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 14, 2022
Q4 2021
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
4.4KNew |
$668K - $765K
|
4.4K
$942K
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-149Closed |
$22.6K - $25.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-141KClosed |
$21.4M - $24.6M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-2.12KClosed |
$322K - $369K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
774+ 2.53% |
$117K - $135K
|
31.4K
$6.73M
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
570+ 18.71% |
$86.5K - $99.1K
|
3.62K
$775K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-83Closed |
$12.6K - $14.4K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-777Closed |
$118K - $135K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-36Closed |
$5.46K - $6.26K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
88New |
$13.4K - $15.3K
|
88
$18.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
9+ 0.56% |
$1.37K - $1.57K
|
1.61K
$345K
|
|
|
Feb 11, 2022
Q4 2021
|
Senator Investment Group LP
New York, NY |
SELL
|
- |
-690KClosed |
$105M - $120M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Distillate Capital Partners LLC
|
SELL
|
- |
-25.5KClosed |
$3.86M - $4.43M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-33- 27.97% |
$5.01K - $5.74K
|
85
$18.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
28+ 1.77% |
$4.25K - $4.87K
|
1.61K
$344K
|
|
|
Feb 02, 2022
Q4 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
200+ 3.69% |
$30.3K - $34.8K
|
5.62K
$1.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-2.22KClosed |
$337K - $387K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
SELL
|
- |
-5.7KClosed |
$865K - $991K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-8.97KClosed |
$1.36M - $1.56M
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-428Closed |
$64.9K - $74.4K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-299- 0.74% |
$41.6K - $48K
|
40.2K
$8.61M
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
340+ 18.04% |
$47.3K - $54.6K
|
2.23K
$477K
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
8New |
$1.11K - $1.28K
|
8
$1.71K
|
|
|
Nov 15, 2021
Q3 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-892KClosed |
$124M - $143M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-195Closed |
$27.1K - $31.3K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Jet Capital Investors L P
New York, NY |
SELL
|
PUT |
-100KClosed |
$13.9M - $16M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-12.6KClosed |
$1.75M - $2.02M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
PUT |
-25KClosed |
$3.48M - $4.01M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-359Closed |
$49.9K - $57.6K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-1.75KClosed |
$243K - $280K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-174Closed |
$24.2K - $27.9K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-522Closed |
$72.6K - $83.8K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
57New |
$7.93K - $9.15K
|
57
$12.2K
|
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-11.5KClosed |
$1.6M - $1.84M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
PUT |
20KNew |
$2.78M - $3.21M
|
20K
$4.28M
|
|
|
Nov 10, 2021
Q3 2021
|
Ruffer LLP
|
SELL
|
- |
-500- 14.71% |
$69.5K - $80.2K
|
2.9K
$621K
|
|
|
Nov 09, 2021
Q3 2021
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
1.35KNew |
$188K - $217K
|
1.35K
$289K
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-797Closed |
$111K - $128K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Harvest Management LLC
New York, NY |
SELL
|
PUT |
-5KClosed |
$695K - $802K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Eukles Asset Management
|
SELL
|
- |
-681Closed |
$94.7K - $109K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Nat West Group PLC
|
SELL
|
- |
-6.44KClosed |
$895K - $1.03M
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.13KClosed |
$157K - $181K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
3.88KNew |
$540K - $623K
|
3.88K
$831K
|
|
|
Oct 18, 2021
Q3 2021
|
First Bank & Trust
|
SELL
|
- |
-140- 41.06% |
$19.5K - $22.5K
|
201
$43K
|
|
|
Oct 13, 2021
Q3 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
15+ 0.75% |
$2.09K - $2.41K
|
2.01K
$431K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-198Closed |
$27.5K - $31.8K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jun 22, 2023
Q2 2021
|
Msd Partners, L.P.
New York, NY |
BUY
|
- |
240KNew |
$29.6M - $33.9M
|
240K
$51.5M
|
|
|
Dec 28, 2021
Q2 2021
|
Jordan Park Group LLC
|
BUY
|
- |
1.31K+ 46.59% |
$161K - $184K
|
4.11K
$880K
|
|
|
Aug 19, 2021
Q2 2021
|
Westshore Wealth, LLC
|
SELL
|
- |
-5.12KClosed |
$630K - $721K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-3.86KClosed |
$475K - $544K
|
0
$0
|
|