Latest Institutional Transactions on Marcus & Millichap, Inc. (MMI)
This table provides information on the latest institutional transactions involving Marcus & Millichap, Inc. (MMI) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10Closed |
$353 - $568
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-8.62KClosed |
$305K - $490K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
BUY
|
- |
4.73K+ 88.37% |
$167K - $269K
|
10.1K
$293K
|
|
| Q1 2022 | |||||||
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-700Closed |
$30.9K - $36.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-293Closed |
$12.9K - $15.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-5.22KClosed |
$230K - $275K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
10.6KNew |
$469K - $560K
|
10.6K
$308K
|
|
|
May 16, 2022
Q1 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-956Closed |
$42.2K - $50.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-101KClosed |
$4.45M - $5.32M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-5.03KClosed |
$222K - $265K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-15Closed |
$662 - $790
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-8KClosed |
$353K - $421K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
2.57KNew |
$114K - $136K
|
2.57K
$74.7K
|
|
|
May 10, 2022
Q1 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-11.8KClosed |
$522K - $623K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-3- 0.05% |
$132 - $158
|
6.36K
$185K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
7New |
$309 - $369
|
7
$203
|
|
| Q4 2021 | |||||||
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
6+ 10.53% |
$249 - $310
|
63
$1.83K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-496Closed |
$20.5K - $25.6K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
30New |
$1.05K - $1.22K
|
30
$871
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
19New |
$667 - $775
|
19
$552
|
|
|
Nov 10, 2021
Q3 2021
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-376Closed |
$13.2K - $15.3K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
51New |
$1.79K - $2.08K
|
51
$1.48K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-47.5KClosed |
$1.62M - $1.92M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-11.5KClosed |
$392K - $463K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-9.36KClosed |
$320K - $378K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-2Closed |
$68.4 - $80.7
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-83Closed |
$2.84K - $3.35K
|
0
$0
|
|
|
Jul 16, 2021
Q2 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-43Closed |
$1.47K - $1.73K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Sep 21, 2023
Q1 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
9.9KNew |
$327K - $396K
|
9.9K
$287K
|
|
|
May 17, 2021
Q1 2021
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
SELL
|
- |
-89.3KClosed |
$2.95M - $3.58M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-8.96KClosed |
$296K - $359K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-1.22KClosed |
$40.3K - $48.8K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Granite Investment Partners, LLC
|
SELL
|
- |
-363KClosed |
$12M - $14.5M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
2.2KNew |
$72.7K - $88.1K
|
2.2K
$63.9K
|
|
|
May 11, 2021
Q1 2021
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-850KClosed |
$28.1M - $34M
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-52Closed |
$1.72K - $2.08K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-695Closed |
$23K - $27.8K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-21Closed |
$694 - $841
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Veriti Management LLC
|
SELL
|
- |
-59Closed |
$1.95K - $2.36K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Vulcan Value Partners, LLC
Birmingham, AL |
SELL
|
- |
-898Closed |
$25.2K - $33.8K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-144Closed |
$4.04K - $5.42K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Winmill & Co. Inc
Millbrook, NY |
SELL
|
- |
-10KClosed |
$281K - $377K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-23.8KClosed |
$668K - $896K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
River Road Asset Management, LLC
|
SELL
|
- |
-198KClosed |
$5.56M - $7.47M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-68Closed |
$1.91K - $2.56K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-615Closed |
$16K - $18.1K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-7.95KClosed |
$207K - $234K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
9.26KNew |
$241K - $273K
|
9.26K
$269K
|
|
|
Oct 15, 2020
Q3 2020
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-15.7KClosed |
$409K - $462K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-342Closed |
$8.19K - $11.2K
|
0
$0
|
|