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 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
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
PUT |
-40K- 66.67% |
$5.77M - $7.15M
|
20K
$3.95M
|
|
|
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
$395K
|
|
|
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
$369K
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-10.7K- 49.4% |
$1.55M - $1.92M
|
11K
$2.17M
|
|
|
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
$3.9M
|
|
|
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
$350K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
314+ 1.72% |
$45.3K - $56.1K
|
18.6K
$3.67M
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
17New |
$2.45K - $3.04K
|
17
$3.36K
|
|
|
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
$1.15M
|
|
|
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
$930K
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-170- 11.58% |
$24.5K - $30.4K
|
1.3K
$256K
|
|
|
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
$80.4M
|
|
|
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
$279K
|
|
|
Aug 08, 2022
Q2 2022
|
Tpi Fund Managers LTD
|
SELL
|
- |
-3.57K- 2.42% |
$515K - $638K
|
144K
$28.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
79.4KNew |
$11.5M - $14.2M
|
79.4K
$15.7M
|
|
|
Aug 05, 2022
Q2 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.55KNew |
$223K - $277K
|
1.55K
$306K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-9.42K- 91.63% |
$1.36M - $1.68M
|
861
$170K
|
|
|
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
$1.83M
|
|
|
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
$98.7K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10+ 2.35% |
$1.44K - $1.79K
|
435
$85.9K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
12New |
$1.73K - $2.14K
|
12
$2.37K
|
|
|
Jul 29, 2022
Q2 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
1.5KNew |
$217K - $268K
|
1.5K
$296K
|
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
34+ 2.54% |
$4.91K - $6.08K
|
1.37K
$271K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-274- 24.01% |
$39.5K - $49K
|
867
$171K
|
|
|
Jul 27, 2022
Q2 2022
|
Curated Wealth Partners LLC
|
SELL
|
- |
-554- 29.22% |
$80K - $99K
|
1.34K
$265K
|
|
|
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
$3.75K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-10- 0.1% |
$1.44K - $1.79K
|
9.78K
$1.93M
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-1.26KClosed |
$182K - $225K
|
0
$0
|