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 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
$11.3K
|
|
|
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
$3.95M
|
|
|
Nov 10, 2021
Q3 2021
|
Ruffer LLP
|
SELL
|
- |
-500- 14.71% |
$69.5K - $80.2K
|
2.9K
$572K
|
|
|
Nov 09, 2021
Q3 2021
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
1.35KNew |
$188K - $217K
|
1.35K
$266K
|
|
|
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
$766K
|
|
|
Oct 18, 2021
Q3 2021
|
First Bank & Trust
|
SELL
|
- |
-140- 41.06% |
$19.5K - $22.5K
|
201
$39.7K
|
|
|
Oct 13, 2021
Q3 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
15+ 0.75% |
$2.09K - $2.41K
|
2.01K
$398K
|
|
|
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
$47.5M
|
|
|
Dec 28, 2021
Q2 2021
|
Jordan Park Group LLC
|
BUY
|
- |
1.31K+ 46.59% |
$161K - $184K
|
4.11K
$811K
|
|
|
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
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-220Closed |
$27.1K - $31K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-3.01KClosed |
$371K - $424K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-53Closed |
$6.53K - $7.47K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
8.16KNew |
$1M - $1.15M
|
8.16K
$1.61M
|
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-1.94KClosed |
$239K - $273K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-800Closed |
$98.5K - $113K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-728- 20.29% |
$89.7K - $103K
|
2.86K
$565K
|
|
|
Aug 11, 2021
Q2 2021
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-6.05KClosed |
$745K - $853K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-301Closed |
$37.1K - $42.4K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-197Closed |
$24.3K - $27.8K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6Closed |
$739 - $846
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-4- 0.11% |
$493 - $564
|
3.5K
$691K
|
|
|
Aug 04, 2021
Q2 2021
|
Amica Mutual Insurance CO
|
SELL
|
- |
-15.8KClosed |
$1.95M - $2.23M
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Amica Retiree Medical Trust
|
SELL
|
- |
-3.01KClosed |
$370K - $424K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-178Closed |
$21.9K - $25.1K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.65% |
$246 - $282
|
308
$60.8K
|
|
|
Aug 02, 2021
Q2 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
74New |
$9.11K - $10.4K
|
74
$14.6K
|
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-14Closed |
$1.72K - $1.97K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Cordasco Financial Network
|
SELL
|
- |
-757Closed |
$93.2K - $107K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Regents Of The University Of California
|
BUY
|
- |
5.2KNew |
$640K - $733K
|
5.2K
$1.03M
|
|
|
Jul 26, 2021
Q2 2021
|
Easterly Investment Partners LLC
|
BUY
|
- |
68.9KNew |
$8.48M - $9.71M
|
68.9K
$13.6M
|
|
|
Jul 22, 2021
Q2 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.04KClosed |
$251K - $287K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-32Closed |
$3.94K - $4.51K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-6.8KClosed |
$837K - $958K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
115KNew |
$14.2M - $16.2M
|
115K
$22.7M
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-668Closed |
$82.3K - $94.1K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-290Closed |
$35.7K - $40.9K
|
0
$0
|
|
|
Jul 16, 2021
Q2 2021
|
American Research & Management Co.
|
BUY
|
- |
916New |
$113K - $129K
|
916
$181K
|
|
|
Jul 14, 2021
Q2 2021
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-17.2KClosed |
$2.12M - $2.43M
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.24KNew |
$399K - $457K
|
3.24K
$640K
|
|