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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
196+ 7.25% |
$38.5K - $42.3K
|
2.9K
$644K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
193New |
$37.9K - $41.6K
|
193
$42.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Alta Advisers LTD
|
BUY
|
- |
163+ 12.54% |
$32K - $35.2K
|
1.46K
$325K
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
BUY
|
- |
158+ 13.21% |
$31K - $34.1K
|
1.35K
$301K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
139+ 1.83% |
$27.3K - $30K
|
7.74K
$1.72M
|
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
121+ 12.3% |
$23.8K - $26.1K
|
1.11K
$245K
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
101+ 0.09% |
$19.8K - $21.8K
|
109K
$24.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
94+ 5.99% |
$18.5K - $20.3K
|
1.66K
$369K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
91+ 9.16% |
$17.9K - $19.6K
|
1.08K
$241K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
83+ 97.65% |
$16.3K - $17.9K
|
168
$37.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
80New |
$15.7K - $17.3K
|
80
$17.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
79+ 0.19% |
$15.5K - $17K
|
41.3K
$9.18M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
79New |
$15.5K - $17K
|
79
$17.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
72+ 1.54% |
$14.1K - $15.5K
|
4.74K
$1.05M
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
BUY
|
- |
65New |
$12.8K - $14K
|
65
$14.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
58+ 17.96% |
$11.4K - $12.5K
|
381
$84.6K
|
|
|
Aug 06, 2024
Q2 2024
|
X Square Capital, LLC
|
BUY
|
- |
51+ 1.75% |
$10K - $11K
|
2.96K
$657K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
50New |
$9.81K - $10.8K
|
50
$11.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
48+ 600.0% |
$9.42K - $10.4K
|
56
$12.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
42+ 6.06% |
$8.24K - $9.06K
|
735
$163K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
39+ 1.2% |
$7.66K - $8.41K
|
3.3K
$733K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
34New |
$6.67K - $7.34K
|
34
$7.55K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
33+ 3.86% |
$6.48K - $7.12K
|
887
$197K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
30New |
$5.89K - $6.47K
|
30
$6.66K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
29New |
$5.69K - $6.26K
|
29
$6.44K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
27New |
$5.3K - $5.83K
|
27
$6K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
23New |
$4.51K - $4.96K
|
23
$5.11K
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
23+ 0.73% |
$4.51K - $4.96K
|
3.17K
$705K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
20+ 4.66% |
$3.93K - $4.32K
|
449
$99.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
17+ 14.66% |
$3.34K - $3.67K
|
133
$29.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
16New |
$3.14K - $3.45K
|
16
$3.55K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
16New |
$3.14K - $3.45K
|
16
$3.55K
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
15+ 0.63% |
$2.94K - $3.24K
|
2.39K
$531K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
14+ 0.08% |
$2.75K - $3.02K
|
17.8K
$3.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
9+ 14.75% |
$1.77K - $1.94K
|
70
$15.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
8+ 8.25% |
$1.57K - $1.73K
|
105
$23.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7+ 140.0% |
$1.37K - $1.51K
|
12
$2.67K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
7+ 4.67% |
$1.37K - $1.51K
|
157
$34.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
6New |
$1.18K - $1.29K
|
6
$1.33K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
6New |
$1.18K - $1.29K
|
6
$1.33K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5+ 7.69% |
$981 - $1.08K
|
70
$15.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
4New |
$785 - $863
|
4
$889
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3New |
$589 - $647
|
3
$666
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
3+ 0.19% |
$589 - $647
|
1.55K
$345K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
3+ 2.5% |
$589 - $647
|
123
$27.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
2New |
$393 - $432
|
2
$444
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2+ 0.05% |
$393 - $432
|
4.29K
$954K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1+ 0.39% |
$196 - $216
|
256
$56.9K
|
|
| Q1 2024 | |||||||
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
87.3KNew |
$16.6M - $18.2M
|
87.3K
$19.4M
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
85K+ 19.28% |
$16.2M - $17.7M
|
526K
$117M
|
|