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 |
---|---|---|---|---|---|---|---|
Apr 26, 2021
Q1 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-1.74KClosed |
$187K - $212K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-45Closed |
$4.84K - $5.48K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Ogorek Anthony Joseph
|
SELL
|
- |
-30Closed |
$3.23K - $3.66K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.94KClosed |
$209K - $237K
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-55Closed |
$5.92K - $6.7K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Moller Financial Services
|
SELL
|
- |
-11.7KClosed |
$1.26M - $1.43M
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-20KClosed |
$2.15M - $2.44M
|
0
$0
|
|
Apr 09, 2021
Q1 2021
|
Scout Investments, Inc.
|
SELL
|
- |
-121KClosed |
$13M - $14.8M
|
0
$0
|
|
Q4 2020 | |||||||
Aug 05, 2024
Q4 2020
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-20- 0.24% |
$2.06K - $2.37K
|
8.37K
$1.79M
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-845Closed |
$87K - $100K
|
0
$0
|
|
Feb 18, 2021
Q4 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-26Closed |
$2.68K - $3.09K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
17New |
$1.75K - $2.02K
|
17
$3.64K
|
|
Feb 16, 2021
Q4 2020
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-4.46KClosed |
$459K - $529K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.73KNew |
$178K - $205K
|
1.73K
$369K
|
|
Feb 16, 2021
Q4 2020
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-11.6KClosed |
$1.19M - $1.38M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-4.53KClosed |
$466K - $537K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-9.99KClosed |
$1.03M - $1.19M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-566KClosed |
$58.2M - $67.1M
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-106Closed |
$10.9K - $12.6K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-38Closed |
$3.91K - $4.51K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-73Closed |
$7.52K - $8.66K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-186Closed |
$19.1K - $22.1K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
96New |
$9.88K - $11.4K
|
96
$20.6K
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-33Closed |
$3.4K - $3.92K
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
Nippon Life Insurance CO
|
SELL
|
- |
-1.48M- 36.08% |
$152M - $176M
|
2.62M
$562M
|
|
Jan 26, 2021
Q4 2020
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
100+ 28.57% |
$10.3K - $11.9K
|
450
$96.4K
|
|
Jan 25, 2021
Q4 2020
|
Chicago Capital, LLC
|
SELL
|
- |
-3.2KClosed |
$329K - $380K
|
0
$0
|
|
Jan 13, 2021
Q4 2020
|
Rnc Capital Management LLC
|
SELL
|
- |
-8.29KClosed |
$854K - $984K
|
0
$0
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
SELL
|
PUT |
-2.48K- 13.88% |
$255K - $294K
|
15.4K
$3.3M
|
|
Jan 07, 2021
Q4 2020
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-15KClosed |
$1.55M - $1.79M
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-320K- 94.11% |
$34.3M - $38M
|
20K
$4.28M
|
|
Nov 16, 2020
Q3 2020
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-145Closed |
$15.6K - $17.2K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Blue Mar Capital Management, LLC
Miami, FL |
SELL
|
- |
-44.1KClosed |
$4.73M - $5.24M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-16.6KClosed |
$1.78M - $1.98M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-425- 14.85% |
$45.6K - $50.5K
|
2.44K
$522K
|
|
Nov 12, 2020
Q3 2020
|
Western Asset Management Company, LLC
Pasadena, CA |
SELL
|
- |
-23Closed |
$2.47K - $2.73K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Sea Town Holdings Pte. Ltd.
|
SELL
|
- |
-100KClosed |
$10.7M - $11.9M
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-132Closed |
$14.2K - $15.7K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-17.5KClosed |
$1.88M - $2.08M
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-1.87KClosed |
$201K - $222K
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-134Closed |
$14.4K - $15.9K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Somerville Kurt F
|
SELL
|
- |
-2KClosed |
$215K - $238K
|
0
$0
|
|
Oct 20, 2020
Q3 2020
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-83Closed |
$8.91K - $9.87K
|
0
$0
|
|
Oct 19, 2020
Q3 2020
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.53KClosed |
$379K - $420K
|
0
$0
|
|
Oct 14, 2020
Q3 2020
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-400Closed |
$42.9K - $47.6K
|
0
$0
|
|
Oct 13, 2020
Q3 2020
|
Pacifica Partners Inc.
|
SELL
|
- |
-45Closed |
$4.83K - $5.35K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-44Closed |
$4.72K - $5.23K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-125- 4.17% |
$9.99K - $13.9K
|
2.87K
$615K
|
|
Dec 16, 2020
Q2 2020
|
S&Co Inc
Boston, MA |
BUY
|
- |
2KNew |
$160K - $223K
|
2K
$428K
|
|
Aug 17, 2020
Q2 2020
|
Parametrica Management LTD
|
SELL
|
- |
-5.96KClosed |
$476K - $664K
|
0
$0
|