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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
25+ 32.47% |
$4.6K - $4.96K
|
102
$20.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
4+ 0.25% |
$736 - $794
|
1.59K
$313K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
1.11KNew |
$205K - $221K
|
1.11K
$220K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-87- 83.65% |
$16K - $17.3K
|
17
$3.36K
|
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-90- 4.11% |
$16.6K - $17.9K
|
2.1K
$415K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7New |
$1.29K - $1.39K
|
7
$1.38K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-21- 3.62% |
$3.86K - $4.17K
|
559
$110K
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-175- 2.65% |
$32.2K - $34.7K
|
6.43K
$1.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-103- 1.21% |
$19K - $20.5K
|
8.41K
$1.66M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
410New |
$75.4K - $81.4K
|
410
$80.9K
|
|
| Q2 2023 | |||||||
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-600- 33.33% |
$101K - $113K
|
1.2K
$237K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-34.8KClosed |
$5.83M - $6.54M
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
9.94K+ 6.04% |
$1.67M - $1.87M
|
175K
$34.4M
|
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
90New |
$15.1K - $16.9K
|
90
$17.8K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-39.6K- 26.82% |
$6.65M - $7.46M
|
108K
$21.4M
|
|
|
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-673K- 99.47% |
$113M - $127M
|
3.6K
$711K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
753New |
$126K - $142K
|
753
$149K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-75- 4.05% |
$12.6K - $14.1K
|
1.78K
$351K
|
|
|
Aug 14, 2023
Q2 2023
|
Manatuck Hill Partners, LLC
Westport, CT |
BUY
|
- |
2KNew |
$335K - $376K
|
2K
$395K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
65New |
$10.9K - $12.2K
|
65
$12.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-10.1K- 59.76% |
$1.7M - $1.9M
|
6.81K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-3.16K- 25.65% |
$530K - $594K
|
9.16K
$1.81M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-4- 0.31% |
$671 - $752
|
1.28K
$252K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.83K+ 4.69% |
$307K - $344K
|
40.8K
$8.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
27.6KNew |
$4.63M - $5.19M
|
27.6K
$5.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.09K+ 20.49% |
$183K - $205K
|
6.4K
$1.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
6.38K+ 1.64% |
$1.07M - $1.2M
|
397K
$78.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
5New |
$839 - $940
|
5
$987
|
|
|
Aug 10, 2023
Q2 2023
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-49- 4.75% |
$8.22K - $9.22K
|
983
$194K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3.72K- 18.35% |
$623K - $699K
|
16.5K
$3.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.43K+ 0.86% |
$240K - $269K
|
169K
$33.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
6New |
$1.01K - $1.13K
|
6
$1.18K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
7New |
$1.17K - $1.32K
|
7
$1.38K
|
|
|
Aug 02, 2023
Q2 2023
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
1.2KNew |
$201K - $226K
|
1.2K
$237K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
131+ 86.75% |
$22K - $24.6K
|
282
$55.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-42.1K- 76.88% |
$7.06M - $7.92M
|
12.7K
$2.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
577+ 142.82% |
$96.8K - $109K
|
981
$194K
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-209- 11.65% |
$35.1K - $39.3K
|
1.59K
$313K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
4.08KNew |
$685K - $768K
|
4.08K
$806K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.1% |
$168 - $188
|
980
$193K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-86- 3.81% |
$14.4K - $16.2K
|
2.17K
$429K
|
|
|
Jul 18, 2023
Q2 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.2KNew |
$201K - $226K
|
1.2K
$237K
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
3.37KNew |
$566K - $634K
|
3.37K
$666K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
51New |
$8.55K - $9.59K
|
51
$10.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.2KNew |
$201K - $226K
|
1.2K
$237K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
BUY
|
- |
40+ 160.0% |
$6.71K - $7.52K
|
65
$12.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
BUY
|
- |
1.18KNew |
$198K - $222K
|
1.18K
$233K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 8.33% |
$335 - $376
|
26
$5.13K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
16+ 57.14% |
$2.68K - $3.01K
|
44
$8.69K
|
|
| Q1 2023 | |||||||
|
Sep 02, 2025
Q1 2023
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-73.5K- 81.85% |
$11.3M - $12.9M
|
16.3K
$3.22M
|
|