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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
147+ 7.79% |
$30.9K - $34.1K
|
2.03K
$473K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
146+ 6.81% |
$30.7K - $33.9K
|
2.29K
$533K
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
143+ 13.45% |
$30.1K - $33.2K
|
1.21K
$281K
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
143+ 11.85% |
$30.1K - $33.2K
|
1.35K
$314K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
142+ 12.8% |
$29.9K - $32.9K
|
1.25K
$291K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
139New |
$29.2K - $32.2K
|
139
$32.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
139+ 7.94% |
$29.2K - $32.2K
|
1.89K
$440K
|
|
|
Oct 18, 2024
Q3 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
138+ 4.23% |
$29K - $32K
|
3.4K
$792K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
136+ 0.36% |
$28.6K - $31.5K
|
38.2K
$8.88M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
136+ 6.88% |
$28.6K - $31.5K
|
2.11K
$492K
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
135+ 0.44% |
$28.4K - $31.3K
|
30.8K
$7.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
133+ 4.19% |
$28K - $30.8K
|
3.31K
$770K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
131+ 2.73% |
$27.5K - $30.4K
|
4.94K
$1.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
129+ 0.13% |
$27.1K - $29.9K
|
97.5K
$22.7M
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
128+ 1.0% |
$26.9K - $29.7K
|
13K
$3.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
127+ 8.08% |
$26.7K - $29.4K
|
1.7K
$395K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
126+ 2.89% |
$26.5K - $29.2K
|
4.49K
$1.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
124+ 9.95% |
$26.1K - $28.8K
|
1.37K
$319K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
122+ 2.26% |
$25.7K - $28.3K
|
5.53K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
121+ 6.76% |
$25.4K - $28.1K
|
1.91K
$445K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
121+ 4.07% |
$25.4K - $28.1K
|
3.09K
$720K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
121+ 9.55% |
$25.4K - $28.1K
|
1.39K
$323K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
118+ 7.97% |
$24.8K - $27.4K
|
1.6K
$372K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
117+ 0.41% |
$24.6K - $27.1K
|
28.8K
$6.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
114+ 4.32% |
$24K - $26.4K
|
2.75K
$641K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
111+ 8.72% |
$23.3K - $25.7K
|
1.38K
$322K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
111+ 5.17% |
$23.3K - $25.7K
|
2.26K
$526K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
111+ 277.5% |
$23.3K - $25.7K
|
151
$35.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
110+ 3.36% |
$23.1K - $25.5K
|
3.38K
$787K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
110+ 3.57% |
$23.1K - $25.5K
|
3.19K
$742K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
106+ 7.88% |
$22.3K - $24.6K
|
1.45K
$338K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
106New |
$22.3K - $24.6K
|
106
$24.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
105+ 35.23% |
$22.1K - $24.3K
|
403
$93.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
105+ 10.38% |
$22.1K - $24.3K
|
1.12K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
104+ 1.82% |
$21.9K - $24.1K
|
5.82K
$1.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
104+ 1.03% |
$21.9K - $24.1K
|
10.2K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
102+ 1.82% |
$21.4K - $23.6K
|
5.71K
$1.33M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
102New |
$21.4K - $23.6K
|
102
$23.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
101+ 7.88% |
$21.2K - $23.4K
|
1.38K
$322K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
100+ 4.96% |
$21K - $23.2K
|
2.12K
$493K
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
100+ 1.85% |
$21K - $23.2K
|
5.5K
$1.28M
|
|
|
Oct 21, 2024
Q3 2024
|
James Hambro & Partners
|
BUY
|
- |
100+ 4.02% |
$21K - $23.2K
|
2.59K
$602K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
97+ 2.03% |
$20.4K - $22.5K
|
4.87K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
96+ 0.3% |
$20.2K - $22.3K
|
31.6K
$7.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
95+ 5.48% |
$20K - $22K
|
1.83K
$425K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
95+ 5.72% |
$20K - $22K
|
1.76K
$409K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
94+ 5.79% |
$19.8K - $21.8K
|
1.72K
$400K
|
|
|
Nov 12, 2024
Q3 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
93New |
$19.6K - $21.6K
|
93
$21.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
93+ 5.58% |
$19.6K - $21.6K
|
1.76K
$409K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
92+ 1.12% |
$19.3K - $21.3K
|
8.28K
$1.93M
|