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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
424+ 6.74% |
$83.2K - $91.5K
|
6.72K
$1.49M
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
395+ 10.97% |
$77.5K - $85.2K
|
4K
$884K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
376+ 21.6% |
$73.8K - $81.1K
|
2.12K
$468K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
364+ 0.66% |
$71.4K - $78.5K
|
55.8K
$12.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
364+ 4.29% |
$71.4K - $78.5K
|
8.86K
$1.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
361+ 2.91% |
$70.9K - $77.9K
|
12.8K
$2.83M
|
|
|
Aug 06, 2024
Q2 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
360+ 1.79% |
$70.7K - $77.7K
|
20.4K
$4.52M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
352+ 1.34% |
$69.1K - $75.9K
|
26.7K
$5.9M
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
350New |
$68.7K - $75.5K
|
350
$77.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
334+ 14.35% |
$65.6K - $72.1K
|
2.66K
$589K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
324+ 0.97% |
$63.6K - $69.9K
|
33.9K
$7.49M
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
318+ 0.45% |
$62.4K - $68.6K
|
70.4K
$15.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
313+ 1.64% |
$61.4K - $67.5K
|
19.4K
$4.29M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
301+ 60.2% |
$59.1K - $64.9K
|
801
$177K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
288+ 20.62% |
$56.5K - $62.1K
|
1.69K
$373K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
274+ 18.06% |
$53.8K - $59.1K
|
1.79K
$396K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
273+ 24.71% |
$53.6K - $58.9K
|
1.38K
$305K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
272+ 10.48% |
$53.4K - $58.7K
|
2.87K
$634K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
271+ 3.36% |
$53.2K - $58.5K
|
8.34K
$1.84M
|
|
|
Jul 18, 2024
Q2 2024
|
Tcw Group Inc
|
BUY
|
- |
264+ 2.38% |
$51.8K - $57K
|
11.4K
$2.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
261New |
$51.2K - $56.3K
|
261
$57.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
249+ 18.81% |
$48.9K - $53.7K
|
1.57K
$348K
|
|
|
Aug 13, 2024
Q2 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
248+ 0.14% |
$48.7K - $53.5K
|
173K
$38.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
237+ 1.47% |
$46.5K - $51.1K
|
16.4K
$3.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
236+ 6.44% |
$46.3K - $50.9K
|
3.9K
$863K
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
235+ 10.79% |
$46.1K - $50.7K
|
2.41K
$533K
|
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
230+ 10.76% |
$45.1K - $49.6K
|
2.37K
$524K
|
|
|
Jul 30, 2024
Q2 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
222+ 18.32% |
$43.6K - $47.9K
|
1.43K
$317K
|
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
221+ 10.45% |
$43.4K - $47.7K
|
2.34K
$516K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
219+ 0.2% |
$43K - $47.2K
|
108K
$23.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
217+ 1.28% |
$42.6K - $46.8K
|
17.1K
$3.79M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
211+ 1.9% |
$41.4K - $45.5K
|
11.3K
$2.51M
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
199+ 1.72% |
$39.1K - $42.9K
|
11.8K
$2.61M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
198+ 14.91% |
$38.9K - $42.7K
|
1.53K
$337K
|
|
|
Aug 09, 2024
Q2 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
196+ 14.0% |
$38.5K - $42.3K
|
1.6K
$353K
|
|
|
Jul 24, 2024
Q2 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
196+ 7.25% |
$38.5K - $42.3K
|
2.9K
$641K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
195+ 3.31% |
$38.3K - $42.1K
|
6.08K
$1.35M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
193New |
$37.9K - $41.6K
|
193
$42.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
186+ 4.24% |
$36.5K - $40.1K
|
4.57K
$1.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
186+ 4.37% |
$36.5K - $40.1K
|
4.44K
$982K
|
|
|
Aug 13, 2024
Q2 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
174+ 10.16% |
$34.2K - $37.5K
|
1.89K
$417K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
168+ 5.41% |
$33K - $36.2K
|
3.27K
$723K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
167+ 5.87% |
$32.8K - $36K
|
3.01K
$667K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
163+ 1.19% |
$32K - $35.2K
|
13.9K
$3.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Alta Advisers LTD
|
BUY
|
- |
163+ 12.54% |
$32K - $35.2K
|
1.46K
$324K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
162+ 15.96% |
$31.8K - $35K
|
1.18K
$260K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
159+ 9.68% |
$31.2K - $34.3K
|
1.8K
$399K
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
BUY
|
- |
158+ 13.21% |
$31K - $34.1K
|
1.35K
$299K
|
|
|
Aug 12, 2024
Q2 2024
|
Dempze Nancy E
|
BUY
|
- |
150+ 12.0% |
$29.4K - $32.4K
|
1.4K
$310K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
149+ 6.57% |
$29.2K - $32.1K
|
2.42K
$534K
|