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
Jul 03, 2023 Q2 2023
Horizons Wealth Management

Asheville, NC
BUY
 -
16
+ 57.14%
$2.68K - $3.01K
44 $9.65K
Aug 28, 2023 Q2 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
7
+ 0.36%
$1.17K - $1.32K
1.94K $425K
Aug 04, 2023 Q2 2023
Prairie View Partners, LLC

BUY
 -
7
New
$1.17K - $1.32K
7 $1.54K
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
6
New
$1.01K - $1.13K
6 $1.32K
Aug 10, 2023 Q2 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
5
New
$839 - $940
5 $1.1K
Jul 10, 2023 Q2 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
2
+ 8.33%
$335 - $376
26 $5.7K
Jul 26, 2023 Q2 2023
Time Scale Financial, Inc.

BUY
 -
1
+ 0.1%
$168 - $188
980 $215K
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 $14.2M
Jan 10, 2025 Q1 2023
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
55.8K
+ 15.62%
$8.59M - $9.79M
413K $90.5M
May 11, 2023 Q1 2023
M&G Investment Management LTD

London, X0
BUY
 -
52K
+ 6.62%
$8.01M - $9.13M
837K $184M
Dec 19, 2024 Q1 2023
Pearl River Capital, LLC

Niles, MI
BUY
 -
20.1K
New
$3.1M - $3.53M
20.1K $4.41M
May 01, 2023 Q1 2023
Cm Wealth Advisors LLC

Beachwood, OH
BUY
 -
5.05K
New
$778K - $887K
5.05K $1.11M
May 15, 2023 Q1 2023
Wexford Capital LP

Greenwich, CT
BUY
 -
4.66K
New
$718K - $819K
4.66K $1.02M
May 12, 2023 Q1 2023
Winton Group LTD

London, X0
BUY
 -
4.44K
New
$685K - $781K
4.44K $975K
May 05, 2023 Q1 2023
Ctc Capital Management, LLC

BUY
 -
3.87K
New
$596K - $680K
3.87K $849K
May 01, 2023 Q1 2023
Sheaff Brock Investment Advisors, LLC

BUY
 -
3.67K
New
$566K - $645K
3.67K $806K
May 10, 2023 Q1 2023
Exos Tfp Holdings LLC

New York, NY
BUY
 -
2.19K
+ 104.28%
$338K - $385K
4.29K $942K
May 15, 2023 Q1 2023
Sender CO & Partners, Inc.

New York, NY
BUY
 -
2.07K
New
$318K - $363K
2.07K $453K
May 02, 2023 Q1 2023
Great Valley Advisor Group, Inc.

BUY
 -
1.66K
New
$256K - $292K
1.66K $364K
May 15, 2023 Q1 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
1.36K
New
$210K - $240K
1.36K $299K
May 12, 2023 Q1 2023
Foster Dykema Cabot & CO Inc

BUY
 -
1.07K
New
$165K - $188K
1.07K $234K
Apr 27, 2023 Q1 2023
Eulav Asset Management

BUY
 -
900
+ 0.69%
$139K - $158K
132K $28.9M
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
617
New
$95.1K - $108K
617 $135K
May 10, 2023 Q1 2023
Graham Capital Wealth Management, LLC

Washington D.C., DC
BUY
 -
338
New
$52.1K - $59.4K
338 $74.1K
Apr 10, 2023 Q1 2023
Asset Management Resources, LLC

BUY
 -
165
+ 8.35%
$25.4K - $29K
2.14K $470K
Apr 12, 2023 Q1 2023
Fny Investment Advisers, LLC

BUY
 -
113
+ 94.17%
$17.4K - $19.8K
233 $51.1K
May 01, 2023 Q1 2023
Cutler Group LP

BUY
 -
100
+ 32.15%
$15.4K - $17.6K
411 $90.1K
May 15, 2023 Q1 2023
Lee Financial CO

Dallas, TX
BUY
 -
98
+ 1400.0%
$15.1K - $17.2K
105 $23K
May 04, 2023 Q1 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
72
New
$11.1K - $12.6K
72 $15.8K
Apr 19, 2023 Q1 2023
Heron Financial Group, LLC

BUY
 -
70
+ 4.97%
$10.8K - $12.3K
1.48K $324K
May 15, 2023 Q1 2023
Okabena Investment Services Inc

Minneapolis, MN
BUY
 -
22
+ 157.14%
$3.39K - $3.86K
36 $7.9K
May 09, 2023 Q1 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
20
New
$3.08K - $3.51K
20 $4.39K
Apr 25, 2023 Q1 2023
Morton Brown Family Wealth, LLC

BUY
 -
15
New
$2.31K - $2.63K
15 $3.29K
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
14
New
$2.16K - $2.46K
14 $3.07K
May 15, 2023 Q1 2023
Wealthsource Partners, LLC

BUY
 -
13
+ 0.45%
$2K - $2.28K
2.91K $638K
May 03, 2023 Q1 2023
Le Jeune Puetz Investment Counsel LLC

BUY
 -
13
+ 1.11%
$2K - $2.28K
1.18K $259K
May 12, 2023 Q1 2023
Trust Asset Management LLC

Houston, TX
BUY
 -
11
+ 0.19%
$1.69K - $1.93K
5.68K $1.25M
Apr 18, 2023 Q1 2023
Wolff Wiese Magana LLC

BUY
 -
10
+ 100.0%
$1.54K - $1.76K
20 $4.39K
May 03, 2023 Q1 2023
Centerpoint Advisors, LLC

BUY
 -
6
New
$924 - $1.05K
6 $1.32K
May 16, 2023 Q1 2023
Kb Financial Partners, LLC

Princeton, NJ
BUY
 -
5
+ 0.14%
$770 - $878
3.68K $807K
May 09, 2023 Q1 2023
25 LLC

St. Louis, MO
BUY
 -
3
New
$462 - $527
3 $658
May 02, 2023 Q1 2023
Schubert & CO

BUY
 -
2
+ 4.08%
$308 - $351
51 $11.2K
May 03, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
1
New
$154 - $176
1 $219
Q4 2022
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
3.91M
New
$593M - $679M
3.91M $857M
Feb 14, 2023 Q4 2022
Prospector Partners LLC

Guilford, CT
BUY
 -
38.4K
+ 739.04%
$5.84M - $6.68M
43.6K $9.57M
Feb 14, 2023 Q4 2022
Allstate Investment Management CO

Northbrook, IL
BUY
 -
17.9K
New
$2.72M - $3.12M
17.9K $3.93M
Feb 14, 2023 Q4 2022
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
11.2K
New
$1.7M - $1.94M
11.2K $2.45M
Feb 06, 2024 Q4 2022
Van Leeuwen & Company, LLC

Princeton, NJ
BUY
 -
8.26K
New
$1.25M - $1.44M
8.26K $1.81M
Jan 27, 2023 Q4 2022
Alpha Dna Investment Management LLC

Columbia, MD
BUY
 -
7.05K
+ 178.13%
$1.07M - $1.23M
11K $2.41M

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