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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
133+ 2.94% |
$26.1K - $28.7K
|
4.66K
$1.04M
|
|
Jul 31, 2024
Q2 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
131+ 3.43% |
$25.7K - $28.3K
|
3.95K
$884K
|
|
Jul 22, 2024
Q2 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
130+ 7.03% |
$25.5K - $28K
|
1.98K
$443K
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
128+ 1.29% |
$25.1K - $27.6K
|
10.1K
$2.25M
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
127+ 1.58% |
$24.9K - $27.4K
|
8.18K
$1.83M
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
BUY
|
- |
127+ 2.07% |
$24.9K - $27.4K
|
6.27K
$1.4M
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
126+ 0.93% |
$24.7K - $27.2K
|
13.7K
$3.07M
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
125+ 8.54% |
$24.5K - $27K
|
1.59K
$356K
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
125+ 0.37% |
$24.5K - $27K
|
33.7K
$7.55M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
122+ 6.78% |
$23.9K - $26.3K
|
1.92K
$430K
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
122+ 103.39% |
$23.9K - $26.3K
|
240
$53.7K
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
121+ 12.3% |
$23.8K - $26.1K
|
1.11K
$247K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
121+ 0.57% |
$23.8K - $26.1K
|
21.5K
$4.82M
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
120+ 7.33% |
$23.6K - $25.9K
|
1.76K
$393K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
119+ 9.75% |
$23.4K - $25.7K
|
1.34K
$300K
|
|
Aug 09, 2024
Q2 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
118+ 0.52% |
$23.2K - $25.5K
|
22.8K
$5.1M
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
117+ 6.66% |
$23K - $25.2K
|
1.87K
$419K
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
115+ 9.83% |
$22.6K - $24.8K
|
1.29K
$288K
|
|
Jul 22, 2024
Q2 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
115+ 0.47% |
$22.6K - $24.8K
|
24.4K
$5.47M
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
112+ 4.62% |
$22K - $24.2K
|
2.54K
$568K
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
106+ 7.71% |
$20.8K - $22.9K
|
1.48K
$332K
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
103New |
$20.2K - $22.2K
|
103
$23.1K
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
102+ 6.31% |
$20K - $22K
|
1.72K
$385K
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
102+ 13.8% |
$20K - $22K
|
841
$188K
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
101+ 0.09% |
$19.8K - $21.8K
|
109K
$24.3M
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
98+ 3.81% |
$19.2K - $21.1K
|
2.67K
$598K
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
96+ 25.0% |
$18.8K - $20.7K
|
480
$107K
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
94+ 5.99% |
$18.5K - $20.3K
|
1.66K
$372K
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
94+ 4.0% |
$18.5K - $20.3K
|
2.44K
$547K
|
|
Jul 30, 2024
Q2 2024
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
93+ 0.17% |
$18.3K - $20.1K
|
53.7K
$12M
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
91+ 9.16% |
$17.9K - $19.6K
|
1.08K
$243K
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
91+ 6.15% |
$17.9K - $19.6K
|
1.57K
$352K
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
90+ 0.29% |
$17.7K - $19.4K
|
31.6K
$7.08M
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
89+ 2.11% |
$17.5K - $19.2K
|
4.3K
$964K
|
|
Aug 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
88+ 1.91% |
$17.3K - $19K
|
4.7K
$1.05M
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
87+ 7.75% |
$17.1K - $18.8K
|
1.21K
$271K
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
83+ 97.65% |
$16.3K - $17.9K
|
168
$37.6K
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
82+ 431.58% |
$16.1K - $17.7K
|
101
$22.6K
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
81+ 4.55% |
$15.9K - $17.5K
|
1.86K
$417K
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
80New |
$15.7K - $17.3K
|
80
$17.9K
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
80New |
$15.7K - $17.3K
|
80
$17.9K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
80+ 100.0% |
$15.7K - $17.3K
|
160
$35.8K
|
|
Aug 13, 2024
Q2 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
79+ 0.19% |
$15.5K - $17K
|
41.3K
$9.26M
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
79New |
$15.5K - $17K
|
79
$17.7K
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
76+ 5.19% |
$14.9K - $16.4K
|
1.54K
$345K
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
74+ 10.9% |
$14.5K - $16K
|
753
$169K
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
73+ 23.4% |
$14.3K - $15.7K
|
385
$86.2K
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
72+ 1.54% |
$14.1K - $15.5K
|
4.74K
$1.06M
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
72+ 2.46% |
$14.1K - $15.5K
|
3K
$671K
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
71+ 3.73% |
$13.9K - $15.3K
|
1.97K
$442K
|