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 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
45+ 3.13% |
$9.46K - $10.4K
|
1.48K
$338K
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
44+ 2.1% |
$9.25K - $10.2K
|
2.14K
$488K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
43+ 0.48% |
$9.04K - $9.97K
|
9.03K
$2.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
42+ 10.91% |
$8.83K - $9.74K
|
427
$97.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
42+ 1.24% |
$8.83K - $9.74K
|
3.43K
$782K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
42New |
$8.83K - $9.74K
|
42
$9.57K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
41+ 0.72% |
$8.62K - $9.51K
|
5.73K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
41+ 17.08% |
$8.62K - $9.51K
|
281
$64K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
41+ 1.03% |
$8.62K - $9.51K
|
4.01K
$914K
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
40+ 0.48% |
$8.41K - $9.27K
|
8.34K
$1.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
40+ 3.31% |
$8.41K - $9.27K
|
1.25K
$285K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
39+ 3.27% |
$8.2K - $9.04K
|
1.23K
$281K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
38+ 3.17% |
$7.99K - $8.81K
|
1.24K
$281K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
38+ 0.72% |
$7.99K - $8.81K
|
5.29K
$1.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
37+ 1.87% |
$7.78K - $8.58K
|
2.01K
$458K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
37+ 185.0% |
$7.78K - $8.58K
|
57
$13K
|
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
36+ 2.69% |
$7.57K - $8.35K
|
1.37K
$313K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
36+ 0.37% |
$7.57K - $8.35K
|
9.69K
$2.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
35+ 8.47% |
$7.36K - $8.12K
|
448
$102K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
35+ 0.89% |
$7.36K - $8.12K
|
3.96K
$901K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
34+ 0.73% |
$7.15K - $7.88K
|
4.67K
$1.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
34+ 1.66% |
$7.15K - $7.88K
|
2.08K
$474K
|
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
34+ 1.23% |
$7.15K - $7.88K
|
2.81K
$639K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
33+ 4.13% |
$6.94K - $7.65K
|
833
$190K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
33+ 2.3% |
$6.94K - $7.65K
|
1.47K
$334K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
33+ 3.43% |
$6.94K - $7.65K
|
996
$227K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
33+ 0.86% |
$6.94K - $7.65K
|
3.87K
$882K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
32+ 0.2% |
$6.73K - $7.42K
|
15.8K
$3.59M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
32+ 0.51% |
$6.73K - $7.42K
|
6.3K
$1.43M
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
32+ 0.48% |
$6.73K - $7.42K
|
6.73K
$1.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
32+ 2.11% |
$6.73K - $7.42K
|
1.55K
$352K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
31+ 1.28% |
$6.52K - $7.19K
|
2.45K
$557K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
30+ 1.29% |
$6.31K - $6.96K
|
2.35K
$535K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
30+ 2.6% |
$6.31K - $6.96K
|
1.19K
$270K
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
30+ 2.17% |
$6.31K - $6.96K
|
1.41K
$321K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
29+ 1.12% |
$6.1K - $6.72K
|
2.63K
$598K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
28+ 35.9% |
$5.89K - $6.49K
|
106
$24.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
28+ 0.51% |
$5.89K - $6.49K
|
5.54K
$1.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
28+ 14.51% |
$5.89K - $6.49K
|
221
$50.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
28New |
$5.89K - $6.49K
|
28
$6.38K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
27+ 0.35% |
$5.68K - $6.26K
|
7.74K
$1.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
25+ 0.27% |
$5.26K - $5.8K
|
9.32K
$2.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
25New |
$5.26K - $5.8K
|
25
$5.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
25+ 1.02% |
$5.26K - $5.8K
|
2.48K
$565K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
25+ 0.44% |
$5.26K - $5.8K
|
5.66K
$1.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
24+ 1.27% |
$5.05K - $5.56K
|
1.92K
$437K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
23+ 2.45% |
$4.84K - $5.33K
|
961
$219K
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
22+ 0.07% |
$4.63K - $5.1K
|
33.8K
$7.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
BUY
|
- |
21+ 0.02% |
$4.42K - $4.87K
|
97.8K
$22.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
21New |
$4.42K - $4.87K
|
21
$4.78K
|