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
Aug 11, 2023 Q2 2023
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
1.83K
+ 4.69%
$307K - $344K
40.8K $9.07M
Aug 09, 2023 Q2 2023
Litman Gregory Wealth Management LLC

BUY
 -
1.8K
New
$302K - $339K
1.8K $400K
Aug 11, 2023 Q2 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
1.53K
New
$256K - $287K
1.53K $339K
Aug 08, 2023 Q2 2023
Vigilant Capital Management, LLC

BUY
 -
1.43K
+ 0.86%
$240K - $269K
169K $37.5M
Aug 04, 2023 Q2 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
1.3K
New
$218K - $244K
1.3K $288K
Aug 02, 2023 Q2 2023
New Jersey Better Educational Savings Trust

BUY
 -
1.2K
New
$201K - $226K
1.2K $267K
Jul 18, 2023 Q2 2023
Pathway Financial Advisors LLC

BUY
 -
1.2K
New
$201K - $226K
1.2K $267K
Jul 13, 2023 Q2 2023
Perpetual LTD

Sydney, New South Wales, C3
BUY
 -
1.2K
New
$201K - $226K
1.2K $267K
Jul 13, 2023 Q2 2023
Milestone Advisory Partners

BUY
 -
1.18K
New
$198K - $222K
1.18K $262K
Aug 11, 2023 Q2 2023
Pfs Investments Inc.

Duluth, GA
BUY
 -
1.09K
+ 20.49%
$183K - $205K
6.4K $1.42M
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
753
New
$126K - $142K
753 $167K
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
577
+ 142.82%
$96.8K - $109K
981 $218K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
360
New
$60.4K - $67.7K
360 $80K
Aug 02, 2023 Q2 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
231
New
$38.7K - $43.4K
231 $51.3K
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
131
+ 86.75%
$22K - $24.6K
282 $62.6K
Oct 23, 2023 Q2 2023
Slocum, Gordon & CO LLP

Newport, RI
BUY
 -
90
New
$15.1K - $16.9K
90 $20K
Aug 14, 2023 Q2 2023
Bollard Group LLC

Boston, MA
BUY
 -
65
New
$10.9K - $12.2K
65 $14.4K
Jul 26, 2023 Q2 2023
Rosenberg Matthew Hamilton

BUY
 -
55
+ 9.34%
$9.22K - $10.3K
644 $143K
Jul 14, 2023 Q2 2023
Financial Connections Group, Inc.

BUY
 -
51
New
$8.55K - $9.59K
51 $11.3K
Jul 13, 2023 Q2 2023
Central Bank & Trust CO

BUY
 -
40
+ 160.0%
$6.71K - $7.52K
65 $14.4K
Jul 03, 2023 Q2 2023
Horizons Wealth Management

Asheville, NC
BUY
 -
16
+ 57.14%
$2.68K - $3.01K
44 $9.77K
Aug 28, 2023 Q2 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
7
+ 0.36%
$1.17K - $1.32K
1.94K $431K
Aug 04, 2023 Q2 2023
Prairie View Partners, LLC

BUY
 -
7
New
$1.17K - $1.32K
7 $1.55K
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
6
New
$1.01K - $1.13K
6 $1.33K
Aug 10, 2023 Q2 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
5
New
$839 - $940
5 $1.11K
Jul 10, 2023 Q2 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
2
+ 8.33%
$335 - $376
26 $5.78K
Jul 26, 2023 Q2 2023
Time Scale Financial, Inc.

BUY
 -
1
+ 0.1%
$168 - $188
980 $218K
Q1 2023
May 15, 2023 Q1 2023
Philadelphia Financial Management Of San Francisco, LLC

San Francisco, CA
BUY
 -
64.7K
New
$9.96M - $11.4M
64.7K $14.4M
May 11, 2023 Q1 2023
M&G Investment Management LTD

London, X0
BUY
 -
52K
+ 6.62%
$8.01M - $9.13M
837K $186M
May 11, 2023 Q1 2023
Phoenix Holdings Ltd.

Givatayim, L3
BUY
 PUT
25.8K
New
$3.98M - $4.54M
25.8K $5.74M
May 01, 2023 Q1 2023
Cm Wealth Advisors LLC

Beachwood, OH
BUY
 -
5.05K
New
$778K - $887K
5.05K $1.12M
May 15, 2023 Q1 2023
Wexford Capital LP

Greenwich, CT
BUY
 -
4.66K
New
$718K - $819K
4.66K $1.04M
May 12, 2023 Q1 2023
Winton Group LTD

London, X0
BUY
 -
4.44K
New
$685K - $781K
4.44K $987K
May 05, 2023 Q1 2023
Ctc Capital Management, LLC

BUY
 -
3.87K
New
$596K - $680K
3.87K $860K
May 01, 2023 Q1 2023
Sheaff Brock Investment Advisors, LLC

BUY
 -
3.67K
New
$566K - $645K
3.67K $816K
May 10, 2023 Q1 2023
Exos Tfp Holdings LLC

New York, NY
BUY
 -
2.19K
+ 104.28%
$338K - $385K
4.29K $954K
May 15, 2023 Q1 2023
Sender CO & Partners, Inc.

New York, NY
BUY
 -
2.07K
New
$318K - $363K
2.07K $459K
May 02, 2023 Q1 2023
Great Valley Advisor Group, Inc.

BUY
 -
1.66K
New
$256K - $292K
1.66K $369K
May 15, 2023 Q1 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
1.36K
New
$210K - $240K
1.36K $303K
May 12, 2023 Q1 2023
Foster Dykema Cabot & CO Inc

BUY
 -
1.07K
New
$165K - $188K
1.07K $237K
Apr 27, 2023 Q1 2023
Eulav Asset Management

BUY
 -
900
+ 0.69%
$139K - $158K
132K $29.3M
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
617
New
$95.1K - $108K
617 $137K
May 10, 2023 Q1 2023
Graham Capital Wealth Management, LLC

Washington D.C., DC
BUY
 -
338
New
$52.1K - $59.4K
338 $75.1K
Apr 10, 2023 Q1 2023
Asset Management Resources, LLC

BUY
 -
165
+ 8.35%
$25.4K - $29K
2.14K $476K
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
147
New
$22.6K - $25.8K
147 $32.7K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
132
New
$20.3K - $23.2K
132 $29.3K
Apr 12, 2023 Q1 2023
Fny Investment Advisers, LLC

BUY
 -
113
+ 94.17%
$17.4K - $19.8K
233 $51.8K
May 01, 2023 Q1 2023
Cutler Group LP

BUY
 -
100
+ 32.15%
$15.4K - $17.6K
411 $91.3K
May 15, 2023 Q1 2023
Lee Financial CO

Dallas, TX
BUY
 -
98
+ 1400.0%
$15.1K - $17.2K
105 $23.3K

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