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 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
360+ 112.85% |
$68.5K - $74.8K
|
679
$143K
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
355+ 612.07% |
$67.5K - $73.8K
|
413
$87K
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
BUY
|
- |
350+ 6.02% |
$66.6K - $72.8K
|
6.17K
$1.3M
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
348+ 15.89% |
$66.2K - $72.3K
|
2.54K
$535K
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
343+ 6.46% |
$65.2K - $71.3K
|
5.65K
$1.19M
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
330+ 0.86% |
$62.8K - $68.6K
|
38.9K
$8.19M
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
328+ 0.81% |
$62.4K - $68.2K
|
41K
$8.64M
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
326+ 2.13% |
$62K - $67.8K
|
15.6K
$3.3M
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
322+ 15.93% |
$61.2K - $66.9K
|
2.34K
$494K
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
322+ 2.48% |
$61.2K - $66.9K
|
13.3K
$2.8M
|
|
May 15, 2024
Q1 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
320+ 3.88% |
$60.9K - $66.5K
|
8.57K
$1.81M
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
312+ 7.41% |
$59.3K - $64.9K
|
4.52K
$953K
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
312+ 16.37% |
$59.3K - $64.9K
|
2.22K
$467K
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
303+ 16.92% |
$57.6K - $63K
|
2.09K
$441K
|
|
May 09, 2024
Q1 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
300+ 18.62% |
$57.1K - $62.4K
|
1.91K
$403K
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
PUT |
300+ 0.91% |
$57.1K - $62.4K
|
33.1K
$6.97M
|
|
Apr 30, 2024
Q1 2024
|
Dillon & Associates Inc
|
BUY
|
- |
300+ 20.0% |
$57.1K - $62.4K
|
1.8K
$379K
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
298+ 0.4% |
$56.7K - $62K
|
75.2K
$15.8M
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
298New |
$56.7K - $62K
|
298
$62.8K
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
291+ 3.75% |
$55.3K - $60.5K
|
8.06K
$1.7M
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
276+ 5.11% |
$52.5K - $57.4K
|
5.68K
$1.2M
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
269+ 3.0% |
$51.2K - $55.9K
|
9.23K
$1.94M
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
262+ 16.56% |
$49.8K - $54.5K
|
1.84K
$389K
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
256+ 5.3% |
$48.7K - $53.2K
|
5.09K
$1.07M
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
250New |
$47.5K - $52K
|
250
$52.7K
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
245+ 7.57% |
$46.6K - $50.9K
|
3.48K
$733K
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
243+ 18.13% |
$46.2K - $50.5K
|
1.58K
$334K
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
239+ 1.27% |
$45.5K - $49.7K
|
19.1K
$4.02M
|
|
May 15, 2024
Q1 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
235+ 1.57% |
$44.7K - $48.9K
|
15.2K
$3.2M
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
235+ 0.8% |
$44.7K - $48.9K
|
29.6K
$6.25M
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
228New |
$43.4K - $47.4K
|
228
$48K
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
225New |
$42.8K - $46.8K
|
225
$47.4K
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
220+ 19.66% |
$41.8K - $45.7K
|
1.34K
$282K
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
216New |
$41.1K - $44.9K
|
216
$45.5K
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
214+ 0.14% |
$40.7K - $44.5K
|
152K
$32.1M
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
212+ 1.36% |
$40.3K - $44.1K
|
15.8K
$3.33M
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
211+ 6.42% |
$40.1K - $43.9K
|
3.5K
$737K
|
|
Apr 18, 2024
Q1 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
208+ 17.2% |
$39.6K - $43.2K
|
1.42K
$299K
|
|
Jun 14, 2024
Q1 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
204+ 5.1% |
$38.8K - $42.4K
|
4.21K
$886K
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
198+ 10.03% |
$37.7K - $41.2K
|
2.17K
$458K
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
198+ 1.48% |
$37.7K - $41.2K
|
13.6K
$2.87M
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
196+ 3.22% |
$37.3K - $40.7K
|
6.29K
$1.33M
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
195+ 0.23% |
$37.1K - $40.5K
|
86.6K
$18.2M
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
194+ 4.39% |
$36.9K - $40.3K
|
4.61K
$972K
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
187+ 6.41% |
$35.6K - $38.9K
|
3.1K
$654K
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
184+ 2.13% |
$35K - $38.3K
|
8.83K
$1.86M
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
182+ 15.17% |
$34.6K - $37.8K
|
1.38K
$291K
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
180+ 0.54% |
$34.2K - $37.4K
|
33.6K
$7.08M
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
177+ 1.07% |
$33.7K - $36.8K
|
16.7K
$3.53M
|
|
May 10, 2024
Q1 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
172+ 0.01% |
$32.7K - $35.8K
|
1.4M
$296M
|