Latest Institutional Purchases of Marsh & Mclennan Companies, Inc. (MMC)

MMC Quotes by TradingView

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 23, 2023 Q3 2023
Toews Corp

BUY
 -
4K
New
$736K - $794K
4K $889K
Oct 31, 2023 Q3 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
3.06K
New
$563K - $608K
3.06K $680K
Nov 13, 2023 Q3 2023
Maven Securities LTD

St Helier, Y9
BUY
 -
2.86K
New
$526K - $568K
2.86K $635K
Nov 01, 2023 Q3 2023
Requisite Capital Management, LLC

BUY
 -
2.81K
New
$517K - $558K
2.81K $624K
Nov 14, 2023 Q3 2023
Lee Ainslie Maverick Capital LTD | Dallas, Tx
BUY
 -
2.46K
+ 88.33%
$452K - $488K
5.24K $1.16M
Nov 13, 2023 Q3 2023
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
2.42K
New
$446K - $481K
2.42K $538K
Nov 01, 2023 Q3 2023
Congress Asset Management CO

BUY
 -
2.09K
New
$384K - $414K
2.09K $464K
Oct 12, 2023 Q3 2023
Johnson & White Wealth Management, LLC

York, PA
BUY
 -
1.52K
New
$279K - $302K
1.52K $337K
Nov 14, 2023 Q3 2023
Alphadyne Asset Management LP

New York, NY
BUY
 -
1.35K
New
$247K - $267K
1.35K $299K
Nov 14, 2023 Q3 2023
Redwood Investment Management, LLC

Scottsdale, AZ
BUY
 -
1.32K
New
$243K - $262K
1.32K $293K
Nov 14, 2023 Q3 2023
Trust Investment Advisors

BUY
 -
1.16K
New
$213K - $230K
1.16K $258K
Oct 19, 2023 Q3 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
1.11K
New
$205K - $221K
1.11K $247K
Nov 08, 2023 Q3 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
889
New
$164K - $177K
889 $197K
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
706
New
$130K - $140K
706 $157K
Nov 14, 2023 Q3 2023
Fund Management At Engine No. 1 LLC

San Francisco, CA
BUY
 -
624
+ 9.69%
$115K - $124K
7.07K $1.57M
Nov 13, 2023 Q3 2023
Stokes Family Office, LLC

BUY
 -
446
+ 7.61%
$82.1K - $88.6K
6.31K $1.4M
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
410
New
$75.4K - $81.4K
410 $91.1K
Oct 27, 2023 Q3 2023
Dubuque Bank & Trust CO

BUY
 -
397
+ 29.78%
$73K - $78.8K
1.73K $384K
Oct 27, 2023 Q3 2023
Carmel Capital Partners, LLC

BUY
 -
341
New
$62.7K - $67.7K
341 $75.7K
Nov 06, 2023 Q3 2023
Parsons Capital Management Inc

BUY
 -
323
+ 17.87%
$59.4K - $64.1K
2.13K $473K
Oct 26, 2023 Q3 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
275
+ 0.93%
$50.6K - $54.6K
29.9K $6.64M
Oct 23, 2023 Q3 2023
Fsc Wealth Advisors, LLC

BUY
 -
204
New
$37.5K - $40.5K
204 $45.3K
Oct 12, 2023 Q3 2023
Rvw Wealth, LLC

BUY
 -
169
New
$31.1K - $33.6K
169 $37.5K
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
150
New
$27.6K - $29.8K
150 $33.3K
Nov 13, 2023 Q3 2023
Thomas J. Herzfeld Advisors, Inc.

Miami Beach, FL
BUY
 -
68
New
$12.5K - $13.5K
68 $15.1K
Nov 03, 2023 Q3 2023
Briaud Financial Planning, Inc

College Station, TX
BUY
 -
44
New
$8.1K - $8.74K
44 $9.77K
Nov 14, 2023 Q3 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
40
+ 44.94%
$7.36K - $7.94K
129 $28.7K
Nov 03, 2023 Q3 2023
New Square Capital LLC

BUY
 -
37
+ 19.58%
$6.81K - $7.35K
226 $50.2K
Nov 14, 2023 Q3 2023
Syntax Research, Inc.

Boca Raton, FL
BUY
 -
33
New
$6.07K - $6.55K
33 $7.33K
Nov 09, 2023 Q3 2023
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
33
+ 1.87%
$6.07K - $6.55K
1.8K $399K
Nov 02, 2023 Q3 2023
Jnba Financial Advisors

BUY
 -
27
New
$4.97K - $5.36K
27 $6K
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

BUY
 -
25
+ 32.47%
$4.6K - $4.96K
102 $22.7K
Nov 09, 2023 Q3 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
17
New
$3.13K - $3.38K
17 $3.78K
Nov 08, 2023 Q3 2023
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
17
+ 9.55%
$3.13K - $3.38K
195 $43.3K
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
14
New
$2.58K - $2.78K
14 $3.11K
Nov 02, 2023 Q3 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
8
+ 61.54%
$1.47K - $1.59K
21 $4.66K
Nov 01, 2023 Q3 2023
Investors Research Corp

BUY
 -
8
+ 1.55%
$1.47K - $1.59K
523 $116K
Oct 13, 2023 Q3 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
7
New
$1.29K - $1.39K
7 $1.55K
Nov 13, 2023 Q3 2023
Clari Vest Asset Management LLC

San Diego, CA
BUY
 -
5
New
$920 - $993
5 $1.11K
Oct 19, 2023 Q3 2023
Lion Street Advisors, LLC

BUY
 -
4
+ 0.25%
$736 - $794
1.59K $353K
Q2 2023
Aug 14, 2023 Q2 2023
Hudson Bay Capital Management LP

Greenwich, CT
BUY
 -
180K
+ 327.27%
$30.2M - $33.9M
235K $52.2M
Aug 11, 2023 Q2 2023
Black Rock Inc.

New York, NY
BUY
 CALL
27.6K
New
$4.63M - $5.19M
27.6K $6.13M
Jan 12, 2024 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
9.94K
+ 6.04%
$1.67M - $1.87M
175K $38.8M
Aug 04, 2023 Q2 2023
Simplex Trading, LLC

BUY
 -
8.53K
New
$1.43M - $1.6M
8.53K $1.89M
Aug 14, 2023 Q2 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
7.21K
+ 148.41%
$1.21M - $1.36M
12.1K $2.68M
Aug 10, 2023 Q2 2023
Pictet Asset Management Sa

Geneva 73, V8
BUY
 -
6.38K
+ 1.64%
$1.07M - $1.2M
397K $88.1M
Jul 27, 2023 Q2 2023
Ea Series Trust

Havertown, PA
BUY
 -
4.08K
New
$685K - $768K
4.08K $907K
Jul 17, 2023 Q2 2023
Sterling Investment Counsel, LLC

BUY
 -
3.37K
New
$566K - $634K
3.37K $749K
Aug 14, 2023 Q2 2023
Manatuck Hill Partners, LLC

Westport, CT
BUY
 -
2K
New
$335K - $376K
2K $444K

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