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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
3.44KNew |
$522K - $597K
|
3.44K
$736K
|
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-368- 73.16% |
$55.9K - $64K
|
135
$28.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.22KNew |
$185K - $212K
|
1.22K
$261K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
43New |
$6.53K - $7.48K
|
43
$9.21K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-225- 12.42% |
$34.2K - $39.1K
|
1.59K
$340K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
786New |
$119K - $137K
|
786
$168K
|
|
|
Jan 27, 2023
Q4 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
7.05K+ 178.13% |
$1.07M - $1.23M
|
11K
$2.36M
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
32New |
$4.86K - $5.56K
|
32
$6.85K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
8New |
$1.22K - $1.39K
|
8
$1.71K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
24+ 36.92% |
$3.65K - $4.17K
|
89
$19.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-30- 50.0% |
$4.56K - $5.22K
|
30
$6.43K
|
|
|
Jan 20, 2023
Q4 2022
|
Kearns & Associates LLC
|
BUY
|
- |
2.86KNew |
$434K - $497K
|
2.86K
$613K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
2.19KNew |
$332K - $380K
|
2.19K
$469K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
24New |
$3.65K - $4.17K
|
24
$5.14K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
915New |
$139K - $159K
|
915
$196K
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
3+ 0.07% |
$456 - $522
|
4.34K
$929K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
120+ 3.26% |
$18.2K - $20.9K
|
3.8K
$814K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
35New |
$5.32K - $6.09K
|
35
$7.5K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
27New |
$4.1K - $4.7K
|
27
$5.78K
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
1.33KNew |
$202K - $231K
|
1.33K
$284K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
70New |
$10.6K - $12.2K
|
70
$15K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-21K- 60.0% |
$3.12M - $3.64M
|
14K
$3M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-265- 16.68% |
$39.3K - $45.9K
|
1.32K
$284K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
16+ 1.24% |
$2.37K - $2.77K
|
1.31K
$279K
|
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1.72KNew |
$255K - $298K
|
1.72K
$369K
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2New |
$297 - $346
|
2
$428
|
|
|
Nov 14, 2022
Q3 2022
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
1.08K+ 9.23% |
$160K - $187K
|
12.8K
$2.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
3KNew |
$445K - $519K
|
3K
$643K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
252+ 0.85% |
$37.4K - $43.6K
|
29.7K
$6.37M
|
|
|
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
$6.23M
|
|
|
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
$162K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
36New |
$5.34K - $6.23K
|
36
$7.71K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-429- 0.09% |
$63.6K - $74.3K
|
488K
$105M
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
600New |
$89K - $104K
|
600
$129K
|
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
69.3K+ 6.47% |
$10.3M - $12M
|
1.14M
$244M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
11.3K+ 134.49% |
$1.68M - $1.96M
|
19.7K
$4.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurion Capital Management LP
New York, NY |
BUY
|
PUT |
24.6KNew |
$3.65M - $4.26M
|
24.6K
$5.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
55+ 5.05% |
$8.16K - $9.52K
|
1.14K
$245K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
290New |
$43K - $50.2K
|
290
$62.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-426- 51.2% |
$63.2K - $73.8K
|
406
$87K
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-200- 11.76% |
$29.7K - $34.6K
|
1.5K
$321K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
63+ 2.2% |
$9.35K - $10.9K
|
2.92K
$626K
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-1- 2.13% |
$148 - $173
|
46
$9.85K
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
583+ 61.5% |
$86.5K - $101K
|
1.53K
$328K
|
|
|
Nov 08, 2022
Q3 2022
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-253- 13.94% |
$37.5K - $43.8K
|
1.56K
$335K
|
|
|
Nov 07, 2022
Q3 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-163- 0.23% |
$24.2K - $28.2K
|
71.6K
$15.3M
|
|