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 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-104Closed |
$15.3K - $17.9K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Asio Capital, LLC
|
SELL
|
- |
-200- 11.76% |
$29.5K - $34.4K
|
1.5K
$296K
|
|
|
Apr 27, 2022
Q1 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-13.3KClosed |
$1.95M - $2.28M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
4New |
$589 - $687
|
4
$790
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-1.03KClosed |
$151K - $176K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-383Closed |
$56.4K - $65.8K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-200Closed |
$29.5K - $34.4K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-650Closed |
$95.8K - $112K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-50Closed |
$7.37K - $8.59K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-14.6KClosed |
$2.15M - $2.51M
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-20Closed |
$2.95K - $3.44K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-7.7KClosed |
$1.13M - $1.32M
|
0
$0
|
|
| Q4 2021 | |||||||
|
May 09, 2023
Q4 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-16Closed |
$2.43K - $2.78K
|
0
$0
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
76+ 4.07% |
$11.5K - $13.2K
|
1.94K
$383K
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2.58KNew |
$391K - $449K
|
2.58K
$509K
|
|
|
Feb 14, 2022
Q4 2021
|
Warren Buffett
Berkshire Hathaway Inc | Omaha, Ne
|
SELL
|
- |
-2.34M- 85.23% |
$355M - $406M
|
405K
$79.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-25Closed |
$3.79K - $4.35K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
184New |
$27.9K - $32K
|
184
$36.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-3.5K- 52.24% |
$531K - $609K
|
3.2K
$632K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-53Closed |
$8.04K - $9.22K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
4.4KNew |
$668K - $765K
|
4.4K
$869K
|
|
|
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
$6.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
570+ 18.71% |
$86.5K - $99.1K
|
3.62K
$714K
|
|
|
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
$17.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
9+ 0.56% |
$1.37K - $1.57K
|
1.61K
$318K
|
|
|
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
$16.8K
|
|
|
Feb 03, 2022
Q4 2021
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
28+ 1.77% |
$4.25K - $4.87K
|
1.61K
$317K
|
|
|
Feb 02, 2022
Q4 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
200+ 3.69% |
$30.3K - $34.8K
|
5.62K
$1.11M
|
|
|
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
$7.94M
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
340+ 18.04% |
$47.3K - $54.6K
|
2.23K
$439K
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
8New |
$1.11K - $1.28K
|
8
$1.58K
|
|
|
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
|
|