 2023
Q4 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-16Closed |
$2.43K - $2.78K
|
0
$0
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
76+ 4.07% |
$11.5K - $13.2K
|
1.94K
$416K
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2.58KNew |
$391K - $449K
|
2.58K
$553K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-72Closed |
$10.9K - $12.5K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Warren Buffett
Berkshire Hathaway Inc | Omaha, Ne
|
SELL
|
- |
-2.34M- 85.23% |
$355M - $406M
|
405K
$86.7M
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-25Closed |
$3.79K - $4.35K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
184New |
$27.9K - $32K
|
184
$39.4K
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-3.5K- 52.24% |
$531K - $609K
|
3.2K
$685K
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-53Closed |
$8.04K - $9.22K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
4.4KNew |
$668K - $765K
|
4.4K
$942K
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-149Closed |
$22.6K - $25.9K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-141KClosed |
$21.4M - $24.6M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-2.12KClosed |
$322K - $369K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
774+ 2.53% |
$117K - $135K
|
31.4K
$6.73M
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
570+ 18.71% |
$86.5K - $99.1K
|
3.62K
$775K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-83Closed |
$12.6K - $14.4K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-777Closed |
$118K - $135K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-36Closed |
$5.46K - $6.26K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
88New |
$13.4K - $15.3K
|
88
$18.8K
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
9+ 0.56% |
$1.37K - $1.57K
|
1.61K
$345K
|
|
Feb 11, 2022
Q4 2021
|
Senator Investment Group LP
New York, NY |
SELL
|
- |
-690KClosed |
$105M - $120M
|
0
$0
|