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 |
|---|---|---|---|---|---|---|---|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-125- 4.17% |
$9.99K - $13.9K
|
2.87K
$615K
|
|
|
Dec 16, 2020
Q2 2020
|
S&Co Inc
Boston, MA |
BUY
|
- |
2KNew |
$160K - $223K
|
2K
$428K
|
|
|
Aug 17, 2020
Q2 2020
|
Parametrica Management LTD
|
SELL
|
- |
-5.96KClosed |
$476K - $664K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-171Closed |
$13.7K - $19.1K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Plaisance Capital LLC
Denver, CO |
SELL
|
- |
-23.3KClosed |
$1.86M - $2.6M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-58Closed |
$4.63K - $6.47K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-29.9KClosed |
$2.39M - $3.33M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
CALL |
51.6KNew |
$4.12M - $5.75M
|
51.6K
$11.1M
|
|
|
Aug 13, 2020
Q2 2020
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2KNew |
$160K - $223K
|
2K
$428K
|
|
|
Aug 11, 2020
Q2 2020
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-9.18KClosed |
$733K - $1.02M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Colrain Capital LLC
Boston, MA |
SELL
|
- |
-1.5KClosed |
$120K - $167K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
PUT |
8+ 15.09% |
$639 - $892
|
61
$13.1K
|
|
|
Jul 30, 2020
Q2 2020
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-2.71KClosed |
$217K - $303K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Rothschild Investment Corp
|
SELL
|
- |
-11.9KClosed |
$948K - $1.32M
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Minot Wealth Management LLC
|
SELL
|
- |
-8.75KClosed |
$699K - $976K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-94- 18.8% |
$7.51K - $10.5K
|
406
$87K
|
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-7.18KClosed |
$574K - $800K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Psi Advisors, LLC
|
SELL
|
- |
-44Closed |
$3.37K - $5.26K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Forbes J M & CO LLP
|
SELL
|
- |
-3.6KClosed |
$276K - $430K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-8.59KClosed |
$659K - $1.03M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-51.1KClosed |
$3.92M - $6.1M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-13.2K- 53.88% |
$1.01M - $1.58M
|
11.3K
$2.42M
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-3.24KClosed |
$249K - $387K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-8Closed |
$614 - $956
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-526Closed |
$40.3K - $62.8K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Gam Holding Ag
|
SELL
|
- |
-27.1KClosed |
$2.08M - $3.24M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Spark Investment Management LLC
New York, NY |
SELL
|
- |
-53.9KClosed |
$4.13M - $6.44M
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Spectrum Management Group, LLC
|
SELL
|
- |
-160Closed |
$12.3K - $19.1K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Alleghany Corp
|
SELL
|
- |
-1MClosed |
$76.7M - $119M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-114Closed |
$8.74K - $13.6K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-6.73KClosed |
$516K - $804K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-11Closed |
$844 - $1.31K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-3.64KClosed |
$279K - $435K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Harry Burn
Sound Shore Management Inc
|
SELL
|
- |
-831KClosed |
$63.7M - $99.3M
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-26.3KClosed |
$2.02M - $3.14M
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-255Closed |
$19.6K - $30.5K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Provident Trust CO
|
SELL
|
- |
-3KClosed |
$230K - $358K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-136KClosed |
$10.4M - $16.2M
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-697Closed |
$53.5K - $83.3K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-7Closed |
$537 - $836
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-45Closed |
$3.45K - $5.38K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Barnett & Company, Inc.
|
SELL
|
- |
-42Closed |
$3.22K - $5.02K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-100Closed |
$7.67K - $11.9K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-9Closed |
$690 - $1.08K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Hanseatic Management Services Inc
|
BUY
|
- |
2.66KNew |
$204K - $318K
|
2.66K
$571K
|
|
|
Apr 20, 2020
Q1 2020
|
True Private Wealth Advisors
|
SELL
|
- |
-43.4KClosed |
$3.33M - $5.19M
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-107KClosed |
$8.21M - $12.8M
|
0
$0
|
|
|
Apr 01, 2020
Q1 2020
|
Park National Corp
|
SELL
|
- |
-2.12KClosed |
$163K - $253K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Michael & Susan Dell Foundation
New York, NY |
SELL
|
- |
-64.3KClosed |
$6.12M - $7.22M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Weil Company, Inc.
|
SELL
|
- |
-567Closed |
$54K - $63.7K
|
0
$0
|
|