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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
16New |
$3.04K - $3.33K
|
16
$3.54K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
16+ 1.35% |
$3.04K - $3.33K
|
1.2K
$265K
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
BUY
|
- |
14+ 0.46% |
$2.66K - $2.91K
|
3.03K
$670K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
14+ 1.27% |
$2.66K - $2.91K
|
1.12K
$247K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10+ 250.0% |
$1.9K - $2.08K
|
14
$3.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
9+ 19.57% |
$1.71K - $1.87K
|
55
$12.2K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
8+ 0.42% |
$1.52K - $1.66K
|
1.89K
$419K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
8New |
$1.52K - $1.66K
|
8
$1.77K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3New |
$571 - $624
|
3
$663
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2+ 0.08% |
$380 - $416
|
2.46K
$543K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Viking Global Investors LP
|
BUY
|
- |
238KNew |
$44M - $48M
|
238K
$52.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
105KNew |
$19.4M - $21.2M
|
105K
$23.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
67.2KNew |
$12.4M - $13.6M
|
67.2K
$14.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
60KNew |
$11.1M - $12.1M
|
60K
$13.3M
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
51.8K+ 26.68% |
$9.58M - $10.5M
|
246K
$54.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
18.3KNew |
$3.38M - $3.69M
|
18.3K
$4.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
12.1KNew |
$2.24M - $2.44M
|
12.1K
$2.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
11.7KNew |
$2.17M - $2.37M
|
11.7K
$2.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Geneva Partners, LLC
|
BUY
|
- |
9.73KNew |
$1.8M - $1.96M
|
9.73K
$2.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
6.72KNew |
$1.24M - $1.36M
|
6.72K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
6.52KNew |
$1.2M - $1.32M
|
6.52K
$1.44M
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
5.02KNew |
$927K - $1.01M
|
5.02K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
4.9KNew |
$906K - $989K
|
4.9K
$1.08M
|
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
4.45K+ 157.04% |
$823K - $899K
|
7.29K
$1.61M
|
|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
3.6KNew |
$666K - $727K
|
3.6K
$796K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
2.96KNew |
$547K - $597K
|
2.96K
$654K
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2.81KNew |
$520K - $568K
|
2.81K
$622K
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
2.64KNew |
$487K - $532K
|
2.64K
$583K
|
|
|
Jan 10, 2024
Q4 2023
|
Birinyi Associates Inc
|
BUY
|
- |
2.5KNew |
$462K - $505K
|
2.5K
$553K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
2.04KNew |
$377K - $411K
|
2.04K
$451K
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2.04KNew |
$376K - $411K
|
2.04K
$450K
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
1.42KNew |
$263K - $287K
|
1.42K
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
1.4KNew |
$259K - $283K
|
1.4K
$310K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
1.37KNew |
$254K - $277K
|
1.37K
$304K
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.32KNew |
$243K - $265K
|
1.32K
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.19KNew |
$220K - $240K
|
1.19K
$263K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
1.19KNew |
$220K - $240K
|
1.19K
$263K
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
1.14KNew |
$210K - $229K
|
1.14K
$251K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.07KNew |
$198K - $216K
|
1.07K
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.07KNew |
$197K - $216K
|
1.07K
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
812New |
$150K - $164K
|
812
$180K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
650+ 96.44% |
$120K - $131K
|
1.32K
$293K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
583New |
$108K - $118K
|
583
$129K
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
476+ 59.06% |
$88K - $96.1K
|
1.28K
$284K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
344New |
$63.6K - $69.4K
|
344
$76.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
300New |
$55.5K - $60.6K
|
300
$66.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
298New |
$55.1K - $60.2K
|
298
$65.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
277+ 285.57% |
$51.2K - $55.9K
|
374
$82.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
273+ 0.93% |
$50.5K - $55.1K
|
29.7K
$6.57M
|
|