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 |
|---|---|---|---|---|---|---|---|
|
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
$526K
|
|
|
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
|
|
|
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
|
|
|
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
$28K
|
|
| 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
$70.7K
|
|
|
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
$316K
|
|
|
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
$1.97M
|
|
|
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
$22.5K
|
|
| Q2 2019 | |||||||
|
Aug 27, 2019
Q2 2019
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
20.8KNew |
$1.93M - $2.08M
|
20.8K
$4.11M
|
|
|
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
$276K
|
|
|
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
|
|