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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2020
Q4 2019
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-13.2KClosed |
$1.26M - $1.49M
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Granite Investment Partners, LLC
|
SELL
|
- |
-112Closed |
$10.7K - $12.6K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
3.5KNew |
$333K - $393K
|
3.5K
$750K
|
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-50Closed |
$4.76K - $5.62K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.13KClosed |
$108K - $127K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
142New |
$13.5K - $15.9K
|
142
$30.4K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-11Closed |
$1.05K - $1.13K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Noked Capital LTD
Tel Aviv, L3 |
SELL
|
- |
-2.4KClosed |
$230K - $248K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Noked Israel LTD
Ramat Hasharon, L3 |
SELL
|
- |
-2.4KClosed |
$230K - $248K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-1.35KClosed |
$129K - $139K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-185Closed |
$17.7K - $19.1K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Silvant Capital Management LLC
|
SELL
|
- |
-78- 17.89% |
$7.46K - $8.04K
|
358
$76.7K
|
|
|
Nov 12, 2019
Q3 2019
|
Employees Retirement System Of Texas
|
SELL
|
- |
-98KClosed |
$9.37M - $10.1M
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-45Closed |
$4.3K - $4.64K
|
0
$0
|
|
|
Oct 24, 2019
Q3 2019
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-10.7KClosed |
$1.02M - $1.1M
|
0
$0
|
|
|
Oct 22, 2019
Q3 2019
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
1.6KNew |
$153K - $165K
|
1.6K
$343K
|
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-861Closed |
$82.4K - $88.8K
|
0
$0
|
|
|
Oct 17, 2019
Q3 2019
|
Cohen Klingenstein LLC
|
BUY
|
- |
10KNew |
$957K - $1.03M
|
10K
$2.14M
|
|
|
Oct 17, 2019
Q3 2019
|
Baskin Financial Services Inc.
|
SELL
|
- |
-2.19KClosed |
$209K - $225K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-20Closed |
$1.91K - $2.06K
|
0
$0
|
|
|
Oct 02, 2019
Q3 2019
|
M&R Capital Management Inc
|
SELL
|
- |
-31- 21.38% |
$2.97K - $3.2K
|
114
$24.4K
|
|
| Q2 2019 | |||||||
|
Aug 27, 2019
Q2 2019
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
20.8KNew |
$1.93M - $2.08M
|
20.8K
$4.46M
|
|
|
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
$300K
|
|
|
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
$403K
|
|
|
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
$715K
|
|
|
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
$1.12M
|
|
|
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
|
|