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 14, 2019
Q2 2019
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-5.03KClosed |
$465K - $502K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-79Closed |
$7.31K - $7.88K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-44Closed |
$4.07K - $4.39K
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-120Closed |
$11.1K - $12K
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.43KClosed |
$132K - $142K
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2.27KClosed |
$210K - $227K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-359Closed |
$28K - $33.7K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-284Closed |
$22.2K - $26.7K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
PUT |
1.4KNew |
$109K - $131K
|
1.4K
$335K
|
|
|
May 14, 2019
Q1 2019
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-4.25KClosed |
$332K - $399K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-2.7KClosed |
$211K - $254K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-284Closed |
$22.2K - $26.7K
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Family Legacy, Inc.
|
SELL
|
- |
-114Closed |
$8.89K - $10.7K
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1.88KNew |
$147K - $177K
|
1.88K
$450K
|
|
|
Apr 26, 2019
Q1 2019
|
James Investment Research Inc
|
SELL
|
- |
-24Closed |
$1.87K - $2.25K
|
0
$0
|
|
|
Apr 24, 2019
Q1 2019
|
Domani Wealth, LLC
|
BUY
|
- |
3.34KNew |
$261K - $314K
|
3.34K
$800K
|
|
|
Apr 18, 2019
Q1 2019
|
Stewart & Patten CO LLC
|
SELL
|
- |
-4.85KClosed |
$378K - $455K
|
0
$0
|
|
| Q4 2018 | |||||||
|
May 07, 2020
Q4 2018
|
Royal Fund Management, LLC
|
SELL
|
- |
-173Closed |
$13.1K - $15.4K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Krilogy Financial LLC
|
SELL
|
- |
-94Closed |
$7.1K - $8.38K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-52Closed |
$3.93K - $4.63K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-20.3KClosed |
$1.53M - $1.81M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-4.66KClosed |
$352K - $415K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-36Closed |
$2.72K - $3.21K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Advent Capital Management
New York, NY |
SELL
|
- |
-15Closed |
$1.13K - $1.34K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-531Closed |
$40.1K - $47.3K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.22KNew |
$394K - $465K
|
5.22K
$1.25M
|
|
|
Feb 13, 2019
Q4 2018
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-5.4KClosed |
$408K - $481K
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Kwmg, LLC
|
SELL
|
- |
-57Closed |
$4.3K - $5.08K
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-120Closed |
$9.06K - $10.7K
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-311KClosed |
$23.5M - $27.7M
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-40Closed |
$3.02K - $3.56K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Ims Capital Management
|
SELL
|
- |
-600Closed |
$45.3K - $53.5K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-69Closed |
$5.21K - $6.15K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
C Partners Holding Gmb H
Zurich, V8 |
SELL
|
- |
-1.39KClosed |
$105K - $123K
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Empire Life Investments Inc.
|
SELL
|
- |
-127KClosed |
$9.58M - $11.3M
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Robeco Schweiz Ag
|
SELL
|
- |
-5.71KClosed |
$431K - $508K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-120Closed |
$9.06K - $10.7K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Equitable Trust CO
|
SELL
|
- |
-5.79KClosed |
$476K - $508K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
36.6KNew |
$3.01M - $3.21M
|
36.6K
$8.76M
|
|
|
Nov 14, 2018
Q3 2018
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-200Closed |
$16.4K - $17.5K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-8.38KClosed |
$690K - $736K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-15.1KClosed |
$1.24M - $1.32M
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-1.4KClosed |
$115K - $123K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-29.2KClosed |
$2.4M - $2.56M
|
0
$0
|
|
|
Oct 30, 2018
Q3 2018
|
Claret Asset Management Corp
|
SELL
|
- |
-6.29KClosed |
$518K - $552K
|
0
$0
|
|
|
Oct 29, 2018
Q3 2018
|
Townsend & Associates, Inc
|
SELL
|
- |
-1.36KClosed |
$112K - $119K
|
0
$0
|
|
|
Oct 17, 2018
Q3 2018
|
Highland Capital Management, LLC
|
SELL
|
- |
-6.52KClosed |
$536K - $572K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Dec 07, 2018
Q2 2018
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.54KClosed |
$121K - $129K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-4.95KClosed |
$391K - $416K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Slow Capital, Inc.
|
SELL
|
- |
-191Closed |
$15.1K - $16K
|
0
$0
|
|