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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.41KClosed |
$348K - $431K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.2KClosed |
$173K - $214K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
103+ 2.24% |
$14.9K - $18.4K
|
4.71K
$1.01M
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-170- 11.58% |
$24.5K - $30.4K
|
1.3K
$278K
|
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-4.87KClosed |
$703K - $871K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Tesco Pension Investment LTD
|
SELL
|
- |
-398K- 49.39% |
$57.4M - $71M
|
407K
$87.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-2.59KClosed |
$374K - $464K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-119- 7.77% |
$17.2K - $21.3K
|
1.41K
$302K
|
|
|
Aug 08, 2022
Q2 2022
|
Tpi Fund Managers LTD
|
SELL
|
- |
-3.57K- 2.42% |
$515K - $638K
|
144K
$30.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
79.4KNew |
$11.5M - $14.2M
|
79.4K
$17M
|
|
|
Aug 05, 2022
Q2 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.55KNew |
$223K - $277K
|
1.55K
$332K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-9.42K- 91.63% |
$1.36M - $1.68M
|
861
$184K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-933Closed |
$135K - $167K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-289Closed |
$41.7K - $51.6K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-72.4KClosed |
$10.4M - $12.9M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-879- 8.65% |
$127K - $157K
|
9.28K
$1.99M
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
SELL
|
- |
-4.55KClosed |
$656K - $813K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
500New |
$72.2K - $89.4K
|
500
$107K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10+ 2.35% |
$1.44K - $1.79K
|
435
$93.2K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
12New |
$1.73K - $2.14K
|
12
$2.57K
|
|
|
Jul 29, 2022
Q2 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
1.5KNew |
$217K - $268K
|
1.5K
$321K
|
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
34+ 2.54% |
$4.91K - $6.08K
|
1.37K
$294K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-274- 24.01% |
$39.5K - $49K
|
867
$186K
|
|
|
Jul 27, 2022
Q2 2022
|
Curated Wealth Partners LLC
|
SELL
|
- |
-554- 29.22% |
$80K - $99K
|
1.34K
$287K
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-435Closed |
$62.8K - $77.7K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-78Closed |
$11.3K - $13.9K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
SELL
|
- |
-35Closed |
$5.05K - $6.25K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
19New |
$2.74K - $3.4K
|
19
$4.07K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-10- 0.1% |
$1.44K - $1.79K
|
9.78K
$2.09M
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-1.26KClosed |
$182K - $225K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
96New |
$13.9K - $17.2K
|
96
$20.6K
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-110- 6.56% |
$15.9K - $19.7K
|
1.57K
$335K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-325Closed |
$46.9K - $58.1K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
SELL
|
- |
-20Closed |
$2.89K - $3.57K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-20Closed |
$2.89K - $3.57K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Canton Hathaway, LLC
|
BUY
|
- |
164New |
$23.7K - $29.3K
|
164
$35.1K
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-8.1KClosed |
$1.17M - $1.45M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-29.1KClosed |
$4.2M - $5.2M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Swarthmore Group Inc
|
SELL
|
- |
-19.3KClosed |
$2.78M - $3.44M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
700New |
$101K - $125K
|
700
$150K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-299Closed |
$43.2K - $53.4K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-150Closed |
$21.7K - $26.8K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
SELL
|
- |
-35- 50.0% |
$5.05K - $6.25K
|
35
$7.5K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1New |
$144 - $179
|
1
$214
|
|
|
Jul 08, 2022
Q2 2022
|
Bremer Bank National Association
|
SELL
|
- |
-327- 18.31% |
$47.2K - $58.4K
|
1.46K
$312K
|
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-12Closed |
$1.73K - $2.14K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-10.7KClosed |
$1.57M - $1.84M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
PUT |
-25.2K- 89.05% |
$3.71M - $4.33M
|
3.1K
$664K
|
|
|
May 16, 2022
Q1 2022
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-2.64KClosed |
$389K - $454K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-22.6KClosed |
$3.32M - $3.88M
|
0
$0
|
|