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 13, 2021
Q1 2021
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-2.73KClosed |
$294K - $333K
|
0
$0
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-58Closed |
$6.24K - $7.07K
|
0
$0
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-58Closed |
$6.24K - $7.07K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-5.44KClosed |
$585K - $663K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Linden Advisors LP
New York, NY |
SELL
|
- |
-129KClosed |
$13.9M - $15.7M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.35KClosed |
$253K - $286K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-17.3KClosed |
$1.86M - $2.11M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
900New |
$96.8K - $110K
|
900
$178K
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-431Closed |
$46.4K - $52.5K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-70KClosed |
$7.53M - $8.53M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-184Closed |
$19.8K - $22.4K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-43Closed |
$4.63K - $5.24K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
765New |
$82.3K - $93.2K
|
765
$151K
|
|
May 13, 2021
Q1 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-8.81KClosed |
$948K - $1.07M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-10.7KClosed |
$1.16M - $1.31M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Barings LLC
|
SELL
|
- |
-2.7KClosed |
$290K - $329K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Boston Partners
Boston, MA |
SELL
|
- |
-925KClosed |
$99.5M - $113M
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-673Closed |
$72.4K - $82K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.84KClosed |
$198K - $224K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-100Closed |
$10.8K - $12.2K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-2.56KClosed |
$276K - $312K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-27Closed |
$2.91K - $3.29K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-1.74KClosed |
$187K - $212K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-45Closed |
$4.84K - $5.48K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.94KClosed |
$209K - $237K
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-55Closed |
$5.92K - $6.7K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Moller Financial Services
|
SELL
|
- |
-11.7KClosed |
$1.26M - $1.43M
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-20KClosed |
$2.15M - $2.44M
|
0
$0
|
|
Apr 09, 2021
Q1 2021
|
Scout Investments, Inc.
|
SELL
|
- |
-121KClosed |
$13M - $14.8M
|
0
$0
|
|
Q4 2020 | |||||||
Aug 05, 2024
Q4 2020
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-20- 0.24% |
$2.06K - $2.37K
|
8.37K
$1.65M
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-845Closed |
$87K - $100K
|
0
$0
|
|
Feb 18, 2021
Q4 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-26Closed |
$2.68K - $3.09K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
17New |
$1.75K - $2.02K
|
17
$3.36K
|
|
Feb 16, 2021
Q4 2020
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-4.46KClosed |
$459K - $529K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-11.6KClosed |
$1.19M - $1.38M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-4.53KClosed |
$466K - $537K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-9.99KClosed |
$1.03M - $1.19M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-566KClosed |
$58.2M - $67.1M
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-106Closed |
$10.9K - $12.6K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-38Closed |
$3.91K - $4.51K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-73Closed |
$7.52K - $8.66K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-186Closed |
$19.1K - $22.1K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
96New |
$9.88K - $11.4K
|
96
$19K
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-33Closed |
$3.4K - $3.92K
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
Nippon Life Insurance CO
|
SELL
|
- |
-1.48M- 36.08% |
$152M - $176M
|
2.62M
$518M
|
|
Jan 26, 2021
Q4 2020
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
100+ 28.57% |
$10.3K - $11.9K
|
450
$88.8K
|
|
Jan 25, 2021
Q4 2020
|
Chicago Capital, LLC
|
SELL
|
- |
-3.2KClosed |
$329K - $380K
|
0
$0
|
|
Jan 13, 2021
Q4 2020
|
Rnc Capital Management LLC
|
SELL
|
- |
-8.29KClosed |
$854K - $984K
|
0
$0
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
SELL
|
PUT |
-2.48K- 13.88% |
$255K - $294K
|
15.4K
$3.04M
|
|
Jan 07, 2021
Q4 2020
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-15KClosed |
$1.55M - $1.79M
|
0
$0
|