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 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-1.99K- 58.45% |
$307K - $350K
|
1.42K
$303K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$154 - $176
|
1
$214
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
2+ 4.08% |
$308 - $351
|
51
$10.9K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-1- 0.08% |
$154 - $176
|
1.25K
$268K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
100+ 32.15% |
$15.4K - $17.6K
|
411
$88K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
3.67KNew |
$566K - $645K
|
3.67K
$787K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
5.05KNew |
$778K - $887K
|
5.05K
$1.08M
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-10- 0.58% |
$1.54K - $1.76K
|
1.71K
$367K
|
|
|
Apr 27, 2023
Q1 2023
|
Eulav Asset Management
|
BUY
|
- |
900+ 0.69% |
$139K - $158K
|
132K
$28.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
15New |
$2.31K - $2.63K
|
15
$3.21K
|
|
|
Apr 24, 2023
Q1 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-29- 1.88% |
$4.47K - $5.09K
|
1.51K
$324K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
14New |
$2.16K - $2.46K
|
14
$3K
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
70+ 4.97% |
$10.8K - $12.3K
|
1.48K
$317K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-25- 1.39% |
$3.85K - $4.39K
|
1.78K
$381K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-20- 35.09% |
$3.08K - $3.51K
|
37
$7.92K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 100.0% |
$1.54K - $1.76K
|
20
$4.28K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
113+ 94.17% |
$17.4K - $19.8K
|
233
$49.9K
|
|
|
Apr 10, 2023
Q1 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
165+ 8.35% |
$25.4K - $29K
|
2.14K
$459K
|
|
| Q4 2022 | |||||||
|
Feb 06, 2024
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
8.26KNew |
$1.25M - $1.44M
|
8.26K
$1.77M
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
27New |
$4.1K - $4.7K
|
27
$5.78K
|
|
|
May 17, 2023
Q4 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-2.9K- 3.55% |
$441K - $504K
|
78.9K
$16.9M
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
76New |
$11.5K - $13.2K
|
76
$16.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
6+ 0.23% |
$911 - $1.04K
|
2.65K
$568K
|
|
|
Feb 14, 2023
Q4 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-16.7K- 99.52% |
$2.54M - $2.91M
|
80
$17.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-4.95K- 30.25% |
$752K - $861K
|
11.4K
$2.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
522New |
$79.3K - $90.8K
|
522
$112K
|
|
|
Feb 14, 2023
Q4 2022
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-50- 2.49% |
$7.6K - $8.69K
|
1.96K
$420K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.91MNew |
$593M - $679M
|
3.91M
$837M
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
65New |
$9.87K - $11.3K
|
65
$13.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
907+ 7.9% |
$138K - $158K
|
12.4K
$2.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
17.9KNew |
$2.72M - $3.12M
|
17.9K
$3.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Utah Peaks Capital Inc
Park City, UT |
BUY
|
- |
2.19KNew |
$332K - $380K
|
2.19K
$468K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
11.2KNew |
$1.7M - $1.94M
|
11.2K
$2.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
BUY
|
- |
3.2KNew |
$487K - $557K
|
3.2K
$686K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-338- 9.4% |
$51.3K - $58.8K
|
3.26K
$698K
|
|
|
Feb 14, 2023
Q4 2022
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
38.4K+ 739.04% |
$5.84M - $6.68M
|
43.6K
$9.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Cipher Capital LP
New York, NY |
BUY
|
- |
2.08KNew |
$317K - $362K
|
2.08K
$446K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.45K+ 105.08% |
$220K - $252K
|
2.83K
$605K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
61New |
$9.27K - $10.6K
|
61
$13.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
67+ 2.01% |
$10.2K - $11.7K
|
3.4K
$727K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
4.16K+ 90.46% |
$633K - $724K
|
8.77K
$1.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-66- 3.74% |
$10K - $11.5K
|
1.7K
$364K
|
|
|
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
$1.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
24New |
$3.65K - $4.17K
|
24
$5.14K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-110- 1.71% |
$16.7K - $19.1K
|
6.33K
$1.36M
|
|
|
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
$3.21K
|
|