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 |
---|---|---|---|---|---|---|---|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-274- 24.01% |
$39.5K - $49K
|
867
$212K
|
|
Jul 27, 2022
Q2 2022
|
Curated Wealth Partners LLC
|
SELL
|
- |
-554- 29.22% |
$80K - $99K
|
1.34K
$327K
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-435Closed |
$62.8K - $77.7K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-78Closed |
$11.3K - $13.9K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
SELL
|
- |
-35Closed |
$5.05K - $6.25K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
19New |
$2.74K - $3.4K
|
19
$4.64K
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-10- 0.1% |
$1.44K - $1.79K
|
9.78K
$2.39M
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-1.26KClosed |
$182K - $225K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
96New |
$13.9K - $17.2K
|
96
$23.4K
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-110- 6.56% |
$15.9K - $19.7K
|
1.57K
$382K
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-325Closed |
$46.9K - $58.1K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
SELL
|
- |
-20Closed |
$2.89K - $3.57K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-20Closed |
$2.89K - $3.57K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Canton Hathaway, LLC
|
BUY
|
- |
164New |
$23.7K - $29.3K
|
164
$40K
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-8.1KClosed |
$1.17M - $1.45M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-29.1KClosed |
$4.2M - $5.2M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Swarthmore Group Inc
|
SELL
|
- |
-19.3KClosed |
$2.78M - $3.44M
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
700New |
$101K - $125K
|
700
$171K
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-299Closed |
$43.2K - $53.4K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-150Closed |
$21.7K - $26.8K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
SELL
|
- |
-35- 50.0% |
$5.05K - $6.25K
|
35
$8.54K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1New |
$144 - $179
|
1
$244
|
|
Jul 08, 2022
Q2 2022
|
Bremer Bank National Association
|
SELL
|
- |
-327- 18.31% |
$47.2K - $58.4K
|
1.46K
$356K
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-12Closed |
$1.73K - $2.14K
|
0
$0
|
|
Q1 2022 | |||||||
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-10.7KClosed |
$1.57M - $1.84M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
PUT |
-25.2K- 89.05% |
$3.71M - $4.33M
|
3.1K
$756K
|
|
May 16, 2022
Q1 2022
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-2.64KClosed |
$389K - $454K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-22.6KClosed |
$3.32M - $3.88M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-2.08KClosed |
$306K - $357K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-28Closed |
$4.12K - $4.81K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
3+ 0.13% |
$442 - $516
|
2.39K
$583K
|
|
May 16, 2022
Q1 2022
|
3 G Sahana Capital Management LP
Greenwich, CT |
SELL
|
- |
-277KClosed |
$40.8M - $47.6M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-37Closed |
$5.45K - $6.36K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-17- 0.9% |
$2.5K - $2.92K
|
1.88K
$459K
|
|
May 16, 2022
Q1 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-1.23KClosed |
$181K - $211K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-2.9KClosed |
$427K - $498K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-1.18KClosed |
$174K - $202K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-148- 17.17% |
$21.8K - $25.4K
|
714
$174K
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-254Closed |
$37.4K - $43.6K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-24.2KClosed |
$3.57M - $4.16M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-3.46KClosed |
$509K - $594K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Ativo Capital Management LLC
Chicago, IL |
BUY
|
- |
22+ 0.23% |
$3.24K - $3.78K
|
9.77K
$2.38M
|
|
May 13, 2022
Q1 2022
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-37KClosed |
$5.45M - $6.36M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-165KClosed |
$24.3M - $28.4M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-51.3KClosed |
$7.56M - $8.82M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-310Closed |
$45.7K - $53.3K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
CALL |
-4KClosed |
$589K - $687K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Nicholas Company, Inc.
|
SELL
|
- |
-100Closed |
$14.7K - $17.2K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-50Closed |
$7.37K - $8.59K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.87KClosed |
$275K - $321K
|
0
$0
|