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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2022
Q3 2022
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
600+ 42.86% |
$89K - $104K
|
2K
$428K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
633+ 11.6% |
$93.9K - $110K
|
6.09K
$1.3M
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
60+ 4.69% |
$8.9K - $10.4K
|
1.34K
$287K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
59New |
$8.75K - $10.2K
|
59
$12.6K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-1.4K- 1.73% |
$207K - $242K
|
79.3K
$17M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
71New |
$10.5K - $12.3K
|
71
$15.2K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-8- 1.47% |
$1.19K - $1.39K
|
535
$115K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
80New |
$11.9K - $13.9K
|
80
$17.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
4.13KNew |
$613K - $716K
|
4.13K
$885K
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
515+ 8.67% |
$76.4K - $89.2K
|
6.45K
$1.38M
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
CALL |
-400- 80.0% |
$59.3K - $69.3K
|
100
$21.4K
|
|
|
Oct 25, 2022
Q3 2022
|
Qvr LLC
|
BUY
|
- |
681+ 104.93% |
$101K - $118K
|
1.33K
$285K
|
|
|
Oct 25, 2022
Q3 2022
|
Qvr LLC
|
SELL
|
PUT |
-5.2K- 52.0% |
$771K - $900K
|
4.8K
$1.03M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-12- 0.55% |
$1.78K - $2.08K
|
2.19K
$469K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
885New |
$131K - $153K
|
885
$190K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
7New |
$1.04K - $1.21K
|
7
$1.5K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
97New |
$14.4K - $16.8K
|
97
$20.8K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
106+ 6.2% |
$15.7K - $18.4K
|
1.82K
$389K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-2.23K- 17.81% |
$331K - $386K
|
10.3K
$2.2M
|
|
|
Oct 11, 2022
Q3 2022
|
Heartland Bank & Trust CO
|
SELL
|
- |
-150- 2.66% |
$22.3K - $26K
|
5.48K
$1.17M
|
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
BUY
|
- |
61New |
$9.05K - $10.6K
|
61
$13.1K
|
|
| Q2 2022 | |||||||
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5New |
$722 - $894
|
5
$1.07K
|
|
|
Nov 30, 2023
Q2 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-75- 4.97% |
$10.8K - $13.4K
|
1.43K
$307K
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-83KClosed |
$12M - $14.8M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.85KClosed |
$267K - $331K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.55K+ 11.83% |
$368K - $455K
|
24.1K
$5.16M
|
|
|
Aug 15, 2022
Q2 2022
|
Ctf Capital Management, LP
Old Greenwich, CT |
BUY
|
- |
34KNew |
$4.91M - $6.08M
|
34K
$7.28M
|
|
|
Aug 15, 2022
Q2 2022
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
80+ 6.19% |
$11.5K - $14.3K
|
1.37K
$294K
|
|
|
Aug 15, 2022
Q2 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-418Closed |
$60.3K - $74.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-363Closed |
$52.4K - $64.9K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.83KNew |
$265K - $328K
|
1.83K
$393K
|
|
|
Aug 15, 2022
Q2 2022
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
PUT |
-40K- 66.67% |
$5.77M - $7.15M
|
20K
$4.28M
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-31Closed |
$4.47K - $5.54K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
CALL |
2KNew |
$289K - $357K
|
2K
$428K
|
|
|
Aug 12, 2022
Q2 2022
|
Robotti Robert
New York, NY |
SELL
|
- |
-4KClosed |
$577K - $715K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
BUY
|
- |
1.87KNew |
$270K - $334K
|
1.87K
$400K
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-10.7K- 49.4% |
$1.55M - $1.92M
|
11K
$2.36M
|
|
|
Aug 12, 2022
Q2 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-4.5KClosed |
$650K - $804K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-59.2KClosed |
$8.54M - $10.6M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-19.6K- 49.82% |
$2.83M - $3.5M
|
19.7K
$4.23M
|
|
|
Aug 11, 2022
Q2 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
47.2K+ 301.0% |
$6.82M - $8.44M
|
62.9K
$13.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1.29KClosed |
$186K - $230K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-721- 28.93% |
$104K - $129K
|
1.77K
$379K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
314+ 1.72% |
$45.3K - $56.1K
|
18.6K
$3.98M
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
17New |
$2.45K - $3.04K
|
17
$3.64K
|
|
|
Aug 11, 2022
Q2 2022
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-1.8KClosed |
$260K - $322K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Fosun International LTD
|
SELL
|
- |
-4.51KClosed |
$651K - $805K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
1.95K+ 50.0% |
$281K - $348K
|
5.84K
$1.25M
|
|