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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.42KNew |
$446K - $481K
|
2.42K
$536K
|
|
|
Nov 14, 2023
Q3 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
2.16K+ 18.77% |
$398K - $429K
|
13.7K
$3.03M
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
BUY
|
- |
2.09KNew |
$384K - $414K
|
2.09K
$462K
|
|
|
Oct 12, 2023
Q3 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.52KNew |
$279K - $302K
|
1.52K
$336K
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
1.35KNew |
$247K - $267K
|
1.35K
$297K
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.32KNew |
$243K - $262K
|
1.32K
$292K
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.3KNew |
$240K - $259K
|
1.3K
$288K
|
|
|
Nov 14, 2023
Q3 2023
|
Trust Investment Advisors
|
BUY
|
- |
1.16KNew |
$213K - $230K
|
1.16K
$257K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
1.11KNew |
$205K - $221K
|
1.11K
$246K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
889New |
$164K - $177K
|
889
$197K
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
CALL |
800+ 25.81% |
$147K - $159K
|
3.9K
$863K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
706New |
$130K - $140K
|
706
$156K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
624+ 9.69% |
$115K - $124K
|
7.07K
$1.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
446+ 7.61% |
$82.1K - $88.6K
|
6.31K
$1.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
410New |
$75.4K - $81.4K
|
410
$90.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
397+ 29.78% |
$73K - $78.8K
|
1.73K
$383K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
341New |
$62.7K - $67.7K
|
341
$75.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
323+ 17.87% |
$59.4K - $64.1K
|
2.13K
$471K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
275+ 0.93% |
$50.6K - $54.6K
|
29.9K
$6.61M
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
204New |
$37.5K - $40.5K
|
204
$45.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
169New |
$31.1K - $33.6K
|
169
$37.4K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
150New |
$27.6K - $29.8K
|
150
$33.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
120New |
$22.1K - $23.8K
|
120
$26.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
68New |
$12.5K - $13.5K
|
68
$15K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
55New |
$10.1K - $10.9K
|
55
$12.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
44New |
$8.1K - $8.74K
|
44
$9.73K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
40+ 44.94% |
$7.36K - $7.94K
|
129
$28.5K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
37+ 19.58% |
$6.81K - $7.35K
|
226
$50K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
33New |
$6.07K - $6.55K
|
33
$7.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
33+ 1.87% |
$6.07K - $6.55K
|
1.8K
$398K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
27New |
$4.97K - $5.36K
|
27
$5.97K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
25+ 32.47% |
$4.6K - $4.96K
|
102
$22.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
17New |
$3.13K - $3.38K
|
17
$3.76K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
17+ 9.55% |
$3.13K - $3.38K
|
195
$43.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
14New |
$2.58K - $2.78K
|
14
$3.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
8+ 61.54% |
$1.47K - $1.59K
|
21
$4.64K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
8+ 1.55% |
$1.47K - $1.59K
|
523
$116K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7New |
$1.29K - $1.39K
|
7
$1.55K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
5New |
$920 - $993
|
5
$1.11K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
4+ 0.25% |
$736 - $794
|
1.59K
$351K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
180K+ 327.27% |
$30.2M - $33.9M
|
235K
$52M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
27.6KNew |
$4.63M - $5.19M
|
27.6K
$6.1M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
9.94K+ 6.04% |
$1.67M - $1.87M
|
175K
$38.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
8.53KNew |
$1.43M - $1.6M
|
8.53K
$1.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.21K+ 148.41% |
$1.21M - $1.36M
|
12.1K
$2.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
6.38K+ 1.64% |
$1.07M - $1.2M
|
397K
$87.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
5.75KNew |
$964K - $1.08M
|
5.75K
$1.27M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
4.08KNew |
$685K - $768K
|
4.08K
$903K
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
3.37KNew |
$566K - $634K
|
3.37K
$746K
|
|
|
Aug 14, 2023
Q2 2023
|
Manatuck Hill Partners, LLC
Westport, CT |
BUY
|
- |
2KNew |
$335K - $376K
|
2K
$442K
|
|