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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
225+ 14.2% |
$41.6K - $45.4K
|
1.81K
$400K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
210New |
$38.8K - $42.4K
|
210
$46.4K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
174+ 33.85% |
$32.2K - $35.1K
|
688
$152K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
171+ 2.18% |
$31.6K - $34.5K
|
8K
$1.77M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
166New |
$30.7K - $33.5K
|
166
$36.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
150New |
$27.7K - $30.3K
|
150
$33.2K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
100New |
$18.5K - $20.2K
|
100
$22.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
84New |
$15.5K - $17K
|
84
$18.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
57New |
$10.5K - $11.5K
|
57
$12.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
53+ 2.96% |
$9.8K - $10.7K
|
1.84K
$408K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
52New |
$9.61K - $10.5K
|
52
$11.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
42New |
$7.77K - $8.48K
|
42
$9.29K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
36New |
$6.66K - $7.27K
|
36
$7.96K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
30New |
$5.55K - $6.06K
|
30
$6.63K
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
29New |
$5.36K - $5.85K
|
29
$6.41K
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
29+ 2.01% |
$5.36K - $5.85K
|
1.47K
$326K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
25New |
$4.62K - $5.05K
|
25
$5.53K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
23New |
$4.25K - $4.64K
|
23
$5.09K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
17+ 1.16% |
$3.14K - $3.43K
|
1.48K
$327K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
16New |
$2.96K - $3.23K
|
16
$3.54K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
14New |
$2.59K - $2.83K
|
14
$3.1K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
13New |
$2.4K - $2.62K
|
13
$2.88K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
11+ 0.92% |
$2.03K - $2.22K
|
1.21K
$267K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
10+ 20.83% |
$1.85K - $2.02K
|
58
$12.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
8New |
$1.48K - $1.61K
|
8
$1.77K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6New |
$1.11K - $1.21K
|
6
$1.33K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6+ 3.85% |
$1.11K - $1.21K
|
162
$35.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6New |
$1.11K - $1.21K
|
6
$1.33K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
5New |
$925 - $1.01K
|
5
$1.11K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
4New |
$740 - $807
|
4
$885
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.33% |
$370 - $404
|
615
$136K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 20.0% |
$370 - $404
|
12
$2.65K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 1.43% |
$185 - $202
|
71
$15.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1New |
$185 - $202
|
1
$221
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
419KNew |
$77.1M - $83.2M
|
419K
$92.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
279KNew |
$51.4M - $55.4M
|
279K
$61.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
80.4KNew |
$14.8M - $16M
|
80.4K
$17.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Teewinot Capital Advisers, L.L.C.
New York, NY |
BUY
|
- |
27.1K+ 35.94% |
$4.99M - $5.39M
|
103K
$22.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
24.5KNew |
$4.5M - $4.85M
|
24.5K
$5.41M
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
18.2KNew |
$3.35M - $3.61M
|
18.2K
$4.02M
|
|
|
Oct 30, 2023
Q3 2023
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
BUY
|
- |
13K+ 43.33% |
$2.39M - $2.58M
|
43K
$9.51M
|
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
7.47KNew |
$1.37M - $1.48M
|
7.47K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
6.7KNew |
$1.23M - $1.33M
|
6.7K
$1.48M
|
|
|
Nov 02, 2023
Q3 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
4.86K+ 148.59% |
$894K - $965K
|
8.13K
$1.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
4.18KNew |
$769K - $830K
|
4.18K
$925K
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
4KNew |
$736K - $794K
|
4K
$885K
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3.06KNew |
$563K - $608K
|
3.06K
$677K
|
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.86KNew |
$526K - $568K
|
2.86K
$633K
|
|
|
Nov 01, 2023
Q3 2023
|
Requisite Capital Management, LLC
|
BUY
|
- |
2.81KNew |
$517K - $558K
|
2.81K
$621K
|
|
|
Nov 14, 2023
Q3 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
2.46K+ 88.33% |
$452K - $488K
|
5.24K
$1.16M
|
|