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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
4.16K+ 90.46% |
$633K - $724K
|
8.77K
$1.92M
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
3.44KNew |
$522K - $597K
|
3.44K
$754K
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
BUY
|
- |
3.2KNew |
$487K - $557K
|
3.2K
$702K
|
|
Jan 20, 2023
Q4 2022
|
Kearns & Associates LLC
|
BUY
|
- |
2.86KNew |
$434K - $497K
|
2.86K
$627K
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
2.19KNew |
$332K - $380K
|
2.19K
$480K
|
|
Feb 14, 2023
Q4 2022
|
Utah Peaks Capital Inc
Park City, UT |
BUY
|
- |
2.19KNew |
$332K - $380K
|
2.19K
$479K
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
2.1KNew |
$319K - $365K
|
2.1K
$460K
|
|
Feb 13, 2023
Q4 2022
|
Cipher Capital LP
New York, NY |
BUY
|
- |
2.08KNew |
$317K - $362K
|
2.08K
$457K
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
1.54KNew |
$234K - $268K
|
1.54K
$338K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.45K+ 105.08% |
$220K - $252K
|
2.83K
$620K
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
1.33KNew |
$202K - $231K
|
1.33K
$291K
|
|
Feb 03, 2023
Q4 2022
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
1.28KNew |
$194K - $222K
|
1.28K
$280K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.22KNew |
$185K - $212K
|
1.22K
$267K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
915New |
$139K - $159K
|
915
$201K
|
|
Feb 14, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
907+ 7.9% |
$138K - $158K
|
12.4K
$2.72M
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
786New |
$119K - $137K
|
786
$172K
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
522New |
$79.3K - $90.8K
|
522
$114K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
120+ 3.26% |
$18.2K - $20.9K
|
3.8K
$834K
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
76New |
$11.5K - $13.2K
|
76
$16.7K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
70New |
$10.6K - $12.2K
|
70
$15.4K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
67+ 2.01% |
$10.2K - $11.7K
|
3.4K
$745K
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
65New |
$9.87K - $11.3K
|
65
$14.3K
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
65New |
$9.87K - $11.3K
|
65
$14.3K
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
61New |
$9.27K - $10.6K
|
61
$13.4K
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
58New |
$8.81K - $10.1K
|
58
$12.7K
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
43New |
$6.53K - $7.48K
|
43
$9.43K
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
35New |
$5.32K - $6.09K
|
35
$7.68K
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
32New |
$4.86K - $5.56K
|
32
$7.02K
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
27New |
$4.1K - $4.7K
|
27
$5.92K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
27New |
$4.1K - $4.7K
|
27
$5.92K
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
24New |
$3.65K - $4.17K
|
24
$5.26K
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
24+ 36.92% |
$3.65K - $4.17K
|
89
$19.5K
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
24New |
$3.65K - $4.17K
|
24
$5.26K
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
23New |
$3.49K - $4K
|
23
$5.04K
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
15New |
$2.28K - $2.61K
|
15
$3.29K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
8New |
$1.22K - $1.39K
|
8
$1.75K
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
6+ 0.23% |
$911 - $1.04K
|
2.65K
$582K
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
3+ 0.07% |
$456 - $522
|
4.34K
$952K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
96.8K+ 10.54% |
$14.4M - $16.8M
|
1.01M
$223M
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
69.3K+ 6.47% |
$10.3M - $12M
|
1.14M
$250M
|
|
Nov 14, 2022
Q3 2022
|
Laurion Capital Management LP
New York, NY |
BUY
|
PUT |
24.6KNew |
$3.65M - $4.26M
|
24.6K
$5.4M
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
11.3K+ 134.49% |
$1.68M - $1.96M
|
19.7K
$4.33M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
4.13KNew |
$613K - $716K
|
4.13K
$906K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.63K+ 202.51% |
$538K - $628K
|
5.42K
$1.19M
|
|
Nov 14, 2022
Q3 2022
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
3KNew |
$445K - $519K
|
3K
$658K
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1.72KNew |
$255K - $298K
|
1.72K
$378K
|
|
Nov 14, 2022
Q3 2022
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
1.08K+ 9.23% |
$160K - $187K
|
12.8K
$2.8M
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
885New |
$131K - $153K
|
885
$194K
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
755New |
$112K - $131K
|
755
$166K
|
|
Oct 25, 2022
Q3 2022
|
Qvr LLC
|
BUY
|
- |
681+ 104.93% |
$101K - $118K
|
1.33K
$292K
|