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, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
29New |
$5.36K - $5.85K
|
29
$5.72K
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
29+ 2.01% |
$5.36K - $5.85K
|
1.47K
$291K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
25New |
$4.62K - $5.05K
|
25
$4.94K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
17+ 1.16% |
$3.14K - $3.43K
|
1.48K
$292K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
16New |
$2.96K - $3.23K
|
16
$3.16K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
11+ 0.92% |
$2.03K - $2.22K
|
1.21K
$238K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
8New |
$1.48K - $1.61K
|
8
$1.58K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6+ 3.85% |
$1.11K - $1.21K
|
162
$32K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6New |
$1.11K - $1.21K
|
6
$1.18K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
5New |
$925 - $1.01K
|
5
$987
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
4New |
$740 - $807
|
4
$790
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.33% |
$370 - $404
|
615
$121K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 20.0% |
$370 - $404
|
12
$2.37K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1New |
$185 - $202
|
1
$197
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
419KNew |
$77.1M - $83.2M
|
419K
$82.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
80.4KNew |
$14.8M - $16M
|
80.4K
$15.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
24.5KNew |
$4.5M - $4.85M
|
24.5K
$4.83M
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
18.2KNew |
$3.35M - $3.61M
|
18.2K
$3.59M
|
|
|
Oct 30, 2023
Q3 2023
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
BUY
|
- |
13K+ 43.33% |
$2.39M - $2.58M
|
43K
$8.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
6.7KNew |
$1.23M - $1.33M
|
6.7K
$1.32M
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
4KNew |
$736K - $794K
|
4K
$790K
|
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.86KNew |
$526K - $568K
|
2.86K
$565K
|
|
|
Nov 01, 2023
Q3 2023
|
Requisite Capital Management, LLC
|
BUY
|
- |
2.81KNew |
$517K - $558K
|
2.81K
$554K
|
|
|
Nov 14, 2023
Q3 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
2.46K+ 88.33% |
$452K - $488K
|
5.24K
$1.03M
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
BUY
|
- |
2.09KNew |
$384K - $414K
|
2.09K
$412K
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
1.35KNew |
$247K - $267K
|
1.35K
$266K
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.32KNew |
$243K - $262K
|
1.32K
$261K
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.3KNew |
$240K - $259K
|
1.3K
$257K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
1.11KNew |
$205K - $221K
|
1.11K
$220K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
889New |
$164K - $177K
|
889
$175K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
706New |
$130K - $140K
|
706
$139K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
624+ 9.69% |
$115K - $124K
|
7.07K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
446+ 7.61% |
$82.1K - $88.6K
|
6.31K
$1.25M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
410New |
$75.4K - $81.4K
|
410
$80.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
397+ 29.78% |
$73K - $78.8K
|
1.73K
$342K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
341New |
$62.7K - $67.7K
|
341
$67.3K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
275+ 0.93% |
$50.6K - $54.6K
|
29.9K
$5.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
204New |
$37.5K - $40.5K
|
204
$40.3K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
150New |
$27.6K - $29.8K
|
150
$29.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
68New |
$12.5K - $13.5K
|
68
$13.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
44New |
$8.1K - $8.74K
|
44
$8.69K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
33New |
$6.07K - $6.55K
|
33
$6.51K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
27New |
$4.97K - $5.36K
|
27
$5.33K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
25+ 32.47% |
$4.6K - $4.96K
|
102
$20.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
17New |
$3.13K - $3.38K
|
17
$3.36K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
17+ 9.55% |
$3.13K - $3.38K
|
195
$38.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
14New |
$2.58K - $2.78K
|
14
$2.76K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7New |
$1.29K - $1.39K
|
7
$1.38K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
5New |
$920 - $993
|
5
$987
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
4+ 0.25% |
$736 - $794
|
1.59K
$313K
|
|