Latest Institutional Sells of Marsh & Mclennan Companies, Inc. (MMC)
This list provides information on the latest institutional transactions involving Marsh & Mclennan Companies, Inc. (MMC) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-21- 3.62% |
$3.86K - $4.17K
|
559
$117K
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-19- 50.0% |
$3.5K - $3.77K
|
19
$3.99K
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-15- 0.4% |
$2.76K - $2.98K
|
3.73K
$784K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-3- 0.41% |
$552 - $596
|
723
$152K
|
|
Q2 2023 | |||||||
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-673K- 99.47% |
$113M - $127M
|
3.6K
$756K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-42.1K- 76.88% |
$7.06M - $7.92M
|
12.7K
$2.66M
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-39.6K- 26.82% |
$6.65M - $7.46M
|
108K
$22.7M
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-34.8KClosed |
$5.83M - $6.54M
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-10.1K- 59.76% |
$1.7M - $1.9M
|
6.81K
$1.43M
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3.72K- 18.35% |
$623K - $699K
|
16.5K
$3.47M
|
|
Aug 14, 2023
Q2 2023
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-3.16K- 25.65% |
$530K - $594K
|
9.16K
$1.92M
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-600- 33.33% |
$101K - $113K
|
1.2K
$252K
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-209- 11.65% |
$35.1K - $39.3K
|
1.59K
$333K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-86- 3.81% |
$14.4K - $16.2K
|
2.17K
$456K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-75- 4.05% |
$12.6K - $14.1K
|
1.78K
$373K
|
|
Aug 10, 2023
Q2 2023
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-49- 4.75% |
$8.22K - $9.22K
|
983
$206K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-4- 0.31% |
$671 - $752
|
1.28K
$269K
|
|
Q1 2023 | |||||||
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-418KClosed |
$64.4M - $73.4M
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
SELL
|
- |
-8.12K- 36.9% |
$1.25M - $1.43M
|
13.9K
$2.92M
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-2.5K- 67.39% |
$386K - $440K
|
1.21K
$254K
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-1.99K- 58.45% |
$307K - $350K
|
1.42K
$297K
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.55KClosed |
$239K - $272K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
SELL
|
- |
-682- 8.79% |
$105K - $120K
|
7.08K
$1.49M
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-150- 9.52% |
$23.1K - $26.3K
|
1.43K
$299K
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-134- 1.25% |
$20.6K - $23.5K
|
10.5K
$2.21M
|
|
Apr 24, 2023
Q1 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-29- 1.88% |
$4.47K - $5.09K
|
1.51K
$318K
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-25- 1.39% |
$3.85K - $4.39K
|
1.78K
$373K
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-20- 0.39% |
$3.08K - $3.51K
|
5.12K
$1.07M
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-20- 35.09% |
$3.08K - $3.51K
|
37
$7.77K
|
|
May 10, 2023
Q1 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-17- 0.64% |
$2.62K - $2.99K
|
2.62K
$550K
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-10- 1.72% |
$1.54K - $1.76K
|
571
$120K
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-10- 0.58% |
$1.54K - $1.76K
|
1.71K
$360K
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-1- 0.08% |
$154 - $176
|
1.25K
$263K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-16.7K- 99.52% |
$2.54M - $2.91M
|
80
$16.8K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-6.89K- 11.71% |
$1.05M - $1.2M
|
51.9K
$10.9M
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-4.95K- 30.25% |
$752K - $861K
|
11.4K
$2.4M
|
|
May 17, 2023
Q4 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-2.9K- 3.55% |
$441K - $504K
|
78.9K
$16.6M
|
|
Feb 07, 2023
Q4 2022
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-2K- 24.27% |
$304K - $348K
|
6.24K
$1.31M
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-368- 73.16% |
$55.9K - $64K
|
135
$28.4K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-338- 9.4% |
$51.3K - $58.8K
|
3.26K
$684K
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-225- 12.42% |
$34.2K - $39.1K
|
1.59K
$333K
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-110- 1.71% |
$16.7K - $19.1K
|
6.33K
$1.33M
|
|
Feb 14, 2023
Q4 2022
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-50- 2.49% |
$7.6K - $8.69K
|
1.96K
$412K
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-30- 50.0% |
$4.56K - $5.22K
|
30
$6.3K
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
SELL
|
- |
-1- 1.89% |
$152 - $174
|
52
$10.9K
|
|
Q3 2022 | |||||||
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-21K- 60.0% |
$3.12M - $3.64M
|
14K
$2.94M
|
|
Oct 25, 2022
Q3 2022
|
Qvr LLC
|
SELL
|
PUT |
-5.2K- 52.0% |
$771K - $900K
|
4.8K
$1.01M
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-2.23K- 17.81% |
$331K - $386K
|
10.3K
$2.16M
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-1.4K- 1.73% |
$207K - $242K
|
79.3K
$16.7M
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-1.24KClosed |
$184K - $215K
|
0
$0
|