Latest Institutional Purchases of Marsh & Mclennan Companies, Inc. (MMC)
This list provides information on the latest institutional transactions involving Marsh & Mclennan Companies, Inc. (MMC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2022
Q3 2022
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
600+ 42.86% |
$89K - $104K
|
2K
$439K
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
583+ 61.5% |
$86.5K - $101K
|
1.53K
$336K
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
515+ 8.67% |
$76.4K - $89.2K
|
6.45K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
290New |
$43K - $50.2K
|
290
$63.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
252+ 0.85% |
$37.4K - $43.6K
|
29.7K
$6.52M
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
106+ 6.2% |
$15.7K - $18.4K
|
1.82K
$398K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
97New |
$14.4K - $16.8K
|
97
$21.3K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
80New |
$11.9K - $13.9K
|
80
$17.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
71New |
$10.5K - $12.3K
|
71
$15.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
63+ 2.2% |
$9.35K - $10.9K
|
2.92K
$641K
|
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
BUY
|
- |
61New |
$9.05K - $10.6K
|
61
$13.4K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
60+ 4.69% |
$8.9K - $10.4K
|
1.34K
$293K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
59New |
$8.75K - $10.2K
|
59
$12.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
55+ 5.05% |
$8.16K - $9.52K
|
1.14K
$251K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
36New |
$5.34K - $6.23K
|
36
$7.9K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
16+ 1.24% |
$2.37K - $2.77K
|
1.31K
$286K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
13+ 12.62% |
$1.93K - $2.25K
|
116
$25.4K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
9New |
$1.34K - $1.56K
|
9
$1.97K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
7New |
$1.04K - $1.21K
|
7
$1.54K
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2New |
$297 - $346
|
2
$439
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
79.4KNew |
$11.5M - $14.2M
|
79.4K
$17.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
47.2K+ 301.0% |
$6.82M - $8.44M
|
62.9K
$13.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Ctf Capital Management, LP
Old Greenwich, CT |
BUY
|
- |
34KNew |
$4.91M - $6.08M
|
34K
$7.46M
|
|
|
Aug 15, 2022
Q2 2022
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.55K+ 11.83% |
$368K - $455K
|
24.1K
$5.28M
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
CALL |
2KNew |
$289K - $357K
|
2K
$439K
|
|
|
Aug 10, 2022
Q2 2022
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
1.95K+ 50.0% |
$281K - $348K
|
5.84K
$1.28M
|
|
|
Aug 12, 2022
Q2 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
BUY
|
- |
1.87KNew |
$270K - $334K
|
1.87K
$410K
|
|
|
Aug 15, 2022
Q2 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.83KNew |
$265K - $328K
|
1.83K
$402K
|
|
|
Aug 05, 2022
Q2 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.55KNew |
$223K - $277K
|
1.55K
$339K
|
|
|
Jul 29, 2022
Q2 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
1.5KNew |
$217K - $268K
|
1.5K
$329K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
700New |
$101K - $125K
|
700
$154K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
500New |
$72.2K - $89.4K
|
500
$110K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
314+ 1.72% |
$45.3K - $56.1K
|
18.6K
$4.07M
|
|
|
Jul 20, 2022
Q2 2022
|
Canton Hathaway, LLC
|
BUY
|
- |
164New |
$23.7K - $29.3K
|
164
$36K
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
103+ 2.24% |
$14.9K - $18.4K
|
4.71K
$1.03M
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
96New |
$13.9K - $17.2K
|
96
$21.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
80+ 6.19% |
$11.5K - $14.3K
|
1.37K
$301K
|
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
34+ 2.54% |
$4.91K - $6.08K
|
1.37K
$301K
|
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
19New |
$2.74K - $3.4K
|
19
$4.17K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
17New |
$2.45K - $3.04K
|
17
$3.73K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
12New |
$1.73K - $2.14K
|
12
$2.63K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10+ 2.35% |
$1.44K - $1.79K
|
435
$95.4K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5New |
$722 - $894
|
5
$1.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1New |
$144 - $179
|
1
$219
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Ativo Capital Management LLC
Chicago, IL |
BUY
|
- |
22+ 0.23% |
$3.24K - $3.78K
|
9.77K
$2.14M
|
|
|
May 09, 2022
Q1 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
9+ 0.38% |
$1.33K - $1.55K
|
2.36K
$517K
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
4New |
$589 - $687
|
4
$877
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
3+ 0.13% |
$442 - $516
|
2.39K
$524K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
4.4KNew |
$668K - $765K
|
4.4K
$965K
|
|