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 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
88+ 0.5% |
$18.5K - $20.4K
|
17.8K
$4.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
88+ 0.92% |
$18.5K - $20.4K
|
9.7K
$2.21M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
85+ 2.08% |
$17.9K - $19.7K
|
4.17K
$949K
|
|
|
Nov 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
82+ 0.61% |
$17.2K - $19K
|
13.5K
$3.07M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
82+ 8.52% |
$17.2K - $19K
|
1.05K
$238K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
80New |
$16.8K - $18.5K
|
80
$18.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
78+ 2.74% |
$16.4K - $18.1K
|
2.93K
$667K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
75+ 0.11% |
$15.8K - $17.4K
|
67.7K
$15.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
75+ 1.69% |
$15.8K - $17.4K
|
4.51K
$1.03M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
74+ 1.39% |
$15.6K - $17.2K
|
5.39K
$1.23M
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
74+ 1.87% |
$15.6K - $17.2K
|
4.02K
$917K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
71+ 4.04% |
$14.9K - $16.5K
|
1.83K
$416K
|
|
|
Oct 08, 2024
Q3 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
70+ 0.73% |
$14.7K - $16.2K
|
9.68K
$2.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
69+ 0.09% |
$14.5K - $16K
|
74K
$16.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
67+ 1340.0% |
$14.1K - $15.5K
|
72
$16.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
67+ 1.41% |
$14.1K - $15.5K
|
4.81K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
66+ 3.5% |
$13.9K - $15.3K
|
1.95K
$445K
|
|
|
Nov 12, 2024
Q3 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
66+ 0.32% |
$13.9K - $15.3K
|
20.5K
$4.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
65+ 3.86% |
$13.7K - $15.1K
|
1.75K
$399K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
65+ 4.27% |
$13.7K - $15.1K
|
1.59K
$361K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
65+ 216.67% |
$13.7K - $15.1K
|
95
$21.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
65New |
$13.7K - $15.1K
|
65
$14.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
64New |
$13.5K - $14.8K
|
64
$14.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
64New |
$13.5K - $14.8K
|
64
$14.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
61+ 210.34% |
$12.8K - $14.1K
|
90
$20.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
61+ 12.71% |
$12.8K - $14.1K
|
541
$123K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
60+ 2.25% |
$12.6K - $13.9K
|
2.72K
$620K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
60+ 85.71% |
$12.6K - $13.9K
|
130
$29.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
60+ 4.51% |
$12.6K - $13.9K
|
1.39K
$316K
|
|
|
Oct 21, 2024
Q3 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
60+ 5.98% |
$12.6K - $13.9K
|
1.06K
$242K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
59+ 4.27% |
$12.4K - $13.7K
|
1.44K
$328K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
58+ 5.35% |
$12.2K - $13.4K
|
1.14K
$260K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
58+ 3.08% |
$12.2K - $13.4K
|
1.94K
$443K
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
57+ 2.36% |
$12K - $13.2K
|
2.47K
$562K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
57+ 1.17% |
$12K - $13.2K
|
4.92K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
55+ 1.44% |
$11.6K - $12.8K
|
3.86K
$880K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
55+ 1.2% |
$11.6K - $12.8K
|
4.62K
$1.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
55+ 5.52% |
$11.6K - $12.8K
|
1.05K
$240K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
55+ 14.4% |
$11.6K - $12.8K
|
437
$99.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
54+ 3.0% |
$11.4K - $12.5K
|
1.86K
$423K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
54+ 3.5% |
$11.4K - $12.5K
|
1.6K
$363K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
53+ 5.13% |
$11.1K - $12.3K
|
1.09K
$247K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
52+ 2.27% |
$10.9K - $12.1K
|
2.34K
$534K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
50+ 1.07% |
$10.5K - $11.6K
|
4.71K
$1.07M
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
50New |
$10.5K - $11.6K
|
50
$11.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
48New |
$10.1K - $11.1K
|
48
$10.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
47+ 13.78% |
$9.88K - $10.9K
|
388
$88.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
47+ 5.37% |
$9.88K - $10.9K
|
922
$210K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
45+ 18.75% |
$9.46K - $10.4K
|
285
$64.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
45+ 23.08% |
$9.46K - $10.4K
|
240
$54.7K
|